iPhone16 Arrives + Apple Intelligence Delays

Channel: Alex Kantrowitz

Published at: 2024-09-11

YouTube video id: BpyeQ5-0CIQ

Source: https://www.youtube.com/watch?v=BpyeQ5-0CIQ

the iPhone 16 is here but a lot of Apple
intelligence is not we'll talk about
what it means and what Apple the company
is becoming right after this welcome to
Big technology podcast a show for
cool-headed nuance conversation of the
tech world and Beyond the biggest event
of the year for Apple has arrived and it
happened on Monday a special Monday
event for them because they wanted to
miss the presidential debate and get out
ahead of all of that news so the iPhone
16 is here and so is Ronan Roy joining
us uh in a in a new slot because we
didn't want to wait till Friday to break
down what this release and the absence
of many Apple intelligence features
means so we're going to do it today on a
Wednesday forget the flagship interview
it's the two of us back together again
here breaking down the apple event
ronjan welcome back to the show did you
bring me in just to hear how sad I am
about that event there is uh we didn't
know initially that Siri would be as
disappointing as as it was but um maybe
in the back of my head I thought I
couldn't let this week go by without
hearing the emotional response from you
to what we saw on Monday I'd ra you're
right I'd rather get this out of the way
earlier rather than later so it's fresh
so it's really when I'm when I'm deeply
affected by this so let's go okay and
it's interesting that right off the bat
we're talking about Siri and usually
like Siri is a conversation that we have
around worldwide developers conference
and with the phone we talk about
hardware and with the iPhone 16 we've
gone from iPhone 15 to iPhone
16 the entire discussion around this new
phone has not been about Hardware
upgrades and there have been a couple of
them there it's a little bit faster it
has this new camera button but entirely
about the hype around art uh Apple
intelligence which is Apple's AI push
within the phone and sort of the delays
around the features that we are not
going to see as this phone rolls out at
least not initially so was that the
Highlight for you I mean we could talk a
little bit about the phones features but
to me the big Story coming out of this
was this was a hardware event with a
software focus and the software wasn't
there yet it was a very weird week for
Apple highlight is a very generous term
there perhaps low light but yeah I'm
sensing a little disappointment in your
voice by the way this was not planned we
haven't talked about this before we have
not talked about this Alex is hearing
this fresh this is a therapy session for
me I was hoping for something dramatic
in terms of Apple intelligence and I
think the most disappointing part for me
was when they debuted this I believe it
was in June the initial launch of this
is going to be apple intelligence this
is going to change everything here's
these incredibly flashy demos
we assumed by the September iPhone
launch there would be some very concrete
releases they'd be saying okay when you
buy your phone you should buy it because
it can do these incredible things for
you and instead the things that they are
releasing are so incredibly incremental
around the improvements to Siri around
Apple intelligence there simple things
that Siri will now be able to supposedly
query Apple apps only it's still not
even going to integrate with any
third-party app in any meaningful way
and we've tested this kind of thing even
using Apple Mail with the Apple iOS 18
beta it doesn't work and then visual
search on photos interesting sure Google
photos already does it very well so the
idea like and this is again where you
can search very specific things being
able to search around time things that
are within photo
should work and Apple has already had
computer vision based search in some
capacity for a long time as well so so
the two things that will actually be
shipped are probably not going to be
very good if and they won't be great and
the things that we've been Pro been
promised around agentic AI running
across various apps and taking actions
and being able to use Siri in a
meaningful way on par with Chachi BT
Audio or Chachi BT voice
none of that is coming anytime soon
right and so let me just take apple side
here go for arent don't we need to allow
the company a little bit of time so
developers can familiarize themselves
with this technology and start building
for it as opposed to like have it work
you know you know across the board from
the beginning isn't that a bit
unrealistic to
expect okay so when I think about the
original phone launch and then the App
Store coming and I remember there was
there was this do you remember the beer
app I always yes I do but talk about I
always think about it it was this app
that was incredibly silly and ridiculous
and so much fun it was an app that
leveraged the original iPhone's
accelerometer so when you turned it and
you made it look like you're drinking
and listeners cannot see me doing this
but I'm acting like I'm currently
drinking and uh
it would look like a beer kind of
dissipating and as though you were
drinking and again it was ridiculous it
was silly it showed the power of the
accelerometer within the iPhone but more
importantly it got you used to the App
Store and finding things on the App
Store they did not promise the App Store
would turn into this incredibly robust
thing that would change the way we
interact with our phones uh 5 years from
there they said oh yeah you can download
some fun apps tomorrow and that's what
we were promised so apple does not have
this history until very recently of
promises of where things will be in a
few years they'll tell you what you can
do today the original promise with the
iPhone was it just works pinch to zoom
on the New York Times the web is just
the web on your phone and these are
things that are actually shipped so I
think this idea that the idea of giving
time to developers yes is correct and
they should be reaching out to
Developers and they should be developing
these things before going all in to try
to boost their stock price in the short
term as you can tell I'm not very happy
so you think that most of this big broad
Vision setting for AI for Apple has just
been a stock market
move don't they need to inspire people
to want to build with this
technology I I mean maybe this maybe I'm
so worked up because this falls into a
larger issue around generative AI that
we've dis discussed extensively it's the
idea that when the promises are made so
grandly the truff of disillusionment is
around the corner people are going to
get disillusioned it's it's going to
lead to a potential like I mean it'll
make the potential realization of those
promises so much more difficult because
the first time your Siri does not work
and find your flight info which is the
most basic query imaginable or Ser is
nowhere on par or apple intelligence
with other consumer products that are
out there I think that's a problem I was
actually thinking of like even all the
things that they have announced are down
the road some large scale consumer app
is already doing and doing it very well
and yes Apple's Apple's very good at
packaging things into their ecosystem to
work well but usually they don't heavily
advertise those things again before
they're actually ready for use right and
what one of the interesting things here
was that the entire event was called
it's glow time and that is the new uh UI
that you'll have with Siri where you say
you you summon Siri and your phone uh
screen starts to like wobble and glow
and it's pretty cool and here's like the
thing to me is you're talking we talk
about what Apple intelligence is and
it's sort of this umbrella term for like
all these AI features that it's going to
be on the iPhone and you're totally
right that everything outside of Siri is
not really a needle mover so it's going
to summarize notifications I have that
on my phone today it's not that cool
it's G to make a it's going to allow you
create to create Emojis with natural
language that's interesting but again
it's a feature and that's also delayed
it's going to allow you to create images
with your phone like you mentioned
that's something that you can do with
dolly or a number of other image
generators today yes it's Apple so it be
available to so many more people but um
it's not unique to Apple and then the
visual intelligence which they release
which we can talk about a little bit
more in a bit where you point your phone
and and you know you ask what it is like
that's Google Lens so the big innovation
here really will be the voice controls
for your phone which is Siri and we know
that's delayed right that's not going to
come until 2025 and by the way like
again Hardware event I'm going to talk
about it again Hardware event named
after a software product and the
software product doesn't even come till
next year and so yes a lot of the things
that apple is talking about with Siri
are pretty cool if it's able to pull it
off but here's the thing and I think
this is kind of going to your why you're
depressed this week is that does Apple
have the track record to let us think
that it's going to be able to pull off
Siri I don't think so there's nothing
that Apple has done to this point to
show us that it can upgrade Siri in a
meaningful way yes there's new
technology we acknowledge that that
should be able to improve it but there
have been incremental points of new
technology being introduced throughout
siries entire lifetime and has there
been a moment at all where Apple has
shown yep we've been able to integrate
that effectively I would answer no yeah
I mean I think that's exactly my biggest
worry
that I say this as someone with homepods
around my home and an iPhone and a
Macbook and airpods and whatever else no
Vision Pro though but pretty much
everything else
yeah with the program
man and I uh I I want them to do this I
really do but the Amazon Ekko and Alexa
have been far far far superior for years
so they've had the opportunity to at
least bring Siri to being Market level
and they haven't so the idea that they
were going to make this dramatic Leap
Forward it was difficult but honestly
with the ad of llms I figured if there
was ever a time that they would be able
to do this you have this new technology
that is specifically designed to
revolutionize the problem that Siri is
dealing with in terms of processing
information and giving you answers using
natural language I mean it's literally
what Siri was meant to do so this could
be that moment but again the way they're
rolling this out really worries me for
the company because doing this stuff is
hard doing this stuff is
there's you're going to I mean Google
told us to eat rocks everyone's going to
have kind of problems along the way
which is fine but a company like apple
is not something like the like you know
generate an image like dolly or mid
Journey or whatever else you know
they're going to have problems at some
point so the longer they wait to release
it it will never be perfect and this
makes me think that they're just going
to have to wait and wait and wait and
either it'll get more and more delayed
or it will be a half-baked feature that
they've oversold so much that the
average user which is what Apple's
promise is is bring these Technologies
to the average user will just be
disillusioned or just think this is
stupid and a waste of time and just so
people don't get the uh feeling that
we're being extra harsh on Apple John
Gruber a famous Apple Watcher who's been
on the show great interview with him if
you want to go check it out he's
fascinating uh fascinating perspectives
on the company on threads yesterday he
posted the obvious truth Tru is that we
all including Apple Miss Steve
Jobs I mean I but they've done things
even the Vision Pro for its potential
flaws they they swung they took a chance
and I I respected that here is a
completely like this is fun technology
this is exciting what they're selling me
at what they were selling on Monday it's
not even fun even on the hardware side I
mean I I'll admit I was
like it's so incremental even I thought
maybe a new the airp airpods Pro 2 would
have the health sensors and the hearing
aid thing is cool and I mean but I
thought something big something
interesting on the hardware side there
was absolutely nothing yes there's like
a haptic button to take uh photos
instead of a physical button great I'm
sure that's cool I'm sure I will like it
at some point and it would be
interesting but even on the hardware
side it just did not seem fun or
exciting to me it seemed like a really
really half-hearted attempt it putting
on an event that was just not even worth
having an event it could have been a
press release so you're not going Gaga
over the new camera button on the iPhone
16 I'm not do you know what I I'll admit
and we are a nuanced show here the
studio quality mics on the iPhone that
was that was as as a podcaster along
with you I was like like okay if this
means that the iPhone can actually work
on at the same level as the shore mv7
sitting in front of me that's kind of
interesting that's cool so I'll give a
give a little bit of a shout out there
it's I'm not going to upgrade for it
anytime soon I have the iPhone 15 Pro
Max but it was that was the only
interesting Hardware announcement for me
right so I'm curious what you think this
means now for Apple's product sales so
the iPhone makes
more than 50% of Apple's total sales I
think it's
52% uh this year the iPhone is
accounting for 68% of total product
sales right so the iPhone is 52% of all
sales 68% of Apple product sales and
we're in a moment where in the first
three quarters of this year Apple
product sales have declined from the
year before right they had that run of
five of six uh quarters where they've
had they had Revenue contraction and the
iPhone is the thing they count on
and a lot of analysts were saying listen
this is going to be the super cycle for
Apple iPhone 16 Apple intelligence and
they're not going to have that so are we
basically looking at another year of
like kind of Bleak Hardware performance
for Apple I think we are I think this is
actually I mean this is really again as
a longtime Apple fan this this pains me
to go have to go through this again this
is like apple therapy right now but the
hardware Revenue I mean iPhone was
already Contracting as you said Services
Revenue it was up 9% last quarter that's
one of the only growth areas in the
company and the worst part of this is a
world where if no one is upgrading their
iPhone which I do not think this creates
a compelling case in any way and they're
not even saying it is because if you're
telling me that it's going to be nine
months to a year from now before I can
create generative emoji or in context
Siri which I think is still the most
important part of this whole roll out
then why would you buy the iPhone 16
either you wait maybe you're waiting for
the 17 anyway but it the Apple has been
facing this problem for the last few
years that the iPhone up I used to
upgrade every year I don't every three
years or so every year from like years
one through seven every year most people
I know people are and it's good that
people are running four-year-old
5-year-old iPhones and they're working
still um but that idea that there's
something so new and exciting that you
need to upgrade is completely gone and I
think another thing is in the antitrust
environment the way apple and I say this
uncomfortably but apple is I mean Tim
Cook and apple are quietly one of the
most aggressive monopolists in terms of
how they build ecosystem and juice that
Services revenue and that kind of growth
I think will stall out I think we're
going to start to see some kind of
pressure on bundling and the way they
approach just pushing every type of
product in the way they do with auto
renewals um so I think and we've already
seen that in the EU significantly so I
do think that they're going to be hit on
both sides right now yeah and we're
going to go into Services a little bit
deeper in the second half of this show
but I want to keep harping on this like
try my my main goal in this episode is
to sort of we both had like pretty
negative reaction to this and I want to
get it all out there let us express our
feelings but also see if we're
overreacting here and by that I'm the
question I have is are are we premature
like we know the 16 is not going to do
as well I mean the 16 is not going to be
the Super Cycle that's based off of
Apple intelligence that so many people
hoped but do you think and this is what
Mark Gman from Bloomberg thinks that
within a year you get the you get apple
intelligence working developers become
familiar with it and then Series starts
to work better this is obviously a
priority for Apple when Apple makes
something a priority it tends to go well
is this just kind of like us being like
so greedy we want it all or impatient we
want it all to happen so you know
immediately but with a product like this
that's AI based that's going to take a
totally new way of building applications
or building or developers building their
services into this new AI um is it just
that you know it might look Bleak right
now but give it a year and then it
achieves its promise
no
okay well no no here here's why here's
why it's they have set the road map a
year ago I mean they've announced it
publicly four months ago and actually I
think this is the most dangerous part
for Apple it's the things that they have
outlined in the road map are things that
were interesting in generative AI six
months ago again generative Emoji uh uh
agentic AI was all the hype and I still
think that's probably the most important
thing for Siri but a year from now we
have no idea what other consumer facing
generative AI will be doing if you think
about the last year and a half to two
the amount of advancement is incredible
so so what is cool like generating songs
from scratch did not exist a year from
ago 6 months ago you could do it like
still waiting when mid journey and
dollar and all these other companies are
just pushing image creation so fast and
so far what that even looks like a year
from now we have no idea and only then
will Apple be releasing these features
and I don't think they're going to
create some magic unless they create
some they're the ones pushing some magic
new format which they never really do I
think they're going to be behind the
curve but they're the ones that have the
phone right and if you think that the
future of AI is going to be a
personalized assistant that knows your
context Knows What You Do knows who you
communicate with knows who your family
is can accomplish goals on your behalf
the argument would be this all happens
through the phone nobody is in a better
position than the hardware makers than
the phone makers to take all that
information and make it into something
that makes your life easier so why not
it's a it's a wonderful pitch it is a
wonderful pitch I actually this is where
I genuinely would be curious and there's
been actually there hasn't really been
much reporting on kind of the
organizational side of what Apple
intelligence looks like or what Apple's
generative AI looks like I mean there
are the stories when they shut down the
car project that a lot of people moved
over to generative AI but I think this
is a really interesting innovators
dilemma type of
organizational question of are they is
can they actually pull this off do they
have the right Talent the right chops
the right like just overall teams to
make this happen and I they've certainly
not shown that they do as of yet they
have the opportunity I agree it's the
perfect simplest pitch in the world
that's why they well that's why in June
I was excited pit you all heard me I was
I was smiling I was happy I was
excited and and now it's we're heading
into fall and things look Bleak
confidence Siri here we come
I remember I was listening I was uh oh I
dreamed I dreamed so here's a question
is Apple in a in a worse position than
Google right remember we had Google we
had this whole discussion about Google
about the The innovator's Dilemma for
them you brought up innovator's dilemma
that Google didn't want to displace its
tempoo links with AI because people
won't click the links they won't get
paid if people don't click the links but
remember Apple makes 30% of all app
store sales and is AI potentially
something that displaces some apps and
apple makes billions of dollars from
Google from search and again like if
they make the default jet GPT that
revenue is going to be more difficult to
come by so I want to talk about some of
these issues The innovator's Dilemma
that Apple might have whether Apple
really wants Apple intelligence to
succeed and then again Hardware event
called glow time named after
Siri Services growing product Revenue
shrinking what is Apple that's coming up
right after this and we're back here on
big technology podcast it's really a
Friday Edition on Wednesday but I'm
thrilled to be talking about big story
what's going on with apple and apple uh
intelligence here with Ronan Roy of
margins so ranan let's just go back to
this question of what happens to Apple's
Appy system if Apple intelligence works
and I was speaking about this with
someone yesterday you it's just like
with apple it's making 30% off of all of
these apps and if Apple intelligence
works the way that it's supposed to work
do we then just not need you know many
of the apps because Apple's able to
accomplish these things I mean you go to
like the canonical example of like book
me a flight like do you still need a
kayak or something like that so is it
possible that apple is if this works the
way that Apple wants that it might
actually end up cannibalizing some of
its services Revenue throw in the Google
by the way the Google search deal like
if people end up using chat gbt instead
of Google isn't that bad for Apple what
do you think oh this is interesting I
like that Alex left me hanging before
the commercial break with the most
existential what is Apple that's kind
we're talking about that you're okay I
think you're on to something here so I
think it was last night there was uh the
the Clara CEO who has been on this show
and I you pressed him on trying to
defend and I thought he did a reasonable
job of Defending of he's legit yeah yeah
I as again someone who's done a lot of
work with generative AI for a context
Clara in the past said I think they cut
like 50% of their time to Mark or
ability to create marketing content some
major reduction in costs and time in
creating marketing content with
generative AI but yesterday and on this
show he admitted to you that part of the
reason he made a big deal about it
rather than keeping it a competitive
secret was for the attention and last
night for the attention he made a big
announcement saying that they're going
to be cutting their entire Salesforce
and workday budgets because they've
built in-house processes that are
simpler faster using AI generative AI
good oldfashioned databases and coding
um but they're able to do this the
reason I bring that up is that is
interesting to me that if this works
what does that that eliminates a lot of
apps that eliminates ton apps could
become simple actions they can and we
talked about this before that actually
my hope is Apple shortcuts become kind
of the skeleton and the infrastructure
behind all of the goodness of what could
happen with Siri the idea that like an
app is just a couple of actions that go
through Siri but then what does that
mean for Revenue what are you actually
paying like the idea that you're going
to an app opening it using it and
needing to pay some amount of money
starts to become less and less of use
cases and I I actually think this is
kind of interesting like what does that
do to the app ecosystem I think it
changes the nature of what is an app at
the minimum right so then I mean in
terms of maybe new monetization models
are created but I think that actually
could be a threat that is not talked
about very often I'll just give you one
example that I saw in the presentation
with the visual intelligence thing where
you point the camera so someone points
the camera at a restaurant and asks for
some more information about the
restaurant and it pulls up the rating of
the restaurant from Open
Table okay well on my phone you know I
might be using open table but I also
might be using Yelp I also might be
using Google Maps to see like how these
restaurants are R are rated and now with
visual intelligence Apple intelligence
those decisions are made for you and if
this takes off then yeah it becomes this
point where the app developers are going
to start to see that and as again this
is always a threat with big Tech they
ingest so much of the experience that
the app developers are effectively R&D
for the eventual big Tech products I'm
sure fol I'm sure the folks at Yelp will
be ecstatic about this um I think
there's a reason why Yelp is like the
most uh anti big Tech or like antich
antistress company it's because they
realize how vulnerable they are to this
type of stuff sorry go ahead yeah yeah
no no I agree Yelp for a long time has
been one of the most vocal opponents of
Google in terms of Google basically
initially ingesting as you said Yelp
data re presenting it without directing
people to the Yelp site and
then as they build reviews on Google
Maps itself and then prioritize those in
Search and map so Yelp is definitely
kind of the the most they're the most
vocal he said but this is going to
you're right this could happen more and
more with apple but in a way with apple
because of the App Store Revenue it's
not just clean for them to create these
new user experiences because they're not
getting any additional money for every
visual intelligence search maybe there's
some kind of affiliate model that's
built off the click through to open
table I don't know like a search model
but otherwise they're basically
eliminating apps or the need for apps to
enhance their their products and they're
not going to get that 30% cut anymore
yeah so maybe Apple doesn't fully
understand what it's doing here I mean
of course they they are smart they must
understand uh maybe that's the reason
why this stuff is slowing down I don't
know we certainly know within Google
they weren't Harding to that's tinf
foily
that's yeah maybe that's too
conspiratorial actually no no I mean I
guess that is you're going yeah go ahead
that is okay I I said that was tin foily
but that is actually worse no no no but
that that is the definition of the
innovator's Dilemma that companies don't
properly invest and push things that
will disrupt their existing business
model so okay I take it back that's
actually like Harvard Business School
Professor uh as opposed
toacy couple levels here from Alex Jones
to Harvard Professor solid thank you
Alex to Clayton Christensen upgrade it's
a good one I feel like few have made
that jump so it's really a great so
quickly in just the space of one
sentence so but I think we should get to
like the bigger issue here which is sort
of the existential question that I asked
about Apple uh to begin with which again
like okay so German has has some good
reporting on what's coming next on the
hardware front for apple and that's a
much thinner iPhone somewhere down the
line and potentially an iPhone that
folds or an iPad that folds really is
the thing that they're prioritizing so
I'm not going to suggest that Apple has
given up on the hardware front it hasn't
and it just released the Vision Pro new
hardware device so it's like clearly
working to build more Hardware uh
devices
but like I mentioned and like you
mentioned all the growth or most of the
much of the growth is coming from
services at this point in fact yeah you
think over the per first three quarters
all the growth for Apple came from
Services compared to products Services
now makes up 24% of Apple's Revenue
compared to 21% of Apple's Revenue last
year and as product Revenue has gone
down and services Revenue has gone up
the margins for apple have gone up so
this is behind a lot of people saying
you should value apple as a tech company
not a hardware company which has been
beyond Behind Some of its growth in the
stock market the thing is they're
they're also uh shipping products more
on a software schedule right was with
their Hardware remember Hardware you you
it's it's somewhat constrained you build
up the new iOS you release the new uh
phone with all the bells and whistles
and it's this huge Splash everyone knows
all the new stuff that's going to be in
it and you do it once a year with
software you you roll this stuff out
gradually and that's what it's doing
with apple intelligence so I just am
curious I'm going to and by the way I'm
writing about this in big technology so
I'm actually going to give away the
newsletter in this week's podcast but
whatever I don't mind do do um does
Apple now transition from a company
that's sort of have the hardware DNA
first to one that has the software DNA
leading what do you think I think they
need they they need to it sounds like I
mean they're they're kind of pushing
themselves in that direction but they
have never been that company anyone who
has used Apple proprietary software for
years again the the kind of more like
the operating system level clearly
they're amazing at but the the app side
of it I mean have you used Pages or
numbers in a long
time reason yeah exactly like even I
mean notes is a good product but it's
just it's almost by default like every
single product that they create every
every piece of software is either by
default or more and more just kind of BU
like autocharge subscription which I
think is such a large part of their
software Services business model that I
don't even understand I get I have any
number of emails coming in saying you
have been charged for Apple Care for
some I mean I'm Apple TV subscriber I'm
a whatever else like I think they don't
it's people aren't excited around using
Apple software so if they move in that
direction I think that is a little
worrying for them like their software
success has been on account of the
hardware
yeah no I I think it's risky but it's
also something that they maybe they have
no choice over because like you talked
about it used to be you would upgrade
your your iPhone let's say every 18
months right or maybe every two years
and now people are holding them I think
I heard this week an average of 42
months so three and a half years and
when that happens you're going to have
your product sales go down you're still
delivering a quality product but you
need something else and that's kind of
like OB obviously Services has been
growing but now Apple intelligence is
coming in and it's going to basically
they're they're positioning it as the
leader of this and now Apple
intelligence is free but let's be honest
it's a Services product if you love
searching your photos with natural
language then you're going to put all
your photos in Apple's photos app and
when all your photos are in there you
pay them got pay the terabytes exactly
you pay them more storage fees so this
is this is I think again part of their
transformation towards software company
first versus hardware company first and
then the the real thing is man that's
risky but they may not have a
choice it's I don't think they should be
making that bet if that is the bet that
they're consciously making maybe it's
kind of happening but I actually think
Apple's like strongest uh competitive
positioning from the hardware side is
okay maybe you're not getting the iPhone
every year but when you're locked into
the ecosystem like I am myself and
that's why I'm so passionate about this
there's going to be whether it's the new
airpods or whether it's a new watch or
whether it's a new iPad or whether it's
a new Macbook or whether it's a new
iPhone one of these products within an
ecosystem will be interesting and will
make you want to buy it and pro probably
multiple ones every within a 12-month
period so getting people locked into the
like delivering exciting new hardware
among one of the products within their
sphere is still a viable way of pushing
hardware and then again The Vision Pro
was supposed to be the Breakthrough of
what is the next big product it's
certainly not there yet but I think like
I still think moving to software first
they are never going to be that company
and maybe it's good it's competition
it's uh like an actual sign of the
market is working and we're moving
towards a world where maybe there's
going to exciting new hardware and not
the Humane pin and whatever else could
you see a world where Apple Services
Revenue surpasses iPhone Revenue yeah
yeah I think it's G to happen I I mean
after the after the announcement of this
16 I think uh I think it's probably
going to be sooner rather than later
but yeah I mean that would be that would
be very interesting and kind of
existential for the company so okay um
just a word on the Vision Pro I didn't
think I saw I didn't think the vision
was mentioned at all was it mentioned in
the event it's so sad it's so sad what
does that tell us I mean the people I
know who bought it have stopped talking
about it it's still when I've tried it a
number of times one of the coolest
pieces of Technology I've tried in the
last five years maybe um but it it
clearly is not Landing there's no
nothing being developed for it I was
actually thinking one thing though that
like did you see this is separate from
Apple but still connected uh there are
these bars out in Dallas in La where
they have kind of like you're like an
immersive IMAX type of experience to
watch sports like there the I saw some
oh you got it for there're these like
they're these viral tweets going around
like where it starts it looks like
you're in the end zone for the game and
then it pans around and people are just
sitting at tables and eating and
drinking and cheering and like it was
just a reminder that like immersive
Sports should be such a breakthrough
like we we've all been told you can sit
Courtside and watch games in a
completely new
way why hasn't it happened yet and like
there's still so much opportunity why is
everyone on a a plane not wearing the
Vision Pro and watching like movies on
their small screen I think uh there's
still so potential for this but it's
it's I'm a little sad by it not as sad
about Siri but still a little bit sad
still one of the coolest things I've
ever seen in technology was a 3D
television where I saw a football like
being thrown through the air on a
football field and just watch the spiral
like kind of up close from a
camera this was a long time did you have
the yeah I remember that actually one of
the TVs my parents bought probably in
the two like mid 2000s it came with
glasses and we did it once or twice and
then just they eventually all just got
discontinued so yeah yeah yeah
yeah um my Galaxy brain take on virtual
reality is that we will eventually move
from trying to put glasses on our heads
to just implanting it into our brains
and that's what VR and AR are going to
be is it then augmented or is it then
your reality mean
that is a great question I would say
yeah I don't know it's both it's just
star it's just star I'm in the middle of
listening to Lex Friedman's like 9-h
Hour podcast with Elon Musk and the
entire nurlink
staff I I want you to go through and
complete it and I think that will be an
endurance test for the ages and uh I
think that will be incredible it's it's
yeah it's a it's definitely an intense
Endeavor okay last thing for you and
then then we'll head out so
Apple uh big Vision Pro uh demo kind of
little bit of a disappointment in
reality or a big disappointment in
reality Big Apple intelligence demo one
year later to the date at WWDC and now
kind of another wave of
disappointment how many strikes does
Apple get if you know before people
start to sound the alarm on this company
I think this is the problem this is why
did I think Monday was a very big
problem for them it's they have a
they're going to have plenty of Goodwill
with people like myself included based
on the amount of lockin they have
ecosystem lockin from the amount of
gadgets I have and the amount of like
I'm not going to CH you know like
completely change my entire ecosystem to
Android or other devices anytime soon
but the moment they stop being fun and
exciting and kind of boring I actually
think that's the biggest threat to them
and the big the most important takeaway
for me for Monday was it really was not
fun and exciting like there there was
nothing there was nothing that had me
saying oh wow this is cool I can't wait
to use this and when they're running
around saying generative Emoji like it's
just it's it's
cringeworthy it's cringe the jenz says
no iPhone 16 for you I mean not
certainly not anytime soon again I I'm I
am sitting on iPhone 15 Pro Max like and
I got it a while uh when it came out and
absolutely no reason until you tell me
the studio quality mics are actually as
good as uh Shore and then it's not going
to be me I got I have the 15 Pro and I'm
not switching I'm keeping this yeah all
right everybody thanks so much for
listening thank you Ronan great speaking
with you are you happy you got this out
off your chest and I'm very glad we did
this on a Wednesday so I didn't have to
sit with it all week and now I'm
cleansed are you feeling better I'm
feeling better okay great that's what
we're here for thanks everybody for
listening and we'll see you next time on
big technology podcast