WEBVTT

00:00:05.700 --> 00:00:07.200
Hey, remind, welcome back to today.

00:00:07.200 --> 00:00:10.400
And Tack. I'm Julia post a time here with macro executive

00:00:10.400 --> 00:00:12.700
editor, Michael Symon, as well as Computer World executive

00:00:12.700 --> 00:00:13.800
editor Ken Mangus.

00:00:13.800 --> 00:00:16.700
We are Live on YouTube on our YouTube channel.

00:00:16.700 --> 00:00:19.300
ID Tech talk as long as computerworld LinkedIn page.

00:00:19.300 --> 00:00:22.100
If you have any questions, comments thoughts,

00:00:22.100 --> 00:00:24.900
while we are discussing it, please do let us know either in the

00:00:24.900 --> 00:00:26.900
comments if you're on LinkedIn and in the live chat,

00:00:26.900 --> 00:00:30.600
if you're on YouTube, so we've got two topics today.

00:00:30.600 --> 00:00:33.500
But the top of that, I want to start out with is some 5G

00:00:33.500 --> 00:00:37.000
modem talk. So apple is, you know, it

00:00:37.000 --> 00:00:42.200
seems approaching the the time where it's going to mostly

00:00:42.200 --> 00:00:43.900
several several ties of Qualcomm.

00:00:43.900 --> 00:00:48.100
That's who's supplying them with 5G modem is now in favor of making

00:00:48.100 --> 00:00:52.100
their costumes designed modems for future iPhone.

00:00:52.100 --> 00:00:55.300
So, I guess I'll do either of you ever feel to me,

00:00:55.300 --> 00:01:00.200
no more compelled to answer, but which it is a long time coming.

00:01:00.200 --> 00:01:00.500
Yeah.

00:01:01.200 --> 00:01:03.400
IDI I can jump in here real quick.

00:01:03.400 --> 00:01:04.300
That leads to get it.

00:01:04.300 --> 00:01:15.300
Get the ball rolling Juliet, fitbits, and report to try to get

00:01:15.300 --> 00:01:18.400
a an idea for where were Apple's going.

00:01:18.400 --> 00:01:19.700
I don't think it should surprise.

00:01:19.700 --> 00:01:24.000
Anyone that Apple would like to develop its own 5G modem for

00:01:24.000 --> 00:01:25.400
its devices for phones.

00:01:25.400 --> 00:01:28.100
You know, it it's or set aside.

00:01:28.100 --> 00:01:30.700
I guess I'm what you'd call a contentious relationship

00:01:30.700 --> 00:01:36.000
with Qualcomm in 2019, so that it could get access to Qualcomm

00:01:36.000 --> 00:01:39.700
5G modem. Yeah and get those five the iPhones on the market

00:01:39.700 --> 00:01:41.800
because I mean by you know, 2019 2020.

00:01:41.800 --> 00:01:45.100
That was becoming a must-have having done that.

00:01:45.100 --> 00:01:46.900
Now here we are in 2022.

00:01:46.900 --> 00:01:49.100
The new iPhones will be out this fall.

00:01:49.100 --> 00:01:52.900
You know, what is the iPhone 14 apples ready to move on?

00:01:52.900 --> 00:01:55.000
I mean, I'm sure it's Michael will tell you,

00:01:55.000 --> 00:01:57.500
you know, Apple always wants to own the whole stack.

00:01:57.500 --> 00:02:01.000
And so Johnny had Jonny Evans and pick.

00:02:01.200 --> 00:02:05.100
10-digit Times report that apple is talking a new suppliers

00:02:05.100 --> 00:02:09.300
like a SE technology and silicon where Precision,

00:02:09.300 --> 00:02:12.000
there was some legal maneuverings in an ongoing fight between

00:02:12.000 --> 00:02:14.700
Appling Qualcomm. They indicated Apple might want to let you know,

00:02:14.700 --> 00:02:18.500
break things off down the road and Apple has apparently

00:02:18.500 --> 00:02:22.100
been talking to tsmc about manufacturing 5G modem.

00:02:22.100 --> 00:02:27.600
So it's not quite clear when I'd be surprised if it were this

00:02:27.600 --> 00:02:29.500
far, more likely to be the fall of,

00:02:29.500 --> 00:02:32.800
maybe twenty-three or maybe even twenty-four before this,

00:02:32.800 --> 00:02:34.700
you know, this, this all gets wrapped up,

00:02:34.700 --> 00:02:37.700
but it it's another step by Appleton,

00:02:37.700 --> 00:02:41.600
you know, as I said on the whole stack that's kind of where

00:02:41.600 --> 00:02:49.700
we're sitting at my what you guys are saying for years ago.

00:02:49.700 --> 00:02:54.900
How many 2018 until was was supposed to be making the 5G modem,

00:02:54.900 --> 00:02:56.500
the 5G mobile modem.

00:02:56.500 --> 00:03:01.900
That was the Apple is going to be their main customer and Abruptly

00:03:01.900 --> 00:03:03.900
fell apart within days.

00:03:03.900 --> 00:03:09.200
Apple settled his lawsuit with Qualcomm signed a multi-year

00:03:09.200 --> 00:03:12.300
agreement to supply ships, which, in this case is,

00:03:12.300 --> 00:03:16.700
I don't know what other little chips Apple get from Qualcomm.

00:03:16.700 --> 00:03:21.500
I know, they also Source from broad Cam and Cam and skyworks

00:03:21.500 --> 00:03:22.900
or something. So, I'm not sure.

00:03:22.900 --> 00:03:26.000
What else they get from Qualcomm with the biggest one right

00:03:26.000 --> 00:03:28.300
now, is that is the modem and

00:03:29.400 --> 00:03:31.200
So they bought episode within days.

00:03:31.200 --> 00:03:34.300
They, they settled are there long, long standing lawsuit

00:03:34.300 --> 00:03:36.000
with Qualcomm re-up.

00:03:36.000 --> 00:03:39.800
Their negotiations to supply ships were I was just at the time,

00:03:39.800 --> 00:03:41.100
it was a multi-year agreement. They

00:03:41.100 --> 00:03:43.700
didn't really settle on the terms or at least make it public.

00:03:43.700 --> 00:03:50.900
And apple bought the remains of Intel's modem business at.

00:03:50.900 --> 00:03:52.700
So that'll happen with him like a week,

00:03:52.700 --> 00:03:54.400
do is clear that.

00:03:54.400 --> 00:04:06.500
Okay. Apple was like all like we're in trouble here and it was

00:04:06.500 --> 00:04:12.700
clear that Apple was basically caught flat-footed and had to do

00:04:12.700 --> 00:04:16.500
something. So, yes, they're getting modems from from Qualcomm,

00:04:16.500 --> 00:04:21.300
Abby, iPhone, 14 will have that because it's their just talkin

00:04:21.300 --> 00:04:23.300
now, and we don't know how true these reports are digitimes.

00:04:24.200 --> 00:04:27.900
Digitimes has a terrible track record when it comes to rumors.

00:04:27.900 --> 00:04:30.800
But a really good women come to supply chain supply chain stuff.

00:04:30.800 --> 00:04:33.200
So I'm like, I believe that one,

00:04:33.200 --> 00:04:36.500
but if they're talking now, this is this is for next year.

00:04:37.500 --> 00:04:39.500
I told her I'm not going to be all of me.

00:04:39.500 --> 00:04:43.500
Like I was not going to just go one hundred percent.

00:04:43.500 --> 00:04:45.900
It's on one of them has to ramp up their production.

00:04:45.900 --> 00:04:50.900
So it'll be 60%, Apple, 40%, Whatever it is until they're

00:04:50.900 --> 00:04:55.100
all done. And the the idea here is,

00:04:55.100 --> 00:04:58.600
you know, there's a bunch of reasons why Apple cares about

00:04:58.600 --> 00:04:59.500
these little chips.

00:04:59.500 --> 00:05:04.000
Power and space, are the two big ones or talk about battery

00:05:04.000 --> 00:05:07.400
life and we talked about the thinness and the other components that

00:05:07.400 --> 00:05:09.300
go around and around the phone.

00:05:09.300 --> 00:05:12.400
The reason why Apple wants to make everything is because

00:05:12.400 --> 00:05:15.500
he wants to be in control of the of the stack but more.

00:05:15.500 --> 00:05:18.100
So the design and the functionality of these things.

00:05:18.100 --> 00:05:21.800
We do, you know, we just ran a story on Mack Road.

00:05:22.800 --> 00:05:28.300
Over at s take advisor, they have the s20 to the exynos versions

00:05:28.300 --> 00:05:31.900
of Samsung's, new exynos 2200 ship which was supposed to be a big

00:05:31.900 --> 00:05:37.200
deal with MD on the graphic side and it was supposed to be a

00:05:37.200 --> 00:05:41.300
really Monumental. This is the ship that's going to play with

00:05:41.300 --> 00:05:43.400
the big boys and it is a mess.

00:05:43.400 --> 00:05:46.700
I swear to you, you look at the charts and,

00:05:46.700 --> 00:05:49.900
you know, the Android people entered the macro Twitter and they

00:05:49.900 --> 00:05:50.700
all call me a jerk.

00:05:50.700 --> 00:05:52.700
But if you look at the chart,

00:05:52.700 --> 00:05:57.200
it is not it, it it's, it's lower than an iPhone 11.

00:05:57.200 --> 00:05:58.600
That's all that story.

00:05:58.600 --> 00:06:04.700
So that's what happens when you have to buy when when when you

00:06:04.700 --> 00:06:08.300
can't make your own component, so then Samsung has to buy Qualcomm

00:06:08.300 --> 00:06:10.900
Snapdragon to make a iPhone.

00:06:10.900 --> 00:06:13.100
That's, that's, that's a viable in the US,

00:06:13.100 --> 00:06:17.500
but that causes all sorts of other compromises with the ISP in,

00:06:17.500 --> 00:06:19.200
with the internals of the phone to design.

00:06:19.200 --> 00:06:20.300
Always think so.

00:06:20.300 --> 00:06:23.500
And I'm not saying that they make Classic chips,

00:06:23.500 --> 00:06:27.400
but you're buying your mean, part from another company and you're

00:06:27.400 --> 00:06:27.800
at their Mercy.

00:06:27.800 --> 00:06:30.600
They didn't have an integrated 5G modem for a while.

00:06:30.600 --> 00:06:32.400
Like there are things that you have sacrificed.

00:06:32.400 --> 00:06:35.100
You have to make, that's why Samsung wants to make a trip.

00:06:35.100 --> 00:06:37.800
That's as good as qualcomm's and apples.

00:06:37.800 --> 00:06:43.800
So they can, you know, now they have to sell tuna one of us

00:06:43.800 --> 00:06:47.100
so that that affords them know, you know,

00:06:47.100 --> 00:06:50.700
no design abilities to Beyond okay.

00:06:50.700 --> 00:06:51.700
With this is this is here.

00:06:51.700 --> 00:06:53.500
This has to be here no matter what their ships can do.

00:06:53.500 --> 00:06:56.400
And they really wanted to bring that extra noise,

00:06:56.400 --> 00:06:57.600
chip to the rest of the world,

00:06:57.600 --> 00:07:04.200
and they just kept, it's not good enough divinely there.

00:07:04.200 --> 00:07:06.400
You're, you're at the mercy of your,

00:07:06.400 --> 00:07:11.300
of your lowest common denominator liar disparaging,

00:07:11.300 --> 00:07:13.800
right? You're still with gray shoe.

00:07:13.800 --> 00:07:19.000
But when it came to design the max Avicii almost immediately,

00:07:19.000 --> 00:07:21.300
the benefits of Apple silicone.

00:07:22.700 --> 00:07:30.300
Make to think about the 5G chips 5G really is rolling out globally.

00:07:30.300 --> 00:07:34.000
Now, has been a lot of talk that Apple at some point might

00:07:34.000 --> 00:07:37.600
want to roll by Jillian, Michaels laptops,

00:07:37.600 --> 00:07:40.200
maybe or other devices that, I mean,

00:07:40.200 --> 00:07:43.600
unfortunately, I would like to see that.

00:07:45.800 --> 00:07:52.400
It's not a serious from her, but I'm going to start it now and

00:07:52.400 --> 00:07:59.100
it's not just everywhere.

00:07:59.100 --> 00:08:02.000
The Dell, there are no real like,

00:08:02.000 --> 00:08:12.200
popular 5G, and it also ruins my phone battery life.

00:08:12.200 --> 00:08:15.300
And then also, you know, that there are huge benefits to having

00:08:15.300 --> 00:08:21.100
a mobile modem built inside of a Macbook or any laptop.

00:08:21.100 --> 00:08:22.300
Let me in again.

00:08:22.300 --> 00:08:25.000
I'm maybe you should go for thinking of my part,

00:08:25.000 --> 00:08:28.500
but I mean, if apple is going to own the whole stack it,

00:08:28.500 --> 00:08:32.500
you know, it at least makes it a little simpler for it to add

00:08:32.500 --> 00:08:34.500
these kinds of chips to other devices,

00:08:34.500 --> 00:08:34.900
such as laptops.

00:08:45.800 --> 00:08:49.000
5G world, you know, we're leaving Wi-Fi isn't always available

00:08:49.000 --> 00:08:50.800
or Broadband isn't always available.

00:08:50.800 --> 00:08:55.800
You know, 5G access could be a great leveller across the globe.

00:08:55.800 --> 00:08:58.700
If you got the devices you can access any way we can go on

00:08:58.700 --> 00:09:02.500
for days. I think you're I think there's some truth to that

00:09:02.500 --> 00:09:06.300
that on the phone is like they can't not have a modem.

00:09:06.300 --> 00:09:10.300
I know you don't have to do that.

00:09:10.300 --> 00:09:11.700
I'm at like they can say well,

00:09:11.700 --> 00:09:14.200
let's just wait till we do ours and it doesn't it doesn't

00:09:14.200 --> 00:09:15.900
kill battery and it doesn't, you know,

00:09:15.900 --> 00:09:19.100
it doesn't affect of the design and it doesn't affect the way.

00:09:19.100 --> 00:09:20.800
That things are arranged the ports and whatever else.

00:09:20.800 --> 00:09:22.700
So maybe maybe in two years.

00:09:22.700 --> 00:09:26.200
We will see a 5G laptop, but I mean,

00:09:26.200 --> 00:09:26.900
I would buy one.

00:09:28.200 --> 00:09:29.900
Especially like the data plan was like,

00:09:29.900 --> 00:09:41.800
10 bucks, has revealed theoretically next month.

00:09:41.800 --> 00:09:55.100
It'll be, it'll be a committee has 5G and the iPad Air because

00:09:55.100 --> 00:09:57.300
I've always weird with the way that they stuff still has over.

00:09:57.300 --> 00:10:07.400
So, I mean, it seems like it would be a natural step.

00:10:07.400 --> 00:10:09.000
It probably makes a lot of sense for,

00:10:09.000 --> 00:10:13.900
you know, apple as a business to own more of the YouTube

00:10:13.900 --> 00:10:17.000
to own, the full stack to have to be in charge of sort of

00:10:17.000 --> 00:10:19.700
the entire a lot of the hardware.

00:10:19.700 --> 00:10:21.700
And you know, you night that with its

00:10:28.200 --> 00:10:32.000
Even though the more granular pieces that they get from broad

00:10:32.000 --> 00:10:43.000
command and skyworks and chips and USB controller,

00:10:43.000 --> 00:10:55.600
chips means for all of these suppliers.

00:10:55.600 --> 00:11:05.500
Yeah, but what about the suppliers?

00:11:05.500 --> 00:11:08.200
I guess I'm kind of wondering like where they fit into the market

00:11:08.200 --> 00:11:17.500
before back when Apple are all of its parts from people.

00:11:17.500 --> 00:11:20.900
That would be a rumor that they're getting someone so camera

00:11:20.900 --> 00:11:21.900
module from someone.

00:11:21.900 --> 00:11:24.300
So small little company never heard of in the stock jumped

00:11:24.300 --> 00:11:27.100
300%. That happens all the time, you know.

00:11:28.200 --> 00:11:32.600
Broad broad broad, Qualcomm like they're fine.

00:11:32.600 --> 00:11:34.900
But yet there's a lot of little companies and make a little

00:11:34.900 --> 00:11:36.500
chips. And that's, that's their specialty.

00:11:36.500 --> 00:11:39.700
And basically, yeah, you can say that,

00:11:39.700 --> 00:11:43.700
you know, Apple could put some of the men of Business by not

00:11:43.700 --> 00:11:45.000
buying. When you went out with your,

00:11:45.000 --> 00:11:48.300
your sergeant went went, went apples, your customer.

00:11:48.300 --> 00:11:49.700
That's a lot of orders.

00:11:49.700 --> 00:11:54.300
I'm just going to say don't other companies also have a tendency

00:11:54.300 --> 00:11:56.300
when they find these companies and they,

00:11:56.300 --> 00:11:58.300
you know, they want to bring that Talent announce.

00:11:58.300 --> 00:12:07.000
They just buy the company company that shut the expertise

00:12:07.000 --> 00:12:10.200
for specific piece of Hardware software.

00:12:10.200 --> 00:12:13.000
They've got enough money, they can only buy it,

00:12:13.000 --> 00:12:18.500
you know, but I don't know 10 years ago a company called liquid

00:12:18.500 --> 00:12:18.800
works.

00:12:19.600 --> 00:12:22.400
And from the best, we can tell the reason why was because they

00:12:22.400 --> 00:12:24.100
put a SIM card ejector tool.

00:12:24.100 --> 00:12:34.500
They do 800 million dollars or whatever a small company would

00:12:34.500 --> 00:12:35.300
cost for anybody.

00:12:35.300 --> 00:12:36.500
That's, that's pocket.

00:12:36.500 --> 00:12:37.900
Change for Tim Cook at this point.

00:12:37.900 --> 00:12:41.300
So, yeah, if it's beneficial to them and if it's something that

00:12:41.300 --> 00:12:42.700
they can, you know, use

00:12:43.700 --> 00:12:46.400
For years and decades to come for sure.

00:12:46.400 --> 00:12:49.300
They take him just got to buy up his company but a lot of

00:12:49.300 --> 00:12:52.100
times, you know, these it's not as easy as just saying, we

00:12:52.100 --> 00:12:55.000
want to buy it so that there's just put it back in his

00:12:55.000 --> 00:12:58.000
regular stuff, Nina Monopoly, fears and things like that.

00:12:59.100 --> 00:13:04.800
Gotcha. So coming in, you know, maybe 2023.

00:13:04.800 --> 00:13:06.400
I mean, I'm sure that's going to be a big part of whatever

00:13:06.400 --> 00:13:08.000
the iPhone announcement is.

00:13:08.000 --> 00:13:15.800
So going to say that will do until the iFixit teardown,

00:13:15.800 --> 00:13:25.100
unless it it somehow, and I don't even think that there is anything

00:13:25.100 --> 00:13:30.100
that they don't care, unless it does something different,

00:13:30.100 --> 00:13:33.800
and I was just going through my head on the iPhone,

00:13:33.800 --> 00:13:36.200
but I'm going to come to the 5G,

00:13:36.200 --> 00:13:40.100
it has about your wife and has some 6 battery life obviously

00:13:40.100 --> 00:13:41.500
isn't an issue because the iPhone 13,

00:13:41.500 --> 00:13:42.200
a great battery life.

00:13:44.100 --> 00:13:45.600
Unless there's some breakthrough.

00:13:46.500 --> 00:13:49.500
And I feel like me I can't I can't see what that would be.

00:13:49.500 --> 00:13:51.000
We won't know.

00:13:51.000 --> 00:13:58.600
We will know once.

00:13:58.600 --> 00:14:00.500
Whether the Apple 5G modem is better.

00:14:00.500 --> 00:14:12.300
And I'm actually pretty write that story.

00:14:12.300 --> 00:14:14.400
You put it in my notes ready to go.

00:14:14.400 --> 00:14:25.500
Good comment from one of our LinkedIn viewers and basically

00:14:25.500 --> 00:14:29.900
saying like, you know, what's the used to have new devices?

00:14:29.900 --> 00:14:36.400
Released very often and then like it's just to make money I would

00:14:36.400 --> 00:14:36.600
say yes.

00:14:46.500 --> 00:14:49.400
The only way to make money you need to be offering something

00:14:49.400 --> 00:14:59.100
new different Advanced manufacturing technology quickly.

00:14:59.100 --> 00:15:02.500
And if you are a leading technology company,

00:15:02.500 --> 00:15:05.100
you have to stay current and so to do that,

00:15:05.100 --> 00:15:06.700
you have to do continuous updates.

00:15:06.700 --> 00:15:11.400
It's it's also on us to not be sucked into that game.

00:15:11.400 --> 00:15:13.300
A perfect example is the Apple watch.

00:15:13.300 --> 00:15:21.700
So the series 7 is basically a Series 6 screen and other outlets

00:15:21.700 --> 00:15:23.300
that as well as what is this,

00:15:23.300 --> 00:15:25.100
like, why would they really said?

00:15:25.100 --> 00:15:26.100
Why would they release it at all?

00:15:26.100 --> 00:15:28.000
It's like, well, it's the same price.

00:15:29.500 --> 00:15:32.800
It's apples. Not necessarily saying you need this.

00:15:32.800 --> 00:15:35.700
So if you have a 6, okay,

00:15:35.700 --> 00:15:37.500
but if you're in the market for a new watch,

00:15:37.500 --> 00:15:38.800
and you can buy a better one,

00:15:38.800 --> 00:15:42.400
that's why I'm sure fine.

00:15:42.400 --> 00:15:44.600
So what's Apple doing wrong?

00:15:44.600 --> 00:15:48.100
It's not apple, is us saying what I want that new thing now because

00:15:48.100 --> 00:15:49.000
it's new and never do that.

00:15:49.000 --> 00:15:54.000
And, you know, I love it too.

00:15:54.000 --> 00:15:56.900
Of course, you know, you put a new name on something.

00:15:56.900 --> 00:15:58.900
You put that I even do it with like cereal boxes.

00:15:58.900 --> 00:16:01.400
Like, I'll see something in the store,

00:16:01.400 --> 00:16:04.400
the new new and improved flavor, or this thing doesn't have

00:16:04.400 --> 00:16:07.500
bad marshmallows. Now, that's what we are as consumers.

00:16:07.500 --> 00:16:11.200
We see the new thing and we want it and I will take an

00:16:11.200 --> 00:16:14.200
Apple Samsung, until they all get criticism like a,

00:16:14.200 --> 00:16:17.500
why you releasing something so soon, so quickly because the thing

00:16:17.500 --> 00:16:19.800
that I got eight months ago now is absolute one that when you

00:16:19.800 --> 00:16:23.000
leave it still works, but I would I would You're okay.

00:16:23.000 --> 00:16:27.200
I would argue that apple is exceptionally good at taking things.

00:16:27.200 --> 00:16:29.000
Even if they don't do the 5G modem,

00:16:29.000 --> 00:16:32.800
but the camera that, you know, the little tidbits of things

00:16:32.800 --> 00:16:34.100
that are that are part of an iPhone,

00:16:34.100 --> 00:16:37.200
for example, and when they call that out in the,

00:16:37.200 --> 00:16:40.700
in the September of reveal suddenly, people are talking about

00:16:40.700 --> 00:16:42.000
a digital technology.

00:16:42.000 --> 00:16:48.100
They've never heard of the, I've got to have this because

00:16:48.100 --> 00:16:56.400
what I think it is that.

00:16:56.400 --> 00:17:15.100
Alright, so I do, before we wrap up want to talk about Google,

00:17:15.100 --> 00:17:19.900
sort of following, I guess, following and apples footsteps

00:17:19.900 --> 00:17:21.900
and and introducing something.

00:17:22.400 --> 00:17:25.500
Their version of app tracking transparency to the Android

00:17:25.500 --> 00:17:26.200
and that's going to happen.

00:17:26.200 --> 00:17:28.100
It's not going to be something immediate immediate.

00:17:28.100 --> 00:17:30.100
I think it's going to happen.

00:17:30.100 --> 00:17:34.900
It's going to be like sort of a two-year process coming to your

00:17:34.900 --> 00:17:49.100
Android device at least 2 years at least 2024 with something.

00:17:49.100 --> 00:17:59.600
You know, it's like the biggest from what we can tell.

00:17:59.600 --> 00:18:00.900
The whole thing is optional.

00:18:01.900 --> 00:18:03.500
So if you don't want to do it as a,

00:18:03.500 --> 00:18:06.000
as a as an app developer, you don't,

00:18:06.000 --> 00:18:08.700
so like Facebook's like why don't want to do that.

00:18:08.700 --> 00:18:10.600
So I won't know unless I'm reading it wrong.

00:18:10.600 --> 00:18:14.900
It seems as though it's optional and it's it's highly suspect

00:18:14.900 --> 00:18:15.800
whether or not he's going to come back.

00:18:15.800 --> 00:18:21.200
So and the press release is filled with you know,

00:18:21.200 --> 00:18:24.200
Apple does this thing terrible and we're going to do it better.

00:18:24.200 --> 00:18:29.900
But I okay, Facebook has announced that they're going to lose

00:18:29.900 --> 00:18:33.400
10 billion dollars this year because of Apple because of app

00:18:33.400 --> 00:18:36.300
tracking transparency. I'd say that means that work for you.

00:18:37.300 --> 00:18:40.000
And I wanted one of the things to just to just bring this up

00:18:40.000 --> 00:18:43.200
briefly and I don't understand the details or the incidents

00:18:43.200 --> 00:18:46.200
completely. But again, Jonny Evans and written about this for

00:18:46.200 --> 00:18:51.900
computerworld Google. If it does actually go to do something

00:18:51.900 --> 00:18:54.800
like this at following Apple's footsteps there.

00:18:54.800 --> 00:18:58.300
If you know, it really could up in like the advertise online

00:18:58.300 --> 00:19:03.600
advertising Market, you know, advertisers have gotten so used

00:19:03.600 --> 00:19:08.000
to such granular data on what users are doing looking at you.

00:19:08.000 --> 00:19:11.700
No answer using etcetera and the more you mask that you know,

00:19:11.700 --> 00:19:13.700
whether it's an Apple device or eventually,

00:19:13.700 --> 00:19:18.800
an Android device, the harder it is for advertisers to figure

00:19:18.800 --> 00:19:20.300
out, you know, who they want to Target.

00:19:20.300 --> 00:19:23.600
And so one of the points that I think Johnny was making in the,

00:19:23.600 --> 00:19:27.100
in the piece on computer world was that Google is doing this

00:19:27.100 --> 00:19:30.300
intentionally slow rolling, it basically to give advertising

00:19:30.300 --> 00:19:34.700
and advertisers a chance to sort of ketchup and and figure

00:19:34.700 --> 00:19:36.100
out how they're going to do what they do.

00:19:37.300 --> 00:19:39.800
Not as much data as you do now again,

00:19:39.800 --> 00:19:41.200
we'll see. I just thought it was an interesting,

00:19:41.200 --> 00:19:44.900
interesting point that he made that it's not just about privacy.

00:19:44.900 --> 00:19:47.600
Obviously, advertisers are a huge part of this too,

00:19:47.600 --> 00:19:49.300
and Google wants to tread lightly.

00:19:49.300 --> 00:19:52.500
If it can, and turned, it doesn't want to upset the apple cart

00:19:52.500 --> 00:20:02.600
cuz that's why, that's why it's two years from now.

00:20:02.600 --> 00:20:05.000
And that's why, you know, it's not,

00:20:05.000 --> 00:20:07.800
you know, it's as if

00:20:09.100 --> 00:20:14.200
It's as if Apple was the one and well as it's a direct contact.

00:20:14.200 --> 00:20:16.800
So, if Apple was making money off of our information

00:20:16.800 --> 00:20:20.500
and then they introduced after I can do,

00:20:20.500 --> 00:20:22.600
everything's closed. The Rapala getting money.

00:20:22.600 --> 00:20:24.700
That's how it seems as though.

00:20:24.700 --> 00:20:26.700
It's going to happen in a no Google wants us to believe that.

00:20:26.700 --> 00:20:30.300
It's just a benevolent superpower and, you know,

00:20:30.300 --> 00:20:37.100
maybe they are, but they still making a ton of money in our information

00:20:37.100 --> 00:20:38.600
and our search was over there now,

00:20:38.600 --> 00:20:43.300
so they're their motivations for doing things like this,

00:20:43.300 --> 00:20:44.400
are way different than that.

00:20:44.400 --> 00:20:48.100
And yet, one more point to make,

00:20:48.100 --> 00:20:52.400
in terms of that, who is the preferred search engine for apples,

00:20:52.400 --> 00:20:57.300
browsers and devices, and it's Google Apple.

00:20:57.300 --> 00:20:59.900
Apple find a way to make make make some deals that it has to

00:20:59.900 --> 00:21:00.300
make 2.

00:21:01.200 --> 00:21:17.800
Yeah, OK. Google I want you can you can you can do that if it's

00:21:17.800 --> 00:21:18.700
not the default.

00:21:24.100 --> 00:21:25.900
So, I think.

00:21:25.900 --> 00:21:27.100
.Joe is doing anyway.

00:21:27.100 --> 00:21:37.400
I, I think it's, I guess it's interesting to see that they followed

00:21:37.400 --> 00:21:41.000
suit. I remember when Apple rolled rolled out out tracking

00:21:41.000 --> 00:21:42.500
transparency and announced it.

00:21:42.500 --> 00:21:46.200
That was sort of, I think a question I probably asked you to the

00:21:46.200 --> 00:21:48.000
two of you which was, you know,

00:21:48.000 --> 00:21:52.400
they're doing this are other smartphone manufacturers,

00:21:52.400 --> 00:21:56.000
but maybe mostly Google because they're the ones making Android

00:21:56.000 --> 00:21:57.500
going to follow suit.

00:21:57.500 --> 00:22:01.500
So it seems like maybe I mean Google how do you say something

00:22:01.500 --> 00:22:10.400
last year? They announced that the year before that took a little

00:22:10.400 --> 00:22:11.500
while, it didn't come out with.

00:22:11.500 --> 00:22:12.100
I was 14.

00:22:12.100 --> 00:22:13.500
Make a note that was 14.5.

00:22:13.500 --> 00:22:15.900
So it took a little bit of time for Apple,

00:22:15.900 --> 00:22:16.600
throw it out.

00:22:17.200 --> 00:22:19.200
And so Apple said, okay.

00:22:19.200 --> 00:22:20.100
I'll be here by September.

00:22:20.100 --> 00:22:21.300
It wasn't here until March.

00:22:21.300 --> 00:22:23.800
Google says, 2020.

00:22:23.800 --> 00:22:30.500
What is it at some point?

00:22:30.500 --> 00:22:33.200
Google will have something in to Google credit?

00:22:33.200 --> 00:22:35.900
They have increased their transparency.

00:22:35.900 --> 00:22:38.100
They have given you more ways to opt out,

00:22:38.100 --> 00:22:39.000
including all this stuff.

00:22:39.000 --> 00:22:41.200
Like if you want to dive into your Google account.

00:22:41.200 --> 00:22:43.100
That all this know what does it?

00:22:43.100 --> 00:22:45.400
But you can you know, what?

00:22:45.400 --> 00:22:47.600
There's a lots of tacos and lots of options and lots of settings

00:22:47.600 --> 00:22:48.000
and lots of things.

00:22:48.000 --> 00:22:49.900
Like, no one does it because they make it,

00:22:49.900 --> 00:22:54.900
this is going to happen.

00:22:54.900 --> 00:22:55.900
If you don't press this button.

00:22:55.900 --> 00:22:57.000
Do you want this to happen?

00:22:57.000 --> 00:22:58.400
And was like, oh no, I want that.

00:22:58.400 --> 00:23:00.500
So they click it again, Facebook.

00:23:03.500 --> 00:23:06.500
to say that, you know, Google said,

00:23:06.500 --> 00:23:09.300
it was a blunt tool that was ineffective,

00:23:09.300 --> 00:23:13.200
and they pointed to a survey by

00:23:14.800 --> 00:23:16.200
I forgot the name of the company.

00:23:16.200 --> 00:23:18.000
I bet they're at their company, that supplies,

00:23:18.000 --> 00:23:20.500
the things that that do not like,

00:23:20.500 --> 00:23:22.200
like ad tracking tools on their own.

00:23:22.200 --> 00:23:24.100
So it's in a, it's a little nebulous to begin with,

00:23:24.100 --> 00:23:24.700
but

00:23:25.900 --> 00:23:27.900
By all accounts, it works, fine.

00:23:27.900 --> 00:23:30.500
All accounts. People don't want to be tracked and something

00:23:30.500 --> 00:23:32.800
like ninety-five 98% of iPhone users.

00:23:32.800 --> 00:23:34.500
Click the, the do not track button.

00:23:34.500 --> 00:23:41.100
So now Google is going to navigate all that.

00:23:41.100 --> 00:23:43.800
I tell you what, we're not going to get a button that says do not

00:23:43.800 --> 00:23:44.600
track in front of us.

00:23:44.600 --> 00:23:45.200
Are Android phones?

00:23:45.200 --> 00:23:45.800
That is not happening.

00:23:45.800 --> 00:23:48.900
So it's a matter of how they implement the system.

00:23:48.900 --> 00:23:55.200
So we actually have a question about the 5G modem is on LinkedIn.

00:23:55.200 --> 00:23:59.100
This is a really thorough question and I'm intrigued to see what

00:23:59.100 --> 00:24:03.000
you guys are even here.

00:24:03.000 --> 00:24:09.400
This year was saying instead of built-in 5 iPhone 5G modem

00:24:09.400 --> 00:24:13.900
that have to be switched off entirely in airports or on.

00:24:13.900 --> 00:24:16.000
Airplanes wouldn't separately.

00:24:16.000 --> 00:24:20.600
Won't separately portable Wi-Fi 5G hotspots on portable

00:24:20.600 --> 00:24:25.000
access points have a market where demand especially for remote.

00:24:25.900 --> 00:24:27.600
IPhone users and travelers.

00:24:28.900 --> 00:24:31.500
And a little things you carry with you.

00:24:31.500 --> 00:24:35.700
It seems it seems like that's separately portable.

00:24:35.700 --> 00:24:41.600
We have them.

00:24:41.600 --> 00:24:46.600
Yeah, we have a very nice, like people don't want that.

00:24:46.600 --> 00:24:48.300
People don't want to carry extra stuff,

00:24:48.300 --> 00:24:50.700
unless you're super, super duper into privacy,

00:24:50.700 --> 00:24:53.600
and you really want to have your own little personal life Network,

00:24:53.600 --> 00:24:54.200
wherever you go.

00:24:54.200 --> 00:24:57.600
Like they have a hot spots and stuff like all the carriers,

00:24:57.600 --> 00:24:58.000
sell them.

00:25:05.500 --> 00:25:08.200
Like Comcast has a gazillion of a male stink.

00:25:08.200 --> 00:25:11.500
Like I have Comcast and I always get prompted to use them.

00:25:11.500 --> 00:25:12.500
I connect another app.

00:25:12.500 --> 00:25:17.800
So that technology is not what people want.

00:25:17.800 --> 00:25:19.100
People want to be able to pick up your phone,

00:25:19.100 --> 00:25:21.700
start typing and it works and that's it.

00:25:21.700 --> 00:25:24.400
That's why we have until 10. That's

00:25:24.400 --> 00:25:28.700
why. You know, 5G is is is integrated into the chip now.

00:25:28.700 --> 00:25:29.600
Cuz that's what you want.

00:25:29.600 --> 00:25:32.900
They want this after work, that's asked not affect battery

00:25:32.900 --> 00:25:34.600
life or or overheating ring like that.

00:25:34.600 --> 00:25:36.500
And they want to know to not think about it.

00:25:36.500 --> 00:25:44.700
If that's what you're into, and I'm going to go spend ninety

00:25:44.700 --> 00:25:47.000
percent of the people would not have even if they were free,

00:25:47.000 --> 00:25:54.600
just wouldn't bother if they're specifically, if,

00:25:54.600 --> 00:25:57.700
if that's something that they're interested in.

00:25:57.700 --> 00:26:00.800
So let us know in the comments like that to be exclusively.

00:26:00.800 --> 00:26:04.600
That is something that you'd be interested in or like if you,

00:26:04.600 --> 00:26:06.300
if you sort of, YouTube version of it.

00:26:06.300 --> 00:26:21.700
Now I'd be intrigued and I just don't think that it's ever going

00:26:21.700 --> 00:26:22.800
to really catch on, in the in,

00:26:22.800 --> 00:26:24.000
in, in, in a mainstream way.

00:26:25.200 --> 00:26:31.200
Well, thank you both so much for calling in and chatting.

00:26:31.200 --> 00:26:34.500
I think a lot of info here and I think also something that,

00:26:34.500 --> 00:26:38.200
you know, as I say, I think almost every week which is,

00:26:38.200 --> 00:26:40.700
he know, it's evolving, things are probably going to change.

00:26:40.700 --> 00:26:45.200
And to, Mike's Point, you know, maybe you won't even know if I'm

00:26:45.200 --> 00:26:46.900
Apple puts its Custom Design.

00:26:46.900 --> 00:26:50.600
Why would they tell us?

00:26:50.600 --> 00:26:52.000
Who cares? We know what you don't think?

00:26:52.000 --> 00:27:04.100
Yeah. Yeah. I'm just saying that they're not going to announce

00:27:04.100 --> 00:27:07.000
it and here is the new Apple 5G modem make.

00:27:07.000 --> 00:27:07.800
That's not as well.

00:27:07.800 --> 00:27:10.400
Unless, as you said Michael, he does something new and improved

00:27:10.400 --> 00:27:11.900
that's worth calling out.

00:27:11.900 --> 00:27:13.300
If he's just doing the same thing,

00:27:13.300 --> 00:27:15.900
the Qualcomm modems do which is whatever that's what it's going

00:27:15.900 --> 00:27:16.200
to do.

00:27:25.100 --> 00:27:27.000
We'll revisit. All right.

00:27:27.000 --> 00:27:31.000
Well, thank you both so much and just to wrap up this portable

00:27:31.000 --> 00:27:32.100
5G modem topic.

00:27:32.100 --> 00:27:34.100
This year did reply and say that yes,

00:27:34.100 --> 00:27:37.200
like a hot spot.

00:27:37.200 --> 00:27:39.500
Thank you very much for your question.

00:27:39.500 --> 00:27:40.700
It was super interested in.

00:27:40.700 --> 00:27:41.900
Yeah, definitely. Let us know.

00:27:41.900 --> 00:27:43.800
If that's something that you use, all that you would be interested

00:27:43.800 --> 00:27:47.200
in and like what what you're used case would be for it?

00:27:47.200 --> 00:27:48.900
Because that seems pretty cool.

00:27:48.900 --> 00:27:51.900
So yeah. Thank you all so much for watching this episode

00:27:51.900 --> 00:27:52.700
of today. And Tack.

00:27:52.700 --> 00:27:54.600
If you like this video, please give it a thumbs up,

00:27:54.600 --> 00:27:56.800
and if you're watching on LinkedIn, you can head over to our

00:27:56.800 --> 00:27:58.600
YouTube channel. Idg techtalk.

00:27:58.600 --> 00:28:01.900
You can subscribe over there like the video and you can the Bell

00:28:01.900 --> 00:28:03.500
icons are notified every single time.

00:28:03.500 --> 00:28:04.400
We post a new video.

00:28:04.400 --> 00:28:07.100
If you have any questions, that we didn't get to,

00:28:07.100 --> 00:28:09.800
please do, let us know in the comments below and I'll do my very

00:28:09.800 --> 00:28:11.000
best to get back to you.

00:28:11.000 --> 00:28:13.400
Thanks again for watching and we'll see you next time.