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Waveform: The MKBHD Podcast

Are These Apple’s Next Products?

01 May 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is discussed at the start of this section?

0.773 - 14.53 Marques Brownlee

Imagine two brilliant team members. One builds your campaigns instantly. One handles customers 24-7. On brand and always on. Meet Klaviyo's AI agents at klaviyo.com.

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16.67 - 38.509 Unknown

Love don't cost a thing, but weddings sure do. I would say every single person I go to and I'm like, so how much over budget are you right now? And I've never heard someone say they were under budget. Matrimony's rising price tag. That's this week on Explain It To Me. Find new episodes Sundays wherever you get your podcasts.

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46.37 - 61.09 Ellis Rovin

Black and yellow. I'm actually shocked that. High school. Fair enough. Touche. Or middle. Actually, that was middle school. Black and yellow. Black and yellow, black and yellow. Was that really middle? Yeah. Why are you shocked that I know that? I thought that was later than that.

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61.11 - 61.311 Unknown

Old.

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61.591 - 65.937 Ellis Rovin

Black and yellow song. Oh, it's actually called black and yellow. That was like 2012.

65.957 - 68.04 David Imel

2010. What did you think this song was called?

72.053 - 89.995 Ellis Rovin

yo what is up people of the internet welcome back to another episode of the waveform podcast we're your hosts i'm marquez i'm david and i'm ellis ellis at the main table ellis at the big table but then that means who whoa that's right you guys asked for it we delivered we did mariah on the podcast

91.493 - 91.814 Unknown

Hello.

92.896 - 114.878 Ellis Rovin

They do be asking. In today's episode, we've got a bunch of classic waveform stuff. We've got to talk about Apple, Samsung, upcoming products, things that we've gotten used to talking about a lot. Also, someone trying to beat Apple at their own game could be very interesting. It's true. Yeah. Not just someone. Well, I guess we'll get to it. We'll get to it.

Chapter 2: What updates are shared about Apple's new AI photo editing tools?

287.565 - 293.81 Ellis Rovin

$19.98? Y'all are both crazy. There's no way. No way it's that low?

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293.83 - 294.191 Unknown

I don't know, man.

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294.211 - 302.759 Ellis Rovin

This thing has to be more expensive. Apple is no longer the super most expensive company anymore. They sell a lot of cheaper stuff now.

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303.039 - 306.603 Unknown

Yeah, but they are also going to start selling more expensive stuff.

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306.923 - 307.163 Ellis Rovin

Yeah.

307.203 - 308.104 Unknown

Like the Fold.

308.084 - 313.092 David Imel

I mean, they're going to just expand up. Like the Neo, they expanded down. This one, they're just going to expand up.

313.413 - 325.233 Ellis Rovin

The Oppo Find N6, which is what I called peak foldable, it has that super awesome, almost creaseless display, retails for roughly $2,300 US. That sounds right.

Chapter 3: What are the implications of the new iPhone Ultra announcement?

325.313 - 350.219 Ellis Rovin

With models in Australia and Asian markets. Yeah. I was going to say $23.99 is my guess. I could see $24.99. I can picture the $24.99 dropping onto the stage and everyone going, oh. You sure not $23.99? I could also see that. Remember Ternus is the one who announced the $999 stand? Do you remember that? He got on stage and he was like, and the stand will be $999. And everyone went, oh.

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350.479 - 370.816 Ellis Rovin

And he just moved on. That was Ternus. That was him getting jumped in. Man, that's not a great track record so far. Yeah, I imagine at DubDub they're going to do something where Tim Cook will intro it, everyone will be like, aww, and then he'll be like, and I'm going to move it over to John, and then everyone's going, aww, and then it's going to be cute. They could both be on stage, maybe.

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370.917 - 371.497 Ellis Rovin

That could be cool.

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371.657 - 372.639 Unknown

That's exactly what we said, right?

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372.719 - 390.863 Ellis Rovin

Because DubDub, usually it's Craig on stage because he's the head of software. Craig Federighi. So it'll be like Tim Cook and Craig Federighi will get on stage and they'll intro the event, Tim will start, pass it to Craig, then play the video. Yeah. I still think they're going to incorporate some Apple product or service into the handoff announcement.

390.883 - 406.367 Ellis Rovin

Like there's going to be some video where like Tim Cook or like John Ternes is like on his bed, on his stomach with his feet kicking the air. And he's writing in his iPhone journal app, like, boy, I wish I could be CEO one day. And then like, like, like, yeah.

406.347 - 415.961 David Imel

Yeah, Tim Cook like airdrops in through the ceiling and he's like, boy, do I have a surprise for you, John Ternus. Tim Cook cosplaying as Tinkerbell?

416.161 - 444.2 Ellis Rovin

Oh, I would love that. It'd be amazing. They've done less crazy things. I would be here for it. John Ternus in the kitchen preparing food and Tim Cook shows up. He's like, this is your final cut before becoming CEO. Sorry. I like that. No, no. I also have an update from last week. Go ahead. And that is... Mariah, hit the reverb. The Philadelphia 76ers are still in the NBA playoffs.

444.22 - 454.392 Ellis Rovin

That is right, everybody. We were down, and then we were up, and we're still up. Three to two, one game behind, going right back to Boston. Boston, if anyone in Boston is listening to this, you're going down.

Chapter 4: How do the crew members feel about the potential for Apple's new products?

698.01 - 710.457 Ellis Rovin

One of them I was surprised about. So stay till the end to hear the most exciting one. Great retention hack. Thanks. So the first one is extend, which is basically generative expand and Photoshop. Okay.

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710.477 - 729.31 Ellis Rovin

Um, and we're getting there also kind of surprised that Apple's doing this because they've had a harder stance in previous years on what is a photo, you know, they've, you know, they've added cleanup and people have felt weird about that. But, um, It didn't really seem like they were going to go crazy on the photo editing stuff. But they're apparently adding extend, allegedly.

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729.851 - 746.672 Ellis Rovin

There's enhance, which honestly just seems like a better auto mode. It says, uses AI to automatically tweak color lighting and other image parameters. But the one that seems crazy, that Photoshop actually just added, and I just don't know what the hell this is. It's called Reframe.

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747.993 - 774.184 Ellis Rovin

When used with spatial photos, so if you have to take a spatial photo to get this to work, you can change the perspective of the image after its capture. I have a feeling this is going to be bad. My question is how much can you change the perspective? Can you be like, make this a picture of the back of them? So Photoshop can currently do that. That's a feature that just came out in Photoshop.

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774.545 - 791.999 Ellis Rovin

You can literally rotate any photo and it'll just generate what it should look like. It's a people though? I thought it was only objects. I could be wrong. No, people too. So my question for this isn't like because you're taking a spatial photo, it's using the wide sensor and the main sensor.

792.6 - 803.402 Ellis Rovin

Can you just change the perspective between that little parallax that you get between the wide and the main? Or is it like you can rotate it like fully? That was sort of my question about all of this is like,

803.382 - 832.123 Ellis Rovin

how how much are they just going to like you know diffusion transformer model their way to like new information and how much are they going to be capturing like quote-unquote metadata with the other two cameras or the other camera and then inputting that into a right probably a little bit of both if you always have the ultra wide frame going then you can always have extra information about what's around what you take a picture of with the primary camera right so maybe if they're smartly always capturing some of that information around the outside edge and then

832.103 - 856.845 Ellis Rovin

running it through a model and including that in a slight reframe i could see that not being insane and that would allow the generative expand to also use other things that were actually there right because the isps in these in these smartphones they have like two or three now and they're they can just run all of the cameras all the time yeah so maybe they're just sampling from every sensor and then if you use generative expand it it stores that metadata like in a compressed format it

856.825 - 879.474 Ellis Rovin

I don't know if I'm wrong, but the iPhone camera system, excluding the single camera ones, kind of already do this, right? Like every photo you take, there's image data coming from the other lenses too. Google first did that with like Super Res Zoom. Yeah. And I think Apple does that now as well. Yeah. Didn't Google also do it? Like I vaguely remember the original pixels. It was a pixel three.

Chapter 5: What new features are being introduced with Spotify Premium?

3154.188 - 3164.541 Ellis Rovin

All these companies are just trying to get training data and they're like, oh, we'll give you some cute glasses in exchange for you being our little lab rat. Correct. That's what all of big tech has been.

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3164.562 - 3166.264 David Imel

That's technology for the past 20 years.

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3166.825 - 3187.429 Ellis Rovin

Yeah. Especially the last five. Yeah. Yeah, especially the last five. Yeah. Switching gears. Okay, this is a weird one. Spotify Premium now includes Peloton classes. Wait, what? It's only the Peloton classes that don't need dedicated hardware. So no tread, which is the treadmill, and no Peloton bike classes.

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3187.53 - 3209.781 Ellis Rovin

But everything else, like running, yoga, strength, and Pilates, you now have access to in Spotify Premium. So you're saying I have a Spotify Premium subscription. I can open the Spotify app. And I can take a yoga class. Correct. Correct. OK. Yeah. Cool. I mean, there's a case to be made for like Apple has the run with me and like the walk with me things. Yeah.

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3209.801 - 3214.408 Ellis Rovin

And, you know, if you have like a running coach in your ear, I guess that's considered audio.

Chapter 6: What is the significance of the new AI try-on feature by Google Photos?

3214.688 - 3234.974 Ellis Rovin

You know, this is the opposite of. Like some companies, like car companies, their brand is so well known for one specific thing that if they want to branch out into something else, they have to like start a new brand name to do that. Even though they're the same company. So like Nissan makes, you know, cheap, reliable cars, great. But they want to make luxury cars.

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3235.014 - 3254.064 Ellis Rovin

You can't have an expensive Nissan. Infinity, boom. Now you can sell the same stuff or sell more expensive stuff under the same company name, but a different name to actually get that across. Right. Everyone knows Spotify is music, but they've been trying desperately to add to that, whether it's podcasts, whether it's the DJ, the AI stuff.

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3254.085 - 3273.402 Ellis Rovin

Now this Peloton class and yoga class, I want it to be not the Spotify name to actually have a chance. I mean, Netflix added games and then they added podcasts. You know, and Spotify added they added audio books and they added podcasts because remember, Spotify originally didn't even have podcasts.

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Chapter 7: How is OpenAI planning to compete with existing smartphones?

3273.502 - 3288.128 Ellis Rovin

Right. And then they became like the de facto podcast app for a lot of people. And I think they believe that that's because of the Spotify name. People open the Spotify app. They already like Spotify. They use it already. And so we're going to leverage the Spotify name to also be good at and popular at these other things.

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3288.108 - 3304.399 Ellis Rovin

I mean, at the end of the day, it's like they I mean, they need to add more value in some way. But all of these streaming companies, whether it's Netflix, whether it's YouTube, whether it's Spotify, are just trying to build out full ecosystems where you can do basically everything in it. Because, you know, there's this what is the saying?

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3304.439 - 3321.073 Ellis Rovin

It's like we're competing for your we're competing against you sleeping. is what, I don't remember what tech CEO said this, but he was like, we're competing with your sleep. It was Reed Hastings, Netflix CEO. Yeah, Reed Hastings for Netflix. He said, we're competing with sleep on the margin. Okay, I can see that. Because you watch Netflix before you go to sleep.

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3321.173 - 3324.78 Ellis Rovin

And if you want to keep staying on Netflix, you're trading your sleep. That makes a direct, okay.

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3324.76 - 3331.973 David Imel

I think that also was in particular, someone was asking him about the competition with like YouTube and stuff. And he was like, oh, we don't really consider them our competition.

3332.514 - 3348.119 Ellis Rovin

Our biggest competition for your attention is like sleep. That is really funny. Considering also that YouTube is a direct competitor. That's really funny. Yeah. This is how they're describing this move. Time on Spotify should feel meaningful and intentional, not something that slips away in a blur of mindless scrolling.

3348.499 - 3369.592 Ellis Rovin

That's why we've always invested in experiences that leave you feeling more energized, in control, and empowered. We also look to user base and creators on our platform for inspiration, and that's why we're expanding into the new category, fitness. Yeah. I mean, I can kind of see it. And also Peloton is like on the verge of bankruptcy again. So... Eat their lunch?

3370.473 - 3385.64 Ellis Rovin

I mean, they need to do anything. You know what I mean? I think that what Peloton gets out of it is if people like the classes in general, they might buy a Peloton subscription for the actual bike and the tread. Right. And then Spotify is like, oh, we're technically offering more value.

3385.68 - 3397.883 Ellis Rovin

If you're a Peloton user who doesn't have the biker tread, but you still like the classes, then you could just cancel your Peloton subscription. Sure. If you're paying for two subscriptions, you can cancel one of them. Yeah. Damn. So Peloton probably hates this.

Chapter 8: What are the implications of Google's redesign of its app icons?

3397.863 - 3413.475 Ellis Rovin

It's weird. I think we're just going to keep seeing like YouTube added the games. And I think we're just going to continue to see all of these streaming companies build out the services that they offer so that you never leave their app. Fair enough. But it does feel weird because Spotify should not be a fitness company.

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3413.455 - 3435.413 Unknown

I feel like when I think of Peloton, I imagine it just it always appears in places I don't expect it to be or it should be. Yeah. Just in advertising and like weird places they feature it. But it is bizarre that for this Peloton thing, you actively have to go out of your way to search for it. It's not like in the home UI. You have to search the word fitness and it pulls it up. So it's not.

0

3435.393 - 3440.381 Ellis Rovin

I mean, it only launched like yesterday or the day before. So you might not even have gotten it yet.

0

3440.762 - 3441.163 Unknown

It's there.

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3441.543 - 3454.665 Ellis Rovin

Oh, yeah, it is there. What is a sweat-free workout? I guess it's like yoga. That's not really a workout. A lot of people sweat while they do yoga. I'm going to do a zero. Let's do five-minute breathing. I guess I can't play this. No.

3454.785 - 3455.827 Unknown

Please don't.

3455.847 - 3461.957 Ellis Rovin

Yeah. All right. All right. Well, okay, we've got a big story. But first, there's some breaking news that I just saw.

3461.937 - 3488.673 Ellis Rovin

breaking news um google photos is going to is launching an ai try on feature for clothes that you own oh this is stupid because we already own yes so you have a picture no it's not stupid i think it's cool no it i have a big problem with the whole google like try on this clothes with ai because that's not how clothes work Clothes drape over your body in a way that an AI just cannot predict.

3488.693 - 3504.306 Ellis Rovin

I don't know if that's true, man. It is true. You just have to take a lot of nudes and then it'll know how it's being draped. It would also need an in-depth knowledge of where the stitches are on every art. You could see how a color would work on it, kind of. Which is helpful, though. Maybe this is like getting at the 80%.

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