Episode Transcript
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0:00
It's time for Windows Weekly, Paul Theratz in
0:02
Mexico City. Richard Campbell is in New Zealand.
0:04
He'll join us a little bit late.
0:06
He's actually driving as fast as he can
0:09
to get back to his studio
0:11
and his house. We've got lots to talk
0:13
about. It's a big AI show. No
0:16
new versions of Windows this week, but
0:18
there is a lot of co-pilot news,
0:20
especially in Edge. Why Firefox
0:23
is fighting so hard to
0:25
stay alive. And of
0:27
course more earnings and Xbox news
0:29
too. Plus some
0:31
tips of the week, an app of the week and a brown
0:33
liquor pick of the week. It's all coming up next on
0:35
Windows Weekly. Podcasts
0:39
you love. From people you
0:41
trust. This
0:44
is Twit. This
0:50
is Windows Weekly with Paul Theratz and
0:53
Richard Campbell, episode 867. Recorded
0:56
Wednesday, February 7th, 2024. Prepare
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That's CashFly,
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cashefly.com/twit. It's
2:31
time for Windows Weekly, the show where we
2:33
get together with Paul and Richard and talk
2:35
about Windows and Microsoft and stuff,
2:38
except Richard is stuck in the
2:40
air somewhere over in New Zealand, I guess. Hi, Paul.
2:44
Hello, Leo. Yeah, Paul's in Mexico City,
2:46
though. I can tell from
2:48
the colorful couch pillows. Yeah,
2:51
well, I'm hoping by the end of this
2:53
trip I'll have colorful walls as well. We're
2:55
working on that. That's the last thing you
2:57
do. First you get comfy, right?
3:00
Then you put stuff on the walls. It's
3:02
a little stark. Yeah,
3:04
it's pretty. What is that window behind you look
3:06
out onto the street? No,
3:09
it looks out onto the penthouse across the way. Oh,
3:11
that's the one I want to rent. Unfortunately,
3:14
it's been purchased. Oh, nuts. I
3:17
wanted to flash you. This is the guy who bought
3:19
it. He's really nice. Oh, good. Oh,
3:21
nice. He's Americano, a
3:24
gringo, as they say. Are
3:26
you surrounded by expats? No.
3:32
No, we're kind of in the far southeastern
3:34
corner of Romanorte. So if you
3:37
walk north of here, it's
3:39
like walking through Brooklyn. But
3:42
if you walk south of here, it's like
3:44
walking through Medellin or something. I mean, it's
3:46
a completely different planet. So we're
3:49
kind of bridging those two worlds. It's a
3:51
nice location. I'm
3:54
so jealous. And I bet it's
3:56
a little warmer than Mukunji. It's
3:58
a little. The the low
4:01
temperature here exceeds the high temperature
4:03
and with yeah that's what I
4:05
figured. Ah, although it's because you're
4:07
at altitude. And it's as
4:09
it is a slippery like a seventy threat low
4:12
seventies and seventy outweigh I though it's been high
4:14
seventies when I assume they get done a low
4:16
seventies. but they are and I did actually gets
4:18
into the high forties like a good at four
4:20
o'clock in the morning. yeah but we want some.
4:22
Was cited nine thirty and it was sixty Five
4:24
Am in your. Seats.
4:27
And not to mention the food that you
4:30
were probably units do ever cook. At
4:34
us Like literally know, why would
4:36
you why we leave? You know
4:38
it, When we're home, we've. You.
4:41
Know. Five. Six days a week, most
4:43
meals at home rather be net. It's. The
4:45
complete opposite here at how is.
4:48
This. Is no reason to. Well, it's really
4:50
nice and it's amazing. And
4:52
we a month cost us three dollars and
4:54
Fifty cents. I don't think I could write
4:57
deliver a reasonable answer that price? Damn right,
4:59
You know. And. Then you have
5:01
to shop and cook and all that
5:03
stuff gets. Francis
5:06
trying to conceal his. Business
5:08
as. Well. For
5:11
everybody are tons. There's
5:13
things. there's impediments. Ah,
5:16
if it were in early. I blink
5:18
twice. If you're talking about your wife,
5:20
Assess. Assess. Their
5:23
that a wife is that there is
5:26
my kids. And
5:28
there's this darn. Thing. Called Sweat
5:30
And but all of them combine two
5:32
words can have me air here at
5:34
his word for that as a good
5:37
some right months ago responsibilities there's a
5:39
word, but you. It's. The Spring
5:41
Awakening my friends. he is footloose. It was
5:43
nice I don't have to do what you
5:45
have to do right now. I just have
5:48
to shop for thing like this. So. I.
5:50
Can work. From. Anywhere so jealous
5:52
it or five wouldn't even.
5:55
Know. What even? No No No No
5:57
No. The
6:00
think that is the case also with me. Why
6:03
not? Why not? I just get a green screen.
6:05
You never know. Room for
6:07
Summer Have been told me I
6:09
could move basically move. To.
6:12
Live in the Vatican. Do.
6:14
They have are so he lives in a
6:16
simple will have one. does it? Apparently somebody
6:18
this that there. There's a Jesuit house. he
6:20
lives in the desert as in Vatican City.
6:22
it's overlooking St. Peter's Square
6:25
and he says yet we
6:27
have nineteen guestrooms. I.
6:29
Said well, how do they care about it? I mean
6:31
how long you stay. Said well there's
6:33
a guy a moved enduring covered in. has a moved
6:35
out yet? I don't know. It's
6:38
for since plus. Roberts.
6:41
Built up entire podcast studio. I
6:43
got better than this. Probably knowing
6:45
Robert you up on top of
6:47
the same. So.
6:51
Loose. And
6:53
there's lots of cats there anyway. Let's
6:55
say nobody cares about this visit. This
6:57
is I care about this than mine
6:59
are you. And I mean but this
7:01
is the person on kind of discussion.
7:04
The other people really hate. Snow
7:07
I'm sorry enemy now I don't know if that's
7:09
the case, but in the early days of the
7:11
show I always said, you know. We're
7:14
here. We don't want to waste her listeners'
7:16
times. Let's get right into Isis. But now
7:18
that we do three hour shows way, we're
7:21
clearly wasting our listeners time. So where we
7:23
sing? Are we wasting arts? Everybody well known?
7:25
Yeah. So are you may be wondering. Where
7:27
is that other guy as soon is? Where
7:29
is he. Looses. In
7:31
New Zealand, I'm is a New Zealand. And
7:34
he is been texting me michigan for
7:37
him as as was this Money Murmurs:
7:39
Eat lunch today. says.
7:42
This is Crazy. He. Says that
7:44
two point five hour drive so starts in an
7:46
arm. not going to make it so the left
7:48
a rental car place like I'm sorry so big
7:50
deal. The winters your travel. Though.
7:53
He says on. The. I didn't
7:55
pull over and do it from the cars with. earnest
8:00
This just takes a week off. It's good. I
8:03
half expected him just to show from
8:06
like a windswept seaside. He's
8:09
done that before. Remember, he did that from the
8:11
airport a couple months ago.
8:14
He just showed up. He's very dedicated. He's
8:16
just too dedicated. He's actually put in notes,
8:18
his notes for brown liquor and everything. So
8:21
because he was on the road, I actually added the
8:24
notes for his podcast pic for him, but he didn't
8:26
tell me the name of the liquor pic. I would
8:28
have added that as well, but I see he has
8:30
added that. But we'll say that. I
8:33
can't speak to that. We'll
8:35
mention his podcast pic because it's timely.
8:39
Maybe my wife's not at work on that, but maybe I
8:41
can convince her to grab a cocktail.
8:43
She works while she's there too. So
8:47
you really, it's kind of cool. I mean,
8:49
this is the modern age capable
8:52
of doing everything you would do in PA
8:54
and MxC. So
8:56
all right, since you mentioned that, I
9:00
will just say, I don't know how
9:02
I write this up or whatever, but I
9:04
have so many memories related to travel that
9:07
are technology related, right? It
9:10
was the time I was going to Amsterdam in the
9:12
night before I was switching the
9:14
SIM card out of my phone and
9:17
it popped out of my hand, fell into the couch, fell
9:21
further into the couch, fell further into the couch and then got into a
9:23
place where I couldn't reach it. And I needed it for connectivity.
9:27
My wife comes home with my daughter. They walk through
9:29
the door and what they see is me on top
9:31
of an upside down couch with a saw cutting
9:34
through the bottom of the couch. And she's like, what are you
9:36
doing? And I'm like, I can't go to
9:38
Amsterdam without the SIM card. So
9:41
flash forward to today, if somebody stole
9:43
my phone and I didn't
9:45
have a phone, I could buy one here. I
9:48
could get an eSIM instantaneously and be
9:50
online, 4G, 5G, whatever,
9:52
no problem. And
9:54
then contrast these two experiences with the
9:57
first year the iPhone came out and I was in Paris. And
10:01
I was scared to death to turn that thing on because
10:03
there were all these stories about those people coming back with
10:05
the giant paper bills. And
10:07
this is the year when the first came out.
10:10
The iPhone 1.0 had no sense
10:13
of location or roaming or anything. Yeah, it
10:15
would do internet. It would just be on
10:17
or off. Expensive. So I was scared to
10:19
death to use this thing. And that
10:21
was the same summer that Paris started doing
10:23
public Wi-Fi in the parks. So
10:26
I tried every single one of them. They were all terrible.
10:29
But you know, you compare that situation
10:32
back then and eventually you could
10:34
pay AT&T a ton of
10:36
money for a really small amount of
10:38
data to you have something like Google Fi where you
10:40
can just kind of travel internationally. Don't worry about it. But
10:43
you know, it's 10 bucks per gig, whatever. And
10:45
then today I just have unlimited. Nobody cares. Like
10:48
it's just on. No problem. You know,
10:50
those things really just have changed my
10:52
life. So it's made this kind of
10:54
thing possible,
10:56
right? That's one of the things that makes what I'm
10:58
doing now a big
11:01
deal. It's really... The internet connection
11:03
here is as fast as the one I had on the
11:05
gig. I mean, I think
11:08
back to when we started and I
11:10
was fighting Skype flaws.
11:12
I'd spend hours editing the
11:15
shows. We've
11:18
come a long way, baby. Oh, it's incredible.
11:21
And listen, I know people here don't think
11:23
this, but I complain a lot, right? This
11:26
is one of those kind of... The
11:29
flip side of the coin, right? It's healthy to
11:32
remember that for as terrible as
11:34
things can be, for all of the certification
11:36
stuff we talk about, and I think we're going to be talking
11:38
about some of that today actually, there
11:41
have been these advances. You know, I'm
11:43
sure. To me, it's just the biggest...
11:45
It's remarkable. It's awesome. Totally remarkable. Yeah,
11:47
we do take it for granted. That's
11:50
that famous Louis C.K. bit where he talks
11:53
about flying in an airplane. It's
11:55
one of my favorites. What are you, four? The
11:58
flying plane. through the air in
12:00
your chin. I want my food. I want my food. It's
12:03
so terrible. And you're like, it's bouncing off a
12:05
satellite. Give it a second. It's
12:08
beautiful. We live
12:10
in amazing times. It's good once in
12:12
a while to pause and remember that.
12:15
And then for me to feel insanely jealous that
12:17
you're in Mexico City right now. Well,
12:20
like I said, I mean, this is... I'm
12:24
not at the Grand Hotel
12:26
or anything. I'm in a 700-square-foot cement
12:28
box. You're in your flat. You're
12:30
in your own personal flat with your own clothes
12:32
and your own bedding and your own... By
12:36
the way, as you know, some
12:38
of our audience, just a
12:40
little bit OCD. Oh,
12:43
I'm right there with you. Yeah. And they're
12:45
noticing that spot over your left shoulder. I think that's a
12:47
thumb mistake. Yep. I
12:49
will tell you, I focused on that the second I turned
12:52
the camera on. What that is is a hook for
12:55
a jacket or whatever. Oh, all right. Put a jacket on there.
12:57
Would you put a hat on it next time? Leo, listen, I
12:59
am way ahead of you. When
13:01
we got home from lunch, I
13:03
looked... When we left, there was a
13:05
jacket hanging there. And I thought to myself, you know what? Maybe
13:08
that's going to make it okay. And then we got
13:10
back from lunch and I turned on the camera, and I
13:13
was like, where's the jacket? And I
13:15
think my wife, she cried, I'll get it out
13:17
of the video. She tidied it
13:19
up. Yeah. No, believe
13:21
me. I'm going to be... I'm like staring at it.
13:23
I know they ask. People
13:27
are going to wait for it to slowly start
13:29
moving across the wall, like at the differential or
13:31
something. They're not sure because it's so hard to
13:33
see. It's kind of like it might be a
13:35
dot on the camera. But now that you know...
13:37
No, it's a circular hook for a jacket. Yeah,
13:40
yeah, yeah. When my wife's on
13:42
the hook. Hey, Stephanie, bring us a hat. I
13:45
need a jacket and a cocktail. Yeah, a
13:47
jacket and a... The title
13:49
already. I can't... A
13:52
piss helmet. It's
13:54
like the beginning of a David Lee Roth video. Yeah. Give
13:57
me a jacket and a cocktail. So go. And
14:02
lawyers, guns and money. Windows,
14:05
radio silence from the
14:07
insider program all this week. What happened?
14:10
Yeah, we usually have some news about
14:12
stuff that happened in the insider program
14:15
last week, right, the previous week. And
14:18
this week, this past week, we've only gotten the one
14:20
build and it was in the beta channel and it's
14:22
just bug fixes. So the
14:24
thing is, the only thing you need
14:26
to know about this is if you are testing the beta
14:29
build, you're going to want to download this update because it
14:31
actually fixes a bunch of serious problems. And
14:34
you have to have that switch, right, in
14:36
Windows Update on, you know, I wind up
14:38
dates early. But there's
14:41
nothing, there's no new features. So for
14:43
the rest of the world, I get nothing to tell
14:45
you. So that's it. That's
14:48
all we have from the insider program. But
14:50
we do have a bunch of Windows news. Okay.
14:53
Fortunately. AI Windows news as it
14:56
has been all this year
14:58
and pretty much. And then more AI. Yeah,
15:00
yeah, yeah. I'm in the middle of
15:02
writing an article. One year ago yesterday, I wrote
15:04
an article called, This is Windows 12. And
15:08
the only thing I got wrong was the name. But
15:10
the, this coming
15:12
big update for Windows, which is kind
15:15
of all AI related, it's kind of
15:17
fascinating to look back
15:19
a year later and see
15:22
what has transpired because I don't
15:24
think, even as crazy as
15:26
it seemed last February when Microsoft
15:29
announced this thing with AI and
15:31
all this stuff. A year later,
15:33
it's I don't know one would have anticipated
15:35
this level of, you
15:38
know, update release, update, release, update,
15:40
release, you know, rebrand, rebrand, rebrand. I mean, it's
15:42
been a crazy year. And
15:44
we'll get, we'll get to that in a moment.
15:47
But one of the things that came out of
15:49
that was co pilot in Windows. And
15:52
I actually think we have a branding problem
15:55
here because there's, you know, there's
15:57
co pilot co pilot is the Microsoft brand for their
16:00
of AI functionality. It
16:02
was first in GitHub, that was the first time. And
16:05
then it made sense because it was your
16:07
programming partner, it was your co-pilot as you
16:09
wrote code. Yeah, and
16:11
actually somebody asked me about that late last
16:14
week and there's something interesting about co-pilot
16:17
for GitHub and that's that
16:19
it's not that expensive. It's only $10 per
16:21
month per user. Interesting. Co-pilot
16:23
Pro for Microsoft account
16:25
holders is $20 per month per
16:27
user and then it's more typical to see chat GPT
16:30
plus or
16:33
co-pilot in Microsoft 365 is $30 per user per month.
16:39
And the reason is the co-pilot
16:43
model, the thing that they're learning against,
16:46
the data set that they work against is
16:48
so much smaller, right? It's finite. It's literally
16:51
a set of programming related topics,
16:53
right? So that when
16:55
you cut down on what this thing needs to
16:57
learn, you can actually save a lot
17:00
of money. And
17:02
that's why co-pilot in Windows is free because
17:04
it's nothing. Interesting.
17:07
It's terrible. Yeah. Anyway,
17:09
but the free is what you're saying. Right.
17:13
You get what you pay for is what I'm saying. Which
17:15
model are they using? 3.5 of chat GPT? No,
17:19
so yeah, it's four and
17:21
then four turbo or 4.5 turbo. Yeah,
17:23
that's a smaller set. But
17:26
it depends on whether you're paying or not, right? And so as
17:29
part of the rebranding as they did, not
17:31
counting co-pilot, I mean, forget about GitHub for
17:34
a moment, but the rest of the co-pilot
17:36
branded products and services Microsoft has are all
17:38
using that same co-pilot base. And
17:40
it is on the latest version of chat GPT,
17:42
although they'll meter it if you're not paying obviously
17:45
and maybe even up it down to 3.5, depending
17:48
on how busy things are at the time or whatever.
17:52
You get precedents when you pay. But
17:55
they're really confusing matters a lot because we
17:57
have this notion of as part of the
17:59
rebranding. There's Microsoft co-pilot, but
18:02
there's co-pilot. There's
18:05
somebody in Discord. I added a jacket to
18:07
the... That's what we need. It's
18:09
good. The
18:11
jacket that was there was not that big, but it's... You
18:14
know, thank God for Photoshop is all I'm saying.
18:16
Here we go. Yeah. We can put a little
18:19
jacket on that hook and... Yeah,
18:21
it looks like I'm describing Brad Sam's right there.
18:24
Anywho, um... I
18:26
don't know where that came from. That's
18:29
really mean. And I'm not gonna tell Brad you
18:31
said that. Don't worry. This is how men interact.
18:33
I'm sorry. So... I
18:36
forgot what I was talking about. The
18:38
basis of Microsoft... Microsoft
18:40
co-pilot is the same everywhere. Right?
18:42
This free and paid versus obviously.
18:45
But we're getting... There's no...
18:48
It used to be Microsoft 365 co-pilot. It
18:50
used to be Windows co-pilot. Right? Now
18:53
it's co-pilot in these products. So
18:56
even in the confines of something like Microsoft 365,
18:59
we're gonna have something called
19:01
co-pilot in OneDrive soon. And
19:03
it's like, guys, I think we're getting a
19:06
little weird here. Because these
19:08
things all have unique functionality, etc. Or
19:10
at least they can. The
19:12
co-pilot in Windows, as we call it,
19:14
is not particularly interesting because the unique
19:17
functionality there is not very good. It's
19:19
just related to a handful of settings. Make
19:21
it darker. Yeah, or make me a Spotify
19:23
playlist. So you can't ask it
19:25
stuff. You can't say... No, you can't.
19:28
It does the basic... It does do
19:30
what co-pilot does. Right? So you can say, make
19:32
me a picture of a painting in the style
19:35
of whatever and you can do all that stuff.
19:37
Yeah. Is that what you
19:39
used for those amazing Master Chief
19:41
paintings that you did? Yeah. So
19:43
what I'm using is... I pay for
19:45
Co-Pilot Pro, which is the consumer version.
19:47
$20 per month. Right? So
19:50
sometime in the past, I don't know, two
19:52
weeks or so, they added that into Co-Pilot
19:55
in Windows. So I don't
19:57
do it that way. I don't actually like the sidebar. knows
20:00
if I wanted it. So it has that. It does.
20:02
It says Pro. It knows I did that. So
20:05
one of the things that just changed was they
20:07
did that for people who subscribe to Co-Pilot in
20:09
Microsoft 365. So
20:11
same thing with Pro. If you do subscribe
20:13
and pay for the Microsoft 365 version and
20:17
you access it through the sidebar, it knows
20:19
that. It will give you the little logo
20:21
so you can tell that you're getting it. And
20:23
you can do whatever you want to do through there. So
20:25
actually, it's pretty good. I
20:28
mean, so far, I would say the biggest
20:31
or best functionality in Compilot in
20:33
Microsoft 365 is the app-based stuff.
20:37
You go into Microsoft Word, for example, and it helps
20:39
you write and all that. You don't really do that
20:41
from the sidebar. But I think that's kind of
20:44
cool. It's
20:46
funny that $20 seems to be the going
20:50
rate for a Pro
20:52
subscription. That's what OpenAI
20:55
charges. It's what I'm using
20:57
Perplexity now, because you made me
20:59
start using the Arc browser. Yeah. Explain
21:01
what Perplexity is, though. This is an
21:03
LLM from, it's like open source. Well,
21:07
it's an interesting, I think
21:09
I like it. I might, well,
21:11
OK, I'll explain. So
21:13
it is a front end to AI. But
21:16
it doesn't have to be any particular AI.
21:18
So you can use a variety of models,
21:20
including chat GPT-4. Does
21:24
it pass through your capabilities based
21:27
on whether you pay for it or not? Yeah,
21:29
I guess. That's actually a good question. Because
21:32
I have chat GPT-4 through my
21:34
OpenAI subscription. So it's a little
21:36
confusing. So
21:39
Perplexity will let you choose
21:41
the model. I
21:43
actually am not logged into Pro right now. So I'll
21:45
re-log. Do you model stack? That
21:49
would be cool. I'll have to play
21:51
with it. It will let you do Google's,
21:54
what they call Gemini now, was Bard.
21:56
It will let you do, I think, Anthropics'
21:59
Claude. So there are a
22:01
number of really good so To
22:04
kind of explain this, you know, we've talked about
22:07
this before There's these large language models and there
22:09
many of them now meta open
22:11
source of their llama llama to Apple
22:14
has just released an open source
22:18
LLM So there there are
22:20
a lot of these around and they have I guess you
22:23
know They're all trained on roughly this I would guess the
22:25
same data the internet as a whole That's
22:28
a shrinking body of stuff
22:30
they can access and then they
22:32
have additional tuning on top of that that
22:34
makes them unique one
22:37
of the reasons I I'm hesitant to
22:39
cancel my Open AI subscription
22:41
is they have those GPTs and you remember
22:43
I've talked about this I've made two GPTs
22:46
which I use all the time one for
22:48
the programming language I use and one for the
22:51
editor I use and their reference
22:53
their references for me. They're fantastic
22:55
Fantastic, I cannot actually Know
22:58
this is the copilot thing but writ small a
23:00
little bit right? I know one of your better
23:02
because it doesn't hallucinate so I Know
23:05
right that's what it gets better. One of the instructions
23:07
I gave it was and under no
23:10
circumstances use anything that isn't in the
23:12
corpus Of works that I
23:14
gave you so I gave it, you know dozens of
23:16
PDFs Of you
23:18
know the nice thing about lisp the language
23:20
I like common list is it's so old
23:22
that everything's in the public domain So
23:26
I gave it all these yeah, I gave
23:28
it all these classic lisp books Somebody
23:31
sent me so and then I'm working. I'm
23:33
trying to understand something called a deterministic finite
23:36
automata Don't ask
23:39
but I love the language. Yeah, the chocolate
23:41
milk mini sips sent me a textbook I
23:44
guess PDF from when he was I mean
23:46
years ago studying this which I added now
23:48
all of a sudden my lisp AI
23:52
my lisp expert is also an expert
23:54
in DFAs and I can
23:56
say write me some lisp a DFA in lisp And
24:00
it will do it. But in Lisp, yeah. What's
24:02
your second one? I know about the Lisp. Emacs.
24:05
What's the other one? Emacs. Okay.
24:08
Emacs similarly, I put all the Emacs manual. This
24:10
is a good example. This is about keyboard shortcuts
24:12
essentially, right? Well, it's also program. Emacs is kind
24:14
of some wag once said
24:16
an operating system with a kind of half-decent header. Yeah,
24:19
a tech header in front of it. Yeah.
24:23
Because it's written in Lisp itself, it's
24:25
highly programmable. I mean, your Emacs, when you
24:27
get it, can not only tell you
24:29
what the moon thing is, it could, you know,
24:31
the phase of the moon, it could tell you
24:33
it has a ELISA built in, it has games
24:35
built in. Right. Because it's just really,
24:37
it's like an operating system. But
24:40
in order to use it effectively, you really need to know
24:42
a lot. And so I took all the, this is a
24:44
good example. If you've got a
24:46
bookshelf of manuals, whether it's
24:48
for a car or plumbing
24:51
or whatever, you could put this into it.
24:54
Yeah. And suddenly it is the expert,
24:56
you don't have to flip through stuff. You
24:59
could do this with Delphi. Yeah, this is going to be... If you gave
25:01
it your Delphi Bible... Well, I wouldn't do
25:03
it for Delphi. But I would do it for things
25:05
like, you know, the history of Microsoft, just page milestones,
25:07
dates, et cetera, you know. I
25:11
mean, this is probably months ago now, but for a
25:13
long time, I've been talking about this notion of consumers
25:16
not having the Microsoft graph and
25:19
that Microsoft is forcing OneDrive usage,
25:22
is forcing Outlook, new Outlook
25:24
usage, forcing edge usage,
25:26
not just for ads and, you know, that
25:28
stuff. Oh, that's definitely part of it. But
25:32
also because they need to create something for
25:34
consumers that's like the Microsoft graph. And
25:37
I look at my own, I'm going
25:40
to call it like work archive of documents,
25:42
which I think is a couple hundred gigabytes
25:44
or whatever, and it's 30 years of my
25:46
writing, you know. And one of
25:48
my weird problems, because I write so much, is
25:50
I'll start writing on a topic, and I'll think,
25:52
I know I've written something about this, and I
25:55
can't... My site church is
25:57
terrible. I try to do that stuff. But
26:00
yeah, just having something I go back and say, hey, what
26:03
have I said about this? You know, whatever. Or
26:05
when did this happen? You know, that kind of
26:08
stuff. Super super helpful. So
26:10
yeah, this is coming and
26:12
you know, your mechanic is mind-blowing. Excellent
26:16
because dating back
26:18
to say the beginning of the iPod era,
26:20
I remember a friend of mine wanting
26:23
to get an iPod and wanting to
26:25
buy music online and thinking to myself,
26:28
this is how I can tell this is
26:30
going mainstream because this particular person, it was
26:32
a good friend, but not technical in any
26:34
way, not into the tech world. This
26:37
has leached into the mainstream, right? And
26:39
I think the thing you just described is going to be the
26:41
moment, it's coming, it's going to come in like two days. It's
26:44
when I go to my mechanic and he does what you
26:46
just described or you go to, I'm trying to think of
26:48
example. I think it can be in your phone. So
26:51
you can literally. Yeah, you're under the car and
26:53
you're like, what is this thing do? What's the
26:55
part for this thing? Yeah. And
26:58
this is not science fiction. This is
27:00
not someday soon. I
27:02
mean, that's what really turned me
27:04
around in AI. By the way, I logged into
27:07
Perplexity. So I have Perplexity Pro, again,
27:09
20 bucks a month. Everybody seems to
27:11
settle on that except Microsoft which
27:14
is 30. But so
27:16
I can choose the model, the Perplexity
27:18
model, there's an experimental model, GPT-4, Claude
27:22
2.1 and Gemini Pro. So those
27:24
are currently the models. So
27:29
yeah. So I'll give
27:31
you an example of some of this stuff. Like the other day,
27:33
I was saying,
27:35
well, how do, what was, can
27:38
I power a Vision Pro through
27:43
a battery pack? So I
27:45
wanted to know what's the wattage of PD,
27:47
power delivery. Perfect answer. Gave
27:50
me all the information, gave me all, this is what I used to
27:52
use Niva for, gave me
27:54
all the references. So I
27:57
know it's not hallucinating this.
28:00
Well, and you're, again, because
28:02
you're limiting, it's not going out in
28:04
Google searching and scraping although... Well, it
28:06
is. I think it
28:08
is. No, but it's doing a subset. And
28:12
I think that's the key to making
28:14
AI more accurate in solving this hallucination
28:16
problem. So
28:18
that's the interesting point because generally
28:24
these LLMs are frozen in time.
28:29
And remember, chatgbt 3.5 was frozen in 2022, I
28:31
think. So
28:36
it's been a while. I
28:38
got to show you this though. So
28:42
adding a surfing, which you
28:44
can do, I think, and I bet you could do with
28:46
a copilot with Bing, right? Is
28:48
adding that information makes it current.
28:53
But there's a risk. So
28:55
let me see if I can show you this. A
28:59
guy sent me his Microsoft
29:01
copilot search results. He
29:05
asked it, what are the origins of the...
29:09
Let me... I have to download this, I guess,
29:11
to show it to you. The
29:14
origins of the Arab-Israeli conflict.
29:16
And he
29:18
sent me a screenshot. It
29:22
had all the normal stuff at
29:24
first. The last creation of Israel,
29:26
Zionism, there was a whole... And
29:29
this is obviously a very politicized topic,
29:32
right? But the last piece
29:34
in this, point
29:38
four, Satan's role. Beyond
29:41
geopolitical factors, there's a deeper spiritual
29:44
dimension. The true source of the
29:46
Arab-Israeli conflict lies in Satan's fight
29:48
against God. This
29:51
is copilot. He manipulates
29:53
propaganda, terrorist groups, and anti-global tensions
29:55
to lay his own doom and
29:57
exterminate God's people. Well,
30:00
I mean when you say it's co-pilot, what
30:03
you're really saying is it's chat GPT rate.
30:05
I mean that's the... And it found a
30:07
source, obviously a demented source. I
30:09
mean actually this is valuable if it would have... Oh, actually you
30:11
know what? You may be right. I think
30:13
the insanity here might be because co-pilot
30:17
is when you add...what happens when you add
30:19
Bing to chat... Yeah. Yes
30:22
and I think it has a number
30:24
of references
30:26
in here. So I think it is using Bing but
30:28
it could easily just be in chat GPT. That's how
30:30
they bring it up to date, right? They're
30:33
searching the web, which is what you don't want. So
30:38
I...look, there's a...I don't have this in
30:40
the notes but like I said, there's
30:42
gonna be a co-pilot in OneDrive and
30:44
that's gonna be something people can use
30:47
to throw their...whatever body of data you
30:49
have into this thing and just
30:51
work against that. It's better
30:54
if you say this is the corpus. Yes.
30:57
You know, but that's... Make it as finite as possible. Up to now. Make
31:00
it as specific to whatever the task is as possible.
31:02
The best uses of AI have been like radiologists. So
31:05
the AI is trained on a
31:07
bunch of, you know, millions... Patent
31:09
recognition summarizing. These are things that
31:11
AI is very good at. It's good at. I make
31:13
this joke, this is just a joke, but what AI
31:15
is bad at is math where you say what's 11
31:17
plus 7 and it says Q. You're
31:19
like, yeah, that's right. Yes. It
31:21
wouldn't...actually this answer about Satan wouldn't have been so bad
31:23
if it had put it in a
31:25
bling thing. There are
31:28
some Christians who believe this. Okay.
31:32
But it's quoted as authoritative, like, well, there's
31:35
four points. I would argue that
31:37
it would be smarter if we just ignored that part of
31:39
it. Maybe. Yes,
31:41
maybe. So that's important
31:43
to keep...you know, when you
31:45
get this stuff...and Microsoft says that at
31:47
the bottom of every search, you
31:50
know, this is...there may be errors here. Yep.
31:54
Sorry. Well, we have an...I mean, let's not
31:57
blow away our AI section. Oh, that's for
31:59
later. Okay. We're still talking about it. It
32:02
would be accessed from. Well, specifically in
32:04
windows, right? So there were two updates
32:07
to that windows sidebar this past week.
32:09
One is the addition of my Microsoft
32:11
365 capabilities, which, you know, not a
32:13
big deal, but it was already available to pro users.
32:16
Oh, and speaking of which, um, to your point about the $30.
32:20
So $20 makes sense, uh,
32:22
or it is consistent for things like
32:24
chat GPT and copilot
32:27
pro. But I think
32:29
the additional $10 in Microsoft 365 is
32:31
literally the graph and that
32:33
it's working across data
32:35
that by and large is stored inside
32:38
Microsoft, right inside their data centers and
32:40
that you're getting capabilities inside of apps
32:42
like word, Excel, PowerPoint, Outlook, etc.
32:46
That these other things can't do
32:48
right. So there is additional functionality.
32:50
It's not just their arbitrarily making
32:52
it $10 per month more. Okay.
32:55
They're paying extra 10 bucks for the extra.
32:57
You're getting that thing you get with the
32:59
20 bucks from somewhere else, but you're also
33:01
getting the Microsoft 365 stuff. And
33:03
I think that's that explains perfect. Yeah.
33:06
So the second edition came yesterday and
33:08
this one came out of nowhere and I was
33:11
actually really happy to see this happen, not because
33:13
I care about this feature edition, but
33:15
because the woman that tweeted about it, uh, is
33:18
the vice corporate vice president of Microsoft, uh, Sheila,
33:20
I'm going to burst her last name. I apologize.
33:23
Ring Anna. Then, um, this
33:25
woman has only tweeted twice in the past
33:27
year, but, uh, she tweeted yesterday
33:29
that windows co-pilot will now launch in a,
33:31
in a wider sidebar, which is not particularly
33:33
interesting or whatever. It's resizable and also they
33:35
have a little toggle up there so you
33:38
can toggle the size between the old size
33:40
and the new size. Right.
33:43
And, um, this is, uh, this is only interesting
33:45
to me on two levels. One is that we don't
33:47
really hear from these people that much. So maybe something
33:49
is rubbing up a little bit. Um,
33:51
but also I just. Wrong enough on. Wrong
33:55
Enough. I'm saying, yeah. So, uh, it's, uh,
33:57
yeah, I'm not good at stuff like this.
34:00
Imma seeing this and when I realized
34:02
later was that is because of in
34:04
Mexico So this feature has rolled rolled
34:06
out and we discovered I and I
34:08
asked her and she responds. On
34:11
Ice Honey Honey get the something like
34:13
with which the mechanism by which this
34:15
is delivered to the operating system and
34:17
he may be fascinated to discover. That.
34:20
Is not Windows update. It. Is
34:22
not the Microsoft store. It's. Microsoft
34:24
Edge. See. You around on
34:26
a hob did it's latest version. oh my.
34:28
and once you do. You'll.
34:32
Get this functionality because we it is came
34:34
up of boy and of several months ago.
34:36
But that sidebar as it is in fact
34:38
another example of Microsoft Edge on you insert.
34:41
it's another instance of X even though zone
34:43
the button is in his in the back
34:45
where the charms are, it is actually get
34:47
an edge. It's Microsoft the here. While.
34:50
You may choose chrome or whatever but you have
34:52
to use edged he this product and window trust
34:54
in them and however but it's not a big
34:57
deal. Which. Up I
34:59
can have it. Is that? Ah, So.
35:04
I. Get I don't know from using the least edge. So.
35:07
When he didn't mean to say in updated the
35:09
I I I'm I'm fully updated. I don't have
35:11
it as it's because on the next go if
35:13
you look at the list of countries where this
35:15
is available I think this is one of it's
35:17
also way I can access copilot on my phone.
35:20
I saw it gives me a weird every message but
35:22
i think it's Mexico and the some strange about this
35:24
is if i go to the at to the web.
35:27
I can generate images like I've been
35:29
doing for my sight no problem by
35:31
parker the sidebar in windows and they
35:33
mobile app on Android. Will.
35:35
Not work here and you're not using a
35:38
Vpn. Them. Are. You. Know
35:40
but I. I don't think
35:42
it's not such as I don't think
35:44
it's I think it's mountainous. Non non
35:46
essential. Question them because you key eyes.
35:48
He had one at home that was
35:50
my the desktop Whitworth by obvious himself
35:52
carrier. he knows your carrier and nausea
35:54
and Mexico. i don't know why
35:56
the web vs working i was an amazing
35:59
her I guess technically because
36:01
the cloud server is not here, I guess
36:03
it might be why. But
36:05
yeah, I can't when I run it locally in
36:07
the operating system, it doesn't work. Anyway,
36:09
I was, look, this feature is not interesting
36:11
to me in the slightest. I don't like sidebars, I don't whatever.
36:14
But the notion that that's
36:17
how, that's the mechanism by which this
36:19
thing is updated is kind
36:22
of blows my mind. It's Edge. Yeah,
36:24
it's Microsoft Edge. What does that mean? Does it
36:26
mean that they want to, hmm, it's interesting. It's
36:28
just kind of an engine. Yes,
36:32
it's probably right. I mean, it's
36:34
obviously using the, it's not just the, like,
36:36
it's not about the rendering engine so much
36:38
as it is the UI is delivered as
36:40
part of Edge, I think, right? So
36:42
when you get this update and
36:44
open the sidebar, in addition to
36:47
being wider and being resizable, there's
36:49
an additional little button up at the corner and that
36:51
lets you toggle between the two default
36:54
sizes. And
36:56
that is, I mean, we talk about, you know, Edge
36:58
Bloat and, ooh, look at that, there's all kinds of
37:00
issues. I can make Bing go bigger. This is like,
37:02
I can make Bing go bigger. This is
37:05
the rather, this is an extreme version of Bloat,
37:07
is it? I mean, like an AI sidebar in
37:09
Windows, that's pretty interesting. Yeah, it's
37:12
interesting. It
37:14
is interesting. Alright, so, yeah,
37:16
you know, it's funny, I have Bing chat. I
37:18
haven't done a lot of time comparison between all
37:20
these different chat things I have. And
37:24
I presume that if it's using OpenAI, it's going
37:26
to be, but as you say,
37:28
it's OpenAI plus. So,
37:30
yeah, and Microsoft doesn't tell us exactly what that
37:32
means. I mean, part of it is Bing, for
37:34
sure. And this isn't the exact
37:36
wording, but Yousaf Meti, almost a year ago, described
37:38
it as some kind of a, you know,
37:41
Microsoft secret sauce. And
37:43
this is the weird thing they have with
37:46
their partnership with OpenAI, where these guys are
37:48
obviously partners, but they're competing against each other
37:50
as well. And there have been very overt
37:52
examples of Microsoft salespeople
37:55
kind of dumping on OpenAI because their version
37:57
of this doesn't have their stuff in it.
38:00
know and whether or not you
38:02
think that the Microsoft editions are an advantage
38:05
or a something that hobbles
38:07
them you know I don't know but yeah yeah if you're
38:09
showing the screen now so if you look at that button
38:11
up in the right corner next to the X that's
38:14
the new button and that should toggle it between
38:16
two sizes is my guess or just
38:19
docking it show is overlay versus
38:21
not so it's making it a
38:24
window as opposed to an early on
38:27
edge I guess right okay that's okay
38:29
that's my closed edge yeah it stays
38:31
well it's it's you're yeah you're creating
38:33
a so one
38:35
of the promises with co-pilot the sidebar is
38:38
that it it pushes windows
38:40
over when it opens and then
38:42
when you close they're all still pushed over so if
38:45
I believe this new functionality then would hopefully
38:48
prevent that from happening it would allow this thing
38:50
to appear on top of other windows and then
38:52
not move them around just my guess huh
38:57
so if I close this yeah well
39:00
it's not gonna collect it edges the
39:02
edge application running is not gonna edges
39:05
running in the background right it's yeah
39:07
there's a button that's open in Microsoft
39:09
Edge refresh so no
39:12
this just has to do with it
39:14
it's position like z order compared to
39:16
other okay windows shows you can't
39:18
when this side kind of show is overlay
39:20
I get it okay I get it when
39:22
it's not when it doesn't allow overlay as
39:24
far as desktop or any apps are concerned
39:26
that the desktop size is smaller right right
39:29
I think it's the right
39:31
that makes sense so
39:33
this is cool I guess
39:35
yeah I guess I guess
39:37
I think it is what a precursor
39:40
though of AI everywhere right on everything
39:43
all over my stuff this
39:45
is the thing so are we gonna get I don't want
39:48
to I'm sorry I'm stepping all over myself here I don't
39:50
want to get too far okay okay okay okay sorry no
39:53
no it's I let it happen to
39:55
I will get there there's
39:58
some interesting stuff going on here so how
40:00
we get AI in different products, not
40:02
just Windows. But yeah, it has
40:05
to do with Stevie Viteesh and the side-by-side
40:07
thing, remember? You know, the very nature of
40:09
Copilot is that it is next to you.
40:12
Right. Or next to what you're doing. That is the point of it.
40:14
You know, some people will say, well, I don't know why we have
40:16
to have a sidebar. And it's like, because the
40:18
thing you're working in doesn't have any
40:20
AI in it. You know, eventually these things will
40:22
become smarter about that thing that you're working next.
40:24
And then the thing itself will become smarter and
40:26
just have features built in. So that's all part
40:28
of the evolution. Anyhow.
40:32
You said Windows 12 at the beginning of the show.
40:35
There, I just saw a
40:37
rumor that Windows 12 is
40:39
the name that we're gonna see in the middle of
40:41
the year at some point. So,
40:43
just like picking the winner of the Super Bowl, you're
40:46
gonna hear things on the inside of it. I
40:49
know who's gonna win the Super Bowl. You don't have to
40:51
ask me that. I know exactly. Wow.
40:54
Is it because you asked Ark? No, it's because
40:56
I know in my heart. That
40:58
my boys will win. What did Ark say? Well, I'll
41:00
tell you, when I asked Ark, they said the same
41:02
thing. So, there you go. Good.
41:05
All right. And I assume by your voice, you mean San Francisco. I
41:07
do. So, there are, I
41:09
think I put this on Instagram somewhere. Someone
41:12
has gone around Mexico City, and
41:14
by someone I think I mean the NFL. They
41:17
have spray-painted, no, I'm not kidding. No,
41:19
I believe. They have spray-painted on sidewalks
41:22
everywhere information about the Super
41:24
Bowl, the teams that are playing, what time it's
41:26
playing locally, it's everywhere.
41:30
And if you think about a sidewalk and how they have these
41:32
kind of grid sizes of
41:34
cement, it's that big. It's
41:36
six feet by six feet or whatever. They're
41:39
everywhere. And we were out there
41:41
just staring at the skywalks. And he goes, what
41:44
did this happen? I'm
41:47
like, I don't know. We woke up and
41:49
they were everywhere. Like, they're really, I know
41:51
that's one way to promote. Is
41:53
that legal? I don't know.
41:57
I feel like graffiti, but I guess because it's on
41:59
the grid. It's like
42:01
you walk outside in the desert and it's snowing and
42:03
everyone's scratching their heads and they're like, how did this
42:05
get here? Well, you know, there was
42:08
a truck and one guy with a stencil and actually
42:10
four guys appeared one day. Okay, you
42:12
do blue. Okay, you do red. Okay, you do green. Right.
42:15
It's probably a stencil and they probably blew it on really
42:17
quick. It's silent. So you wouldn't hear them. Yeah.
42:19
Like three o'clock in the morning or something. It's
42:21
graffiti though. It is
42:24
graffiti. I can remember this happening before
42:26
for other things, but remember the NFL
42:28
really wants to grow nationally, right?
42:30
Yeah. So
42:34
I think they've already played games. Oh, they play in
42:36
Mexico City every year. In fact, they just announced a
42:38
new series of games. I think in Argentina or something.
42:40
I know Brazil is going to be wild. Brazil, maybe
42:43
that's the one. You know, if you thought playing in
42:45
Denver was hard, welcome to Mexico City, folks. Yeah, it's
42:47
a little higher. Yeah. Wow.
42:49
Wow. Yeah. Okay.
42:53
So there's a debate. We're debating. And
42:55
honestly, I think Microsoft is debating because
42:58
between extending the support of Windows 10,
43:00
right? Another three years. Do
43:03
they really want to have the confusion of
43:05
three different supported Windows versions in the market
43:07
at the same time? You can
43:09
make a pretty good case that no, they do not
43:11
want that. And that may be going forward with Windows
43:13
11 might be the right idea. So
43:15
we'll see how they ultimately do brand this
43:17
thing. But we know that
43:21
there is a major release of Windows coming. There's
43:23
some debate about the timing too, by the way. It's not just
43:25
the name. A lot of people seem to believe it's going to
43:27
happen in the first half of the year, which
43:29
we haven't seen ever. I
43:32
don't know. I'd have to go back. Really. I
43:34
mean, maybe Windows 3 something was April maybe.
43:36
But, you know, Windows 10, the first version
43:38
was July 2015. Windows 11
43:40
was October 2020. What?
43:43
2020, 2021, whatever year that was. We
43:48
haven't done that. Not including the H1, H2 things,
43:50
but I mean an actual new version of Windows.
43:53
So whatever the timing is and whatever
43:55
the name is, you know, we'll
43:57
see. But we know it's coming. And there
43:59
have been. from Microsoft,
44:02
there have been indications from their partners of
44:04
different names actually. The latest one
44:07
is official support, I would call
44:09
it a Microsoft support page that
44:11
specifically mentions Windows 11 version 24H2. To
44:15
be honest, I don't actually think this means too much
44:17
because even if there's a Windows 12, there's
44:19
still gonna be a Windows 11 24H2. So
44:21
it's not like they just stop updating
44:23
it. I mean, even when Windows 11
44:25
came out, there were versions of Windows
44:27
10, right? So we'll see. But
44:31
this is, you know,
44:33
whatever they call it, like I said, what do
44:35
they call them? Yeah, what does it
44:37
matter, I guess? It's just a number, right? Well, what does it
44:39
matter? I don't know, this is all we care about here, Leo.
44:41
It's like, it doesn't matter at all. You
44:44
know, he knows a lot, you know, about nothing.
44:48
You're listening to Windows Weekly, let's pause just
44:50
briefly. Paul Thiratt is here, as you may
44:53
have noticed, Richard Kimball's not. He is stuck
44:56
on a long drive, it sounds
44:58
like. Yeah, oh, I
45:00
should tell you, I'm sorry to interrupt, but he
45:02
texted. Update, update, this is him. He
45:04
will be here. Oh, God damn it. He seems, I
45:06
know. I know. What
45:09
time is it? He could be here in as soon
45:11
as half an hour, 35 minutes. Okay, Kevin, prepare the
45:13
double box. Okay.
45:16
Put out the good linen. Ha ha ha ha ha.
45:20
Campbell is on the way. Campbell is on the
45:22
way. Since our founding in 2000, we
45:25
at the Center for Internet Security have always had
45:27
one mission. It's to create confidence
45:29
in the connected world for people, businesses,
45:32
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45:34
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46:17
CIS, we're all about making the connected
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46:21
our website to learn more. All
46:24
right. Our show continues with,
46:26
oh, this
46:28
one. This is, Steve Gibson talked a little bit
46:30
about this, the Mozilla article
46:32
about how the big platforms
46:34
basically are screwing Mozilla. So
46:38
I came away with
46:40
three takeaways from
46:42
this that were not
46:44
anything that Mozilla wrote about and I'm very curious
46:46
to see what you have to say about this.
46:48
But before we get to that, it
46:50
will come as no surprise that Mozilla has been fighting
46:53
this good fight since this was a good fight, right?
46:55
They were the original, the OG complainers
46:57
about big tech. They took, in
46:59
the form of Netscape, took Microsoft
47:01
all the way to antitrust federal
47:04
court, right? And
47:07
the outcome of that was unfortunate. Netscape disappeared. They
47:10
were swallowed up by AOL originally and then
47:12
disappeared entirely. And in their death throes, they
47:16
ejected Mozilla out into the world, this
47:18
kind of high-minded, open source, free,
47:21
as in free kind of a company, released
47:24
the source code, et cetera, et cetera. And
47:26
now we have this 20 plus years of
47:28
browsers that have kind of occurred
47:30
in their wake. What
47:33
they've done now though, and we're
47:35
seeing this, Epic Games has sued Google
47:38
and Apple. Spotify was the impetus for
47:40
the DMA that the EU has now,
47:42
right? They complained about Apple. And
47:45
we're starting to, Sona's just complained about Google took
47:47
them to court actually. We're
47:49
starting to see companies come out and complain,
47:51
right? And this
47:53
is not new. I mean, Mozilla has a rich
47:56
history of doing this type
47:58
of thing. their
48:00
current complaint is particularly well done
48:02
because they started a GitHub repository
48:05
documenting all the ways that the platform
48:07
makers, Apple, Google, and Microsoft, screw
48:09
them over and make
48:11
it impossible for them to compete. And
48:14
I read through this and I thought, okay,
48:16
like I understand this stuff really well. If
48:18
you look at the three things they complain
48:21
about from Microsoft, these are topics we've
48:23
been talking about for years. We know this, right?
48:26
And there's a whole, we know what they do.
48:28
We know how Edge still runs when you click
48:30
on a search result or a widget. We know
48:32
that Edge runs when you use that sidebar. We
48:34
were just talking about the co-pilot sidebar, right? We
48:36
know that Microsoft tried to get rid of default
48:38
apps, an interface that came out of their antitrust
48:40
troubles in 1998 or nine, whatever year that was in
48:44
Windows 11. And so many people complained they put it
48:46
back in, but then completely defanged it. So it actually
48:48
doesn't work the way it's supposed to. And they make
48:50
it really, really hard for you
48:53
to change the default, right?
48:56
When NetScape was competing and then
48:58
Mozilla later was competing with Microsoft
49:00
and Internet Explorer, that
49:02
was the battle. It was the battle of defaults,
49:05
like the power of defaults. We all know that
49:07
people take the path of least resistance and that if
49:09
you make something the default, the majority of people would
49:12
just take it. They won't even experiment.
49:14
They don't care. And that
49:16
was bad enough. But now these
49:18
platform makers are really tilting the playing
49:22
field of people, which was how they describe it, right?
49:24
They call it the platform tilt.
49:26
They're putting their finger on the scale and
49:28
they're more explicitly kind of forcing
49:30
users in some cases to
49:33
not use rival browsers, right? And
49:36
so here, this is fascinating to
49:39
me. So this in certification, right? As
49:41
Corey Doctor wrote then, I
49:43
believe that in certification as he
49:45
defines it, and as we know it, and as we see
49:47
it out in the world, actually started
49:49
with the iPhone and with smartphones,
49:52
because these companies, Apple first, of
49:54
course, but also Google, right? Apple
49:57
in their case had been defeated so many times at the
49:59
hand of Microsoft. Microsoft, that they were like, we're not
50:01
going to have an open market where we can compete on
50:03
an even playing field. We're going to
50:05
make sure that this thing is a walled guard that we control. And
50:08
that's the only way we're ever going to succeed. And by the
50:10
way, worked out great for them. But it also
50:12
eliminates a lot of choice. But it also
50:14
eliminates a lot of competition, right? And
50:17
this mentality has
50:21
pervaded beyond mobile. Windows
50:24
10 first, well, Windows 8 to some degree,
50:26
but Windows 10 especially, and now Windows
50:29
11 even worse, is
50:32
an example of Microsoft taking what
50:34
they see the mobile platform makers doing and
50:36
applying it to a desktop system to
50:38
limit the availability of choice and
50:41
then making it harder for these rival
50:43
companies to create third party products that
50:45
will compete with the stuff that they
50:47
make. So there's one
50:49
aspect of it. So we're starting to
50:51
see this kind of lockdown, lack of choice.
50:54
And I mentioned that default apps
50:56
is a great example of
50:58
them actually overreaching and they weren't able
51:00
to get that going. The second one
51:03
is that Firefox, you can look this up. It's
51:05
very simple. Go to Stack counter or wherever you
51:07
want to go and look at how their market
51:10
share really used to share has declined over the
51:12
years. And it was a magical moment. I
51:15
think it was 2009, two
51:17
years after the iPhone came up, but one or two years
51:19
before it was surging
51:21
and available worldwide, where
51:23
they were the most popular browse in the world. They
51:26
had about 30, 32% usage share. And then
51:28
it's been on a rocket sled
51:31
downward slope ever since then. And
51:34
there's no doubt that Mozilla made
51:36
mistakes, strategy mistakes, product mistakes, whatever
51:39
it is. There's no doubt that there's been improved
51:41
competition that when Microsoft stopped
51:44
updating IE6, IE
51:46
with IE6, other
51:48
companies stepped in and most probably Chrome,
51:52
Google with Chrome and took away some
51:54
of that share as well. There's competition
51:56
occurring too. But when
51:58
you look at... Firefox today,
52:00
you see something very stark, right?
52:03
You see single digit usage share
52:05
on desktop. But when you
52:07
factor in mobile, the entire personal computing space,
52:10
their usage share is 0.5%. They
52:14
went from 30% of the market, the
52:16
entire market, to less than a
52:18
half of, to one half of 1%. And
52:23
I think a lot of that can
52:25
be tied to the smartphone era initiated
52:27
in certification policy,
52:29
where they make it impossible for
52:31
Firefox, or difficult at least, but impossible in
52:34
some cases, to really differentiate themselves on mobile.
52:37
And people just, you
52:39
know, for a long time, you couldn't even choose another
52:41
browser. It was not, you could install a browser, but
52:43
your default was always gonna be Safari, or whatever, or
52:45
Chrome on Android. So I think these
52:48
things are tied together. And the proof point for
52:50
this, and this is really astonishing, I
52:52
just, the problem is I don't have
52:54
a hard number on this one, but there
52:56
is one platform out there, which has not been
52:58
insuredified, because it's not controlled by anybody. And
53:01
that platform is Linux. And if you look at Firefox
53:04
usage on Linux, which I
53:07
can't do to any degree of accuracy, but anyone who
53:09
uses Linux will tell you that this is true, Firefox
53:11
is all over the place. It's often
53:14
the default browser in these distributions.
53:16
And when you have a system
53:18
where the default you choose is
53:20
based entirely on user choice or
53:22
preferences, and thus that's what the
53:24
maker of that thing does, then
53:27
you can see the difference between a world in
53:30
which we don't have insuredification, which is Linux, and a
53:32
world in which we do, which is Android, iOS,
53:34
Windows, whatever you like, all the other ones. And
53:37
the fact that Linux is the one
53:39
place in the world where Firefox
53:41
actually still thrives is
53:44
astonishing. I know it's probably going downhill now, I'm
53:46
sure there are Chromium based things happening now, but
53:49
the reason for that is just inertia. I
53:51
mean, eventually the cancer
53:53
that killed Firefox everywhere is
53:55
gonna kill it literally everywhere.
53:57
The other takeaway that I got out of this...
54:00
Mozilla thing was if you look at their issue
54:03
tracker, right, where they track the issues that
54:05
each of the three platform makers have, Google
54:08
and Microsoft both have three issues, major
54:11
issues. One of those issues on each is
54:13
the same as the issue on the other. So they both do
54:15
one of the same things. And
54:18
Apple has 11. Apple,
54:21
Apple is so restrictive that they're somehow about three
54:23
and a half times as terrible as
54:25
Google and Microsoft when it comes to the kind
54:27
of the money thing, but that's a wall for
54:30
you. I mean, that's really almost the definition. I
54:32
think if you want to, when we write the
54:34
story one day and we will that
54:37
Mozilla tried and failed just
54:40
like Netscape. There were, yes, they made mistakes
54:42
and just like that. Yes. In some cases,
54:44
competitors had better features, etc. But I think,
54:47
I think this true tale
54:49
that will be told here is that Apple killed
54:51
Mozilla or Firefox. Wow. It was
54:53
so depressing. Yep. And that was my key
54:55
takeaway. It was like the, the in certification
54:57
that we've been talking about for the past
55:00
six, eight, 10, whatever months, thanks to Cory
55:02
Doctorow can be traced back directly to
55:04
the iPhone. Not that there weren't things in
55:06
the past that were crappy and terrible. I
55:08
mean, obviously this has been going on for
55:10
a while, but the way that this has
55:12
pervaded our industry, it's Apple's fault. There's
55:15
no doubt about it. Yeah.
55:17
Well, and Mozilla was very upset about
55:20
Apple's concessions to the EU
55:22
and the digital markets act. Yes, of course
55:24
everyone is. I mean, of course,
55:27
because they, the question there, Apple's going to make us
55:30
write two browsers, one for iOS
55:32
everywhere in the world and one for
55:34
iOS. What would
55:37
be more horrible than being
55:39
forced to use a browser rendering engine
55:41
that you didn't make on some other platform? It
55:43
would be having to jump through all these hoops so
55:46
you can do this stupid thing and then you just ended up losing
55:48
money. They've orchestrated this in
55:50
such a way that, you know, so
55:52
I really, if the EU is going to accept
55:56
their solution, I think the EU is going to come back
55:58
and say, I think they have to. I
56:00
think they're going to soon though. It's next month.
56:03
So it's a tough thing.
56:05
Look, we look even Apple's
56:08
biggest fans who I think are the most I
56:10
mean the people who just love everything they do and
56:12
don't care about the ramifications and how is she the
56:15
good stuff? Yeah. Okay.
56:17
Those people, whoever that those
56:19
people, that guy, that guy
56:23
would have to admit that
56:25
there are downsides to this and that what
56:27
they've done does not meet the spirit of
56:30
this regulation, which I'm
56:32
sure they don't agree with. I know they're doing
56:34
the least thing. This is the rule. This is
56:36
the rule law and they're not meeting that report.
56:38
I think even those they even
56:41
say we don't want to do this. We
56:43
think it's really bad for our users and
56:45
it's a security issue, but since they're making
56:47
us, we're going to do the best thing
56:49
we can do. Well, it's the test. That's not
56:51
what no, no, no. Listen, I,
56:53
I, I previously mentioned the fact and
56:56
I did not come up with this. This is not an original
56:58
thought on my part, but somebody had written this notion like explain
57:00
to me out in
57:02
the corporate world that there's a deal between two companies
57:04
and that deal includes the
57:06
moving of 20 plus billion dollars
57:08
per year from one company to the
57:11
other. And they're not touting this
57:13
to the rooftops. That's Apple, by the
57:15
way. Apple is also the company that
57:17
will contort itself. Like most people would
57:19
say, think about GDPR, right? These, this
57:21
data protection regulation to have in the
57:23
EU most, no, not most all cloud
57:25
providers basically said, look, it
57:27
would be stupid to do one thing here and
57:29
one thing here. We're going to work
57:32
toward GDPR compatibility to 100%
57:34
across the board everywhere
57:36
in the world because it's just the best thing for customers.
57:38
It's the best thing for us. Apple,
57:40
the most, that most belligerent of companies
57:42
looks at the same situation and says,
57:44
you know what? We're going to go
57:46
to the time and effort and spend the money to
57:48
have two versions of everything we make because screw everybody.
57:51
And that is, that says
57:53
more to me about the actual caliber
57:56
and quality of this company than any
57:59
of their marketing. Any of their everything works together
58:01
great blah blah blah blah blah whatever I
58:04
just it's just frustrating
58:07
how How
58:10
different the reality of this company is from
58:12
the impression that people have of it. Yeah,
58:14
it's terrible It's a terrible company at
58:17
the very least I would just ask you to believe this because I know
58:19
some people are already trying to grab the
58:21
little nasty your emails You
58:24
can't get this big and not be terrible. So I
58:26
the very least please you can look you can look
58:28
at the evidence Whatever but you know Apple
58:30
Google Microsoft Facebook any of these companies They're
58:32
all terrible at least understand that I
58:34
don't pretend that they are in any way better
58:37
They absolutely are not and I will say just
58:39
personally I fell into a trap Of
58:43
believing that was true of Microsoft for several
58:45
years because this company refused to do anything
58:47
aggressive, right? All they did was talk about
58:49
meeting customers where they were in partner with
58:51
everybody in Kumbaya And I thought my god
58:54
they changed and then the last year happened
58:56
and I realized no No, that is just terrible and
58:58
I think this is a maturity moment that we all need to
59:00
get I got a text
59:02
yesterday During security
59:04
now from a company saying would you
59:06
like to participate in a survey? I always say no to
59:09
these but I don't know why I was just
59:11
sitting there I didn't have much to do with security now. So I said,
59:13
I'll go ahead And I and
59:15
I went through it and was asking me What
59:17
do you think of all these companies Apple Microsoft
59:19
Amazon Google? It was lots of like questions about
59:22
their reputation stuff And then I so I
59:24
got to the end of it and I said, okay Would you like to
59:26
go a little deeper and I said, yeah, and it turned out was it
59:28
was Amazon doing this poll Because all the
59:30
subsequent questions were well, do you think Amazon's a
59:32
good employer? Do they do you think they treat
59:34
their employees? Well, you think they pay them well?
59:38
Do you think they make executives cry at their desk every
59:41
day? No,
59:43
they didn't ask him Oh Stephanie, I hope it's every day
59:45
put up put us up I think well, you open an
59:47
Amazon bucks. Could you put something on that hook? People are
59:49
upset about that dot on the wall Do you like hanging
59:52
a jacket back on that? I
1:00:00
Thanks, honey. Actually, it'd be a
1:00:02
good place for a clock. Yeah,
1:00:06
yeah. I'm
1:00:08
just thinking. Anyway, what were we saying? That
1:00:13
Apple is terrible and Firefox is going
1:00:15
to die. And when that happens, I
1:00:17
want the history that gets written to
1:00:19
be accurate to say Apple killed Firefox.
1:00:22
Because that's the reason they died. But it got help from
1:00:24
the other guys. I know it's not the only reason. I'm
1:00:28
just saying, look, it's never
1:00:31
any one thing. Perfect. Perfect.
1:00:34
Is it too much color? No, no,
1:00:37
it's perfect. No, it's fine.
1:00:39
Perfect. Thank you. They're
1:00:41
going crazy in the Discord. They're
1:00:44
so happy. Okay,
1:00:46
good. Anywho,
1:00:50
this is... Microsoft, Google,
1:00:53
they were accessories after the
1:00:55
fact, but the murderer was
1:00:57
Apple. That's right. Actually, I
1:00:59
would call them copycat killers. That would be the term.
1:01:02
Okay. Apple is a serial killer.
1:01:05
Microsoft and Google are copycat killers. Let's
1:01:07
just get this accurate. And it's
1:01:09
said, you know, I'm kind of... I'm also
1:01:11
an accessory after the fact because now I'm using Arc,
1:01:15
which is a chromium derivative. Well, look, as a user,
1:01:17
you have to do the right thing. That's
1:01:20
right for you. And you exist
1:01:22
in the real world in which these forces
1:01:25
have arrayed against not just Firefox,
1:01:27
but you. Right? And
1:01:29
that's... You know, you can't
1:01:31
just... I'm
1:01:33
going to use Firefox forever because, you know, I mean,
1:01:36
that's a great position to take, but... Except
1:01:39
that it isn't, you know, unfortunately, like
1:01:41
I would love that Firefox... If
1:01:44
Firefox could fight Chrome
1:01:46
and whatever else on an even footing, we
1:01:49
wouldn't live in a very different world today. And
1:01:52
I still love Firefox. I, you know... I
1:01:54
did too. The only difference really
1:01:57
between Firefox and Arc is
1:01:59
the UI. And so
1:02:01
well Firefox Yeah,
1:02:27
even the browser. I love the most which is
1:02:29
brave is a browser It is there. No one
1:02:32
would ever look at it and say what is
1:02:34
this thing? That it is
1:02:37
the playbook version of a browser now They've done
1:02:39
some things in the back and they really like
1:02:41
with regards to security and privacy and all that
1:02:43
and it's a little stripped Down there. There's no
1:02:45
future bloke going on there. I like that too.
1:02:47
But these are we're not talking about major user
1:02:49
experience Differences right day to day
1:02:51
stuff what arc is doing is Revolutionary
1:02:54
it doesn't mean it's gonna succeed right? It
1:02:57
doesn't mean that this is the future there There are some
1:02:59
questions by the way About its
1:03:01
latest things that stuff you were showing earlier
1:03:03
and how they bypass Google and bypass the
1:03:05
websites They create the content and just create
1:03:07
you know, give you yeah the answer like
1:03:09
the ethics of that Maybe is
1:03:11
the best way to put it or you know,
1:03:14
what does that do to content creators? And I
1:03:16
gotta tell you I'm not sure they have a
1:03:18
good answer to that question. So they may have
1:03:20
plans for I Don't
1:03:22
know it becomes a pay thing and
1:03:24
maybe there's a kickback to the content they're
1:03:26
taking or whatever I don't
1:03:29
know that but this is The
1:03:32
thing to keep in mind is that arc is
1:03:34
a company that's not much bigger than
1:03:36
the company I own So it's not on
1:03:38
the it's not it's not on
1:03:41
the same level as Google Microsoft, you know, Apple, right?
1:03:43
It's not even it's not it's not in the same
1:03:45
level fields epic games taking on Apple It's not in
1:03:47
the level field of Sonos taking on
1:03:49
Google. This is a this is a mom and
1:03:52
pop. So yeah We could we should still debate
1:03:54
the ethics of it We should still ask questions
1:03:56
and we should still wait and see what happens
1:03:58
here, but they are trying to
1:04:01
do something that I think
1:04:03
is amazing. I mean it's just
1:04:05
it is a thorough rethinking
1:04:08
of what this product is and what it means to
1:04:10
use it. I mean it's and
1:04:12
I'm sorry you know Firefox, Brave, Google,
1:04:15
whatever. I mean ultimately from a mile
1:04:17
high they're all exactly the same thing.
1:04:21
I wonder you were a big
1:04:23
Vivaldi fan. I mean Vivaldi is
1:04:25
highly customizable. Could it be made
1:04:27
to look like art? No
1:04:31
I wouldn't. No I don't
1:04:33
think it works the same way and I'm a
1:04:35
little off now with Vivaldi. It's kind of
1:04:37
been a while. Vivaldi is. In
1:04:39
my opinion. Yeah from day one.
1:04:42
Honestly the very first question they ask you is
1:04:44
do you want to have the browser? Do
1:04:46
you want to have the browser with the email and
1:04:48
the calendar and you like and right there you're like.
1:04:50
I just want a browser. I
1:04:53
mean it's like what are you doing? And
1:04:56
it's busy but obviously it speaks to a certain
1:04:58
audience. There are people who like to have all
1:05:00
the airplane you know the airline
1:05:02
carrier or the airplane cockpit
1:05:04
you know style thing but I
1:05:07
don't. I like minimalist things and whatever
1:05:09
but I think there's a barrier to
1:05:11
entry when it comes to art with regards to this
1:05:13
getting over that hump and then understanding what's
1:05:15
going on in the UI and that people will come back
1:05:18
on day two and their tabs are all gone and they're
1:05:20
like what's going on here. It's
1:05:22
confusing but it's confusing because
1:05:24
they didn't just do the same thing everyone else
1:05:26
is doing. They really. You
1:05:29
know like for example when Microsoft
1:05:31
made Windows phone 7. There
1:05:34
was actually a lot of innovation there from
1:05:36
a user experience standpoint and we
1:05:38
can you know the whole story about why this didn't work
1:05:40
and all that but this notion of we're not just going
1:05:42
to have like a grid of apps that whack a mole
1:05:45
UI that we still have right grid of icons on a
1:05:47
home screen. We're going to really think
1:05:49
through like what is it that people are trying to
1:05:51
do on their phone and how can we make that
1:05:53
easier and there was some real innovation there
1:05:55
and that failed horribly. Art
1:05:57
browser could fail in the same way but I. I
1:06:00
appreciate the attempt and I actually see
1:06:02
the, and you do too obviously, see
1:06:04
the benefits of it, right? You can
1:06:06
see what they did and you're like, you know what, this actually,
1:06:08
this changes
1:06:10
things. Like it's very interesting, I think.
1:06:12
No, I love it for
1:06:15
a lot of things. And it, by the way, fits
1:06:17
very well into the future
1:06:20
AI world. They're
1:06:22
smart to be using perplexity in
1:06:24
their search and so forth. I don't know
1:06:26
if you know enough about their histories, if
1:06:28
this was a plan or the way I
1:06:30
imagined it was one year, two years in
1:06:32
that this AI thing became obvious.
1:06:34
And they said, we got to pivot to this,
1:06:36
but whatever the reason they are
1:06:39
uniquely, not positioned,
1:06:42
but they've delivered a uniquely AI infused
1:06:44
product where everyone else is kind of
1:06:47
at like, it's kind of tacked
1:06:49
on in some way. So they have a traditional browser
1:06:51
and they're like, well, we'll do this thing too. So
1:06:53
like, for example, in Brave, you can, you
1:06:56
can treat, they have AI, I think, a Leo,
1:06:58
right? Which I'm sure you at least like on some level. And
1:07:01
Leo kicks in through when you type into the
1:07:03
address bar, right? If you ask, you can ask
1:07:05
questions that way. So it's like, we didn't really
1:07:08
rethink, well, I guess technically, Arc does something very
1:07:10
similar, but Arc doesn't even have an address bar.
1:07:12
You know, so. It's not completely surprising
1:07:14
because the people who started Arc came
1:07:17
from Tesla, came from
1:07:20
Instagram, Medium. A lot
1:07:22
of them came from Chrome, Amazon,
1:07:24
Snap, Slack, Pinterest. They've
1:07:27
all been around. It's like a bouillabaisse
1:07:30
of talent, but also a,
1:07:32
you know, like the people who might've came from Chrome or some
1:07:35
other browser company, right? Remember when
1:07:37
Safari started, you might remember Stan, there
1:07:39
was a guy who was very famous
1:07:41
and highly placed at Mozilla who left
1:07:44
to go to Apple. And at the time, it was
1:07:46
like, what's going on here? And it's because
1:07:48
they created Safari. Yeah. But
1:07:50
you might have these people in these companies who
1:07:52
are like, you know, I
1:07:55
have ideas and no one's interested. And the
1:07:57
reason is we're all really comfortable with what
1:07:59
browsers are. And maybe you put
1:08:01
a bunch of those people in a room together and you
1:08:03
come out with something, you know, doesn't always work, right? But
1:08:05
I feel like, anyway, I love that
1:08:07
they're doing it. It's very interesting. And
1:08:09
so it's a somewhat quixotic venture because
1:08:13
they have no revenue model. Well, that's
1:08:15
what I'm saying. We actually don't know. They've raised
1:08:17
money and their privacy policy… It's the change bank
1:08:19
joke, right? Yeah, they're not so funny. How are
1:08:22
you going to make money, volume, you know? Yeah.
1:08:24
I don't really know what the plan is.
1:08:27
I think they want to do an enterprise
1:08:29
thing. And they think that's how they're going
1:08:31
to make money. So that worked great
1:08:33
for this, Kate. So I
1:08:36
look at Dr. Eko and I wanted the same thing, right? So
1:08:39
I keep looking at this browser and I think to myself,
1:08:41
there's some basic features it doesn't have. You
1:08:44
can't even pin tabs, right? It doesn't have extensions,
1:08:46
you know? So it's kind of a non-starter for
1:08:48
a user, but I kind of like the whole…
1:08:50
I like the company. I like their whole thing.
1:08:52
But how do you
1:08:55
make money? You know? You look at Brave, same
1:08:57
thing. It's like, what are you doing? Or
1:08:59
you look at Mozilla now, like actually, this comes up at the end of the show,
1:09:02
but Mozilla has had the branch out into other products,
1:09:04
a lot of which are free and paid versions, right?
1:09:06
They're trying to make money. They're trying to do that
1:09:09
in the browser space. They're trying to stay alive, you
1:09:11
know? And, you
1:09:13
know, of course, we can't begrudge them that,
1:09:15
but… And you write articles about
1:09:17
this stuff and then people are like, I'm never going to
1:09:19
pay anyone five dollars. And it's like, oh, there you go.
1:09:21
Well, you're contributing too then. What, are you like kicking the
1:09:23
corpse in the way of mine? Like, I
1:09:25
get it, but like… I have
1:09:28
become… obviously, my attitude has changed a lot. You've
1:09:31
had a throughout premium for a long time.
1:09:34
And you do it exactly the right way, which is you have a paid…
1:09:37
You have mostly free content, and
1:09:39
then you put some really good premium content behind
1:09:42
a paywall. I'm thinking about it because
1:09:44
I just renewed for another
1:09:46
year, and it's worth it. And
1:09:49
we're trying to do something similar. I
1:09:52
can't take credit for that, by the way. That was other people. That
1:09:54
was Penton. And I fought… well, no, this
1:09:56
was at the previous company, BWW. A
1:09:59
small team, a small group of people. people, other
1:10:01
people came up with this idea, I thought it, you
1:10:03
know, I want my content to be free and out
1:10:05
there, you know, like in an idealistic way. Yeah. So
1:10:08
do I. And I'm not comfortable asking
1:10:10
people for money, you know, I'm
1:10:13
not comfortable raising prices on anything. You
1:10:15
and I are exactly cut
1:10:17
for the same quality. I'm just a, I'm
1:10:20
an artist. We have to pay rent, right? I
1:10:23
mean, there is a reason, there is, you know,
1:10:26
and that's the thing, I become more and more aware of,
1:10:29
I mean, financial mortality approaches, you
1:10:31
realize I have to do something here.
1:10:33
But journalism is collapsing. It's not just
1:10:36
me. I mean, it's everywhere. It's
1:10:38
terrifying. It is terrifying.
1:10:40
And I, and I want to, I think what
1:10:42
I kind of want people to understand is you,
1:10:46
there was a false promise at the beginning of the
1:10:48
internet that you could do this for free. Yeah, that's
1:10:50
right. And, and it's coming to you. This
1:10:53
is, I mean, look, we can pretend this
1:10:55
is a certification. I would just say this is
1:10:57
inevitable. We cheer
1:11:00
the notion of the democratization
1:11:02
of maybe publishing or music
1:11:04
creation or whatever it might
1:11:06
be. And what we don't really think
1:11:08
through ever is the
1:11:11
ramifications and what happens on the
1:11:13
other side of this, you know, like we, like on
1:11:15
the one hand, it's like, it's really neat that anyone
1:11:17
can have a platform. And
1:11:19
on the other hand, it's terrifying that everyone
1:11:21
has a platform because most people's ideas are
1:11:24
tied. You know, most
1:11:26
people are horrible and I, and
1:11:28
I don't know that I want to hear
1:11:30
from these people. So for example, like a
1:11:32
real world example of that is I use
1:11:34
the Google newsfeed specifically news app specifically
1:11:37
for their, the tech feed. I read it every
1:11:39
morning and it's just, I've been meaning to
1:11:41
write about this. I've started taking pictures of it. So
1:11:44
in my newsfeed, there'll be like the Burj and
1:11:46
gadget and gizmodo and these kind of top level
1:11:48
tech crunch. Are you taking the Google news app?
1:11:51
Yeah. Yeah. Yeah. I
1:11:54
read it every day. I checked it. So here's
1:11:56
what the first bit of lack
1:11:58
of sophistication in this app. is the
1:12:01
Virgin and Gadget and Gizmodo all have
1:12:04
branched out into other things. They write about
1:12:06
things that are sort of technology like cars
1:12:08
or space or whatever it is. It
1:12:10
was, uh, there's a story in the news feed this
1:12:12
morning from the Virgin about a Lego set. Yeah.
1:12:15
They write about board games. They write about
1:12:17
just normal things. In my
1:12:19
own world, I, in part of Threat Premium, like one of
1:12:21
the things I do is similar to
1:12:24
that in the sense that it's not really necessarily about
1:12:26
tech, but I might write about more personal things and
1:12:28
whatever. And the thing is, that's
1:12:30
fine. I don't want to expect
1:12:32
to see that in a news feed that's
1:12:34
specifically about tech. Right. Right. Like, and
1:12:38
that's, so that's one thing that's, that
1:12:40
to me is a problem. I don't
1:12:42
like it. There are articles about bicycles,
1:12:45
motorcycles, skiing. It
1:12:47
has nothing to do with tech, but it's almost like
1:12:49
someone was like, well, you know, they mentioned an iPad
1:12:51
app or something. Who knows? It's,
1:12:53
it's really unsophisticated, but that's not the problem.
1:12:56
The problem actually is AI, because
1:12:58
the thing that has been taking over my newsfeed, as I sit
1:13:00
there every day and try to curate it, I don't want to
1:13:02
see stuff from here. I don't want to see stuff from here.
1:13:05
There's an infinite number of
1:13:07
URLs that are some random
1:13:09
combination of letters and numbers.com or
1:13:12
some random combination of letters and numbers dot
1:13:14
something dot random, you know, it goes on
1:13:17
and on. And it will be like, it
1:13:19
will say, I'm not going to make this up. It's not
1:13:21
an actual URL, but it will be like stateside.seven.com. And
1:13:24
it's a news, it is the tech story, but it
1:13:26
was either regurgitated with AI, or
1:13:28
just copied wholesale from some other
1:13:30
actual blogger. Yeah, they are. This
1:13:32
is a cancer that is eating
1:13:35
my, my tech news. Yes. And the
1:13:37
fact that Google can't or
1:13:39
won't do anything about that is
1:13:41
terrifying. And the fact that
1:13:43
I found a, a newsfeed called artifact
1:13:46
by the guys from Instagram that actually worked really
1:13:48
well at this and is now going away at
1:13:50
the end of the month is
1:13:52
even more terrifying. Yeah. Artifacts going out of
1:13:54
business. Yeah. Give us a huge, huge
1:13:57
problem. Huge problem. So.
1:14:00
I this is it in certification. Yes one
1:14:03
level of course it is but it's
1:14:05
not just that right? We need a new crazy
1:14:07
AR for occasion. Yeah, the
1:14:11
AI fornication Because
1:14:14
because I mean AI is flooding
1:14:16
the zone now Yeah,
1:14:19
and it's only gonna get worse and this
1:14:21
is we can talk about regulations
1:14:23
and everything But honestly, I don't
1:14:25
understand this is from a pure business model
1:14:27
perspective How Google I just single
1:14:30
them out doesn't want to put a
1:14:32
stop this this is this undermines
1:14:34
their credibility as
1:14:36
a source of information and That
1:14:39
to me is there and is really the foundation
1:14:41
of their business I know
1:14:43
they make the money from the ads but those
1:14:45
ads become less valuable if the
1:14:47
Content that's around them is
1:14:50
garbage and people that's true. It's
1:14:52
right emptying And I don't know if I
1:14:54
doubt this is true, but it's tempting to say this
1:14:57
is Google's revenge Against all the
1:14:59
news entities that said well you have to pay us
1:15:02
for my god. So if you haven't seen this,
1:15:04
this is amazing. I there
1:15:06
is a Couple things
1:15:08
here. So there's an editorial in the Washington Post
1:15:11
this week about the real danger
1:15:13
to news is AI Okay, obvious enough.
1:15:15
Yeah. Well, that's my question post. Thanks
1:15:17
for sure. I Scrolled
1:15:19
by this thing and I said now Like
1:15:22
I know what they think but then I thought to myself. Oh The
1:15:25
little tech reporter guys Jeffrey power whoever
1:15:27
the other people are yeah They
1:15:30
have been on a mom-and-pop crusade
1:15:32
against digital photography AI Ever
1:15:35
since Google came out with a picture like they
1:15:37
can't stop writing about it Like it makes them
1:15:39
saying interesting they never reviewed the pixelate all they
1:15:41
did was write five articles about how terrible this
1:15:43
is Oh, well, that's sort of understanding that since
1:15:46
photography has existed and is in fact an
1:15:48
artificially created rendition of reality That we
1:15:50
have been editing those images ever since
1:15:53
they existed is I think
1:15:55
a fact that needs to kind of factor
1:15:57
into this discussion that this nuances lost on
1:15:59
these people So I'm
1:16:02
like, okay, you know what? I got to go back
1:16:04
and look at this. So I have my aggravation with
1:16:06
them about the photography AI stuff. All
1:16:09
right, screw it. I'm going to read this thing. So
1:16:11
I'm reading it. I'm reading it and I'm thinking to myself, I'm
1:16:13
like, hold on, what is this? The person who wrote it, led
1:16:16
Google's news organization
1:16:19
for like seven or eight years. He
1:16:21
was the guy Richard Gail was forced
1:16:23
to. Yeah, look, it's crazy. Oh, interesting.
1:16:25
So it's an iPad then. It's
1:16:28
not a... Yeah, yeah, no, it's not a news story. It's
1:16:32
actually rather astonishing to see his side
1:16:34
of the story I just told, the
1:16:36
story you mentioned, which is that Google
1:16:38
uses screen scrape everybody, put those results
1:16:40
in search results. People freaked
1:16:42
out, started suing them. Regulatory bodies started
1:16:45
waking up and they said, okay, okay.
1:16:47
And they spent six, seven years coming
1:16:49
to individual deals with publishers in every
1:16:52
country on earth. It was a
1:16:54
period of time where almost every day
1:16:56
there was a Google announces the published
1:16:58
partnership with some public news organization in
1:17:00
Australia, New Zealand, South Africa. It was
1:17:02
every day. Now it's everybody. I'm like
1:17:04
wondering where my deal is, by the
1:17:06
way. And now,
1:17:09
but his perspective on that is fascinating
1:17:12
because he saw this as just a money
1:17:14
grab. But what he's saying
1:17:16
is that this AI thing is like
1:17:19
that exponential, that the danger like
1:17:21
he would hit from his perspective, at
1:17:24
least we were driving traffic to you. That's
1:17:27
kind of what he's saying. He's like, look, I may
1:17:29
have stabbed you with a knife, but I didn't kill
1:17:32
you. AI is going to make your body unrecognizable. So
1:17:35
yeah, I guess that's worse. You
1:17:38
look a little less terrible by comparison, but
1:17:40
you weren't as sophisticated back then either, right?
1:17:42
You would be doing this right now if you would have invented
1:17:45
it. It's
1:17:48
a very hypocritical, it's
1:17:50
worth reading with the understanding
1:17:52
of who he is and what he did. And
1:17:55
then read his take. You
1:17:58
know, it'd be like a Nazi coming, like, yeah, we killed a few. people
1:18:00
because we were trying to advance science over here. It's like
1:18:02
dude that is not what you were doing. You
1:18:04
know like I got to
1:18:07
get Jeff Jarvis on this one because he's
1:18:09
friends with Richard. Very
1:18:11
interesting. I will ask Jeff about this
1:18:14
later today actually. Now we're going to clear the
1:18:17
air here. You need a breather Paul. You've been
1:18:19
ranting and raving and I think it's a good
1:18:21
idea just to take a break and talk a
1:18:23
little bit about clip champ. What's
1:18:25
your special place? I
1:18:28
had actually noticed at least one of these features before
1:18:30
they announced it and I was like oh I don't
1:18:32
recall this being a thing but the other day the
1:18:35
clip champ team who was now blogging
1:18:38
at the Microsoft 365 blog announced
1:18:41
two new features that are related to audio and then
1:18:43
the third one is coming later this month right. So
1:18:45
the first one is just audio recording and it's a
1:18:47
way to you've made a video of whatever kind of
1:18:49
feature you want to do. Now you want to do
1:18:52
a voice over that let you record for up to
1:18:54
30 minutes. It's a
1:18:56
neat feature and by the way in the screen
1:18:58
shot you can kind of see this a little bit.
1:19:00
It says coach on over there in the corner. There's
1:19:02
actually an optional feature called coach and you put it
1:19:04
on you do your voice over and it gives you
1:19:06
feedback afterwards where it says you know you said
1:19:08
oh my lot you did that you know it's
1:19:11
really again free web
1:19:14
app astonishing right. It's kind of it's
1:19:16
kind of cool. Clip
1:19:18
champ has also had a text
1:19:20
to speech feature for a while but
1:19:23
now it supports a new track
1:19:25
in the you know in the editing track or whatever
1:19:28
where you can change where that text
1:19:31
to speech item is in
1:19:33
the timeline and you can change
1:19:35
the language it speaks the voice it
1:19:38
uses the emotion wow to the voice
1:19:40
the pace you can
1:19:42
edit more of that. I hate
1:19:44
her so much. I
1:19:46
am I am blown away by some of the
1:19:48
stuff it is nice. It's
1:19:50
very interesting. So and then
1:19:53
there's a third feature that's coming later. This
1:19:55
one will actually only be available in the
1:19:57
premium subscription but for now You
1:20:00
can test it for free. So while it's in preview
1:20:02
anyone could actually do this and what
1:20:04
it will do is it uses AI To examine
1:20:06
your video and then it will
1:20:09
remove long periods of silence Either
1:20:11
automatically you can just say yep Do it all or you
1:20:14
can go one by one and kind of see what the
1:20:16
change would look and sound like So in
1:20:18
other words, you've created some kind of a video. It's
1:20:20
a finished product, right? But you know, you have dead
1:20:22
periods, right? Look
1:20:25
we're getting this is the this is the conversation
1:20:28
we just had about some price, right? the
1:20:31
video production used to be so prohibitively
1:20:34
Difficult and expensive that it
1:20:37
was only left to professionals and
1:20:39
then we've had you know Like iMovie and movie maker
1:20:41
and you know thing. It's kind of democratized but now
1:20:43
with the addition of AI You
1:20:46
and of course advanced capabilities. We see iPhones
1:20:48
and the incredible video quality they have there
1:20:51
and any individual This
1:20:53
is the democratization of video
1:20:55
creation and editing. It's incredible. It is
1:20:57
kind of anything Yeah, you
1:20:59
know having when I was in the early 90s I
1:21:03
worked in the TV used to do a
1:21:05
regular weekly edited
1:21:07
piece and Spent hours, you
1:21:10
know sitting in the edit suite with the
1:21:12
editor going up with it And it was
1:21:14
so painful and I remember thinking at that
1:21:16
time Even though
1:21:19
the companies are pushing you might want to do your
1:21:21
own editing This is back in the days of Windows
1:21:23
movie maker and stuff Yeah, I thought
1:21:25
no one's ever gonna want to sit in this
1:21:27
hell Frank it was always the
1:21:29
bridge too far You know so
1:21:31
much work it did catch on
1:21:33
thanks to you know, good better tools and
1:21:35
so forth But it's always so hard.
1:21:38
I mean it's yeah, it's the heart I I Don't
1:21:41
remember it was right up. So we're probably 20 21 22, maybe I
1:21:46
was looking at updating the Windows 11 book and I was
1:21:48
thinking you know, one thing to be kind of cool
1:21:50
Is if I could do video Explanations
1:21:52
of these things little video like little clips, you
1:21:55
know Yeah, and and I could put they could
1:21:57
be in the book because it's a digital doc, but who cares and
1:21:59
then you click on the video if you're online you can see
1:22:01
the video and maybe that would be a way that some instead
1:22:03
of reading the book people could say I want to see how
1:22:05
to do this one thing go into the video and
1:22:08
then I looked at like what that would take and
1:22:10
I got really I mean I don't mean to say depressed
1:22:12
but it was like I I had this idea and I
1:22:15
was like I just wouldn't it be cool but you just
1:22:17
can't that's why well I think but that's I have but
1:22:19
your wife called me and said hey do you want to
1:22:21
do this video for it you know the thing and I
1:22:23
was like oh yeah there you go but
1:22:26
that's why but that's also why we're in
1:22:28
financial straights because I didn't
1:22:30
you know I was never gonna do that but
1:22:33
I wanted that and and
1:22:36
so we have a lot of editors and stuff and we have
1:22:38
a great editor for this show Kevin King and
1:22:40
they're good they're really good I look at my
1:22:42
son Henry who's become a tick-tock
1:22:45
Instagram chef and
1:22:47
star his skill it's
1:22:50
cooking but this real skill is the editing of
1:22:52
the videos he makes and he
1:22:54
literally spends all day doing this
1:22:57
stuff I just described and any video related
1:22:59
AI wonder that will is there or will
1:23:02
be there in the future is doesn't
1:23:04
necessarily mean that you
1:23:07
or I are gonna make a windows by
1:23:09
ourselves that's not what this means yeah but
1:23:11
what it does mean is that for people
1:23:13
like Kevin right or I mean it to
1:23:15
or anyone else that this becomes
1:23:18
easier and they can focus on you
1:23:21
know the more important things rather than the rigmarole
1:23:23
yeah how horrible is it to go
1:23:25
through a video of whatever like this show is two
1:23:27
three hours long I make these goofy little videos of
1:23:30
my wife that are ten minutes long but whatever you
1:23:32
have video you did audio
1:23:34
you have to you can't skip over sections
1:23:37
of it you have to go through this
1:23:39
whole damn thing yeah it's it's hard and
1:23:41
I'm consuming so these but
1:23:43
these things I these are advances like
1:23:45
this is this is quality of life
1:23:47
stuff for people like Kevin yeah
1:23:49
it really is yeah I think Anthony Nielsen
1:23:52
who is kind of our kind
1:23:55
of lead and creative guy is using more
1:23:57
and more AI and in fact we're using
1:23:59
using AI now, you probably
1:24:01
get these every week after the show, we send you
1:24:04
clips. We're using AI to generate
1:24:06
those clips. We obviously go through it afterwards. Yeah.
1:24:08
These are the ones where they kind of does
1:24:10
the words and then it has all the data.
1:24:13
Yeah, that's all AI generated. Right. It's great. Thanks to
1:24:15
Anthony for figuring that all out. And it's really great.
1:24:19
How hard would that be to do manually? Think about
1:24:21
it. Oh, God, no. It's
1:24:24
hard to even. I think this is the conceptual
1:24:26
hump a lot of people need to get over
1:24:28
because I will say as a writer, I look
1:24:31
at the stuff that AI is going to kind of
1:24:33
take away and on, you know, from one perspective, I
1:24:35
get worried about it. But then I look at how
1:24:39
it actually works in word, let's say, or whatever might be,
1:24:41
or even something as simple as a Grammarly
1:24:43
app. I'm using a
1:24:45
Markdown text editor and I can
1:24:47
still use an AI service to
1:24:50
check my grammar, check my spelling.
1:24:52
I mean, this stuff is transformative,
1:24:54
right? I mean, it doesn't
1:24:57
mean that I necessarily go away, although I will
1:24:59
eventually obviously, but I mean, it doesn't mean like
1:25:01
I lose my job today or whatever. But although
1:25:04
that AI crap I was talking about Google News
1:25:06
is not helping. This
1:25:09
is such a great conversation because at
1:25:11
the very same time, as we're saying
1:25:13
how awful AI is, we're saying how
1:25:15
great it is. Yes.
1:25:17
But this is honestly,
1:25:21
if I could leave this earth and deliver one message
1:25:23
that people would actually kind of listen to, it is
1:25:26
that everything is nuanced. There's no such thing as black
1:25:28
and white. There's bad in everything.
1:25:31
And the biggest mistake you can make is
1:25:33
to be as far on one fridge as
1:25:35
you could possibly be. Because as soon
1:25:38
as you start listening or
1:25:40
stop paying attention to the
1:25:43
gray, you're lost. You
1:25:45
know, as a human being, you're just lost.
1:25:47
Yeah, because nothing is black or white. It
1:25:49
really isn't. No, nothing is. Nothing. In
1:25:52
fact, I had
1:25:54
an epiphany not so long ago that really the key
1:25:57
to understanding life is to be able to
1:25:59
hold parents. Paradoxes in your head. Yeah.
1:26:02
Yes. Oh, here's the simple paradox of people have
1:26:04
trouble with because I get I could
1:26:06
I Should write a
1:26:08
book. It would be called but you said This
1:26:13
is my bet looks like if I if I'm ever
1:26:15
confronted by the same like the one phrase the most
1:26:18
It's but but you said because people hold on to
1:26:20
things I didn't say in the spur of the moment
1:26:22
more than I ever could I can't have I don't
1:26:24
have a memory for things I spent hours writing so
1:26:28
there is no mutual exclusivity or paradox So
1:26:30
the fact that say something you could make
1:26:32
two sides of anything You could say Google
1:26:34
has the best search engine on earth and
1:26:37
Google is a terrible company That is stealing jobs
1:26:39
and stealing content for people right those two things
1:26:41
can be they can both be true, right? And
1:26:43
I I think people have a hard time with
1:26:45
that. That's you know, the I think When
1:26:48
I was doing that Amazon survey,
1:26:50
it was like, yeah, they're horrible
1:26:52
and yeah, I love it It's
1:26:55
funny. They're like, oh, hold on a second. I have
1:26:57
to get a package. Oh, it's coming tomorrow. Perfect. All
1:26:59
right What were we saying? Oh, you're horrible Right.
1:27:03
There's I mean look that's I mean, honestly, that's
1:27:05
what a world something hypocritical there too But well,
1:27:07
we all do but we all do that. We
1:27:09
all do I Divor I
1:27:11
just got I would often you start happened.
1:27:13
We got next day packages delivered here. I
1:27:16
just said Mexico Just what is this world?
1:27:18
We live in? It's amazing.
1:27:20
That's crazy I
1:27:23
used to say but you said to John C. Dvorak
1:27:25
a lot and he would always come
1:27:27
back. He said well Thoreau said Foolish
1:27:29
consistency is the hobgoblin of little
1:27:32
minds. I Love
1:27:35
it. And which is it honestly a way to
1:27:37
say I guess if you want to be pedantic
1:27:39
and never learn and then change your Exactly, then
1:27:41
I guess you could be that person. Yes But
1:27:44
don't be that person don't be that person and I
1:27:47
learned from you. Yep All
1:27:49
right, let all learn yes something
1:27:53
Let us take a little tiny break and I
1:27:56
am still waiting you think Richard was let's check the
1:27:58
rich report I think in the next 10 minutes We're
1:28:00
gonna get he's gonna appear like a genie
1:28:02
out of a bottle Listen,
1:28:06
you know how we've been doing this for what
1:28:08
15 18 whatever number years, you know how dedicated
1:28:11
I am to this I think you know that
1:28:13
I literally booked every trip I take around the
1:28:15
show to make sure I don't miss this right?
1:28:18
I'm dedicated. Let me tell you something if I
1:28:20
had to fall Home from
1:28:22
Europe be home for a day and then fly to New Zealand and
1:28:24
I got in late and I had to drive Two and a power
1:28:26
guess what I wouldn't be doing right now This
1:28:28
show I'm sorry like no offense, but like
1:28:31
that's maybe where I draw the line I
1:28:33
think that's and Richard is he's dedicated in
1:28:35
a way that maybe as an energy level
1:28:37
I don't have I don't know but I'm
1:28:39
gonna correct myself. It is Ralph Waldo Emerson
1:28:41
who said a Foolish
1:28:44
consistency is the hobgoblin the little
1:28:46
minds adored by little
1:28:48
statesman and philosophers and
1:28:51
divines This is the people who
1:28:53
refuse to change their opinions when
1:28:55
confronted by evidence to the contrary.
1:28:57
That's right, right They're consistent,
1:28:59
but they're also fully consistently stupid
1:29:04
Alright more to come you're
1:29:06
watching and listening to
1:29:08
Windows Weekly Paul Theron Richard Campbell on
1:29:10
the road But soon here since
1:29:12
our founding in 2000 we at
1:29:15
the Center for Internet Security have always
1:29:17
had one mission It's to create confidence
1:29:19
in the connected world for people businesses
1:29:21
and governments as a nonprofit
1:29:23
We do this by drawing upon our
1:29:26
core competencies of collaboration and innovation The
1:29:29
world is changing Cyber threats
1:29:31
are evolving and IP resources are limited
1:29:33
All you want is a way to
1:29:35
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1:29:37
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strive to help organizations of every size
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and maturity strengthen their cyber security This
1:30:01
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1:30:06
At CIS, we're all about making the
1:30:08
connected world a safer place. Visit
1:30:11
our website to learn more. And
1:30:13
we move on now to our
1:30:15
AI segment. Wait a minute.
1:30:17
I know, I know, I know. Wait
1:30:20
a minute. Look, look, here's the thing.
1:30:22
So it was a period of time last year,
1:30:24
probably don't remember it, it came and went in
1:30:26
the flash. But we talked
1:30:28
a lot about Activision Blizzard. Oh yeah, that. And that
1:30:30
was a, look, and it will come up again, in
1:30:32
fact, it will come up today. But
1:30:35
not to that degree, right? I mean, at some
1:30:37
point, you know, Activision Blizzard is integrated into Microsoft
1:30:39
and you know, whatever happens. AI
1:30:42
is a little different. This
1:30:45
may be so big that there
1:30:47
will be a point in time where people who
1:30:49
like don't today remember that Apple was once called
1:30:51
Apple Computer, by the way, because that's all they
1:30:53
made. And now it's not that
1:30:56
is a gigantic, much, much bigger company that makes
1:30:58
all kinds of different things that
1:31:00
Microsoft might be best known as being
1:31:02
like the Copilot company, not the Windows
1:31:04
company or whatever people still think about.
1:31:07
Wouldn't that be interesting? Yeah, I I'm
1:31:09
that's really interesting. There's a, the
1:31:12
Windows thing is already a little past
1:31:14
its prime in the sense that Microsoft's
1:31:16
cloud based businesses outstrip Windows
1:31:19
by a factor of whatever, five, 10,
1:31:21
20, I don't know, doesn't really matter.
1:31:24
The thing that people like me can take a
1:31:27
little bit solace in is that that cloud computing
1:31:29
infrastructure is all built on Windows
1:31:31
guys. Hyper-V, it's, you know, this is all Windows
1:31:33
technology. So that's nice. That's nice for me. It's
1:31:36
like, people are excited that Linux is in, Linux is
1:31:38
in Android. It's like, see Linux one, it's like, I
1:31:41
mean, I see what you're saying, but not exactly. Right.
1:31:45
But Copilot, you know,
1:31:47
it's Microsoft for years, Bill
1:31:49
Gates, especially, just would always talk about betting
1:31:51
the company. And he'd be like, yeah,
1:31:54
we're coming out with a clippy profits. We're running
1:31:56
the company. No, you're not. You're not. You're
1:31:58
not doing that. That's not true. That type of
1:32:00
all your or is your use talk. Microsoft
1:32:03
has never. I don't think explicitly said we're betting
1:32:05
the company on it. But here's the thing. You.
1:32:08
Can see by with that. Not like they
1:32:10
say that doesn't mean so much for what
1:32:12
they do in the money to spend their
1:32:14
bedding the company on this there is no
1:32:16
doubt about it must not have Microsoft would
1:32:18
not exist, it's the it would still continue
1:32:20
forward as some kind of a giant oracle
1:32:22
type terrible company. know be care as much
1:32:24
but they wouldn't be the number one or
1:32:26
two biggest company in the world and they
1:32:28
wouldn't be on everyone's mind and was resting.
1:32:30
You know, yeah because ah. The.
1:32:33
Making the right choice of sank met a
1:32:35
bad thing happening ncr and as now regretting
1:32:37
yes Wincing Apple is it a little A
1:32:39
to the party Still thinks Vr is gonna
1:32:42
be rich. it is setting up as we
1:32:44
speak. I love Richard! Are
1:32:46
so. I. Would never do what he's
1:32:48
done and continue on ball while he's not
1:32:50
here and so check yesterday or to. I
1:32:52
guess it was the one year anniversary. And
1:32:55
said the comes to this, whatever what were roughly
1:32:57
the one year anniversary. Of the day that
1:33:00
you submit a step down and station talked about with
1:33:02
the time was. Being. Shot so that
1:33:04
we can all agree with. but it's a
1:33:06
stupid as you know name and were and
1:33:08
market for whatever. But anyway they prep they
1:33:10
course for acted on. That's where we are.
1:33:12
Trauma where there was a lot of promise,
1:33:14
a lot of announcement, But. They're I've
1:33:17
also been a lot of actual product releases
1:33:19
and maybe more important, A. Lot of
1:33:21
product updates right all along the
1:33:23
way. The core capabilities of Microsoft Copilot
1:33:25
have advanced again and again and again.
1:33:28
They've shipped actual shipping subscription service. Frankly
1:33:30
got a Copilot pro and co
1:33:32
pilot Microsoft Three Six, Five Hundred and
1:33:34
be many more to come. Dynamics said
1:33:37
are all over the place. They.
1:33:41
Have their own little milestones they talk about.
1:33:43
you know, five billion shots. I billion
1:33:45
images created. And will
1:33:47
put the snare quotes because it's nonsense, but sustained
1:33:49
growth and being an edge. Share.
1:33:51
Not really right and be not really, but okay.
1:33:55
But. The fact the matter is. They.
1:33:57
Created. Something.
1:34:00
Dr. Seuss I mean it's gonna wade
1:34:02
said feel sustain of like it feels
1:34:04
real and as a more and more
1:34:06
competitors arrive as they were did that
1:34:08
the don't the open A as the
1:34:10
road Google of course right Amazon, eventually
1:34:12
Apple. Eventually with these people these companies
1:34:14
are going to steal share to some
1:34:16
degree but Microsoft historic. Advantages
1:34:19
first with office productivity software which
1:34:21
they turn success when services and
1:34:23
then with cloud computing I think
1:34:25
gives them an edge. Data.
1:34:28
For in the pants that their
1:34:30
competitors just can't duplicate this, You
1:34:32
know it. It's rather astonishing. Com
1:34:35
and so you know this past year as been
1:34:37
a of in. It. Is
1:34:39
a I hadn't happened. They keep saying this like
1:34:42
it the I would have done him an end
1:34:44
of year recap. Robot have talked about all these
1:34:46
things big and small that were big deal with
1:34:48
Activision Blizzard Sixty Eight Sixty Eight Sixty Nine Billion
1:34:50
Dollars. Whatever was. Big. Deal rights as
1:34:52
a lot, a little stories, lots of
1:34:54
seems, lots of kind of interesting stuff.
1:34:57
That. Occurs in any given year A guest. On
1:34:59
the last year it was a I just blew it
1:35:01
all away. It was like a I and than is
1:35:03
a little one pixel size thing on the corner for
1:35:06
the rest of Etti. Really doesn't matter so. I'm.
1:35:09
A I is everything A I as the yeah.
1:35:12
It's a I have some. I
1:35:16
was before sunrise Microsoft for it's it's
1:35:18
the way They continue the momentum that
1:35:20
they got with Wall Street from cloud
1:35:22
computing. It's. The way they just became the
1:35:24
biggest company in the world. With. A treat
1:35:26
or three trillion dollar market Cap Lesnar frequent to
1:35:28
I think of is now whatever. It's.
1:35:32
Is dishonest? It is only thing, isn't
1:35:34
it? Yeah. Really is a Superbowl ad
1:35:36
says they're putting out as I dunno that's how
1:35:38
you know his real They're going to Superbowl ad
1:35:40
well as i that they have different enough money
1:35:42
at a either. Gonna do this now. And
1:35:45
then they've also announced some updates which you
1:35:47
know, I probably can access to them in
1:35:49
Mexico. So there's a Copilot app store coming
1:35:51
to the stem on apps ios and Android.
1:35:54
A. major you accept a upgrade which i can see
1:35:56
and you can see now to get a copilot alex
1:36:00
Kind of streamline the UI nicer. Inline
1:36:02
image editing, meaning the way these things work
1:36:04
today is if you use Copilot's generated image
1:36:07
and you look at the image, it kind of pushes you off
1:36:09
to designer, what used to be called Bing
1:36:12
image creator. Now you can do it right there
1:36:14
in the chat interface and you can change the
1:36:16
image, tell it to take the tree out or
1:36:18
add the thing or whatever is make it a
1:36:20
different aspect ratio, whatever. Although actually you have to
1:36:22
pay for that. And then, yeah, that
1:36:24
feature I just mentioned is a new
1:36:27
feature of Copilot Pro. So when Copilot
1:36:29
Pro first launched last month, not
1:36:33
just the default, I believe the only thing you can
1:36:35
do is make landscape 16 by nine images, whereas before
1:36:37
remember they were square on the
1:36:39
free version. Now in Copilot Pro, you'll
1:36:41
be able to switch between those kinds of things. So
1:36:44
I think that's kind of cool. This
1:36:46
one I don't quite understand, but the new image
1:36:49
creator that used to be part of Bing is
1:36:52
now Microsoft Designer. And Microsoft Designer is a sort
1:36:54
of Adobe Express competitor,
1:36:56
Canva competitor, if
1:36:58
that makes sense. You go there, you're a small business owner, you make
1:37:00
flyers and logos and whatever. They
1:37:04
pulled the AI image, the chat
1:37:06
GPT for whatever, sorry, dolly three
1:37:08
image creation capabilities out
1:37:11
of, well, it's not out of Bing, but
1:37:13
it's now technically part of this designer product.
1:37:15
So you can go, you can, I think
1:37:17
it's probably designer.microsoft.com, whatever. It's a PWA,
1:37:19
you can install it, blah, blah, blah. But
1:37:21
they're going to introduce something called the
1:37:24
designer GPT inside Copilot soon.
1:37:28
And this is, I'm trying to understand what this
1:37:30
means. It just says, it's an immersive dedicated canvas
1:37:33
inside of Copilot. So wherever you
1:37:35
get your Copilot, where
1:37:37
you can visualize your ideas. And I guess,
1:37:39
I guess it just means, I
1:37:41
think it just means you'll be doing that designer
1:37:44
thing inside of Copilot. I guess it's like a,
1:37:46
essentially a plugin so that
1:37:48
you don't have to leave the environment, I guess is probably
1:37:50
what, that's my guess. So, figure
1:37:53
for AI. So
1:37:56
what is, have you seen the Super Bowl ad or? I
1:37:59
haven't. I
1:38:02
think I actually I actually like footballs, right?
1:38:04
So the Super Bowl to me I Feel
1:38:08
like the ad quality has been either declining or
1:38:10
we're just so used to it. It's not as
1:38:13
interesting anymore But I do
1:38:15
I do watch the game to see both things right
1:38:17
and then this year at least you can I mean
1:38:19
I know you think San Francisco is gonna win I
1:38:21
agree with you, but at least it's two of the
1:38:23
best teams in the league. It isn't always no It's
1:38:25
gonna there are many examples of a horrible team getting
1:38:27
in it like nine and seven or whatever like winning
1:38:29
the Super Bowl Somehow and it's like this is the
1:38:31
problem with one game playoffs, but okay, whatever You don't
1:38:34
when I hear to talk about football, but football the
1:38:36
Super Bowl is football and this stuff, you know So
1:38:38
I'm just I'm just saving it for then. I just
1:38:40
want I'll just enjoy it. Well, I won't show it
1:38:43
Well, you know if you want to close your eyes
1:38:46
Okay, it's okay. No, I don't know. Well, they take it down if
1:38:48
I show it. I don't even know It's
1:38:51
an advertisement. You're advertising a micro your act if
1:38:53
anything you're selling out. I feel like that's the
1:38:55
case, but These
1:38:58
guys they're so funny on on
1:39:01
the old YouTube. All right. Well, let
1:39:03
me I'll just play a little bit of it How about
1:39:05
yeah, all right That is Chicago.
1:39:07
Is that a Detroit Lions thing in the middle? What's going on
1:39:09
here? I'm
1:39:13
not kidding the audio That's
1:39:15
probably good. They won't take us down. But this is
1:39:17
this is gonna be a Super Bowl. I
1:39:19
think it's intriguing I've
1:39:22
never seen it work that fast by the way I
1:39:24
just cutting that part out. Yeah,
1:39:28
I think they probably to
1:39:30
me what this is saying is AI
1:39:34
is ready for the people
1:39:36
right and they Yeah, think
1:39:39
think about what we just saw even that little
1:39:41
thing right there, right? So That
1:39:43
was only 30 seconds. Okay I
1:39:46
was gonna say something. Yeah, so
1:39:50
If you use a text based
1:39:52
interface in it Remember when this first started
1:39:54
the big kind of question was like wait, I'm
1:39:56
sorry we go back to a command line It was so
1:39:58
you have to type out a description and
1:40:00
then you get some results for them and
1:40:03
you're like, well, that's not exactly what I want.
1:40:05
And then they add the ability, well, you can keep
1:40:07
talking to it, typing to it. Exactly.
1:40:10
And you can modify it. You can say, okay, I like this picture but
1:40:12
remove the tree on the image. That's what it's
1:40:15
doing in designer, I think, I'm sure. It is but the
1:40:17
thing that you just showed is making it
1:40:19
more like a typical GUI app, right? If
1:40:21
you go into Microsoft Paint today,
1:40:24
you can click a button and remove the background
1:40:26
from an image, right? And so, or
1:40:28
you've used like Google Photos in your Pixel phone,
1:40:30
you can go in and tap on a person
1:40:32
and magic erases them out of the image, right?
1:40:34
And I think what you were showing there
1:40:36
was that kind of advanced insight. So in
1:40:38
other words, we've generated an image
1:40:41
of some kind. Maybe it's not
1:40:43
quite what you want. So you're like, now you can go in and
1:40:45
actually tap on stuff and maybe
1:40:47
you can move an item around or remove it
1:40:49
from the image. Like this is perfect, but
1:40:52
I didn't want that one guy flying in the sky or whatever
1:40:54
it might be. So
1:40:56
that's what that looks like. That's what Google has been showing
1:40:58
for years, you know. Yeah,
1:41:00
where their Pixel ads. Right.
1:41:03
I guess maybe that's what people want. That's
1:41:06
what they think of AI being. You
1:41:08
spread. And by the way, that's Apple's
1:41:10
position is, you know, you don't want a chat thing.
1:41:12
You just, you just... Oh, I
1:41:15
think they're right about that. Yeah. You just want
1:41:17
us to help you. This is... A
1:41:24
year ago, I wrote this thing called, this
1:41:26
is Windows 12 and it had whatever. This
1:41:28
was the... This came out of the conversation
1:41:30
we had at the time, whether Windows 12
1:41:32
would require an MPU or maybe there would
1:41:34
be features in Windows 12 that would require
1:41:36
an MPU or maybe those features would
1:41:38
just work better if you had an MPU, that kind of thing.
1:41:40
It was just kind of a debate at the time. And
1:41:43
I sort of
1:41:45
saw this kind of thing kind
1:41:47
of happening, right? Like this notion of... I
1:41:51
actually, before Steve Vipatista said that thing, I had
1:41:54
this notion of like, it will be this thing over here
1:41:56
on the side. You know, that you... That
1:41:58
kind of helps you do the thing. And
1:42:00
like this: like I hope Lego are gonna
1:42:02
like we had not like Olympic like I
1:42:05
think we're not annoying with the. Regulators
1:42:08
name is horrible Comedians voice Gilbert
1:42:10
Gottfried but. You. Know something
1:42:12
to be really have a like like what would
1:42:15
you think about ai and and how it could
1:42:17
improve like windows. It's
1:42:19
hard to find little individual task for it makes
1:42:21
a lot of sense. but if you think about
1:42:23
windows is the plant from we Run the Ass?
1:42:25
Maybe this thing runs in orchestrator. Where.
1:42:27
You say? you tell it I want to do
1:42:29
some right. Not just make an image like for
1:42:31
the unicorn, but I want to. Create.
1:42:34
A flyer the has these elements or I need
1:42:36
to communicate with a group of people. that sort
1:42:38
of a newsletter. whenever.
1:42:41
My be that he could say okay you going to use
1:42:43
this or I'm going to use the system will say I'm
1:42:45
going to use this for this and will use this for
1:42:47
this of he is this for this. And
1:42:49
if it were going to spit something out.
1:42:52
And. Windows, He.
1:42:54
Didn't use a part of windows to
1:42:56
create any of those things. A windows
1:42:58
was the thing that orchestrated it right
1:43:00
and damn. And then when you see
1:43:02
that final i'm an exotic. ah
1:43:04
this is good but I needed to be this instead or something
1:43:06
in the same thing was go news all the elements of i
1:43:09
think. Ah, I think that's wicked
1:43:11
to says i don't think quick. Read it
1:43:13
here. like just happening right now. Spin the
1:43:15
notion like. The thing that's weird about Copilot
1:43:18
Windows is that. The. Notion of
1:43:20
a sidebar. Is. Gonna be added
1:43:22
date so quickly. We. Might
1:43:24
wonder why they even bother. You
1:43:26
know it's a it's. I
1:43:28
think apps are just gonna catch up. I n
1:43:30
and I had the at that the real value
1:43:32
of windows in this equation is that are pressured
1:43:35
thing I was talking about which. Not.
1:43:37
A unique Id. Why I did. I did write
1:43:39
the sliced every but. This was the
1:43:41
thing. That. Sie
1:43:43
it's he's talked about. It was the third of the
1:43:46
three models and by the way, What?
1:43:48
Was example he is does anyone remember someone
1:43:50
champ. A was it as you
1:43:52
know that also pilots were but such
1:43:55
as as an example of a new
1:43:57
kind of app. that do these things for
1:43:59
you in the background And you just don't have to worry
1:44:01
about where this stuff comes from. So as you pointed out, this has
1:44:03
been a year. Have you watched the contrast
1:44:49
was so sharp, well,
1:44:51
it was like, this is what clarity looks like. Why
1:44:53
is this guy not Casino, that was the talk for,
1:44:55
that was the most important thing. That
1:44:57
was the, I had never heard before
1:45:00
or since I've heard anyone from Microsoft anyone
1:45:02
else describe this as clear. And is it
1:45:04
holdup, a year later? Does does what he
1:45:06
talked about holdup? So it does,
1:45:08
but I like, but my, I guess what I'm
1:45:10
kind of working toward here is like step
1:45:13
one is side, is uh, sidebar. It's a, it's
1:45:15
a side by side experience. It's a co-pilot, but
1:45:18
I think, I actually think we're going to
1:45:20
move past that very quickly, at least visually,
1:45:22
because we're not going to need this thing on the side. Unless
1:45:26
that's how Microsoft does the UI for the orchestrator,
1:45:28
because that stuff's just going to be built into
1:45:30
everything. Richard, you're
1:45:32
an insane person. He's here, ladies
1:45:34
and gentlemen. He's here. I'll
1:45:37
tell you what, while we, um, push the
1:45:39
buttons to make Richard appear,
1:45:42
I will, uh, we'll take a little break. I'll talk about
1:45:44
club twit and then Richard Campbell will join us just
1:45:46
in time. I had prepared my
1:45:49
own Brown liquor pick of the week,
1:45:51
but. Oh, I thought that was
1:45:53
a bottle of bitters. That was, we were going to
1:45:55
do the, uh, Leo's bitters pick of the week. There
1:45:58
he is. Wait, it's never. Richard
1:46:00
hello hello so I
1:46:02
was I was you might laugh at this
1:46:04
but I was gonna show this Niko
1:46:07
whiskey single malt PD
1:46:10
and salty whiskey the Russell brought
1:46:12
us back yeah PD and salty
1:46:14
PD and salty I'm hoping to
1:46:16
be the don't worry of Topo
1:46:18
Chico you're gonna
1:46:20
be my next anyway
1:46:24
I don't need to now because Richard's here let's take a
1:46:26
little break you guys talk
1:46:28
amongst yourselves and we
1:46:30
will we're glad to say have a
1:46:32
brown liquor pick this week Richard
1:46:34
Campbell got here a long
1:46:37
road and Paul before you got here
1:46:39
Paul was saying a little pass on
1:46:41
the way how dedicated you are Paul
1:46:43
would have long ago said it yeah
1:46:45
screw it I would have like screw
1:46:47
you guys I know events
1:46:49
but hold on we'll talk in just
1:46:51
a bit but first I want I do want to talk
1:46:53
a little bit about something that's
1:46:55
become very important to us in
1:46:59
the future we talked
1:47:01
about you know the plight that journalism is going
1:47:03
through and with AI and so forth it's
1:47:06
funny because at the same and this is exactly the
1:47:08
paradox of Paul and I were talking about at the
1:47:10
same time as we can bemoan you know the death
1:47:12
of journalism and and AI's
1:47:14
intrusion into into the world
1:47:17
of knowledge and so forth at
1:47:19
the same time there's all that's happening we
1:47:22
also think that there is something really important
1:47:24
going on that we need to talk about
1:47:26
and and maybe I'm flattering
1:47:29
myself and our hosts but
1:47:31
I think you need us to talk about
1:47:33
it too this
1:47:35
is the place to come to for
1:47:37
that information reliable trustworthy information as we
1:47:40
head into something pretty
1:47:42
unknown into this new age and
1:47:45
it's the reason I think I really I mean look
1:47:48
I'm old enough I've
1:47:50
saved enough I could retire I
1:47:52
you know I don't have to keep doing this
1:47:55
But I Want to I think we have something to
1:47:57
say? I Think you know the Steve Gibson kind of.
1:48:00
Said the same thing he was planning The
1:48:02
end. In. Just about a year
1:48:04
from now. And the.
1:48:07
Actual a lesson years and that he was about
1:48:09
to bring things up and he decides to keep
1:48:11
going. We. Still have to say we
1:48:13
have some very important things to talk about and
1:48:15
but we need to do with your help because.
1:48:18
Frankly, There is a crisis right
1:48:20
now. And funding journalism. Ah, funding
1:48:22
the kinda things we do. Advertisers.
1:48:25
Just. That. They don't. They seem to
1:48:27
have moved on. They want to do influencers. They
1:48:29
want to do you tube. They're going to Google
1:48:31
and Facebook. Or the audience is
1:48:33
getting more fragmented. So. We
1:48:35
need your help. If you do watch or
1:48:38
listen, why Shows him you care about what
1:48:40
we're doing. You want us to keep
1:48:42
doing it? You need to vote basically with
1:48:44
your dollies satellites. Seven bucks a month. You.
1:48:47
Can you can do more if you feel like
1:48:49
it? Or n n because we know a lot
1:48:51
of you can't afford that are don't want to
1:48:53
that I promise. We're going to continue to offer
1:48:55
free stuff. But but. The good
1:48:57
stuff is gonna more and more be. For.
1:49:00
The club members club to it is
1:49:02
ad free versions of Oliver shows. more
1:49:04
shows now than before that are inside
1:49:06
club to behind the wall like I
1:49:09
owe us today they've moved that behind
1:49:11
the ball. Computer.
1:49:13
Geeks Scott Walker said Paul does
1:49:15
that Great Hands on windows. lots
1:49:17
a clip champ stuff there make
1:49:19
it does the hands I Mackintosh.
1:49:22
Ah, all that is part of your
1:49:24
club membership. My personal feeling. The best
1:49:27
part of the membership. Well
1:49:29
as best as pretty good too, but I
1:49:32
love the discord. I love hanging in the
1:49:34
disc or it's a great hang. it's a
1:49:36
social network. has more than just chatting about
1:49:38
the shows, Saudi read everything we gigs care
1:49:40
about, and there's a lot of good stuff
1:49:42
in there, including we have our minecraft server,
1:49:45
we have our mid journey server. We have
1:49:47
lots of conversation about ai in about coding
1:49:49
and all sorts of stuff. And.
1:49:53
there's a trip plus feed with additional content
1:49:55
that we don't put out i just i
1:49:57
think that this is worth we're really trying
1:49:59
to make it it and
1:50:01
we hope we're worth it to you if we
1:50:03
are twit.tv slash club twit it
1:50:05
would it would make us
1:50:07
very happy quit twit.tv slash club
1:50:10
twit thank you very much in
1:50:13
advance for your support now let's
1:50:16
turn the mic on so you guys
1:50:18
can talk again Richard my
1:50:21
voice thanks you yeah you've
1:50:23
been talking too much I'm sure and I
1:50:25
don't know that it's even on topic but really
1:50:27
there's this you looking
1:50:29
at how poorly the influencer marketing thing
1:50:32
is going for folks oh oh yeah
1:50:34
advertisers are getting burned but you
1:50:36
figure you know we started Don and Rox back in 2002 which
1:50:41
was before the word podcast even existed like
1:50:43
we've been through all the incarnations this and
1:50:45
we're still doing the thing right hey
1:50:48
we love doing it and there have been
1:50:50
certainly easier years and harder years but
1:50:53
you know one of the reasons to persist because
1:50:55
when you keep doing a thing you love and
1:50:57
it's easier to keep doing it people come back
1:51:00
around and I'm wondering
1:51:02
wondering if we're not just not that far
1:51:04
away from I kind of hope that's right
1:51:06
think you're right I hope you're right I
1:51:08
hope so it's
1:51:11
weird it's weird that you just mentioned this because
1:51:14
we were walking back from
1:51:16
lunch and Richard had been texting me and I'm
1:51:18
like I'm on my own today I have
1:51:21
mixed feelings about this you
1:51:24
know and you know
1:51:27
Stephanie literally said to me she goes how come
1:51:29
she goes why does Leo still do this I
1:51:31
was literally like I don't even what are you
1:51:37
talking about she's like why I mean I wouldn't
1:51:39
I wouldn't still be and I'm like yeah but but I
1:51:42
would I think it's because he likes
1:51:44
it you know I mean
1:51:46
I think weird I don't think he's I
1:51:48
don't think he's waiting to pick up a
1:51:50
check every week it's not like I'll step
1:51:52
I think he I asked myself that every
1:51:55
night okay like we all have our moments
1:51:57
of doubt but I think what Richard just said ties into this
1:51:59
like it's if is a... Gosh darn
1:52:01
it, you have a purpose. Yes. I
1:52:04
feel... And I know, do I
1:52:06
love a ridiculous boondoggle? Like flying, you know,
1:52:08
15 hours and then driving three hours just
1:52:10
to catch a tail into this and... Yeah,
1:52:13
no, I love a ridiculous boondoggle. You're pretty
1:52:15
committed. You're pretty... Hey, what town are you
1:52:17
in? I just have you in New Zealand.
1:52:19
I'm back in Tauranga. I'm back at the farm.
1:52:21
In fact, I'll flip the preset around. You remember
1:52:23
this, you might even remember this view because
1:52:26
this is the view of the
1:52:28
yearling yard. This is the Hobbiton
1:52:30
view. Oh my goodness gracious. Yeah.
1:52:33
So that's where the baby hang out.
1:52:36
The main... They further down to the
1:52:38
south as well. As
1:52:40
I explained last time I was here and I think you
1:52:42
were there, I said I could flip mine around and there's
1:52:44
nothing to see. And I have flipped it around because what's
1:52:46
behind me now is what I used to look at and
1:52:48
there's nothing to see. Yeah, because we're inside. I'm in a
1:52:50
park. Yeah, I'm back
1:52:53
in the real Hobbit, you know. Wow. The
1:52:56
Green Hollow Hills. This is the family
1:52:58
farm and I'm going to get a few days
1:53:00
to spend with my family. I'm
1:53:02
going to get to see my mom before I go back
1:53:04
to work in Sydney. I like that
1:53:06
you're talking about spending time with your family and
1:53:08
it's like almost wistful whereas I think to myself
1:53:10
if I had to go back to Boston and
1:53:12
spend time with my family I'd probably slit my
1:53:14
wrist. Like I... I get
1:53:16
to see a couple of times a year. So
1:53:20
this is where you grew up Richard? No,
1:53:23
I was born here. I left when I was a baby, when
1:53:25
I was three. But they kept the
1:53:27
farm. Well, they're
1:53:29
fine. Yeah, the farm predates me. You know,
1:53:31
my... This is
1:53:33
my married into family, the knee
1:53:36
family and the roads around here. Knee
1:53:39
road is down the hill. They
1:53:41
were original Scottish immigrants. And
1:53:44
this is fourth generation dairy here. And it's
1:53:47
different. You know, the town has grown around
1:53:49
it but it is beautiful. It's
1:53:51
a whole new take on the word pasteurized. It
1:53:56
has been pasteurized. My
1:53:59
uncle... is
1:54:01
in his middle 80s and he still hikes
1:54:03
down to the milking yard every morning and
1:54:05
he scoops a couple of quarts of raw
1:54:07
milk out of the vat and downs it
1:54:09
and then walks back up
1:54:12
the hill. He'll take a nap after that,
1:54:14
you know, the running of the farm. We
1:54:16
take a day off after that so good
1:54:18
for him. Yeah, Mel and Janelle run the
1:54:21
farm now. So it's all good. It
1:54:23
must feel good though. You must have a kind
1:54:25
of a almost a sigh of relaxation.
1:54:28
You have no idea and as soon as
1:54:30
I turn
1:54:32
on the Oahuiti which is the Oahuiti
1:54:34
settlers road, I mean and
1:54:36
realize part of my family were the
1:54:38
Oahuiti settlers. Right. So
1:54:41
yeah, no, there's something, I passed the spot
1:54:43
where I was born. I was actually born in
1:54:45
a house but the house is gone. It's
1:54:47
a townhouse development now. Yeah,
1:54:50
you know and it's sad. There's something in my bones
1:54:52
here, you know. This is very, very much
1:54:54
feels like home. I don't think
1:54:56
you've been to the coast place Paul. You
1:54:59
know we're not suffering there either. Yeah, but
1:55:01
yeah, they're very different. You do like remote
1:55:03
places. You do, yes. And now with the
1:55:05
internet, he's a wise man who could be
1:55:08
anywhere. That's really, I
1:55:10
mean, you would miss this
1:55:12
Richard but we were just talking about various
1:55:14
technical advances that makes different things possible. ESIMs in
1:55:17
foreign countries and low-cost connectivity, yada, yada, yada.
1:55:19
I mean, those same advances are what enable
1:55:21
you to do what you're doing right now
1:55:23
and also to be living where you're living
1:55:25
right now. Like I mean, otherwise, you
1:55:28
know, we would be able to do the same thing.
1:55:30
It would be very different. You know,
1:55:32
I have great concerns with Elon Musk these days. I don't think
1:55:35
I'm the only one, but that 5000
1:55:38
satellite network with its multi-laser
1:55:40
beams, like it literally is an episode
1:55:42
of the spy who shagged me, but
1:55:45
it gives you 400 plus megabits per
1:55:47
second. So what's beautiful about
1:55:49
that is that also ties into that nuance thing
1:55:51
that you miss where, you know, not everything is
1:55:54
black and white. So yeah, he's destroying the night
1:55:56
sky for everybody, but connectivity. Now,
1:56:01
I think we've
1:56:03
got Starlink back up here. They've got
1:56:05
fiber. Okay. But you
1:56:07
are in Starlink when you're in BC. On
1:56:10
the coast, I have fiber and Starlink as well. Wow.
1:56:14
You're well equipped. Yeah. Now
1:56:16
we've got all the things. Anyway,
1:56:18
what were we talking about, Paul? We were talking
1:56:20
about AI. We're in the AI section. Yeah.
1:56:24
So the next thing was the arc browser. So we
1:56:26
talked to the feed. We got ahead of ourselves a
1:56:28
little bit, but sometime between
1:56:30
last week's show and today, the
1:56:33
folks, the browser company had their
1:56:35
big event where they announced three
1:56:38
new features, all AI based for the desktop version
1:56:40
of the browser, one of which emulates that browse
1:56:43
for me feature you were
1:56:45
just showing off with the mobile
1:56:47
version of the browser, the mobile app version.
1:56:51
And this kind of interesting ethical debate over,
1:56:54
okay, this is really good functionality. This is
1:56:56
what people want. I just want the answer
1:56:58
to the question, whatever. But
1:57:01
now we're not driving traffic to the content creator that
1:57:03
maybe answered that question in the first place kind of
1:57:05
a thing. So it's okay if it's a fact, you
1:57:07
know, what day of the week is Tuesday, you know,
1:57:09
is April 13th, 1987 or whatever. You
1:57:12
know, nobody owns that information, but kind
1:57:16
of if people haven't seen it, I actually
1:57:18
think the video they did was a little,
1:57:20
I know
1:57:23
they're trying to bring myself to watch it.
1:57:25
I mean, it was just ironic because I'm
1:57:27
very interested in the content. It's a little
1:57:29
too much personality. Yeah, I think is what
1:57:31
it's not my thing. I don't
1:57:33
mean to disparage them or what they're trying to do. By
1:57:35
the way, my website made a little appearance in there because he,
1:57:38
the guy doing the demo, the guy, the CEO of
1:57:40
the company showed
1:57:43
my review in his browser, you know,
1:57:45
so which is interesting. They never
1:57:47
reached out to me, but anyway, that was, you know,
1:57:49
that was cool. I
1:57:52
think we talked about arc already, so I think we
1:57:54
kind of actually covered this already, but it
1:57:57
is very interesting that this is a browser
1:57:59
that is unlike. any other browser and
1:58:01
now either again with
1:58:04
great foresight or just luck they have
1:58:06
pivoted to AI and are
1:58:08
integrating that into their products in also a
1:58:10
unique way not as kind of attacked on
1:58:12
things like we see with. Talk
1:58:15
about an industry that was begging for
1:58:17
disruption. Everything was consolidating on Chrome and
1:58:19
that's not a great outcome. Well, so
1:58:21
the way I would put it is
1:58:24
they're actually using Chromium by the way. So the way
1:58:29
we did because we talked about this earlier in the show
1:58:31
out of bands so to speak but you
1:58:33
could look you could pick any browser. Okay,
1:58:35
what is it? Opera, Bilbali, Brave, DuckTuckO, pick
1:58:38
your browser. It looks like
1:58:40
every other browser. It looks like browser. You could
1:58:42
hold up a picture of Netscape in 1996. You've
1:58:44
got an address bar, buttons for
1:58:46
navigation and a big space
1:58:48
for the web page. It's really browsers have not
1:58:51
changed and you're right. I
1:58:53
think it's not something
1:58:55
I would have come up with independently, right?
1:58:57
But now that I see what they're doing,
1:58:59
you know, in a
1:59:01
Monday morning quarterback kind of a sense,
1:59:03
I agree with 100%. Yeah, this is
1:59:06
the browser. I mean, when
1:59:08
Windows 7 was still an ongoing
1:59:10
concern, Steven Sanosky told me and
1:59:12
I probably the world that the
1:59:15
biggest app, the
1:59:18
most frequently used app on Windows was
1:59:20
Chrome and it was
1:59:22
bigger than everything else combined. And
1:59:25
when you factored in all other web
1:59:27
browsers, including Microsoft's, it was
1:59:29
almost like the rest of the world didn't exist
1:59:31
that it was 10 or 15 or the exact
1:59:33
number, but it was a really tiny percentage of
1:59:35
app usage that wasn't web browsers. And
1:59:37
that was part of the reason behind this web
1:59:40
centric Windows 8, you know,
1:59:42
get rid of
1:59:44
the Chrome and let them show them the content kind of mentality
1:59:46
all came up out of the web. Like how do we leverage
1:59:49
and you know, Sanofsky extend leverage
1:59:51
and extend them and extinguish
1:59:53
the underlying technologies
1:59:55
that we are inspired by
1:59:58
because of what we've seen out in the world. We're
2:00:00
talking over 10 years ago, right? It's a long time
2:00:02
ago, but it's very interesting to move
2:00:05
forward. No one has been that transparent about
2:00:07
that kind of thing anymore at Microsoft. So
2:00:09
we don't know what percentage of apps
2:00:11
run on Windows today,
2:00:14
Windows 10, Windows 11 are web
2:00:17
browsers. Nor do we know which percentage
2:00:19
are web apps, but I think kind of anecdotally,
2:00:21
I think we can all agree that it's a
2:00:23
huge percentage in both cases and that
2:00:25
more and more workloads are moving to
2:00:27
the web. We just talked about Plipchamp
2:00:29
is a kind of a, not a goofy version, but
2:00:32
a really approachable video
2:00:35
editing app that is a web app, which
2:00:38
is a crazy combination of capabilities,
2:00:40
right? So
2:00:42
the notion that maybe we should
2:00:44
pay a little bit more attention to this thing. I
2:00:46
mean, even something like Chrome OS, where you can kind
2:00:49
of look at this and say, wow, I mean, this
2:00:51
company made an OS, a
2:00:54
lightweight OS and Linux really, whatever,
2:00:56
but a lightweight OS is built
2:00:58
around the browser. Sounds
2:01:00
like a hammer, so everything's a nail kind of a
2:01:02
deal because they're all web based there. But at the
2:01:04
end of the day, that thing is
2:01:06
very familiar as a web browser, right? It's still, it's
2:01:09
just a web browser. I think the
2:01:11
central genius we'll see of
2:01:14
Arc is similar, we had this conversation, which I'm sorry,
2:01:16
I'm just kind of catching up because I think I
2:01:18
appreciate this, is very much like
2:01:20
what Microsoft did with Windows 11 where
2:01:22
they really looked at this thing and said,
2:01:24
everyone's doing this, but let's
2:01:26
actually think about this and not just do
2:01:29
something different for the sake of doing something
2:01:31
different, but actually try to make something that's
2:01:33
better. Well, and then everybody else
2:01:35
has gone towards the Windows phone design, right?
2:01:37
I mean, at the time when Windows felt
2:01:39
new, skeuomorphic was the
2:01:41
thing and they, you know, for better
2:01:43
or worse, and you can point who
2:01:46
is Belfiore or anybody else, it's like
2:01:48
who sort of said eventually this seems
2:01:50
silly and you get more simpler. My
2:01:54
material design at Google
2:01:57
is the next two generations
2:02:00
Metro. I
2:02:03
know that guy came from Palm originally and
2:02:06
but that's the lineage. There's no doubt
2:02:09
about it. And so as a
2:02:11
fan of this now dead platform does this give
2:02:13
me a little sense of peace or happiness? No,
2:02:15
I hate it. But
2:02:17
that's the reality. I just think
2:02:20
it's fascinating that something
2:02:22
as mature as a web browser, something
2:02:25
that's so important, like literally arguably
2:02:27
more important than anything else in a
2:02:29
computer or even a phone, although I
2:02:32
know apps are huge, whatever. But those
2:02:35
apps, I mean, other than the artificial
2:02:37
restrictions that Apple has put in place, which overflows
2:02:40
into Android because Android and Google would have gone
2:02:42
in this web app direction, but they, you know,
2:02:45
people want to make apps that run everywhere. So
2:02:48
they use cross platform, or
2:02:50
whatever. Instead, I think
2:02:53
it already would have taken over the world. You know,
2:02:55
so here's this little company, it's I don't know, 6,
2:02:57
8 people or something, it's tiny. And
2:03:01
they're thinking differently about this and
2:03:03
not just it, like I said, not just different to be different.
2:03:06
But let's step through this. Like, how
2:03:08
can we make this better? And you
2:03:10
know, there are complexities to it. That was
2:03:12
one of the things I talked about. And
2:03:14
you know, one of the things is Chrome
2:03:16
less, which is hilarious. Yeah, exactly. But
2:03:20
I remember when Chrome came out
2:03:22
as the last Chrome, browser, or
2:03:24
die. That's right. I mean,
2:03:26
honestly, so, because I've been
2:03:29
writing about this security stuff lately, I
2:03:31
have Chrome, actually, this computer, this computer,
2:03:33
I actually know it isn't sorry, it
2:03:35
doesn't matter. I have Chrome configures my
2:03:37
default browser, but also my default for
2:03:39
other things. I'm using the Google password
2:03:42
manager, I'm just trying to understand
2:03:44
these configurations. And, you know, compared
2:03:46
to edge, Google
2:03:48
Chrome is like a bicycle compared to like
2:03:50
a 757 cockpit or
2:03:52
whatever. It's
2:03:54
not some stuff, but
2:03:58
it's not overwrought. But
2:04:00
yeah, there's a lot of stuff. Still pretty cluttered. Then
2:04:02
you sit and look at Ark and it's a different league.
2:04:05
It's a different planet. I
2:04:07
think that frustrates me about this whole thing. This could have
2:04:09
been Edge. This
2:04:11
was Edge. That was the promise. That was one of
2:04:14
the points. I would say Edge... Google
2:04:17
obviously added function. Whether
2:04:20
you consider that bloat or not, we can
2:04:22
debate. One
2:04:24
person's functionality, another person's bloat. It's
2:04:27
a natural iteration as we keep having features
2:04:29
in the support of figure divers. You
2:04:32
can never take anything out. I
2:04:34
did a set over the course
2:04:36
of three or four years. I
2:04:38
did two studies
2:04:41
about Microsoft's signature
2:04:43
PC program. The
2:04:45
key takeaway was that nine out of ten
2:04:47
people agreed that a clean minimalist computer with
2:04:50
no bloatware or crepper was ideal.
2:04:53
The other one out of ten was this guy saying, I
2:04:58
just like more stuff. The
2:05:01
more stuff, the better. You look
2:05:03
at words that say, how many more stuff
2:05:05
people do you have? I know. There's
2:05:09
something for everyone. We also... Not to
2:05:11
keep recapping the show for you. I'm
2:05:14
sorry. In the discussion of
2:05:16
web browsers, it came up like Vivaldi as
2:05:18
an example of a product that's fine and
2:05:21
can be configured in a way that is pretty
2:05:23
ideal. But it's also very complex because there's so
2:05:26
much stuff. I think it
2:05:28
just appeals to a certain type of person.
2:05:30
Where someone like me might look at Brave,
2:05:32
which doesn't do almost any UI work. In
2:05:34
fact, in the past week
2:05:36
or two, there's a small visual change
2:05:38
the way that pin tabs appear now.
2:05:41
I have to say, it's a little
2:05:43
off-putting to me. The UI
2:05:45
never changes. I'm like, what are
2:05:47
they doing there? There's something
2:05:49
for everyone. You're
2:05:52
right. One man's garbage
2:05:55
is another man's treasure. There you go. Okay.
2:06:00
Okay. Okay. Let's talk. I'm
2:06:02
so done with the
2:06:04
co-pilot. Let's talk about Bard. Thank
2:06:09
you. So Google, the
2:06:12
sense was that Google rushed Bard out
2:06:14
as an announcement because of what Microsoft
2:06:16
announced at the time was called Bing
2:06:18
Chat. Right? They kind of tripped, fell,
2:06:21
hit the rake, they did the whole thing. It
2:06:23
was embarrassing. But Bard, you
2:06:25
know, was not. Although I think it was unfairly
2:06:27
done too, because what they
2:06:30
did was mismanaged the PR on an incomplete
2:06:32
product and Microsoft managed the PR on their
2:06:34
incomplete product far better. I almost
2:06:38
think it was a matter of circumstance and timing
2:06:40
because Microsoft came out of the gate and
2:06:42
we had goons like Kevin Roos over it. I'm going
2:06:45
to switch the thing. Like, no, you're not. And then
2:06:47
three days goes by and he's like, Oh my God,
2:06:49
this thing's threatening to kill me now. I told you,
2:06:51
but Google
2:06:54
also torturing it. So, okay. Google
2:06:56
didn't make as or made as many
2:06:59
mistakes as Bing did during their respective demonstrations.
2:07:02
You can go back and look this up. It's just that Bing
2:07:04
came up first. So we were like, Oh my God, Oh my
2:07:06
God. By the time Google did it again, we're like, wait a
2:07:08
minute, that's fake. And like, yeah, the same thing. Like, And
2:07:11
arguably if they hadn't done it, we would have
2:07:14
been second thought about Bing rather than second thought
2:07:16
about them. The thing I would just
2:07:18
remind people, and I literally will
2:07:20
right now, is that Google has been doing
2:07:22
this AI stuff for a long time. They
2:07:24
didn't rush it to market partially
2:07:26
for commercial reasons. They had a hard time
2:07:29
understanding how you replace this
2:07:31
thing that's generating 70%
2:07:33
of the revenues now and
2:07:35
not lose any money. Right? So they've actually
2:07:37
had this for a while.
2:07:40
So now to this day, Bard is very much
2:07:42
like Co-pilot. It's something you can pay for as
2:07:44
part of a workspace. And
2:07:46
I think Google cloud separately, like much like
2:07:48
we have different versions of Co-pilot. And
2:07:51
then late last year, earlier than people expected, but
2:07:53
we knew this was coming, they came
2:07:55
up with their most sophisticated AI models, which they
2:07:57
branded as Gemini. And there were three tiers. The
2:08:00
low tier Nano is the one they could put on the phone. They
2:08:02
put it on the Pixel and then a couple
2:08:05
weeks ago they announced it's on the Samsung Galaxy S24s
2:08:07
as well, the whole family, I think the whole three.
2:08:10
And there's a Gemini, I think it's just Gemini. In the middle,
2:08:12
they're like a Gemini Pro, I think it's called at the high
2:08:14
end. And just
2:08:17
to meet different demands, whatever. You presume that
2:08:19
what's running on the phone is just a
2:08:21
smaller set, but hopefully they're using that tensor
2:08:24
processor. You would hope. Right. Yeah.
2:08:28
I mean, supposedly. It's not as artificial and it
2:08:30
could work anywhere. I mean, who knows? Honestly.
2:08:32
I think it probably can work anywhere. I'm sure
2:08:34
the GPU is built in faster. Right.
2:08:37
I don't know. I'm working hard
2:08:39
on the LAMA running. We're
2:08:41
not going to know the answer. Home assistant and
2:08:43
I'm like, I need more hardware for my home
2:08:45
assistant. The problem I have with this stuff right
2:08:47
now is more tied to the notion that the
2:08:49
features you get are very
2:08:52
scattershot. So for example, you might
2:08:54
get like a live translate
2:08:56
feature in messages, but not in
2:08:59
WhatsApp or whatever. Like it's and
2:09:02
I don't like that kind of thing. And this
2:09:04
this speaks to the fact that this is not
2:09:06
yet a platform feature that developers can just tie
2:09:08
into. You have to explicitly go and partner and
2:09:10
make it happen and something like that. So it's
2:09:12
going to be like that for a little while.
2:09:15
But I just think it's big to the whole idea of this
2:09:17
should be part of the operating system. Yeah. No,
2:09:20
that's exactly. Yeah. That's
2:09:22
100%. Which is why on one level,
2:09:24
I actually do appreciate that Samsung
2:09:26
partnered with Google on this rather than doing
2:09:29
it themselves. Not because look, maybe
2:09:31
they're not capable of doing it themselves. But
2:09:33
the last thing we need is like
2:09:35
the world's biggest Android OEM doing their
2:09:37
own thing on AI, which yes, just
2:09:40
like that. Dex, that capability of making
2:09:42
your phone, you know, connecting at USB-C go to
2:09:44
a big display that should be in the OS.
2:09:47
Now Google's never done anything to make that
2:09:49
happen. But I want that from
2:09:51
Google. I don't want that from Samsung. Right. I
2:09:54
mean, that's what we don't want is everybody who
2:09:56
wants to play in this space to set up
2:09:58
yet another LLM. Exactly.
2:10:00
Thank you. Y-A-L-L, you know, there should
2:10:02
be a thing. In fact, I might
2:10:04
still that for an article title. So
2:10:07
that's a good term. I like that. But
2:10:10
Gemini, I think is brands are
2:10:12
hard, right? We can agree to that. There
2:10:16
is a connotation there with
2:10:18
William Shakespeare that I think most people,
2:10:20
many people don't get. And this idea,
2:10:22
it's generative AI, it's creating words, right?
2:10:24
And I love the name. I like
2:10:26
I'm sad they're giving it up. Yeah,
2:10:28
but Gemini, I think, subjectively
2:10:31
is in some ways a better brand,
2:10:33
not because it has a better connotation
2:10:35
with AI. But I think it's a
2:10:37
word, it feels like something
2:10:39
out of Star Trek. Like global space here.
2:10:41
Yeah. And I think a little
2:10:43
more in the 22nd century, a little less 14th. Right.
2:10:47
Star Trek 3, not Star Trek
2:10:50
4, but whatever. It's okay. I
2:10:52
think that's clinical Genesis. No, it
2:10:54
was Genesis. Genesis, yes. Anyway, I
2:10:57
think Google AI, Veeger, might
2:10:59
be a good name. Yeah, you know,
2:11:01
perfect. No, that's the new word. That's
2:11:04
what things should become is Veeger. Veeger.
2:11:06
There we go. Yeah, the most
2:11:08
hated. This
2:11:15
is not official, but people have seen it in
2:11:17
a changelog for a coming version of Bard that
2:11:19
will shift this month. And there are so many
2:11:21
indications this is happening. I think we could be
2:11:23
pretty safely say they're switching the
2:11:25
Google Bard brand to Gemini. I think it's actually
2:11:27
a better brand. I really do, to be
2:11:30
honest. Yeah. I also think like one
2:11:33
of the big mistakes Google made from
2:11:35
a branding perspective was not to give
2:11:37
their assistant a name. And
2:11:39
if the rumors are true, these are a little further
2:11:41
out, this notion that their assistant
2:11:43
might basically become like, be replaced by
2:11:46
this essentially. Like, if
2:11:48
not, I mean, to date, we've sort of thought, well,
2:11:50
maybe they'll augment it with it. But it seems like
2:11:52
maybe they might be getting rid of that as well.
2:11:54
I think that might be smart too, because I think
2:11:57
having a good brand, something people can remember
2:11:59
and will want to. You know, hey,
2:12:01
you know, is it's a it's
2:12:04
a little bit of a throat blocker, you know, like
2:12:06
it's a it's a hard thing to say
2:12:08
in some ways. It's like, so maybe this will
2:12:10
be a little better. And
2:12:14
then just some other just quickly. I mean,
2:12:16
there's a janitor of AI feature coming to
2:12:18
maps, people. I
2:12:20
mean, I don't want to speak small deal about
2:12:22
that, because Google Maps is like the only maps,
2:12:25
right? Nobody else would dare.
2:12:29
So the fact that I mean,
2:12:31
I navigated here on Google Maps.
2:12:34
This is I get to see
2:12:36
if I can quickly find this. I
2:12:38
think I have a we're going to
2:12:40
talk a little bit about some social networking stuff later in the
2:12:43
show. But when I look
2:12:45
at social networks from a really from a kind
2:12:47
of a professional perspective, the big one for me is
2:12:49
Twitter. I think I have like $127,000, whatever. And
2:12:51
these little products don't exist anymore. I
2:12:56
know. Please
2:12:58
don't get me started. We,
2:13:01
when I look at these other things, like, well,
2:13:03
how do I replace this? And like, how does
2:13:05
that happen? You know, it's hard. So we have
2:13:07
these other networks, they're not as big, whatever. And
2:13:10
I can't, I'm having trouble finding this thing I
2:13:12
wanted to tell you about. But anyway, I'll just
2:13:14
short version is my biggest
2:13:16
social network, arguably, is actually Google
2:13:19
Maps. And it's not not because
2:13:21
of work related things. But because my reviews, my
2:13:23
reviews and photos have been viewed by something like,
2:13:25
I don't know, it's 29 or 49. I think
2:13:27
it might be 49 million people. It's like it's
2:13:29
49 million times. Like it's It's
2:13:31
a company else. Yeah, but
2:13:33
I mean, but people I have had a
2:13:36
business area business owners in my area, thank
2:13:39
me personally, because they
2:13:41
see the results of a
2:13:43
good picture of a meal, a positive review of
2:13:45
a guy who fixed the car or whatever it
2:13:47
might be like, this is a real one to
2:13:49
one thing happening here. Well, I guess it's not
2:13:51
one to one, but you know, B2C kind of
2:13:53
a thing. B2C to B
2:13:56
or B2C to B2B, whatever it is. That
2:13:59
I think is important. And a lot
2:14:01
of people when you hear genders of AI and maps,
2:14:03
you're thinking, what are they going to do? Like an
2:14:05
Apple maps thing where they send you to places that
2:14:08
don't exist? And that's not what that is, right? What
2:14:10
they're doing is everyone's done this.
2:14:12
You get out of a metro station somewhere
2:14:15
in some foreign city or you've gone on,
2:14:17
you're on some vacation in an unfamiliar area
2:14:19
or familiar, it doesn't matter. And
2:14:21
the thing you thought you were going to go to with your kids is
2:14:23
close, right? Or whatever it might be.
2:14:25
And you're like, okay, I got a map. Let's
2:14:27
find something, right? And finding something on Google
2:14:30
maps is about as fun as finding a
2:14:32
show to watch on Netflix. There's
2:14:34
a lot of stuff there. Not
2:14:36
easy. If you know, we were
2:14:38
looking for each other navigating it. What
2:14:40
this is going to do is use AI. You can
2:14:42
say I want, I'm looking for something fun to do
2:14:44
with the kids. Maybe it's action, no dorian to whatever.
2:14:47
And it comes up with answers to
2:14:49
that. And honestly, that's a fantastic use
2:14:52
for you. And so using a large
2:14:54
language model to parse the descriptions of
2:14:56
the facilities in an area and that
2:14:58
same language model against your request, you
2:15:00
just have a better language experience. Like
2:15:02
there's been language interface or voice
2:15:05
interfaces on maps for a long time. You just
2:15:07
learn not to use it because it makes you
2:15:09
sad. Exactly. There's
2:15:13
this, we've talked about this kind of review summary
2:15:15
thing, which we're starting to see everywhere now. Right.
2:15:18
Google maps was actually one of the first services I
2:15:20
can remember that was doing this where it's kind of
2:15:22
a people said, you see this
2:15:24
in Amazon reviews, like at the top,
2:15:26
we'll say people said, they really liked this
2:15:28
product, but this is the downside or whatever it might be like,
2:15:30
this is a good use for AI. Something
2:15:33
simple, like I'm really
2:15:35
in the mood for seafood or I specifically
2:15:38
want scallops or whatever. That's not so hard, you
2:15:40
know, but I'm here with like a, you know, I'm
2:15:42
out of, I'm in a different country. I'm with a,
2:15:44
like another couple baby or my kids. And
2:15:47
we have this, we thought we were doing this thing.
2:15:49
We were all prepped for it and
2:15:51
it's not happening. And that's
2:15:54
a little more complicated. And actually this sounds
2:15:57
good to me. I would argue that Google is going
2:15:59
to have probable quality. of data, you know,
2:16:02
because, you know, the hamburger shop and
2:16:04
sea shell flooded and Google doesn't know
2:16:06
or people who flood reviews as
2:16:08
they do and they tilt the scale a
2:16:10
little bit. And then you end
2:16:13
up at a dark alley in Tokyo and you're like,
2:16:15
this is the sushi restaurant. I thought I was going
2:16:17
to fish. But I don't know.
2:16:20
Yeah, you'll be swimming with the fish. Yeah.
2:16:23
So I'm glad it's a logical addition. And
2:16:25
I actually think it's an important one just
2:16:28
because maps is one of, you
2:16:30
know, you can question many things that Google
2:16:32
builds over time. You can't question maps. Everybody
2:16:34
counts on it. Well, okay. So
2:16:36
you're right. But I will say you can
2:16:38
see the certification of this because already in
2:16:40
Google Maps, we've seen this, right? Oh, it's
2:16:42
like these square pins that they're paid for.
2:16:45
And you could sort of imagine that these
2:16:47
results will also be tailored by sponsoring. Yeah,
2:16:49
no, they've definitely damaged their product over time
2:16:51
as they try to make money from it. But
2:16:54
this feature has
2:16:57
the possibility that it should be beneficial to the
2:16:59
regular consumer as well as them. And that's as
2:17:01
much as you know. I mean, it's
2:17:03
not as good as the ribbon they added to Office, but
2:17:05
it's up there. You know,
2:17:08
oh boy, I just tried to feel like how much
2:17:10
of a Microsoft Cody could I be? Wow. I think
2:17:12
that would be the, I think I just hit the
2:17:15
bell at the top of the scale. Oh, like 17
2:17:17
years ago. On
2:17:19
this show alone, I have brought up
2:17:21
the Clippy, Windows Phone
2:17:24
twice, and now the
2:17:26
Office for like, what else? What is Zune? Zune
2:17:29
is next. They wait for that. Zune is coming. I
2:17:31
talked next week in Sydney, one of the
2:17:34
seats from Mono to Maui. So I'm doing
2:17:36
a three thing. Okay. So
2:17:38
they would just go on up there too. The certification
2:17:40
of Xamarin should be the name of the
2:17:42
talk. Okay. So
2:17:45
I'm kidding. Related
2:17:48
to this, Google also launched something called
2:17:50
ImageFX. This is their designer slash image
2:17:52
creator slash dolly slash
2:17:54
everything else, right? A,
2:17:56
generative AI image generation tool, right? Okay.
2:18:01
We know that everyone's going to catch up. Unifying
2:18:04
together these various AI stores.
2:18:06
It's important that Google has
2:18:09
for workspace customers, what Microsoft
2:18:11
has for Microsoft
2:18:14
365 customers with a commensurate
2:18:16
level of less. Right?
2:18:19
Like I, you know, I just think
2:18:22
that's important. The whole point here is if you're going to
2:18:24
go to the problem, the trouble of chatting
2:18:26
with a bot, it should do all the things. Yes.
2:18:29
That's right. And
2:18:33
then Meta, which owns, you know, Facebook and
2:18:35
what else? Instagram, WhatsApp. They
2:18:37
don't have everything. It's
2:18:40
announced that they're going to start labeling AI generated
2:18:42
images on its services. A lot of this
2:18:44
I think has to do with political stuff. Obviously a big election
2:18:46
year. I hope so. Yeah.
2:18:49
You don't want them to undermine our democracy like
2:18:51
they did in 2016. But
2:18:54
you're already seeing these stories
2:18:56
of computer generated voices of
2:19:00
communicating inaccurate, you know, literally
2:19:02
opposite message like it's happening.
2:19:06
Yeah. So
2:19:08
I always thought Facebook before they
2:19:11
met aside, Metastasize, they could have
2:19:13
been declaring house for realness. Like
2:19:17
if they had done the background research, if
2:19:19
everything was tagged, if you could have set
2:19:21
priorities on what you want to look like,
2:19:23
they could have given you an
2:19:25
accurate view of what was going on.
2:19:27
So Richard, I feel compelled to catch you up on
2:19:30
another thing from earlier in the podcast. I apologize behind
2:19:32
me. Is that the right side? Yeah. You see
2:19:35
a purple jacket that's hanging on the wall. Originally
2:19:37
that jacket was not there. There was a hook
2:19:39
driving everybody insane. AI put it there. So my
2:19:41
wife came in and put a jacket there. Everyone
2:19:44
calmed down except for one thing. We have been
2:19:46
suffering from a never ending series of memes of
2:19:49
what could be on the wall instead of the
2:19:51
jacket. Ever since. My
2:19:53
favorite so far was the portal holes with the
2:19:55
hot in the cold. I am going
2:19:58
shopping for removable hooks for now. next
2:20:00
week showing you that. I guarantee
2:20:02
you there will be more than one book behind me
2:20:04
and there will be nothing on them. Whatever it's worth,
2:20:06
I usually... I love everything about that. 45 degrees away.
2:20:10
I love the crazy that the Discord drinks.
2:20:12
Isn't it great? I love it too. Yeah.
2:20:15
You thought you were the weirdest room and then
2:20:17
you get outnumbered by him. I do wish you
2:20:20
would use your superpowers for good, but I'm just
2:20:22
glad you're using them. It's okay. Yes,
2:20:25
exactly. You know, at least your exercise is going to matter. You
2:20:27
know, it's good. This is why you want to
2:20:29
join the club. I'm telling you that Discord is so
2:20:31
much fun. So much fun. So
2:20:33
much fun. Yeah. And yeah,
2:20:35
the response to be appearing after my
2:20:37
boomboggle trip is just like, that's nuts.
2:20:39
The whole effort. I mean,
2:20:41
it's the varying levels of tech,
2:20:44
tech, local acumen or like
2:20:46
Photoshop ability or whatever you want to say. Yeah.
2:20:49
So, there's different Photoshop skills here. Oh yeah. This
2:20:51
is a good one. Yeah. Here's
2:20:53
Al-Might Thousand. Yeah. There's
2:20:55
a background. Yeah. Join the
2:20:58
club, kids. You're missing the fun. That's all I
2:21:00
can say. Everyone listening to this
2:21:02
from the front has got to hear the show twice. Yeah.
2:21:05
Sorry. Okay. No,
2:21:08
no, it's good. I wish you were, you
2:21:10
know, like, I'm like, Richard would enjoy this
2:21:12
conversation. We covered Microsoft's earnings last week. Quite
2:21:14
a good quarter for them. I
2:21:17
warned and threatened there would be more. But it
2:21:19
keep happening. Oh yeah. I left out
2:21:21
some of the smaller guys, you know, Spotify and
2:21:23
Nintendo. Actually, I might have Nintendo. But
2:21:26
I had Amazon, right? Yeah. They're
2:21:29
doing okay. So, Amazon by revenue is
2:21:31
the biggest company in our business. I
2:21:34
know they're in the top 10, but as far as
2:21:37
like American capital, I don't think even in the top
2:21:39
five, but they're up there, obviously. And those revenues are
2:21:41
crazy, but the margin is small. Yeah. Right.
2:21:44
Amazon is not predictable. It's
2:21:47
really interesting because depending
2:21:50
on factors that are just beyond the scope
2:21:52
of understanding because they have such a big
2:21:54
physical presence and digital presence.
2:21:58
The mix of that is just crazy. have a
2:22:00
quarter they make $150 billion and they had
2:22:03
a slight loss or $1 billion net income, which
2:22:06
is profits, right? This year is
2:22:08
this gangbusters. So 10.6 billion on
2:22:11
revenues of 170 billion. Those
2:22:14
were better than expected. A gain
2:22:16
of 14% year over year. Yada, yada, yada. There
2:22:18
was one thing I wanted to pull out in
2:22:20
there. I think it was related to AWS. AWS
2:22:25
revenues were $24.2 billion up 11.7%. It may not be
2:22:27
the first time, but honestly, that
2:22:36
didn't strike me as being particularly good. I
2:22:38
mean, I know it's up 11%, but if you compare
2:22:41
this to like, or Google, that's what I'm
2:22:43
saying. So if you look at like intelligent
2:22:46
cloud, I did, I
2:22:48
don't have that number of course, I'll bring up
2:22:50
the topic, but not be ready to talk about
2:22:52
it. That's how I work. I don't
2:22:54
think this compares us favorably to, you
2:22:59
know, Microsoft's earnings as has been the case
2:23:01
in the past, right? So one of the
2:23:04
big stories there has always been that, let
2:23:07
me just type in this actual thing, Paul. It's
2:23:11
always been that Azure
2:23:13
Renate, Azure growth has
2:23:15
been going down, you
2:23:19
know, over time as it would.
2:23:21
And those comparisons have not been,
2:23:23
I can't find it, I'm sorry, have
2:23:26
not, I can't type and talk. That's the problem. Those
2:23:30
revenues, as far as growth has been going on,
2:23:33
which is, you know, I think parcel explains the
2:23:35
AI thing, but Azure
2:23:37
revenues, we don't know exactly, but Azure
2:23:39
as the primary component,
2:23:41
probably of that
2:23:44
intelligent cloud business, that's been going bank
2:23:46
gangbusters, right? That's their biggest business by
2:23:49
revenue. They often see
2:23:51
the biggest growth. So for this most
2:23:53
recent quarter, I finally found it, sorry, 20,
2:23:55
it was 25.9 billion is bigger. And that's,
2:23:57
again, that's not all Azure, but the thing is, you get to
2:23:59
remember. Microsoft's cloud business
2:24:02
also includes a big chunk of productivity in
2:24:04
business processes and a small chunk
2:24:06
of more personal computing. But it's not
2:24:08
all of the business. But I think it's fair to say, and
2:24:11
then as Azure becomes more important because of AI,
2:24:15
that just gets bigger and bigger. I would
2:24:17
put a small chunk of it in. I wonder if part
2:24:20
of the problem with all of this is this hobby that
2:24:22
these large corporations have now in
2:24:24
consuming their actual business units. They
2:24:27
construct these artificial things to hide
2:24:29
what business performance. Well, AI is
2:24:31
the most artificial model. You
2:24:35
can't look at Microsoft and say, okay,
2:24:37
then what percentage of this was derived
2:24:39
directly or indirectly from AI? I mean...
2:24:42
And I don't even have a problem with that just
2:24:45
because there's so many different places that LLMs are showing
2:24:47
inside of the company. But
2:24:49
the fact that you don't know how much Azure actually
2:24:51
grew, much less how much Office 365
2:24:53
grew versus how dead... We know
2:24:55
it as a percentage actually. But what
2:24:57
we don't know is the actual... And again, it's
2:25:00
squishy because... How much of that is dynamic?
2:25:03
They are intentionally hiding
2:25:05
weaker business units and it's not
2:25:08
specified... Well, okay. Also...
2:25:10
...of this alphabet. Alphabet exists to conceal the
2:25:12
fact that Google only makes money on search.
2:25:15
Like that's all that it is. Okay. But
2:25:18
Microsoft is also hiding profitable and
2:25:20
gangbuster businesses because they're legacy. So
2:25:22
for example, it's very
2:25:24
possible that their server's
2:25:27
business is still fantastic. And
2:25:29
I'm not saying it's better than Azure, but that's something they're not
2:25:31
going to want to promote. So
2:25:34
they don't want to admit that volume
2:25:36
license agreements work well. Yeah,
2:25:38
exactly. They're starting classes of product because they want
2:25:40
monthly revenue on everything. Well, except that... Yeah.
2:25:43
And again, the proof is in the pudding. In
2:25:46
this case, what I mean is the proof is
2:25:48
in what Microsoft does, which is turn everything into
2:25:50
volume licenses, right? Our subscription services essentially. Yeah. I
2:25:53
mean, they're turning them into monthly subscription services
2:25:55
as opposed to annual volume licenses. Or...
2:25:58
There's only time purchases. every X number of
2:26:00
years, which gets further and further. Well,
2:26:02
and I mean, for a long
2:26:05
time, and to this day, if you're buying dev
2:26:07
tools for your company, you're buying manual. Right.
2:26:09
Oh, it's called X-Tensor versions. Since
2:26:12
we're talking about this, this is a little left
2:26:14
topic, but no, it isn't. It's earnings. Last week
2:26:16
we talked about Microsoft earnings. I mentioned that they'd
2:26:18
given a specific number for the
2:26:22
installed base of the consumer version of
2:26:24
Microsoft 365, but not the commercial version.
2:26:26
And every once in a while, they
2:26:28
do either or. Actually, they usually do
2:26:30
the consumer, but often they'll throw
2:26:32
in the consumer. And I sort of said, based
2:26:35
on what I know about the business, I bet it's somewhere in
2:26:38
the 350 million range. It's
2:26:40
400 million. It's actually better than
2:26:42
I thought. And someone asked
2:26:44
them about that because I think
2:26:47
it maybe came up in the post earnings conference call. Someone
2:26:49
asked, and then the follow-up was like, well, how
2:26:52
do you keep this thing growing? And they literally
2:26:54
said, we hit these artificial
2:26:56
ceilings on those licenses. There's only so
2:26:58
many seats we can sell. And
2:27:01
let's pretend, I don't know the number, but back
2:27:03
in the 300 million range, they had kind of
2:27:05
hit that ceiling. And
2:27:08
what they do is they expand the licenses
2:27:10
a bit. So they started introducing things like
2:27:12
frontline workers, right? We have these less expensive
2:27:15
tiers that will generate more seats.
2:27:18
And as of now, they literally
2:27:20
admitted this. That's over. It's
2:27:22
not a growth to be had there. But
2:27:25
I had sort of described AI, like in this
2:27:27
case, Copilot for Microsoft 365, as essentially another
2:27:30
tier. I know it's an add-on,
2:27:32
but it's another way to get
2:27:34
more users. You get more money per user,
2:27:37
right? Yeah, substantially too. And that's what they
2:27:39
said. They said, look, they do
2:27:41
have giant overhead for providing that service.
2:27:43
Yeah. So here's my prediction. Next quarter
2:27:45
or a year from now, whatever it is, in the future,
2:27:47
what we're going to see is not the
2:27:50
number of commercial seats anymore, because that's not
2:27:52
going to change too much. It's
2:27:54
going to be the average money they earn per
2:27:56
user, because that's going to go up because of
2:27:58
AI, right? But, and
2:28:01
I feel for organizations like Directions on Microsoft and
2:28:03
the other analyst group, because how do you compare
2:28:05
business unit over business unit year over year when
2:28:07
they literally shuffle the deck every time they buy
2:28:09
it? Okay, I would throw myself into that victim
2:28:11
pool if you don't mind and like be part
2:28:13
of the class action because I write about these
2:28:15
earnings every quarter and it is... Well, and you
2:28:18
could write about the overall earnings because the SEC
2:28:20
has pretty strict rules about that, right? No, but
2:28:22
I'm looking for these same things. Like it's... They've
2:28:25
literally made it impossible. And I'm not positive.
2:28:27
My theory about this is that, I
2:28:30
don't know who started it, but all these
2:28:32
companies are getting vaguer and vaguer and vaguer.
2:28:34
And I think it's... They're waiting for some
2:28:36
regulator to say, probably the SEC, say, excuse
2:28:38
me, this is not
2:28:40
what you're supposed to be doing, but no one's ever said
2:28:42
anything. So they just, you know... But
2:28:45
the thing is you don't protest if you don't
2:28:47
have the solution. Like I don't know how you
2:28:49
fix this. You cannot tell a company
2:28:51
you have to organize a particular set of business. I,
2:28:54
again, I didn't talk about
2:28:56
this early in the podcast, but I wrote a big article about Mozilla
2:28:59
and how they come out and complaining about
2:29:01
how the platform makers disenfranchise them and the
2:29:03
many, many ways they do so. And
2:29:07
I made a comparison to Apple and
2:29:09
how Apple... People forget this, but Apple
2:29:12
used to be called Apple Computer. They're
2:29:15
quite a diversified company today compared to those days and
2:29:17
they are also quite a bigger company. In
2:29:20
doing so, I went back and I looked at older
2:29:23
Apple earnings reports. Now there was a time
2:29:25
period three, four years
2:29:27
ago where they stopped. They used to up until very
2:29:29
recently would say, we sold this many iPhones, this
2:29:31
many iPads, this many whatever's, and they would
2:29:34
be very explicit about it. Now they have
2:29:36
many more products. Now they're talking growth. Microsoft
2:29:38
does the same thing with Xbox
2:29:40
especially, right? They talk growth. They don't talk numbers
2:29:42
because numbers don't look so good, right?
2:29:46
This is another example of that thing
2:29:48
happening because when you go look at
2:29:50
Apple's old earnings reports, my God, it's
2:29:52
so explicit. The only thing I
2:29:54
can compare it today is to Spotify,
2:29:56
which is my smaller company. Spotify today
2:29:58
is very explicit. this many people
2:30:01
using the service, this many
2:30:03
are paying, this is how much we
2:30:05
make from them, this is how much we make from them
2:30:07
and you can see what the business consists of. It's
2:30:10
100% transparent, it's beautiful. Well, I
2:30:12
think one would argue that maybe
2:30:14
this has to be a shareholder rebellion because
2:30:16
I mean one of the downsides to doing
2:30:19
that is then you get active as shareholders
2:30:21
who nitpick business units. That's right. It's his
2:30:23
own. What's Carl Icahn doing right now? Is
2:30:25
he still around? Is he
2:30:27
going to, could he mix the pot up
2:30:29
a little bit? But one would argue that
2:30:31
these obfuscation strategies are about managing investor relations
2:30:33
because it just gives them nothing to complain
2:30:36
about. It
2:30:38
worked, right? Part of Microsoft's, this is
2:30:40
the 10 plus years
2:30:42
of endless cloud, cloud, cloud, Azure,
2:30:44
Azure, Azure, got them to second
2:30:46
biggest company in the world and
2:30:49
not talking about these legacy businesses which no
2:30:51
one who's investing in this company wants to
2:30:53
be reminded of. We want to hear about
2:30:56
the future. As a matter of how many
2:30:58
billions those business units are making. Yep, no
2:31:00
one cares. If you want to hear about
2:31:02
it. Yes, thanks. So you still
2:31:04
comply with the reporting rules while obfuscating
2:31:06
the business? Hey, if you... It
2:31:08
just speaks to the reporting rules are actually
2:31:11
about PR, right? They are the
2:31:13
investor relations, sorry. Okay, so I have to
2:31:15
be honest, I actually don't know what the
2:31:17
legal requirement is for these companies, but based
2:31:19
on how I've seen things go, they
2:31:22
are probably
2:31:25
adhering to the letter of the law or
2:31:28
regulation, I guess, but not necessarily to
2:31:30
the... We're
2:31:33
doing this for a reason. The idea is your
2:31:35
business consists of these components. They are
2:31:37
all performing to some different level. By
2:31:39
being transparent as a publicly owned
2:31:41
company, legally required, you are giving
2:31:44
investors the data they need to
2:31:46
know whether they want to invest in a company or not. So
2:31:49
that's shifted a bit to if we do like
2:31:51
a dog and pony show and Wall Street gets
2:31:53
excited and drives up the share
2:31:55
price, our investors aren't going to care if the product
2:31:58
is real or bad. Now you...
2:32:00
get to the other schism which is the
2:32:02
institutional investor versus the individual investor. And the
2:32:04
institutional investor, if they want to know more,
2:32:06
they pick up the phone. They
2:32:09
get to puncture that.
2:32:11
So they're not complaining. The guys with the
2:32:13
clout of the SEC, the big dollar investors,
2:32:15
they're not complaining because when they want to
2:32:17
know more, they can't. But they're
2:32:19
really enjoying not letting the individual know much.
2:32:21
Once your Microsoft Apple, I don't know. Do
2:32:24
you think there's someone who can get on
2:32:26
the phone and get numbers out of these
2:32:28
things? I don't know. I
2:32:30
think you're big enough. Do
2:32:32
you think anybody has a stake restaurant? Carl
2:32:35
Icahn can always speed dial Tim Cook. Yeah.
2:32:38
No, but I wonder how much he actually gets. I
2:32:41
mean, you might get something as simple as
2:32:43
an assurance. Just something insider information like, oh,
2:32:45
don't worry about it. I know we see
2:32:47
these stupid reports in the press, but this
2:32:49
product is doing great. Don't worry about it.
2:32:52
Yeah, aren't they? It's a pretty risky thing to do is
2:32:55
to use insider information like that. Like
2:32:57
in Martha Stewart. It's literally illegal. She
2:33:00
did jail time. Yeah, but there's
2:33:02
a difference between insider knowledge like
2:33:04
what's going to happen and understanding
2:33:08
numbers. Actual understanding of the business, right?
2:33:10
I know who doesn't take Jamie Dimon's
2:33:12
call. You own some
2:33:16
percentage of the company. I mean, arguably
2:33:18
you're legally... Yeah. Exactly.
2:33:21
And you have that. My investors. You're
2:33:23
a part of your own owner. People
2:33:26
that invested in my organizations that I can
2:33:28
invest in you demand more knowledge. Right.
2:33:31
Well, we're getting less knowledge. I mean, that's just the way it is.
2:33:34
Yeah, it's a huge stick, but it is
2:33:36
an accounting strategy. Yeah. I mean,
2:33:38
you could... Well, this is
2:33:40
not the reason, but I would
2:33:42
also say that Microsoft was early to
2:33:45
the diversification game, right? Office,
2:33:47
server, on and on we go. Apple
2:33:50
late to that
2:33:52
game. Google late to that game.
2:33:54
Now these companies are diversified. Even Google,
2:33:56
which earns 70% of the revenues from
2:33:58
ads, has businesses generating... actual revenues
2:34:00
and a more complicated
2:34:02
product portfolio. I mean,
2:34:05
I guess once you get to a certain size
2:34:07
from the number of products or services, whatever you
2:34:09
have, it does become a lot more difficult. Spotify
2:34:11
makes one thing, right? They sell two versions of
2:34:13
it, but it's one thing. But
2:34:16
I brought this up to get to
2:34:18
the meta conversation because we don't know
2:34:20
how they make money. No, we don't.
2:34:23
That's why I think I wrote something to that effect.
2:34:25
I hope I did and the note something about, where
2:34:27
is it? Yeah. How? It isn't going to be advertised. Like
2:34:29
that's the
2:34:32
presumption here, right? It is advertised.
2:34:34
I mean, it was
2:34:36
a meta and Google are neck and neck
2:34:38
for advertised. So yeah, it is. It
2:34:41
is. Okay. Actually, you know what?
2:34:43
I wrote about this. I'm sorry.
2:34:45
I put something in here. Yeah.
2:34:47
38.7 billion in revenues from advertising,
2:34:49
which is 96.5%. Yeah. You thought
2:34:51
Google had a problem. Yeah. But
2:34:53
you know what? Reality Labs is
2:34:55
bringing up the rear, a
2:34:57
billion in revenues, but
2:34:59
a loss, a net loss of $4.6 billion
2:35:02
on revenues of
2:35:04
one billion. I don't
2:35:06
know why I'm laughing. It sounds like the old Xbox business.
2:35:08
Yeah, really. Yes,
2:35:11
it is. You know, 2.1
2:35:13
daily active users, 3.1 billion monthly
2:35:15
active users. I'm not sure I have another
2:35:17
company that actually measures both of those things.
2:35:19
Yeah. You only roll out those
2:35:22
numbers when they're stunning. Yeah, exactly.
2:35:24
And they are stunning. Yeah. So
2:35:27
they are, I mean, I
2:35:30
don't have to do the brilliant work on that. The
2:35:32
great thing with the meta-mal is
2:35:34
that it includes WhatsApp. It includes
2:35:37
Instagram. And I keep, well, that's
2:35:39
like saying Apple's, Apple has a
2:35:41
devices and blah, blah, blah business.
2:35:43
Okay, great. Does that
2:35:45
mean they have so many, like
2:35:47
they actually said our user base surpassing, I
2:35:49
think it was 2 billion active devices or
2:35:52
whatever. Right. Okay. Does that include
2:35:54
every pair of AirPods? You
2:35:56
know, because if it does, not so impressive,
2:35:58
you know, if you're talking the
2:36:00
iPads, iPhones, and Macs. Okay, that's impressive.
2:36:04
I think a 2.2 billion actually in Apple's case.
2:36:06
Speaking of which, Apple, right? Not
2:36:09
doing so horribly. Although interestingly, you
2:36:11
hear these numbers, almost 40 billion
2:36:13
of net income on
2:36:15
revenues of almost 120 billion. You're
2:36:17
like, Jeez, what could you complain about?
2:36:19
Well, here's the problem. Those
2:36:21
revenues are flat and they didn't go. Yeah,
2:36:24
that's a problem. And that's why Apple, which
2:36:26
has to date had nothing to say about
2:36:28
AI. He's suddenly talking
2:36:31
about AI, baby. They don't want
2:36:33
you to think about that. They want you to think
2:36:35
about what's coming in the future. Coming new. And this
2:36:37
is the, you know, going back to Uncle Satch's great
2:36:41
move with the AI I think last
2:36:43
year. Just as cloud revenues were starting
2:36:45
to flatten, do you think? The timing
2:36:47
on that is exquisite. And
2:36:50
look, let's face it, whatever anyone thinks about Vision
2:36:52
Pro, that's not gonna be their next, you know,
2:36:54
growth engine. So, that
2:36:57
is a great distraction too. It's nice to see
2:36:59
people lining up for Apple products again like that.
2:37:01
If you're that PR team, you're happy. Yeah,
2:37:05
I would just, I mean, look, they have a huge
2:37:07
and healthy ecosystem. And
2:37:09
Leo mentioned this earlier in the show. They'll
2:37:13
get the UI on this right. You know,
2:37:15
there's, we were talking about the goofiness of
2:37:17
having to go to like a text-based interface
2:37:20
to get stuff done with AI and how
2:37:22
that's starting to transform a little bit. Today,
2:37:24
Richard, there was an announcement for Microsoft about the
2:37:27
one year anniversary of the co-pilot stuff. And
2:37:29
one of the new features, which is in a Super
2:37:31
Bowl ad, is that you can
2:37:34
kind of take a picture that it
2:37:36
generates and then click on things, say
2:37:38
not this, not this, remove this here.
2:37:41
And rather than having to type that correction,
2:37:44
which is, can be very lengthy. And
2:37:46
I, look, my kids didn't
2:37:48
learn how to type in cursive. I
2:37:50
mean, I think most people can type on a keyboard on a
2:37:52
phone now better than they can on a real keyboard. So
2:37:55
it's, Apple will,
2:37:58
that's where Apple's... contribution,
2:38:01
I think, will be. It will be in the
2:38:03
user experience of AI. Let's
2:38:06
see. I'm excited. It is
2:38:08
interesting. Yeah.
2:38:10
So that's everything. Alright. Let's quickly do
2:38:12
some X-Box. We're running out of time,
2:38:15
so we want to make sure there's
2:38:17
room for brown stuff. Okay.
2:38:19
Well, I think at some time in
2:38:21
the past, we talked about how physical
2:38:25
media for video games was disappearing from stores
2:38:27
like Best Buy. Microsoft,
2:38:30
part of their layoffs recently, was getting
2:38:32
rid of the team that actually is
2:38:34
responsible for the physical media stuff. Wow.
2:38:36
It's happening in Europe now. There's a report. European
2:38:38
retailers are getting rid of this as well. Nintendo
2:38:42
earnings are related in the show here a little
2:38:44
bit, but as part of that earnings, one of
2:38:46
the little figures or facts they pulled out of
2:38:48
their earnings report was the percentage of people buying
2:38:51
software digitally versus in physical format.
2:38:53
It's over 50% digital now. So
2:38:55
even on a system like that,
2:38:58
this is not the future. It's the present,
2:39:00
right? So no big surprise. And
2:39:02
if it happened to Nintendo, everybody else was ahead
2:39:04
of them. Nintendo moved slowly on this sort of
2:39:06
thing. Yeah. And their audience doesn't care. I mean,
2:39:08
they're kind of the apple of the video game
2:39:10
space, I think, in some ways. Kind
2:39:13
of a contorted comparison, but just live with
2:39:16
it. The big controversy
2:39:18
of the past week was actually
2:39:21
with Xbox. There's been a lot of rumors of
2:39:24
Microsoft bringing first party games, meaning Microsoft
2:39:26
Studio Games. And that would
2:39:28
include today Bethesda, Activision Blizzard, etc. Isn't
2:39:30
there an event this week? Isn't it
2:39:32
Spencer? Yeah.
2:39:36
So what happened was there was one too many
2:39:38
rumors. And Brad and
2:39:40
I had this conversation. We're like, look, these guys have
2:39:43
got to come clean. And like 10 seconds later,
2:39:45
Phil Spencer got on Twitter slash X and said,
2:39:47
guys, we have a strategy. We haven't announced,
2:39:50
but we've been planning it for a while. It
2:39:53
will be next week. Right. And
2:39:55
there's been some criticism of that because
2:39:57
at that point, it's like, well, why don't you just tell us?
2:40:00
now, you know, but my
2:40:02
sources are telling me that this event was actually planned for the
2:40:04
end of February. This has been planned for a while. And
2:40:06
they're actually moving it up because of all the
2:40:08
rumors. And they're probably needing to get some
2:40:11
signatures like that noise also helped them push
2:40:13
some contracts through. Yeah, I think what
2:40:15
had happened was, you know, the way these rumors
2:40:17
happen is that Microsoft can keep a secret sometimes.
2:40:19
But once you start expanding the group of people
2:40:22
who know what you're doing, because you're talking to
2:40:24
partners, news gets out and suddenly it's like Halo's
2:40:26
coming to PS5 or the New
2:40:28
England Jones game or Starfield or whatever the thing
2:40:30
might be. Yeah, the noise begins. But
2:40:32
now you're in the lag. So now you move up the
2:40:34
event date. And then you also go to the
2:40:37
guys who are dragging their feet. It's like you're going to miss it. If
2:40:39
you don't sign, they don't want this matter. Like
2:40:41
it becomes beneficial for Microsoft too. Two
2:40:44
things to this. One is when
2:40:46
I think about what Microsoft could or could not be
2:40:48
doing or could or could not be talking about, I
2:40:51
don't care about this in the slightest. As an
2:40:53
Xbox gamer, this does not impact me at
2:40:55
all, except in a positive way, which I'm
2:40:57
going to ask me how the PC master
2:40:59
race feels. What I care about is you
2:41:01
spent $69 billion on Activision. What
2:41:04
are you doing with it? It's
2:41:08
February. So I
2:41:10
actually think this event was mostly
2:41:12
about that. And my guess what I'm just guessing is
2:41:14
I'm projecting here. But my guess is they were going
2:41:16
to pull up and one more thing at the end
2:41:18
of it. And say, oh, and one more thing we're
2:41:20
bringing Starfield to PS5. Good night, everybody.
2:41:22
And it's going to be one of those little things. So
2:41:25
now everyone's all in a bundle over this. But here's
2:41:28
the deal. And it bothers me that there are still
2:41:30
people in the world who don't get this. Xbox
2:41:32
is not the same as it used to
2:41:34
be. Richard alluded to this earlier, the old
2:41:36
Xbox. The one that was bought a console
2:41:39
that lost money all the time. That business
2:41:41
could not exist. They,
2:41:43
under Phil Spencer, have expanded this thing to
2:41:45
include a wide range of products and services
2:41:47
across the platform, want to do that Microsoft
2:41:50
thing. Lead gamers where they are.
2:41:52
And a lot of gamers are not rival
2:41:54
platforms. Microsoft has never and will never make
2:41:56
money on a console. Microsoft would be better
2:41:58
off not making consoles. If it bothers
2:42:01
you that Xbox games are going to be on
2:42:03
PlayStation 5 or whatever, you're not paying attention. This
2:42:06
is how this thing thrives, not just survives,
2:42:08
but thrives. Just as
2:42:10
like an individual gamer, for example. I
2:42:12
called a duty guy for a long time. Two
2:42:14
of the big things that happened in
2:42:17
that life cycle were that for
2:42:19
the first most years, I would go online and
2:42:21
play against people on Xbox. That's all I could
2:42:23
play with. But at some point, they
2:42:25
expanded in that audience so we could do cross play with,
2:42:28
and then I could play against people who were on
2:42:30
PlayStation. That meant the number of people I could play
2:42:32
against was three times as big.
2:42:34
All of a sudden. Then a couple of
2:42:36
years ago, they added PCs too. Now, possible PCs, you have
2:42:39
to make sure they're using a controller. Wouldn't
2:42:41
be fair if they were using a keyboard the
2:42:43
most. But the point is that benefited even
2:42:45
like this notion that bringing a game
2:42:47
to another platform, which is sort of
2:42:49
this, is somehow going to make
2:42:51
things worse for you as an Xbox fan
2:42:54
is ridiculous. This is expanding the
2:42:56
ecosystem you love. This is like saying, I loved
2:42:59
REM until they became successful.
2:43:05
We do this. It's human. It's
2:43:08
very common. But the truth is, if you love
2:43:10
Xbox, this is how it gets. This is how it
2:43:12
succeeds. Period.
2:43:15
Xbox is not a console. It was
2:43:17
never successful as a console. It
2:43:20
is becoming successful as a much bigger
2:43:22
ecosystem that targets gamers wherever they are.
2:43:25
The services are cool. Streaming is
2:43:27
fine. But honestly, bringing those things directly to
2:43:30
the console natively or PC or whatever
2:43:32
the platform, Nintendo, whatever. No, it's
2:43:35
creating the umbrella and ultimately
2:43:37
on the relationship with the customer. Yep. That's
2:43:40
what it is. And we'll see what they say. That's
2:43:45
the plan. We have
2:43:47
new Xbox game pass files for her. I don't have to go
2:43:49
into that too, too deeply, but I will say Resident Evil 3.
2:43:52
I did play Resident Evil 2 for the while. I got
2:43:54
tired of the puzzles. I don't know enough about
2:43:56
this series to know if that ever changes or if that's the whole
2:43:58
day. Hopefully that changes. I'm going
2:44:00
to take a look at it. I've
2:44:02
always been intrigued by Resident Evil. I've never
2:44:05
been able to take advantage of it, or
2:44:07
culturally recently because I was
2:44:11
an Xbox guy. And then we have
2:44:13
Nintendo also earnings. I put it here just because
2:44:15
I wanted to talk about the number of switches
2:44:18
they've sold, right? So this company has now
2:44:20
sold basically 140 million of
2:44:22
these things. It is the tied for
2:44:25
the number one selling video game hardware of all time
2:44:27
is tied between the Nintendo DS
2:44:30
and the PS2. So they're basically
2:44:32
in second place. This is the second most
2:44:34
successful video game hardware slash Nintendo hardware ever
2:44:36
made. This thing should have fallen
2:44:38
off a cliff. It is going down, of
2:44:40
course. But honestly, they've stretched it. I mean,
2:44:43
through they did, they've done a good job
2:44:45
of midstream Nintendo, sorry,
2:44:47
Switch Lite, Switch OLED. We
2:44:49
thought there was going to be a Switch 4K. Maybe that's what
2:44:52
the next thing will really be, which
2:44:54
is expected this year. But a lot of
2:44:56
big game releases. This is a thing like
2:44:59
these guys have, they have titles. You just don't
2:45:01
see data like this. They
2:45:03
have a game that has sold 20 million units. Like
2:45:06
one game. Yeah, 12 million, 7 million.
2:45:10
There were 17 Nintendo titles that have sold
2:45:12
over 1 million units so far this fiscal
2:45:15
year. And there were seven
2:45:17
third party games that have sold that many. Like, are
2:45:19
you kidding me? Oh, and it was 46% digital. It's
2:45:24
a different league. It's
2:45:27
easy to ignore Nintendo because they're not
2:45:29
flashy. And they aim at the
2:45:31
kid. I compare them to Apple.
2:45:33
It is a cash cow. Yeah,
2:45:35
the better comparison is Disney. They hit
2:45:38
at an audience that is not just
2:45:40
young, but also older people who think
2:45:43
young or whatever. You know, they're kind of living
2:45:45
the younger lifestyle, whatever it is. They're the childish
2:45:47
too. The childhood heart kind
2:45:50
of crowd, whatever. Yeah. Look,
2:45:53
they've got a special thing going. You can't just, you
2:45:55
know, there's nothing you can say there. It's
2:45:57
amazing. So they're doing great. Awesome.
2:45:59
Good for them. because I don't keep it with Xbox
2:46:01
because if they did, screw that. There
2:46:05
you go. I think that's everything, right? Yep. It's
2:46:07
a beautiful thing. There
2:46:10
is a rumor that there's a new switch coming
2:46:12
maybe next year with a OLED screen. I think
2:46:14
they're going to be, yeah. Big screen, eight inches.
2:46:18
Hopefully, the big thing they should do
2:46:20
is the backward compatibility thing. If they
2:46:23
have a forward movement story for existing
2:46:25
customers, incredible. It's going to
2:46:27
be fantastic. Not the Nintendo way. I
2:46:30
know. I know. But that's the rumor though. They've talked about
2:46:32
it. They've said, look, one of our goals is to move
2:46:34
these people forward. There's a lot of AI
2:46:36
stuff going on now. I don't know if you heard of it, but
2:46:38
one of the things is upscaling
2:46:40
the quality of existing games. This
2:46:43
is, I mean, what if a
2:46:46
Switch user could take their existing title and
2:46:48
have it look better on these
2:46:50
new consoles, which is something very common
2:46:52
elsewhere. But it'd be kind of new
2:46:54
to Nintendo. I think that
2:46:56
would be huge for those guys. All
2:46:59
right, let's take a little time out as we
2:47:01
get ready for the back of the book. We
2:47:03
are so glad Richard Campbell has arrived, which means
2:47:05
there will be a whiskey pick. You're
2:47:08
listening to... Yeah, I threw his thing in there
2:47:10
just in case I was going to mention the
2:47:12
run as pick. But, thank you. Thank you to
2:47:15
all his, to his own plug-in. You're
2:47:18
listening and watching to Windows Weekly. Since
2:47:20
our founding in 2000, we at the
2:47:22
Center for Internet Security have always had
2:47:25
one mission. It's to create confidence in
2:47:27
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2:47:29
governments. As a nonprofit,
2:47:31
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2:47:33
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2:47:36
The world is changing. Cyber threat
2:47:39
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2:47:41
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2:47:43
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2:47:45
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2:47:47
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2:48:01
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2:48:14
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2:48:21
of the book time, tips and
2:48:24
picks from Paulie Tharotte, little Paulie
2:48:26
Tharotte. I'm curious what
2:48:28
you guys think about this. Richard offered me this some
2:48:30
time ago when it was still kind of a private
2:48:32
thing. Blue Sky,
2:48:35
which is the most Twitter of the
2:48:37
Twitter alternatives, is now available for
2:48:39
everyone. If
2:48:41
you miss the old Twitter, it's
2:48:43
going to feel very comfortable.
2:48:46
It's a complete ripoff. It looks a lot
2:48:48
like it. The idea
2:48:50
was, this was Jack Dorsey funded this
2:48:52
before he left because
2:48:54
the idea was to make an open, federatable
2:48:57
Twitter clone. As
2:49:00
yet, they had... Dorsey was fighting with his
2:49:03
board, right? I mean, that's why. So is
2:49:05
this open and or federatable? Yeah.
2:49:07
It's got a protocol, ATProgo, which
2:49:09
is very similar to the Mastodon
2:49:11
protocol, the Fediverse article. Oh,
2:49:14
it's interesting. The activity pub protocol. They
2:49:17
have said with the fact that they're out
2:49:19
of invite that they're going to start allowing
2:49:22
publishing API and allowing people to create their
2:49:24
own Blue Sky servers. It hasn't
2:49:26
happened yet, but I was there. One
2:49:29
of the arguments about the real failure, Twitter here,
2:49:31
is that the people who
2:49:33
ran the company never really understood it. It
2:49:36
was the users that shaped it. And so
2:49:38
what Dorsey is really talking about here is,
2:49:40
let's go back to what really actually made
2:49:42
Twitter successful, which is put an API out,
2:49:44
see what people made. I
2:49:46
can't speak to the success or lack of
2:49:48
success of Twitter as a business before Elon
2:49:50
Musk took it over, per se. But
2:49:53
I will say, successful
2:49:55
or not, there was something that made Twitter
2:49:57
special and also unique. We've
2:50:00
kind of talked about this notion of governments
2:50:02
big and small having one place to go and
2:50:04
say, hey, look, there's a disaster, there's a
2:50:06
fire, there's a hurricane or whatever. Were
2:50:08
they there because the press were there or was the
2:50:10
press there because they were there? I don't know the answer
2:50:12
to that. In the end, it doesn't matter. Everyone was
2:50:14
there, you know? Yes. So what
2:50:16
does it take to get everyone there? And you
2:50:18
know, Dorsey's argument is it's the open API, which
2:50:21
I mean, eventually they closed off. It's
2:50:23
tough because there's inertia. And
2:50:27
I know a lot of people have left Twitter, but I think a
2:50:29
lot more have not. And the whole
2:50:31
thing here now that you open an API is I can
2:50:33
build all the bridges that I built back in the Twitter
2:50:35
days. Okay. Right. An
2:50:37
awful lot of organizations that publish on Twitter that don't
2:50:40
even really know they have Twitter accounts because it actually
2:50:42
comes through their RSS. It gets complicated though between Threads
2:50:44
and Blue Sky and Mastodon. They're all over the place.
2:50:49
I still like Mastodon best. The quality
2:50:51
of conversation there is the best. It's
2:50:53
not the largest. Mastodon's
2:50:55
is probably the largest competitor right now, but that's
2:50:57
owned by Meta. That's
2:50:59
because they migrated the graph from the Instagram,
2:51:01
which was a brilliant thing. That
2:51:04
was a very brilliant thing. Nobody wants to build
2:51:06
a graph again. They're done. Everybody's done.
2:51:08
I'm somewhat rooting for Blue Sky. There's a lot
2:51:10
of good stuff going on there. It is an
2:51:12
open protocol. But Mastodon
2:51:14
there, it does it. And
2:51:17
you know, we have our own Mastodon instance. You
2:51:19
know, I suppose there
2:51:21
probably are fans of Meta out in the world if
2:51:24
there are, but no
2:51:28
one wants to see yet another Meta service.
2:51:30
But then again, you
2:51:32
want something
2:51:34
that's not as horrible as Twitter is today. So
2:51:36
slightly less horrible, I guess, is better than horrible.
2:51:40
Threads does have 130 million users now,
2:51:42
whatever that means. I mean, this is
2:51:44
always suspect. by
2:52:00
Twitter so that folks don't have to
2:52:02
learn. The folks that don't care about the social media
2:52:04
part, it's like you need to broadcast it as a
2:52:06
good way to broadcast it and you need no additional
2:52:08
effort, the API will make a difference. Is it a
2:52:10
flashback to 2008? Yeah, you
2:52:13
know, and maybe it's irrelevant now. I don't know
2:52:15
the answer to that. And this is Maston. By
2:52:18
the way, Paul, thank you because Paul is very
2:52:20
active on twit.social. He's always posted in there. I
2:52:23
like it a lot too. It's a lot like
2:52:25
Twitter in functionality. I think it's a little more
2:52:27
functional than Blue Sky and I said it and
2:52:29
so forth. I will say, and
2:52:31
you know this, right? I mean, there is a benefit
2:52:33
to it being smaller. I agree.
2:52:35
In some ways, you're speaking
2:52:38
to a more engaged crowd of people who are
2:52:40
enthusiastic perhaps, or you know, about whatever the topic
2:52:42
might be. Like, I, there
2:52:44
is some advantage to that. I agree.
2:52:48
I'm a, I'm a fan, but I have, you know, a
2:52:50
little dog in this. Yeah, well, you
2:52:52
run the server that I am using.
2:52:54
So I am also a fan. I
2:52:56
like the advanced web interface, which looks
2:52:58
just like Dweedek. And it's
2:53:00
a really great way to kind of follow a lot
2:53:03
of content. I
2:53:06
think it's pretty good. I, I
2:53:08
can't. Yeah, I did too. I don't need anything
2:53:10
more than this. Let's put it that way. So
2:53:13
from, this is, this is not maybe important for
2:53:15
individuals, but the one thing I would like is
2:53:17
a single interface where I could
2:53:19
post to all of these things. I
2:53:21
don't mean like auto posts. I mean, I
2:53:24
want, like I'll make a joke on Twitter, you know, and
2:53:27
obviously I think I'm hilarious and I would like to share
2:53:29
this joke with everybody, but I
2:53:31
would have to go and copy and paste it. There's something
2:53:33
into each, like I don't, I'd like to just be, you
2:53:36
know, putting it out there. The Federation and
2:53:38
threads, by the way, is federated with the
2:53:40
Fettiverse with activity pub. Okay. Is that somebody
2:53:42
could follow you on these other platforms. I
2:53:45
mean, I'll see that joke on
2:53:47
all the platforms, but the problem as you want
2:53:49
is that the biggest of these, the biggest of
2:53:51
these services, Twitter is actively blocking that kind of
2:53:54
stuff, right? They're trying, they don't want people to
2:53:56
do that. And I, I do understand that from
2:53:58
a business perspective, also from. And just
2:54:00
being an evil perspective. But
2:54:03
for me, I just... Stone age thinking. Yeah.
2:54:07
So anyway. We
2:54:10
have choices now. I guess the
2:54:12
tip is go look at them. You
2:54:14
were probably pushed into threads whether you wanted it or not.
2:54:16
But Blue Sky is something you should at least look at.
2:54:19
And now it's easy to get there. And yeah, if
2:54:22
you let the conversation participate in it. Yeah,
2:54:24
do you load building another social graph? Yeah.
2:54:27
God. I know. I
2:54:30
mean, yeah, it's awful. Okay. So
2:54:32
app pick of the week is Mozilla. We
2:54:35
talked a lot about Mozilla earlier in the
2:54:37
show because Firefox is circling the drain. They've
2:54:39
been trying to come up with other products
2:54:41
and services, most of which are
2:54:43
now in free and paid versions. One
2:54:45
of the things they've had for a while is something called
2:54:47
Firefox Monitor. This is one of the services you get through.
2:54:50
Password managers do this where they look for
2:54:52
you on the doc web and see if
2:54:54
your accounts have been compromised, whatever. But...
2:54:58
I think monitor also promises to
2:55:00
remove. So that's the thing.
2:55:02
So now they have a paid version. They've renamed it
2:55:05
to Mozilla Monitor. And because
2:55:07
in the past you could get this report and say, okay,
2:55:09
neat. Now I gotta go do the hard
2:55:11
leg work, right? So
2:55:13
if you pay them, it's a little expensive,
2:55:15
honestly. It's too bad. It's
2:55:18
$14.99 a month or I think it's $8.99 if you
2:55:20
pay for a year. They will actually do
2:55:22
most of that work for you. Now,
2:55:24
if you have to change your password, obviously that's something you have
2:55:27
to do. But like a good
2:55:29
password manager, I think that Worden probably does this.
2:55:33
They give you a link where you go right to that place, right? You
2:55:36
don't have to go hunt around on the service
2:55:38
to find out where to change your password. So
2:55:40
they'll automate this for you. They'll keep it going
2:55:42
in the background forever, as long as you're paying.
2:55:46
And then they'll help you go make
2:55:51
this happen. So if you feel bad about
2:55:53
Mozilla, if you support Mozilla, this
2:55:55
is not the only paid service they have. They
2:55:58
have a VPN. They have a paid version of Pocket. is
2:56:00
a service I actually use, which I love. They
2:56:02
have some other things. This is,
2:56:04
you know, we've been talking a lot about this security stuff
2:56:06
and accounts and online accounts. This is right in there. I
2:56:09
mean, it's definitely something to look at.
2:56:11
And I'm sure there are other services,
2:56:14
including, like I said, password managers. Like if
2:56:17
you have a password manager you're paying for,
2:56:19
see what they offer along these lines, if
2:56:21
anything. Good.
2:56:26
Now I think we should talk about the podcast
2:56:28
pick of the week with
2:56:31
our Taronga native Richard Campbell.
2:56:35
Glad to be here. This is
2:56:37
actually a show I recorded back at Ignite.
2:56:40
I talked to Brendan Burns, the
2:56:42
original architect of Kubernetes, who worked for Google
2:56:44
at the time, and then
2:56:47
moved over to Microsoft. And
2:56:50
I think he doesn't want to be typecast anymore than anybody
2:56:52
else wants to be in terms of talking
2:56:55
to me about Kubernetes again. What
2:56:58
was fun about the conversation with him more
2:57:00
than anything, which is just my bigger thinking
2:57:02
around being cloud native. Just
2:57:04
the fact that you don't think about what machine
2:57:07
you're running on and how you're distributing that you
2:57:09
can scale up and down dynamically. So there's a
2:57:11
lot more work being done. Because
2:57:14
I've held onto the show since November, and
2:57:16
we've had announcements like Aspire and others
2:57:18
that have really spoken to the cloud
2:57:21
native movement is growing. And the way
2:57:23
we build software is evolving because of
2:57:25
that. And certainly Brendan's been
2:57:27
a part of that. There's a subtext if you listen
2:57:29
to the show closely, you'll hear that we're
2:57:31
also talking about how he's coaching
2:57:33
Microsoft to be a better cloud
2:57:35
native customer. That
2:57:38
they approach open source and
2:57:40
how they build software because he does come
2:57:43
from that world. And so it's very much
2:57:45
part of his role is to insert himself
2:57:47
into various teams and help them to
2:57:50
do the right things there. There are some underlying
2:57:52
tools that have been coming out of Microsoft, various
2:57:54
teams, some of them are cinevigid stuff as well.
2:57:57
Radius and Dapper, we speak about
2:57:59
specifically. Both really great tools that
2:58:01
are more about helping you as they say
2:58:03
fall into the pit of success When
2:58:06
it comes to thinking about So
2:58:09
and he does mention aspire at the end which is
2:58:11
brand new we were talking about it at night But
2:58:13
it's evolved since then and over on that rocks. We
2:58:15
did a show with David Fowler. They talked
2:58:17
about that same fire like the crop what
2:58:19
do you call it the cloud native
2:58:22
Thing that Microsoft's that's right cloud native tooling
2:58:25
right? It's like you don't want to call
2:58:27
it a framework because it doesn't really deploy It's
2:58:29
really part in your development environment as
2:58:31
you build with aspire It tends to
2:58:34
help you make the choices that work
2:58:36
well cloud natively. Look at us practically
2:58:38
wizard exactly Okay,
2:58:40
the best practice wizard would be a bad description of it
2:58:42
actually Just
2:58:47
triggered a memory I was like you hit it. That's
2:58:49
a good one and now Let's
2:58:53
go to New Zealand for our brown liquor pick of
2:58:55
the week There's only
2:58:57
a few distilleries in New Zealand. Although the
2:58:59
numbers beginning to grow And
2:59:01
this is one of them. This is the Cardrona their
2:59:04
particular edition called the full-flight Solera
2:59:06
great name So
2:59:08
the Cardrona Valley is way down the South
2:59:10
Island right now. I'm sort of mid North
2:59:12
Island. I'm in the Northeast corner near Tanga
2:59:15
Cardrona is down Deep
2:59:18
in the South Island up in the Canterbury
2:59:20
Plains, which is near Queenstown You'd fly into
2:59:22
Queenstown and you drive a little north up
2:59:24
into the Highlands close to
2:59:26
the Wakana Lake There
2:59:29
is the distillery there They
2:59:32
the lady behind this thing is her name is
2:59:34
Desiree Reed She had been in she's been in
2:59:36
whiskey for a couple of decades this
2:59:39
particular facility was only set up in 2015 They
2:59:42
are buying their barley in the
2:59:44
Canterbury Plains. So it is New
2:59:47
Zealand barley Sprouted
2:59:49
and milled Right there on
2:59:52
site. They have their own grinding tools There's
2:59:54
They do a long ferment with classic breweries.
2:59:56
So 70 hours. You did a very long
2:59:58
time to do fermentation.
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