John Siracusa

Like, all these apps want to be on the iPhone, right? So it might be like Maps. And part of the thing that made Maps come to a head was that Google demanded access to customer data that Apple wasn't willing to give, right, in exchange for continuing the deal, right?

Like, all these apps want to be on the iPhone, right? So it might be like Maps. And part of the thing that made Maps come to a head was that Google demanded access to customer data that Apple wasn't willing to give, right, in exchange for continuing the deal, right?

So they went off and did their own thing and it was painful and long, or it could be like search where Apple is never going to be good at it. And they say, you know what? Uh, you should pay us for you to be the default voice assistant on, on iOS. And they're getting suddenly, you know, $20 billion a year from open AI or from deep seek or who knows.

So they went off and did their own thing and it was painful and long, or it could be like search where Apple is never going to be good at it. And they say, you know what? Uh, you should pay us for you to be the default voice assistant on, on iOS. And they're getting suddenly, you know, $20 billion a year from open AI or from deep seek or who knows.

But anyway, yeah, it's still, that's the thing about the current situation. We don't know which direction this is going to go in. Those are two possible directions. And there's third and fourth directions we're not even thinking about, but

But anyway, yeah, it's still, that's the thing about the current situation. We don't know which direction this is going to go in. Those are two possible directions. And there's third and fourth directions we're not even thinking about, but

everyone is scrambling to try to do everything they can to figure out wherever this goes we got to be ready and i think apple is they're they're showing that they have been able to kind of rally the troops to do apple intelligence everywhere but they're also showing that their actual execution of that has been not impressive and way slower than i think we all thought it was going to be

everyone is scrambling to try to do everything they can to figure out wherever this goes we got to be ready and i think apple is they're they're showing that they have been able to kind of rally the troops to do apple intelligence everywhere but they're also showing that their actual execution of that has been not impressive and way slower than i think we all thought it was going to be

you know of occasionally finding giant optimizations like this we haven't seen that on a scale where it's like oh this now affects billions of dollars of hardware that's been one example that i think it might have been ben thompson that gave us example and we're going to get to him in a second because he's the next item up in here but i think this example is from him and i think it's a good one and if not uh whoever it's uh came up with it uh sorry i can't credit you um

you know of occasionally finding giant optimizations like this we haven't seen that on a scale where it's like oh this now affects billions of dollars of hardware that's been one example that i think it might have been ben thompson that gave us example and we're going to get to him in a second because he's the next item up in here but i think this example is from him and i think it's a good one and if not uh whoever it's uh came up with it uh sorry i can't credit you um

The disruption in data centers when Google said instead of buying servers from Sun or whatever, these big expensive Unix workstations, we're going to deploy commodity sort of PC style server hardware and manage that crappy commodity hardware with software.

The disruption in data centers when Google said instead of buying servers from Sun or whatever, these big expensive Unix workstations, we're going to deploy commodity sort of PC style server hardware and manage that crappy commodity hardware with software.

And that destroyed the entire industry of really expensive proprietary Unix things for data centers that the entire internet was built on up to that point because Google said, yeah, we found a better, cheaper way to do data centers. Data centers are important.

And that destroyed the entire industry of really expensive proprietary Unix things for data centers that the entire internet was built on up to that point because Google said, yeah, we found a better, cheaper way to do data centers. Data centers are important.

People, if you wanted to build a data center at the scale that Google needs and you wanted to, you know, buy hardware from Sun or HP or whatever to put in there with these really expensive, you know, workstation-class, server-class things or whatever... that would cost way too much.

People, if you wanted to build a data center at the scale that Google needs and you wanted to, you know, buy hardware from Sun or HP or whatever to put in there with these really expensive, you know, workstation-class, server-class things or whatever... that would cost way too much.

So how about we just take crappy hardware and a huge amount of it and have some really cool software layer on top that manages the fact that all this stuff is crappy and cheap and underpowered and it's going to break? And that destroyed the whole industry.

So how about we just take crappy hardware and a huge amount of it and have some really cool software layer on top that manages the fact that all this stuff is crappy and cheap and underpowered and it's going to break? And that destroyed the whole industry.

All those companies, like half the companies don't even exist anymore because what Google did showed that you could do the same thing that everybody needs to do that used to cost huge amounts of money and power and you could do it cheaper.

All those companies, like half the companies don't even exist anymore because what Google did showed that you could do the same thing that everybody needs to do that used to cost huge amounts of money and power and you could do it cheaper.