0:00

Set a cast Tom, Warren joins a show

0:02

we Tahoe. Microsoft Samsung

0:04

Intel earnings little bit. Tesla in

0:06

Casey Newton joins the show. We

0:08

talked about what is Groucho, organ on With

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the little earnings at the end, that's coming up on the vergecast. tesla

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flagship , the optimum.

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robot robot to be tussles

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most important product it is

1:39

day three thousand of teetering

1:42

on vacation the everyday

1:44

my heart goes a little little smaller

1:46

but he'll be back at he'll be back soon pieces

1:49

on vacation emotional get his instagram

1:51

i know where he is he's tearing down a tree in the

1:53

backyard all i know that as the his vacation

1:56

is a tree assess the effects are actually

1:59

it's in it's the big padded sit on one tree

2:01

for dinner but are outrageous here

2:03

yeah i've torn down notary

2:05

tom werner sir i know i have returned

2:08

as you're in texas are so as you could do to chainsaw

2:10

treated any know and and that are your

2:12

back

2:12

Yeah, I think that I they will get very upset.

2:14

If I go to a a park chop

2:16

down the tree at hoping, it'll go. Well, the

2:20

two epicenters of Carhartt in America

2:22

are Texas. And Brooklyn. I'm wearing

2:24

Carhartt Right Now seamless,

2:26

transition far

2:29

more expensive to buy in Brooklyn, but Alex

2:34

is Thompson, Microsoft stuff, Samsung

2:37

in earnings. And we'll bit later. Casey

2:39

Newton is going to join us us a talk

2:42

about neil young Spotify with Casey, which

2:44

will just see where that goes. We'll just see where that takes

2:46

us. All right. It

2:48

was a big week of earnings

2:50

of this earnings season, yet again, a little

2:52

inside baseball for like bird

2:54

stuffed, Jake has practice runs

2:56

our earnings for us. and i say like every quarter

2:59

when you send the email that like

3:01

it's earnings again he has to to

3:03

perform an amount of enthusiasm that is

3:05

getting increasingly is

3:08

, months an subject an

3:10

a a earnings

3:13

a we truth of to are putting every

3:15

three months you have to do earnings coverage so here

3:17

we are get a let's microsoft microsoft

3:20

is there there having a moment right

3:22

there tarring there putting an coverage an that

3:24

months are right that cloud services

3:27

getting getting services let's let's

3:29

microsoft have do earnings putting

3:31

months say is say do

3:34

is the cloud services office

3:36

an

3:37

that stuff is country and heavily to

3:39

the bottom line but i will surprise element

3:41

is time this is of the windows i'm in

3:44

he might call a surprise but the over

3:46

the past is the pc market has been

3:48

booming as it was in twenty twenty with a

3:50

pandemic so surprising not

3:52

surprising other depends on your stance

3:54

really but that was that i

3:56

think it was like something about twenty five percent up

3:58

on winners or am revenue is

4:00

quite item for

4:03

, as an obsession or is it before

4:05

the pandemic of also been

4:07

in the news you predicted the service would be dumbed

4:09

down in some figures single digits

4:11

root of revenue service that service didn't happen

4:13

soon such a up so that was

4:15

kind of surprising was well so maybe they found

4:18

some chips they has to be it's has ship more

4:20

than they're expecting did people just love the

4:22

plinth specific come to see

4:24

as i'm for the

4:25

eight years of went from hey

4:27

the apart from some people

4:29

bought it and it and raise the as payment

4:32

this can a who is she frogs officer

4:34

for windows devices which is and comes

4:37

to service he had a blog post above

4:39

us as he acts like it's a corporate blog

4:41

post is very polite he conceded the genesis

4:44

of it was like i had had way people

4:46

keep buying pcs sense

4:48

of is like wrote down all of his thoughts to

4:50

that's unusual known as expecting this obviously

4:52

an hour and i make in

4:54

fear i think a lot of people expected it

4:56

a snap back right ever and but the pcs

4:59

early to work from home button i just kept

5:01

buying more pcs

5:03

that hasn't seemed to start the and

5:05

i think he's purposes of say isis is

5:07

a bunch of lies that's a nice

5:11

house is kind of interesting

5:13

because it it does so that people using

5:16

pcs more than they were before and in

5:18

different ways by , unofficial

5:21

i pick up my phone less now i'm just stuck indoors

5:23

like a don't at that time

5:25

when i'm traveling to an office as as

5:27

much anymore so not not to pull

5:30

cause my final moreno during these

5:32

sort of i wash my wash of

5:34

it's so easy way or it's true with

5:36

some stats they've backed up with the

5:39

other is like the hobo places like

5:42

for the always that's an interesting

5:44

thing is about the used to see that just

5:46

a series of the doesn't really mean anything really

5:48

reduce heat and there is no was based

5:50

on the worst by the way as when i'm working

5:53

at twitter and my laptop and then and pick

5:55

up my phone and then i opened twitter in mississippi

5:57

assess opened don't know what i've accomplished he

6:00

decides to the notifications well as

6:02

make sure i'm mister as i tell her

6:04

what he called up three trends i it's a it's

6:06

a three trends the blog posts i think art interesting

6:09

because the would have called them at the beginning

6:11

of endemic but

6:12

it's interesting hear microsoft say they real the

6:15

rise in hybrid work and learning shifts

6:17

and entertainment habits and distribution models which is

6:19

just dreaming and changing

6:22

consumer habits for everyday tasks which

6:25

there's a little fuzzy or but i think it means

6:27

tom's at home and picking up his phone was

6:29

pretty much yeah i'm pretty sure that's what

6:32

that means riot yeah so you

6:34

would have predicted that at the beginning of a pandemic

6:36

is the sort of like ongoing

6:39

increase in pieces sales surprising to you

6:41

yes and no like i think the still down

6:44

ongoing reality for lot of businesses

6:46

especially like that that would probably

6:48

things in law ship for mccrone arrived

6:50

in a with forty going to go back into the office

6:53

and now they're like zealous

6:55

, years ago ago sit a specific

6:58

a slight the auto like to it's a

7:00

boy is that staggered you know like businesses

7:02

thinking our with probably about snowmen in

7:04

the reality thing that this

7:09

affair and who knows what's

7:11

gonna happen by skirts and gonna think that

7:13

rarely saying you deign boobs hanging

7:15

last year and the static and here again

7:18

this year so again think own be

7:20

surprised if sales tip off be little

7:22

bit shaky discusses the wind islam

7:24

refreshed stuff in alpha think of

7:27

anyone who's needed the pcs probably boom

7:29

by now

7:30

the only spent between twenty and twenty twenty

7:32

one twenty three to be a bit

7:34

different pass out pass i'm not that

7:37

surprised that twenty three

7:41

there's more driven by the companies

7:44

and not as much by like people

7:46

at home he irving is is a mixture of

7:48

nixes use ago or people think of

7:50

the beginning the pen name is the reality is that like

7:53

schools have seen don't have these devices

7:55

from macbook four assists

7:57

the israeli of like people have to scramble and get

8:00

around here i'm

8:07

amazon the remote work and

8:09

in than the real course reallys

8:11

this businesses are looking oh

8:14

what you know is the reason desktops a lot of

8:16

people using laptops they have been over

8:18

the past decade but some shops

8:20

is doing it by stops

8:22

them to shut those to allow

8:24

employees or three kept going to

8:28

, make i think that creates

8:31

a new sort of like cyclists

8:33

buying from his son

8:35

and they are they main consumers many

8:38

have a seat right now they have a choice

8:40

like any so brace and pcs really

8:42

putting it up that's pretty much what's

8:45

been happening he looks interesting monitor

8:47

the great piece about how artists

8:49

like to know but market is totally reshuffled

8:52

the garb old categories enterprise

8:54

laptops or consumer last what we could all just they're

8:57

all the store on this one thing now

8:59

gaming pcs are going to have webcam six everyone will

9:01

ever wants the a bunch of stuff on the same

9:03

diverse renaissance in what strikes

9:05

me is the most interesting pcs

9:07

are at a higher now frail

9:10

if there's a lot of really nice premium he sees

9:13

for your tie your house surface

9:14

was surprisingly up the whole point

9:17

of the surface line was

9:19

to like drives the high end of the market

9:21

improve that they could compete with apple at above

9:23

a thousand dollars and now not

9:25

sure they need to like that ceases

9:27

isn't the point any more the

9:30

is maybe why they are only forecasting down but

9:32

they're still selling a lot it's like what's the next

9:34

plan for surface

9:36

there's the market is sorted out that there's

9:38

a lot of action above a thousand dollars

9:41

now the and us or against in question

9:43

and is this is how to answer

9:45

it because they experimented

9:47

with surface and some stuff hasn't worked

9:50

out say lights in an pointing to the jurors

9:52

something that hasn't really worked so far maybe

9:55

the federation might work but not just

9:57

got hundred eleven it took is recommended

10:00

go away and have a t is for android twelve the

10:03

next time such an hour performative really pulls

10:05

out a duo in the corner over him what she

10:07

loves doing italy run italy hundred eleven

10:11

or twelve maybe hopefully and

10:13

, mississippi studio right that was a cool

10:16

thought experiments really and and

10:18

that was very you know during of the apple basic

10:20

creators and stuff and

10:22

i don't think that's don't think really shells

10:25

by the and think he ever in the city will space

10:27

the bus that they cause can let the surface

10:29

laptop and the surface pro that to the alerts

10:31

and whatever

10:37

like to they carry on just its

10:39

reign on those lights like a magnet

10:41

for could all do they joined do something

10:43

new like the surface laptop

10:46

student and student and code hear the

10:48

plinth is like the

10:50

wasn't there

10:52

three maps up for a while as i can swear

10:54

they announced ones

10:55

i can see what i wrote about one know the neo the

10:57

dmv home and it went away then they killed at the

10:59

endless cancelled basically yeah

11:01

like that , stuff is tiffany

11:04

so prevent i may cry like can havens

11:06

on the movies and moves super busy and

11:09

how can we work was on

11:11

a lot of the lessons of the like

11:13

that's just out the window now says the

11:16

may be says diverse like that might come back eventually

11:18

looks like and the big question for

11:20

them i guess like what would it would is that like

11:23

this is one thing so the initial thesis

11:25

was don't make garbage were

11:27

gonna make not garbage and you'll see the

11:29

people like a race and i did it likes

11:32

i mean yes if you put yourself back

11:35

then they were like don't use garbage

11:37

sixteen by nine screens the

11:39

surface laptops will have a nice for

11:42

by three screens like they

11:44

, it was suspicion a barrel improvements

11:46

were to compete with apple behind

11:48

the market market did that then they wrote

11:51

in the form factors right there

11:53

like this one as it expands on flips over

11:55

this want the studio looks beautiful but what is it

11:57

didn't have is it that was any good bye to be were in

11:59

it you know it now they're finally

12:02

the whole market is to remain then

12:04

i'd i think my quite as maybe

12:06

the next thesis was dual screens right

12:09

right like microsoft's idea was

12:11

we will push the market we'll take the risk

12:13

but nobody wants do dual there just there doesn't

12:16

seem to be one of those anymore i think that

12:18

that next experimentation phase will party

12:20

be

12:21

they they priscilla about repair ability

12:23

saliva modularity perhaps that

12:26

, sauce but also like experimentation

12:29

like to say that nigger means doing on

12:31

stuff so potentially with potentially am

12:33

day as less room is my last time

12:35

warner i'll try

12:42

i'm a couple of those silly want to show like

12:44

it good arm product is is the next

12:47

experiment

12:47

that would be a good idea of a status

12:50

may be something that doesn't have a cool concept

12:52

in the ass a spy was

12:54

your service a christian i'm on from qualcomm was

12:57

unaccounted he is like next year

12:59

the good arm said his comments such a budding

13:02

as i have heard that fled tennis some

13:04

he makes a good arm set for sentenced him at

13:06

once and repent prince

13:09

tests on

13:13

laptops se

13:15

i think that after meeting steam market for

13:17

them so they can preserve variants to go that way as

13:19

well have seen a toy impish

13:21

applesauce the what about the bus

13:24

gaming like think they they just

13:26

fire like they've gone bill

13:28

hardcore into gaming they were all

13:30

we are going to having that like this

13:32

is this one is one thing that stephanie missing yes

13:35

yes totally missing from atlanta plays a

13:37

kind of experiment of gps

13:39

on the on the lots of cyber never really gone but like

13:41

terribly

13:43

like all the gps of a horribly underpowered

13:45

and like a

13:47

they've been old models a exactly

13:49

so maybe that but that's that's definitely a hole

13:52

they need to fill but isn't microsoft's

13:54

gaming if you want a buy a windows pc for microsoft

13:56

that runs games really buy an xbox

13:58

right like an trying to text cloud

14:01

or whatever it's called now

14:02

yeah loaded up member get some

14:04

halo we just got a gaming sites the window

14:07

side i you know one thing which i'm an arm

14:09

windows or ravenous must be getting and the android

14:11

apps support next month yeah it

14:13

feels a little that it was an hour so huge

14:16

them in at you know where kind

14:18

of in that that middle period where it's like hobo

14:21

we've we've runs a like

14:23

have you heard any developments they're is going better

14:26

than we anticipated said

14:28

like think the developments

14:30

andreas so windows is like the

14:32

need them think that's the that's big question

14:35

and and and how they implement a and

14:37

all that's stuff kind of is a secondary thing

14:40

really i think it

14:42

runs pretty well if got the hardware

14:44

the hardware to windows

14:46

ten a eleven so a officially supported

14:49

vice where and all that so stuff but google

14:51

google heard their own thing where

14:53

their trying to bring games to it so and

14:55

it they've at least they've actually focused on specific

14:58

one

15:01

on , honor i think there's

15:04

much space as the economy

15:06

sense for us marshal stuff with amazon

15:08

is amazon bit the know the still

15:10

feels a bit like who needs

15:13

this and was was the case

15:15

or if it's if it's focus square

15:17

new games like area and make cents

15:19

per animal for say

15:22

if you preserve i'm preserve i'm i'm not convinced

15:24

they will take it or ferguson games

15:26

because they can the you in app purchases

15:29

and games are widows

15:31

and no one can get mad at them because you could also

15:33

just ship your game on windows your

15:36

place , competitive and then but

15:38

it's so easy to we'll see we'll see if

15:40

any that works out for google but certainly

15:42

the idea that you'll play casual games and your pc

15:45

they'll get the game revenue to begin

15:47

on android without the regulatory

15:50

troubles that all the mobile platforms

15:52

are getting into

15:53

very clever it's like maybe one

15:56

step away from my galaxy brain thinking but it is

15:58

very clever that is

16:00

and they have competition their of the

16:02

police taxes of bill

16:04

our platform the the ships on m

16:06

devices and stuff but ,

16:08

know they've the google play advantage haven't

16:10

they say they they

16:12

they can how are you want to use

16:14

it though how did we were firing

16:17

up the android he amazon the

16:19

blue sucks numbers by think they have

16:21

like a relatively healthy business

16:23

the salsa as or than i am and they've actually

16:25

taking like than model of

16:28

the her having these apps running on windows

16:30

as it's taken for cloud sister as

16:36

stinks name android apps in a browser

16:38

and then slave wages the fallout

16:41

shelter he does is in forever she said

16:43

i i i'm and business have ways

16:46

stack but think like they

16:48

, a healthy business official so

16:51

think like a small amount i do have there's three

16:53

competing ways to get and write apps

16:55

onto windows pc and you have started

16:57

with but why would anyone want this and

17:01

like , and know but if know do infinite

17:04

, to do a well

17:06

see i'm very excited for

17:08

like microsoft and amazon

17:10

to provide some sort have like apps distribution competition

17:13

to google

17:14

we just haven't seen it he i think we've

17:16

not seen there are any platform and so on

17:19

them searchers here goes even i'd suspect

17:22

having you used amazon's appstore deal

17:25

that nothing that you got she want

17:27

will be the you

17:30

, six year old version of the sonos player and

17:32

amazon's here for you okay we got to talk about

17:34

activision with you weren't around last week when steel

17:37

went down microsoft said

17:39

it's going to buy activision that deal it's already facing

17:41

microsoft curtin you massive deal

17:44

the going the box going the it

17:47

guess it's now microsoft gaming they did

17:49

really well this this quarter it seems like they're poised

17:51

keep growing yeah like have think

17:53

they um they're have in like record

17:55

calls and they they growing

17:58

um um seating i think even with this did

18:02

no be imposed upon henson and

18:04

the and seventy two thousand

18:06

amelie no thank them

18:09

into so monopoly position however

18:13

like and and the deal is super

18:16

seen in the terms of the way that my some

18:18

sort of like structure their and announced that

18:20

they like to take his twelve to eighteen

18:22

months or she's comments an unusually and

18:24

time i

18:26

wonder if like paul the is on say they're expecting

18:29

mark how i

18:35

don't i feel like they've listened citizen

18:37

cushions like activision

18:39

to clean up i feel like there isn't

18:42

a part of this as well like at every day when a

18:44

free take activision on

18:46

until some of those first company's

18:49

, culture rectified cdc

18:52

they've been doing that over the past six months

18:54

and months the reason why we heard

18:56

about some of his firings a day before myself

18:59

now this exhibition is so

19:03

sweet that under the rug scare like

19:05

say surfing as part of that but i intend

19:08

to the deal with them

19:10

consolidation in a in an industry

19:12

days just from the pandemic

19:14

sort things just been booming helmet like dreaming

19:17

this is exploding or a woot different directions

19:20

is sabrina stains the dots handheld

19:22

scary now to cloud gaming

19:24

on her eyes and this is big battle and

19:27

think marshals in there during

19:29

passed on a can i they want exclusive

19:31

content and yes

19:36

about your attention than just how

19:38

much she can keep up person on that subscription

19:41

and painter ongoing revenue sir activision

19:44

blizzard cool to ignore makes

19:47

it will make sense that says that lot of money

19:49

it feels like sony is like path to

19:51

exclusives and it's i'm really well like historically

19:53

it's had the better exclusive halo

19:56

that it didn't look at the voice

19:58

until it make deals

20:00

studios occasionally buy studios but make

20:02

deals with studios and microsoft is like no no

20:04

we just buy the studios no

20:06

that you don't like amicus like buying

20:08

their way to exclusivity

20:09

the i mean they they just need the content or

20:11

yeah like they have a lot of aging

20:14

eyepiece really yeah like

20:16

something on sea foods in her earn them

20:18

halo good school he

20:21

can you turn out so many of those games before

20:23

like

20:23

the needed it involves energy drink

20:26

and , like it took a

20:28

shell necklaces to play a lot of these

20:30

fantasizes and yeah

20:33

it's really

20:36

i mean this is their the anti trust

20:38

versatile me horrible way to

20:40

get the exclusive

20:42

so microsoft said they're going

20:44

to do next three call of duties playstation

20:46

which they're are so many call of duties and infinite

20:49

variations within any one call of

20:51

duty that liked not entirely

20:53

sure that promise means but when microsoft

20:56

was announced deal deal spencer

20:58

said spencer said keep call duty on playstation and

21:00

they intend to honour existing agreements and

21:02

and bloomberg had reported

21:04

that activision already signed deal

21:07

those three games so it's like

21:10

really unclear what sony what

21:12

microsoft does at the next does

21:14

it's hard like after we've been talking lot

21:16

about anti trust last few weeks feels like and

21:19

all these investigations into face smoking stuff and everybody

21:21

does we're when they're going to buy a bunch

21:23

of other companies like yeah don't worry we're we're going to

21:25

to per good about it it's like this no

21:29

, to stop you besides like

21:31

irate guys on twitter twitter

21:34

making the next college duty after your

21:36

contractually obligated make them for sony just

21:38

making it microsoft exclusive it's

21:40

like gotta you gotta give us more than just

21:43

you're you're you're good

21:45

handshake phil , yeah

21:47

nothing i think the law that will have the see for

21:50

your eighteen months and so this will close as has come

21:52

a long time to remarry any cigarettes a day

21:55

but little the moon's thing cause they

21:57

thing cause this marks of gaming division

21:59

and else

22:00

with leo that the not just the in a

22:02

after the special title of michael

22:04

to be a see i have a separate business

22:07

for silks azizi they acquire stuff in

22:09

an innkeeper see a place to run their businesses

22:11

issue to the intent of or that what a day

22:14

for i'm announcing that

22:16

can mean bob is gone and

22:18

it is some confusion around that than

22:20

, way they they you call it

22:22

oh yeah he's gone like eve of one hundred percent

22:25

they're like speak read it in

22:27

the way that he eats at the mouth so employees

22:30

that most of connoisseur and at least

22:33

this and at exit right was at a maximum

22:35

of money and not for a flagrant

22:38

cultural issues i would take

22:40

that exit east germans dislike

22:42

and i do it for if he's had

22:44

see coaches the company even northern

22:47

parts participated in size

22:49

, us us capitalism must

22:53

so syria week that that like tom what you said

22:55

the seals a long way out a lot of things

22:57

that happened between here and now including

22:59

the deal getting blocked saucy

23:02

but it seems like

23:04

they went to dallas it over he was

23:06

all in on my soft as a cloud

23:08

services company with survival

23:10

, are in a deemphasize windows

23:13

i don't really know israel's games with seems

23:15

important important we've just come all

23:17

the way to gosh for sign

23:19

lot of he sees and we're going to be the third

23:21

biggest gaming company gaming the world and that doesn't

23:24

feel a little full circle to you when officers

23:26

cloud like as was doing amazing but it's just

23:28

the emphasis wise for

23:30

kind of attaboy we saw attaboy lot of windows licenses

23:34

and his ex boxing his going gangbusters

23:36

yes is wild that that

23:39

then again be the third these gaming

23:41

company and i will these franchises

23:43

on the they control slater and

23:46

if you'd asked me that a couple years ago before

23:49

that they've been the position of by answer isn't

23:51

at all of his the like both

23:53

of those of us if we we focused

23:55

on the , his

23:58

name his the more i mean

24:00

they still have a lot of cash on hand say they

24:02

could still be done some i don't see

24:04

this see this at sony spicer by

24:06

nintendo give us like proper

24:08

clothes the or it's

24:11

whatever else he brought up clogging like

24:13

it's interesting that almost none of the

24:15

activision deal points they

24:17

brought up the metaverse more than they brought

24:20

up

24:21

crowd like cloud gaming like it's

24:23

crazy to write that's actually the it very

24:26

clear future

24:27

the gonna do the exports up on smart tv

24:30

is like it's it's all coming

24:32

do think they'd ever put an x box ap on the playstation

24:35

because that's how you get called duty on a playstation this

24:37

is the main thing that that

24:39

because obviously netflix is on all these

24:41

consoles and and if you want parallel

24:44

that we experts game because

24:46

which on stream we we do a lot so

24:48

you is naturally want your service

24:50

to be on playstation rights stream

24:53

on with is that this exports game person

24:55

in his exploits cloud gaming the to on a separate

24:58

things ex was dane paws allows you

25:00

to download games and plan which is why

25:02

a lot of people like it is not currently

25:05

and us that they didn't like it because they can

25:07

get expelled him and strange james like

25:10

let's do something is very nation

25:12

i think a lot of gamers on politically impressed

25:14

with the latency and and

25:17

feel

25:17

it's weird because of what games are on

25:19

it i see this mainly because i really wanted to play

25:21

age of empires when i went to texas

25:24

scientists thought that i could not as a while i can

25:26

play all the halo i was i just

25:28

wanna play

25:29

the age of empires badly he added

25:31

the still like figuring out the thought pcs

25:33

heard of like streaming games or

25:36

think they'll come the soon and next yet

25:38

like this do this to

25:41

great demand for streaming yet but whereas

25:43

to get experts game pass or

25:45

whatever you want call it onto playstation

25:48

you're , going do from streaming don't going get those

25:50

native experts games on playstation

25:53

to have to rewrite them or port them them

25:55

just this just not going happen so but

25:58

i do believe that excellent

26:03

some point like a see that that another

26:05

line enter sand that's another big it's

26:08

, big there's no way

26:10

sony lets that happen are you not

26:12

well like don't forget that sony

26:14

and microsoft want and microsoft together

26:16

more than they want amazon google

26:19

whoever else to enter the market and

26:21

take slice of a money that they

26:23

make i have a horrible question

26:26

i collusion that's what your you're it's collusion

26:29

mean you want to keep the top top to as

26:31

want keep the top two and we've seen

26:33

it's the xbox hard

26:35

where gaming to one day be like the surface

26:38

of gaming consoles where it's like this is

26:40

microsoft big fancy microsoft's

26:43

idea of what should look

26:45

like and also sony and

26:47

and , i guess i don't however

26:50

you feel about the steam deck and and nintendo

26:52

make their other access

26:54

points to giant cloud gaming empire

26:57

like is that an in game

26:59

i mean is entirely feasible

27:01

of i could be the feature here for show like

27:04

the way things are going and then the investment

27:06

in russian herbicides

27:09

a those mean they the decade we

27:11

be a the , that

27:13

there's an expos up on the playstation

27:16

store is not that crazy in ontario

27:18

does seem crazy one that yeah but

27:21

illusion of a sudden have no

27:23

basis of eight they had eight they partnership

27:25

between most of them sony to code develop

27:28

streaming solutions for gaming and it's

27:30

time and services when i know exactly

27:33

what that means like was shaping up

27:35

the person is sued the i

27:38

like of on the backend of us as

27:41

, definite spawn shiver of

27:43

the exposed by stations took me and originally

27:46

been like i don't i like i

27:48

own be surprised if if if sony

27:51

does enter into the in a christmas

27:53

more serious about by such now they

27:56

have an applet sports and as well as an up wyoming

27:58

is man a

28:00

it wouldn't they wouldn't surprise me but i

28:02

don't know about i disliked the amount

28:04

of revenue sharing the latter agree

28:06

to yeah deficit eric as if you're

28:08

watching tv on your playstation

28:11

like it was her so using your playstation yeah

28:14

and as a chance are going to light up a game and play game

28:16

they make sony makes a lot of tv shows as

28:18

chancers washing a sony tv set likes

28:20

it also works and a a famous largely

28:23

true for microsoft maybe you're just

28:25

watching msnbc an you're xbox

28:28

and bill gates's dream that

28:30

m is still and msnbc it's very funny

28:32

to me

28:33

levitt booster noted that mister right

28:35

i think once you get to

28:37

we've turned your ps five into a dumb terminal

28:40

for xbox game pass someone's

28:43

gonna be like hey did you run the spiny one

28:46

did you just to see oh

28:48

no letters decision space we truly believe

28:50

that cloud gaming is the seater

28:53

then

28:53

and like we like probably

28:56

most of of subscribe to netflix and disney

28:58

right and probably not much else so

29:01

many other night a supply of the playstation

29:03

and exports in the future the maybe nintendo

29:05

fair enough

29:07

like like it's , it's

29:09

not out the realm for it to a

29:11

to to happen collusion let's

29:13

like about sampson quickly then take break take

29:16

out sampson seems like it had like it

29:18

quarter

29:19

they were in the doldrums last year

29:21

and they've found saddam or back

29:23

yeah yeah they they they actually

29:25

they sold it seem to be there are mainly driven by like

29:28

tv sales his school

29:30

like to buy cds and and surprisingly

29:32

phones i mean surprisingly for me i guess

29:35

especially being here we've talked a lot about

29:37

everybody likes to buy laptops and i keep

29:39

thinking okay well that means not buying phones and

29:41

now samsung is people are buying phones

29:43

they sell like twenty four percent

29:45

twenty four percent year over year

29:47

grow so like

29:49

and regrettable it's twenty four percent year

29:51

over year revenue growth total

29:53

right in that is attributed to sons

29:55

and tvs and appliances

29:56

mm may offer saw a big

29:58

drives in semi can so

30:01

despite there being like nobody actually

30:03

able to make them

30:04

the ship them to people to put under phone

30:07

a sin and other devices say they did a

30:09

really good job like any with city

30:11

two percent year on year

30:13

for profit growth in growth in that

30:15

business so this really

30:18

really huge wonderful time

30:21

for them to go in announce a brand new phone

30:23

that may or may not have some samsung shapes in

30:25

it in a couple it a couple

30:27

i will have an ongoing argument with

30:29

thomas rica thought

30:31

that he he predicted the some

30:33

song would be like that that some point

30:35

in the next five the

30:38

family that runs trying but

30:42

it's too big to fail yeah

30:44

again after that they they got so many different

30:47

diseases salvage

30:49

ship thing is like interests a interests surveyed

30:52

they could not produce since i'm a lot of

30:54

ram the make a flash storage they were

30:56

not able to produce as much as people wanted

30:58

but it might make selected ships shortages all

31:01

on the demand side for you got it

31:03

shipped right now some of the fbi he just

31:05

leave your area he teases walking down

31:07

the streets i add said see like someone online

31:09

sales price and vivek desperate for

31:11

them so that as he makes sense

31:13

we just didn't see the samson

31:16

was not able to deliver phones last yeah

31:18

they just weren't able to do it it was like hard to

31:20

buy a samsung phone and we

31:23

saw apple decide screwball that up

31:25

yeah right like the carriers are in the midst

31:27

of this endless

31:30

do five g tweeting fighting

31:33

, a plans like what a a

31:35

and see g prefer he do with

31:37

do a g see was

31:39

amos work was tweeting about a he

31:42

was doing a five g speed test like i prefer

31:44

my plans prefer work like

31:47

, and a a

31:51

like a you a see like to prefer

31:53

was to about see i was five g fighting

31:55

see was amos and

31:58

, you

32:00

lot home so just buying a ton of tvs

32:02

and appliances and samsung like

32:04

makes a lot refrigerators and

32:06

, i think they've just kind like gotten back on track

32:09

track question is whether the twenty to twenty and

32:12

how they're going to talk about it in a way mean

32:15

february ninth is confirmed what

32:17

if confirmed a galaxy unpacked event

32:20

it and everything , is with

32:22

so i know other than the other on a website next

32:24

week by mistake mistake

32:26

a regular mail us all one before but

32:29

it's going to have it's going

32:31

you know how to six point one inch display

32:33

is it it just seems like an iterative

32:35

upgrade and adding styles

32:37

the questions like is i can be enough to notice that

32:40

is you never fingerprint reader in the screen

32:42

their gas for that is

32:44

one of the leaks right ultrasonic

32:46

fingerprint reader

32:47

the school is it works so i have

32:50

a slow fingerprint reader

32:51

i think of first one of those was like and twenty

32:53

six teams so took us seven

32:56

years to get to like and

32:58

in screen reader that on a flagship

33:01

device that people would actually

33:03

by the united states

33:04

in agreement that the i friends during

33:06

that way potentially be i phone

33:09

or rumors nasa it's segue censor

33:11

conversation apple the ah so nervous or an hour

33:13

out of control in terms of like

33:15

it'll have a dog and a dash and little

33:17

have it is it's like all of this makes sense

33:19

the couple you at niacin make you feel better when

33:21

you wake up every internet as like it's just magic

33:24

but the point samson is

33:27

it seems like they were able to deliver

33:29

phones which was very challenging them

33:31

for them a year ago but i

33:33

i believe all that phone demand is

33:36

carriers given phones away

33:39

the they can turn off their three g

33:41

and forty networks it

33:43

was there no position to do right now maybe

33:45

they're going to turn after you networks there's a lot alike

33:48

or yossi melman spent on a suffering they've

33:51

got to upgrade the phones they can like reform

33:53

the spectrum so yeah i

33:55

think the phone companies like yeah here's

33:57

some phone system five seasons is

34:00

for i i samson are but i

34:02

just don't i think big question for samson

34:04

how are they going to differentiate this phone the

34:07

from the as twenty one everything

34:09

else in the market right now and then in particular

34:12

from the as twenty one his car sales

34:14

times and like importantly

34:17

because apple his ship so many phones miss market

34:20

so for my friends because they were able to deliver these

34:22

fancy upgrades the

34:25

that's a lot of people who just want an expensive

34:27

son though atheism

34:30

a challenging time for them with estimated then

34:33

of course there's like the green bubble discourse happening

34:35

everywhere

34:35

i the think like the guys counting the

34:37

numbers counting the beans over there at samsung

34:40

are really excited that

34:42

they just announced think hud the

34:44

tv because that i can be selling

34:47

lot of phones this cooper this quarter that's is

34:49

sold at the tv this said that for them

34:51

the a tv stuff and see us was was

34:53

pretty cool that's funny jokes with him

34:55

weighing a few years them through the i

34:58

really really

34:59

he went i'm personally when i like drive out to jersey

35:01

and just being on the door at their little tv testing

35:03

lab the billingsley let me emphasise

35:06

that they want to be like please ctv

35:09

that's a classic little kid move like

35:11

messier tv ssssss of as

35:13

a soviet february ninth is it

35:16

on that we're all searing it's yes way to

35:18

the team is are going to be what this summer

35:21

that's usually when the tv come out

35:22

yeah yeah yeah they they they won't say will not

35:25

actually affect this quarter they'll they'll come out

35:27

the summer slowly but surely

35:30

you'll only see reviews of the giant ones

35:32

but once again samsung is is

35:34

not mobile a congress reviews

35:37

announcement my more congress is still going

35:39

ahead of her it's it's episode

35:42

we , know what like what can the be there or

35:44

who gender of item over a congress's

35:46

like way back in the day tom when

35:49

mike

35:50

microsoft would announce entirely new operating

35:52

system and then twenty minutes later like a

35:55

, sony ericsson would announce five hundred

35:58

phones days are

36:00

like now is definitely carrier

36:02

executives just doing carrier stuff yeah

36:04

a a we'll see a

36:07

a a unpacked we are sort

36:09

of expecting a new galaxy tab

36:11

s a which i only bring up a because

36:13

google has a new head of android tablets

36:15

rich miner who's like and old school google executive

36:18

and he's he's back to run a tab

36:20

he can make it happen this time that is that

36:22

the tablet with the not

36:25

yeah ah the essays

36:27

yeah the other

36:28

the other readers i see the not is so tiny

36:30

as to have we going where is the nos

36:33

the it

36:34

notch the samsung spent spent millions

36:37

of marketing dollars on

36:39

in apple the head front think

36:42

, sort the future i just think it's interesting okay we

36:45

are hearing about samson sort of like been the

36:47

only player and android tablets for ones ones

36:49

a apart from a very very cheap very did

36:52

see it tik tok of the guy who bought all of the hundred

36:54

dollar tablets in a walmart to try nicklin

36:56

with try

36:58

, long video like built this whole thing and

37:01

then like the next video was like

37:03

that coffee so much money and i made five so

37:07

what , you think was going to fast as as as

37:10

as a gp shortage man with a bomb

37:13

is urgent seems like running his like

37:15

tablet form of hundreds tablet us efforts to

37:17

them so there's obviously a market

37:19

there but sampson has pretty much been alone at

37:21

the high end if

37:23

they put it another one to smart

37:26

it that google is going to bring in a like

37:28

a powerful executive to do it

37:30

somewhat fascinating to me just basically

37:33

everything we satirist laptops and changing

37:35

consumption in the home an alt like the

37:37

fight for chrome books like they just ignored

37:40

their tablet plans or

37:43

even know where that slots in philly

37:44

ignore it they were like words gonna be chrome

37:47

but no never mind never mind never by the door that

37:49

ignore that late may definitely

37:51

they would say something about tablets into except

37:53

for maybe last year the year before

37:55

that that they did the terrible tablet the pixel

37:58

oh yeah and me to go the guy

38:00

yeah every , since

38:03

they they keep flirting with it and trying to make

38:06

his income

38:07

the west of the iconic protests are getting us

38:09

but think you try to make incremental less

38:11

work together and now maybe

38:14

they will not and just respect

38:16

their do

38:17

and market it was pixel

38:19

slate and it was very bad and peter hated

38:21

that's why slate and then google was

38:23

good and make pixel tablet and a the

38:25

cancelled it

38:26

everybody hated it i think i was the only person

38:28

who liked it and that was because mine

38:31

was one of the few that where the pair

38:33

of i get kind of actually worked and

38:36

it just played a lot of fall out shelter on air

38:38

i remember when you're hire you as like these acts

38:40

as see my sense of my real

38:44

, flag only motive

38:46

what did i do i did a different thing

38:48

that everyone else are they doing this

38:52

hey everything folks go up and

38:55

, not an hour jeter who who

38:57

like serious like remember

38:59

my still missing he was very upset

39:02

okay that samson where seeing some stuff we're

39:04

hopefully we'll see some google tablet google tablet

39:06

we're take a break because there's lot intel news

39:08

we need talk about they're they're building some

39:11

buildings might be stuff in them the

39:13

big deal with your back

39:19

they were a bag so

39:21

there's a lot going on with his entire announcer

39:23

that like we've been covering socks on for a long

39:25

time so i feel bad

39:28

for such as everyone was i

39:29

tweeting it meaning like isn't hello hi on and a fox

39:32

i'm like no i think you're actually they're

39:34

gonna make ships are you want to walk us

39:36

through this deal

39:37

yeah i just want everyone

39:39

to know last week i drove through ohio

39:41

and i looked to my friend and i said what is the point of ohio

39:44

i'm sorry to all of you listening in ohio

39:46

wow what's on a girl the audience

39:49

and reduced to

39:51

one stayed off

39:52

you've all turned off it's okay it was really snowy

39:54

and grows said i was upset driving and

39:56

then i then i i get back to new york and

39:59

pop over my computer

40:00

or and i'm like wow i just felt like slapped

40:02

in the face this is karma for

40:04

this bad joke because intel

40:06

is planning to spend twenty billion

40:08

dollars on this huge fab

40:10

in ohio as their largest fab and decades

40:14

it

40:14

the there they they kept calling it the silicone

40:17

heartland is being built

40:19

in ohio an announcement of someone from

40:21

the silicon prairies up to now just

40:24

don't put silly caught in front of say to sit always

40:26

sell for someone from the wisconsin valley

40:29

and the sunstone don't brands are

40:31

plentiful brand it please spell it think that's what

40:33

think do like the

40:34

you know they're they're they're planning to they're

40:36

going to vest twenty billion dollars they're they're

40:39

going to be investing in the university's their

40:41

detritus create a whole new talent

40:43

pool the idea is that it's gonna all

40:45

kick off in around twenty twenty five

40:48

and they'll be building actually terrifically

40:50

, named intel

40:53

eighteen a a

40:55

ships their which is technically

40:57

gonna be like a to nana meter chip even

40:59

though it's called and eighteen a don't get me get

41:03

they're gonna they're gonna build up there as and the idea

41:05

is billed as whole new like

41:08

center for took me infection

41:10

general to sister actually been and like

41:12

arizona

41:14

yeah it's it's masses obviously

41:17

ohio put in some tax subsidies

41:20

they do not offer the biggest package of living is

41:22

interesting they are differing

41:24

some employment taxes a one town

41:26

had an ex land from another town which

41:28

says you're into a while local politics

41:31

is very spicy but they did it was

41:33

really interesting to emphasise to emphasise and after their beliefs

41:36

of smirk i'm happy making this investment i believe

41:38

in tell when it says it's going to manufacture

41:40

tips

41:41

the way that fox on saying it was going to manufacture

41:44

lcd tvs and america

41:46

and or know i'll see somebody somewhere

41:48

in america or give a sudden see it's

41:51

there's a reality to this and i'm like

41:53

the person vaporware back but

41:55

there's a reality than us and i can see israel

41:58

but it's if you just look it wait

42:00

are talking about it the way to

42:02

the politicians are talking about it there's

42:04

massive disconnected from reality rather

42:07

like we need to salvage ship shortage

42:10

the automakers and suppliers in

42:12

around ohio will use

42:14

tips the a my trying

42:17

to this whole rundown he's like why

42:19

he fucking yeah mine anytime soon to trips

42:22

up to chip shortage twenty twenty five

42:24

intel doesn't make any chips from car

42:28

and , would they make what their most cutting

42:30

edge tips for college that's

42:32

definitely not gonna happen

42:34

kind of make it in his pc qaeda

42:36

theorizes why they're

42:38

all suggest like why they're why they're

42:40

all this huge for basic language and it's that's

42:43

with guidance as illustrated push through a bill

42:45

right now that will get more

42:47

chipman thing and so this is kinda like

42:49

the taste the keys and say hey look

42:51

look ohio give him a little money

42:53

and and now they're gonna change the world

42:56

think of how much world changing had happened

42:58

if you give him a lot of money

43:00

and you soviet era to ship by good as

43:02

silverado was heated seats he

43:04

needed to an animator said well what are we talking

43:06

about like that's the problem with the

43:08

car industry like their old process

43:10

nodes do not have an example

43:13

the i've i've talked to the ,

43:15

of course he has now they're very clear what

43:17

the problem is it's been

43:20

a else is going to be over by like the middle

43:22

of the summer maybe in the next year things there

43:25

is another supplied shock wait like they

43:28

always were managing for it yes

43:30

the cars are coming off the trucks it's just

43:33

i agree with you i think there's some political expediency

43:36

here the ship's act is

43:38

floating around mckenna is covering

43:40

every twist and turn of it right now

43:42

yeah i think it's great it's just gonna be a long time

43:45

we stick with didn't know exactly what they can build

43:47

the doing

43:48

no they they said they they're planning to build like the engstrom

43:51

lend their select a the eighteen a that they

43:53

are planning bike that's the kind

43:55

of thing they would want to be building there but

43:57

my favorite part of this was the

43:59

was size comparison which

44:02

is that intel says oh yeah ours

44:04

ours is that be huge this will be thirty football

44:06

fields in size oh

44:08

my god there's a citizen the had

44:11

said well ours

44:13

they they built one recently and

44:15

and twenty twenty and there's was sixteen

44:17

soccer fields inside and so sorry

44:20

thompson i'm so sorry for doing the owner

44:22

yes episodes the bourbon said

44:24

and then now just like

44:27

there's a third samsung five that will

44:29

legend we be twenty five

44:31

soccer fields and i just love that everything

44:33

is measured in sports fields

44:36

and not even the same one like we can't even

44:38

agree on the

44:39

it's the superbowl world cup its

44:42

and chips , when sean

44:44

as right it's all down he just had to put him is now being

44:46

like soccer fields are larger than football

44:48

field field

44:51

we know how large the this

44:54

, good as varied as a so it on the other thing

44:56

is entails already spending twenty billion and to

44:59

new fabs in arizona raised

45:01

in and tsmc is gonna

45:03

build factories and were texas and arizona

45:05

i believe mike schur manufacturing

45:08

is coming the united states

45:10

and then there's this the bill in congress

45:12

which would fund even more of it the

45:15

i buy the their the waiter talking about

45:17

it is just to put some capital

45:19

around it like when it ships

45:21

shortage ease up people like i remember when they announced

45:23

others football field

45:26

like maybe like vote for whoever was on

45:28

stage for that that point in time al

45:30

singer this is years

45:32

away from

45:33

the out about using urgency of into was on

45:35

cnbc to the ass and he was like

45:38

we had great earnings were excited he can see

45:40

where a little bit had a schedule the action

45:42

around the chipset is a okay

45:44

the might he's doing a politician's yeah because

45:47

i think you know he runs the biggest chipmaker united

45:49

states so it the ship sacks

45:51

passed by she gets the money if

45:53

you don't need a for the country's interesting to see it in

45:56

tell the i think that as a that

45:59

a good point i keep it cohen decoder will make

46:01

it happen he's got a good time but it's

46:03

the amount of politics he's doing this

46:06

sort of unlike most of the other

46:08

see i was so we encounter

46:10

we'll he's fully into invest

46:12

and intel pass some bills give us

46:14

money we'll shore up the american

46:16

high tech supply chain because we're intel

46:19

your other choices are samson into some

46:21

think it's because he's also different kind of

46:23

company right like like intel

46:26

has always been building a lot of their

46:28

chips here the united states they've they've always been

46:30

kind of a manufacturer on top

46:32

been r all the are in the other things we associate

46:34

been giant technology company the

46:37

, and the the microsoft

46:39

stuff the the world are doing that they're not

46:41

many the factory especially that

46:43

scale when they do it's always been outsourced

46:46

manufacturing so there is

46:48

a very different kind of they make sense that he would

46:50

come as this i'm like the car

46:54

ce o angle of things wheeling

46:56

dealing rather than the the way

46:58

we've seen google the and and microsoft and facebook

47:00

and other large tech companies interact

47:03

with washington he's

47:05

he's an engineer holler at so he's

47:08

stephanie engineering in

47:10

sell hours worth of they were doing before

47:12

says

47:14

what they returned a drones and and also some

47:16

weird stuff is

47:17

engineering i'm into of sieg heil

47:19

of money from dc

47:22

i respect the as not getting

47:24

to that process i think a lot of people row

47:26

of insulin and their ambitions

47:28

years ago because they would make fun of when the bit

47:30

strange say yes sir

47:32

the few good years monitor

47:35

online service

47:36

loads or i can say is just other is

47:39

just as , allows

47:41

like we've miss mobile in a the

47:44

place about purpose and

47:46

yeah but they were having pat

47:48

back is or things can be suppressed

47:50

thing as , this

47:53

serves serves i get i

47:56

say they're both laughing just this

47:58

last are they doing there i

48:02

got to

48:04

have competition and be pushed by and

48:06

the him than her

48:11

i mean free to see where they go in the next five years

48:13

yeah i will say this in this my lessons

48:15

on how they had earnings is it ok to be

48:17

some estimates third client

48:19

group which is there truly consumer ship represents

48:22

but their next generation server accept pets

48:24

as is on schedule the certain the only reason i bring it

48:26

up is because that ship code

48:29

named sapphire rapids

48:31

yes was absolutely

48:33

sounds like a nightclub that's incredible let's

48:36

just say whoever

48:36

the one that stuff get him on the the

48:39

consumer side

48:40

yeah they should just go straight to nightclub names

48:42

the next generation trips it sounds like a disney

48:45

like real it'll some yeah

48:49

this , of it called of nightclub sounds like

48:52

like , the

48:56

of just a it'll be it'll be

48:58

one way to get some heat back on these names okay

49:01

let's talk about tesla real quick back

49:03

another profitable year they called they break

49:05

through they sounds a cars just like

49:07

cars they break family get year this should cars

49:11

the party issues aside but

49:13

some illinois around them the

49:15

regular roma rest of the aroma

49:19

of us a i was gonna

49:21

do like a vapor where it's due vaporware segment

49:23

first still for so the tesla vaporware

49:26

situation is like increasingly

49:28

hilarious so the

49:30

cyberattack is the wait until next year there's a

49:32

there's there's a cyber shock floating around that

49:34

to factory in texas yeah

49:37

that he wants as you're driving there's there's

49:39

, videos are some random people walking up to

49:41

me like damn that was like a triangle like like

49:44

hilarious video a facade are so eager

49:46

it's such a random dude suicide security

49:49

guards or something they like that's the wiper

49:51

fastest ship services that assistance

49:54

so that's it delayed until next

49:56

year either highs over vaporware

49:58

course pretty confident

50:01

just based on the the the use the word

50:03

vapor we my timeline since we started

50:05

talking about vapor cars in show that that is us we

50:07

did that we , the nineties

50:09

back anyhow so i

50:12

think the cyber truck is vapor to ships just like

50:14

ships just the rivian and the fon fifty lightning all

50:16

the silverado all vapor to the

50:18

ship but then the roadster

50:20

is pure vapor the

50:22

semi is pure vapor then

50:24

he was like the most important thing we're going to do is

50:27

that the optimum robot which

50:29

right now once

50:34

he gets his office it's it's

50:37

is the most vapors this vessel saved

50:41

i think headlines to slay have

50:43

absolutely no to scrutiny of the think

50:46

a , light on it it really hit

50:49

the opposed to submissions must know

50:51

if you just it's a kid sister

50:53

the neural link movies got that like in

50:56

his in his in his he said he said

50:58

you know and

51:00

you on his own amazing things with the rockets

51:02

take off the land of the or

51:04

less rotation is all him he misses

51:06

was advancing hope i'm just saying

51:09

it's a guy in a suit and the

51:12

but then again balance don't forget about the robots

51:15

i won't forget about the robots and protests

51:18

i had a second properly are

51:20

they are selling an awful lot of cars you know

51:22

if you want to buy navy right now you

51:24

have suffered is your choice

51:28

if you can get make you you you can find one indy

51:31

hoggins or transfers adder has

51:33

an ionic fiber on the an excise it

51:35

is a vanishingly small list

51:38

like practical even if i'm a martyr

51:40

it as i see what else was doing great is

51:42

just as to the vaporware car situation

51:45

is bad it's and like with tesla

51:47

it's a tiny just he or hearse

51:49

i just i hope they announce a plane next

51:52

suggested it like a bigger and bigger

51:54

things to be announced that never

51:56

happened i just i'm just waiting for the

51:58

mobile to drive me around this that

52:00

an absolute going to get there

52:01

necessity is a robot it

52:04

just as as are committed to the phrase for self driving

52:06

says deeply problematic for

52:08

a variety reasons and now the rest of the car

52:10

industry has decided to abandon

52:13

the term self driving is

52:15

it as such a bad rap

52:17

so the a the self driving

52:19

coalition for safer streets has

52:21

renamed itself to the autos vehicle

52:24

industry association to distance

52:27

, from so that group is waymo

52:29

ford left uber volvo like

52:32

like and the software company's crews

52:34

aurora argo like zuk

52:37

they're all like yeah we're we're done with self driving

52:39

we're like we're not using that word anymore

52:42

leconte to early morning and the

52:44

european times so yeah west coast is

52:46

always just like a punch the for the they're

52:49

on they're the the on self driving

52:51

being those

52:53

are some some wild things

52:56

president of the tar trying to turn

52:58

in front of a truck and view on by the way seeing

53:00

a vapor he said for saw for having will be completely

53:03

operational this the she's and thing

53:05

for many years now that's

53:08

what he said

53:08

the real ira then again i

53:11

all credit to the accomplishments the

53:13

rockets take off in the way that's a big

53:15

accomplishment the the vapor

53:17

situation or and hustling for to like the whole

53:19

car industry are now is all vapor

53:22

it's just fake cars it's an it's render

53:24

ever mercedes where they didn't center the look and

53:27

i see all the way down mister everything's

53:30

the guy in a suit will , are

53:33

we on say breaks tom for you so much for

53:36

joining us as we had to go

53:38

back and then they see it outside

53:41

going to say i was gonna celia this going to

53:43

be emotional but something some us we're up

53:45

act

53:50

we're very tasty newton is here is a baby

53:53

life kiss you and i think of the most

53:55

complicated annoying moderation

53:58

problems i think of you so never having

54:01

visited , a baseline here is

54:04

ah there's got him joe rogan

54:06

who our listeners may now is the guy

54:08

who poisoned and corrupted my hero aaron rodgers

54:11

the he's either very famous punk ass or

54:13

he's got exclusive spots i believe the hundred

54:16

million dollar deal if you even

54:18

so much as a whisper the joe

54:20

rogan a spot if i simply a spotify

54:22

pr person like me part of the bushes and

54:25

remind you that it's not it's just a distribution

54:27

exclusive distribution deal and satisfied

54:29

is not employ arrogance but

54:31

it isn't exclusive distribution deal on

54:34

his show he often expresses an

54:36

enormous was skepticism

54:38

about vaccines the my research

54:40

they don't work lot of people are always mad

54:42

at him about this doctors are in a letter

54:44

and and this week neil young said you

54:46

know what i'm out

54:47

my music off a spot if i put up an open letter

54:50

the open letter went down and and

54:52

something at their machinations of and spot if i took

54:54

neil young's music ass is still seems

54:56

that a mask isn't it is of as it has been

54:59

a mess says spot a fire

55:01

higher joe rogan on some

55:03

level you have to believe they knew exactly

55:06

what they were getting into right they'd listen to the

55:08

show ah joe rogan is

55:10

very good at being an edge lord

55:12

it's he often stopped just short

55:14

of saying don't get the vaccine for

55:16

example a that's not a thing that he says

55:19

but he loves being in this mode of

55:21

i'm just asking questions and

55:23

as a result he has platform to lot

55:25

of conspiracy theorist some and some really

55:27

awful folks and

55:30

, one and spotify has said that they

55:32

prohibit their house from sharing

55:34

covered misinformation that is likely to

55:36

harm public health and yet on

55:38

the joe rogan subject they have taken no action

55:40

whatsoever so it really does feel like least to

55:42

me leave is the case or spotted by a said

55:45

one thing and done another so

55:47

this is why i say when i think of troublesome

55:49

moderation issues i think of you you've

55:52

covered content moderation a lot we

55:54

know it's a big social platforms we

55:57

know how their moderation seems work by and large

56:00

the actually pretty remarkable

56:02

we might not agree with

56:04

what does moderation teams do

56:07

that you have been to several facebook

56:09

moderation centers as a reporter

56:11

out the conditions of those people work in you've

56:14

been to their war room about election moderation

56:17

wish i believe you who think it's a conference

56:19

fence right neo mohan who

56:21

says that she runs off search youtube runs

56:23

moderation him a decoder we talked about moderation

56:27

we now twitter like just down the line social

56:29

platforms know they have to be at least somewhat unfair

56:32

you're spotify thirty of the level

56:35

of just opacity the out

56:37

of control

56:38

a heaping of it a single analog to it's

56:40

why i am i think we should

56:42

keep in mind as i spot a fire

56:44

is relatively young the in this

56:46

phase right like facebook

56:48

what didn't have moderation centers two or

56:50

three years into it's existence

56:53

spot of i only started

56:55

to side these exclusive distribution

56:58

deals two or three years ago and

57:01

i don't think the day has really made

57:03

it made priority to spin up

57:05

a set of like publishing standards

57:08

essentially they have not told us much about

57:10

how they moderate contents

57:13

you know i think up until now

57:15

we have wanted these platforms that the

57:17

podcast platforms and particular to

57:19

take and very light here and when it comes

57:21

to moderation because most podcasting clients

57:24

are just rss readers rights and

57:26

no matter how about how thing is on the internet for the

57:28

most part we're not calling on ah

57:30

you know rss feed readers to

57:32

remove feed says it's it's just sort of is

57:34

is that above the the level where

57:36

we want to see content moderate it's but something

57:38

seizes when you pay someone one hundred

57:40

million dollars rights he and he seem

57:42

to spot a fight as a sort of willfully ignored

57:45

that but that neil young came

57:47

along and isaac revealed

57:49

that they are going to have to change their

57:52

approach business also has only

57:54

sort of wilfried martens

57:56

we dream job has said the

57:58

other the extra we right

58:01

on the border

58:02

vaccine the skeptical things and

58:05

we've asked modify

58:06

we're shiite i got into a fight with spotify

58:09

over three actually i was real athletes we

58:11

once had or on she's traveling but

58:13

sassy have responded by a lot with hop on turn

58:15

newsletter she , a story about

58:17

how they were okay with something rogan

58:19

had said and we had this debate

58:22

that when they're like notices and cross or line as

58:24

or line you draw the line that

58:27

means that your

58:28

you have drawn the line in such a place of this

58:31

speech is okay like that's how

58:33

this works the preferred some and signature

58:36

it's like what you drew the line hundred

58:38

on it's you there's no one else

58:40

there's no a global standards right like

58:43

there's a first mm in this country that means a government

58:45

can draw the line so it's you

58:47

they are you from your contended with it as a bought

58:50

up all of these parts us to say habit

58:52

now course you know i was thing as as fun to put yourself

58:54

in the zoos of spot if i as they're thinking for acquiring

58:57

the joe rogan podcasts he had we

58:59

can assume that no point during that meeting

59:01

was there someone in the room saying well you know

59:04

this means we're going to have to

59:06

develop domain expertise on science

59:08

and medicine speak has chosen to be making

59:11

a lot of claims related to that and we want

59:13

to make sure that he is not going too

59:15

far outside the the battles of of what is

59:17

known to be true and yet in practice

59:19

i think when you put yourself into

59:21

a publisher roll the way spot if i has

59:24

you kind of have to do that youth

59:26

you have to take a position on something

59:28

like do think the vaccines are effective

59:31

which they are see and if so do

59:33

you want to pay people to tell them the

59:35

opposite i don't think we should pay

59:37

people to tell them that the vaccines don't

59:39

work but spotify susan to do

59:41

that and it's oh it's only natural that you're sorry

59:43

to see folks an artist community rise

59:45

up and say the hell with this

59:47

the other problem here is the dynamics

59:50

of spot a size money which

59:52

are online

59:54

youtube or whatever right your youtube

59:56

or or instagram

59:59

influencer or whenever you put

1:00:01

the content on the platform the

1:00:03

monetize in some way they cut us

1:00:06

track don't track is almost not as

1:00:08

much as he wanted to be in an activity about

1:00:11

why a creative in a junk what you tube that's their patterns

1:00:14

we know it wealth spot if i read it

1:00:16

bids is actually renting the music

1:00:18

that you listen to him

1:00:19

there are some pot of money

1:00:22

that it makes and then it has a bunch

1:00:24

of deals with major labels and

1:00:26

artist the paid him for stream

1:00:28

which those numbers your not high might

1:00:30

have some other deal but basically every

1:00:32

time you pay spotify for music it

1:00:34

is pre allocated some your subscription

1:00:36

fee labels every

1:00:39

time you stream music and then it obviously layers

1:00:41

on advertising with podcast is just

1:00:43

owns a bunch of studios and it paid

1:00:45

rogan all this money and every

1:00:47

time you stream an episode of a podcast

1:00:51

you they they don't pay for and again right

1:00:53

which is very different model than every time you stream

1:00:55

is song someone gets paid and also they can keep

1:00:57

all the ad revenue and a keep all the ad revenue

1:01:00

so they have a huge economic incentive to make this work

1:01:02

and there i i think that there

1:01:04

trying to lump the to things together daniel

1:01:07

accessible i don't want to moderate rap

1:01:09

music

1:01:11

what to for right but

1:01:13

they didn't try for while to like the

1:01:15

list art kelly songs by

1:01:17

the way i think this a really hard

1:01:20

problem like don't want to sit here smuggling

1:01:22

and tell you that i think the question of what

1:01:24

do do about art kelly on to streaming service is

1:01:26

really easy my basic feeling is

1:01:28

it should be okay to search for these people but again

1:01:31

if you're going to put yourself publish are role

1:01:33

and say we're going to put together a list

1:01:35

of r and be hits i think

1:01:37

it's actually okay for people who work at the company

1:01:39

that say well i don't know if we want feature this person and

1:01:41

i can understand other people saying that's ridiculous

1:01:44

if you're going to start policing the behavior of every artist

1:01:46

we're going to have to delete the platform right so

1:01:49

hard unsatisfying problems

1:01:52

unsatisfying but you know all that said

1:01:54

that i i been fairly critical of spotify

1:01:56

on the so do you think young

1:01:59

gonna be the

1:02:00

the one doing this like are we gonna see other

1:02:02

musicians and is there any musician

1:02:04

who could actually get spot if i'd be like actually

1:02:06

never mind

1:02:07

so yeah somebody

1:02:10

, twitter today was like what i

1:02:12

was asking me how different is this

1:02:14

if it's taylor swift or bts yeah i'm

1:02:16

like oh my i think to be really different

1:02:18

hiding spot if i would have to say a lot

1:02:21

more more for no other reason

1:02:23

than were taylor and bts go

1:02:25

others will presumably fall and again i do think

1:02:27

people will will follow neil young's your spleen

1:02:29

or something i've been thinking about today is

1:02:32

on one hand i think most artist want to be on spotify

1:02:34

cause it's good for a further exposure to do

1:02:36

think once you hit some kind of threshold

1:02:39

meal neil young apparently of six million monthly listeners

1:02:41

i bet he's making some in a meaningful

1:02:43

amount of of money off of that although i don't

1:02:45

know how much i didn't know probably also a lot

1:02:47

of artists who are already rich and

1:02:49

if they want to make a stand by losing their

1:02:51

spot if i streaming revenue which

1:02:54

is nothing compared to what they already have

1:02:56

it's supposed to it's they could make now it's

1:02:58

not always gonna be there call it's gonna be the call

1:03:00

of the record labels are rightfully my

1:03:02

understanding is that warner brothers essentially had to go

1:03:05

along with neil young when he

1:03:07

made this decision so it won't just

1:03:09

be as simple as you know taylor deciding

1:03:11

she she doesn't want to be on the platform other

1:03:13

taylor has been reporting all of her own music

1:03:16

for edmund you know this would give her the flexibility

1:03:18

to do that so look artist

1:03:20

yo throughout all of history have made political

1:03:23

stance he adds to the upset that spotify

1:03:25

the upset want to take political

1:03:28

stay on said to us you know spread

1:03:30

nonsense i think it's

1:03:32

it's only natural that we're gonna see an ever

1:03:34

increasing number of conflicts between those two sides

1:03:37

that it really does it

1:03:39

the fascinating about can some artists

1:03:41

leave if you're warner brothers

1:03:43

and you've got neil young to

1:03:45

is not releasing a ton of new music there's

1:03:48

like a catalogue artist and

1:03:50

you're always also in negotiations

1:03:53

about rates with spot a fire

1:03:55

and apple music and title this

1:03:57

is great for you right

1:04:00

quit spot a five

1:04:02

some people will switch to title

1:04:04

a jack dorsey is a sweet animals you should join

1:04:06

title because he bought it for some reason

1:04:09

is amazing some you were in a swiss

1:04:11

apple music new youngest to say

1:04:13

apple music's entitle have high quality

1:04:15

audio says officers about

1:04:18

right so maybe it maybe will cause some

1:04:21

rebalancing and streaming but you're also going

1:04:23

to cause a bunch of sales

1:04:26

the like neil young the

1:04:28

vinyl or cds

1:04:31

or never ever give some claim that cities are coming

1:04:33

back and

1:04:34

the premises i saw true but states

1:04:37

it's a meme out there if you in the hi

1:04:39

fi world seaborne see these comments but

1:04:41

that's that's great for warner and then

1:04:43

ever and three others new like to boost his

1:04:45

physical sales were he makes way more money

1:04:47

than streaming and into potentially

1:04:51

has a wedge between spot a financial use

1:04:53

of that has never existed before that

1:04:55

was one of the who else can we get to

1:04:58

spot

1:04:59

so i do want a week for like six months

1:05:02

yeah i mean i i'm

1:05:05

, confident enough in my knowledge of the music

1:05:07

industry to know how that plays out bites

1:05:09

is that what does that outcome soundly summer

1:05:11

plausible me legs yeah sort

1:05:13

of of it you think if

1:05:16

you're like it up and coming pop star he

1:05:18

and he wants you get

1:05:20

way more famous than you are so day and you're

1:05:22

gonna cut off spot a fire is have access

1:05:25

points adding that really does hurt you

1:05:27

write as i think that spotify has a huge

1:05:29

imprinted on the millennials on the jersey

1:05:31

kids and us who be hard

1:05:33

to really dominate the charts if they just cannot

1:05:35

find your music there you know

1:05:37

even amid all the and happiness

1:05:39

over there streaming rates year the only

1:05:42

two really long term

1:05:44

holdouts among the pop stars were taylor

1:05:46

swift and beyond say he and

1:05:48

they got on board eventually right like

1:05:50

they essentially had really long windows

1:05:53

but they all said yes have studied sort of tells

1:05:55

me that overall the dynamics for these artists

1:05:58

are such that they wanna be on spot of it

1:06:00

even if joe rogan is there to either

1:06:02

is more she was salazar said he was a new

1:06:04

artists are getting discovered on tick tock

1:06:07

actually that's a dynamic here they're getting discovered

1:06:10

on sept hot place like

1:06:12

ikea like you know go

1:06:14

for a run to their music on tick

1:06:17

tock raid bosses ,

1:06:19

six songs are we to nasa says it's

1:06:21

it's it's it's a such a

1:06:24

real pressure as his house how long do you think i

1:06:26

want to run the last set up

1:06:29

last good versus all conspiracy theory

1:06:32

for me i pay a lot of sense in said

1:06:34

that dynamic because

1:06:36

whatever adams music industry tends to happen to

1:06:38

the rest tech industry in short order like

1:06:41

, is always upheaval it's always drama

1:06:43

and because artists cycle so fast there's

1:06:45

always a new cast him like unhappy

1:06:47

characters taking stands like

1:06:50

the museum is it just moves faster than every other industry

1:06:53

and fact is always at the center of it's the best

1:06:55

of in moderation france modify released france modify

1:06:58

that i have just been puzzling over

1:07:02

from a day now they

1:07:04

say we have clear policies in place and we remove

1:07:06

twenty thousand podcast episode

1:07:09

since the beginning of a pandemic recovered misinformation

1:07:13

that's nuts to me the

1:07:16

how to press the week twenty

1:07:18

thousand times is it the the room

1:07:20

for monkeys or typewriters dude is

1:07:23

it by facebook is facebook accenture contractors

1:07:26

they said our our in house team sometimes goes

1:07:28

outside experts who

1:07:31

are the outside experts i guess

1:07:33

or long you have to listen

1:07:35

to halt this this get

1:07:37

supported to sort of i did a solicitor

1:07:39

the full hour , a half of like

1:07:41

intel chip sab subsidy news before

1:07:44

they get to this far as

1:07:46

the seems like the most challenging mutters

1:07:50

yes usually usually challenge in

1:07:52

moderation problem as and i would know

1:07:55

to that's spotify

1:07:57

is the weather disclosing it it's a very

1:07:59

sort of they did way of

1:08:01

doing it like if you look at what the big platforms

1:08:03

are are are doing a minute i am i mean specifically

1:08:06

you tube twitter facebook

1:08:09

they're reporting what they call prevalence which

1:08:11

is essentially of the bad stuff

1:08:13

that was on the platform like how

1:08:15

likely where people actually see it's

1:08:18

arms you actually can't figure that out if

1:08:20

you know that spot of my removed twenty thousand episodes

1:08:22

relic what you actually want to know his wealth how

1:08:24

many people listen to those episodes

1:08:27

rights it might that number might not

1:08:29

be much higher than twenty thousand because i'm

1:08:31

assuming that a lot of these these things that were

1:08:33

removed may have been created on

1:08:35

acre wood to spotify as user generated

1:08:37

content platform right like i would be surprised

1:08:40

if his modify had removed a lot of episodes

1:08:42

of the concept that it itself is producing

1:08:45

to there's a so many question marks here

1:08:47

again spotify ossetia more to

1:08:49

build trust how did they know what to

1:08:51

remove like

1:08:53

people are having to listen to everything this

1:08:55

is their warehouse somewhere where people are being forced

1:08:57

to listen to these horrible podcasts

1:09:00

you can

1:09:00

wagstaff on spotify like even

1:09:02

report stuff and my guess is they

1:09:05

just have a to of reports that is handled

1:09:07

by a mix of in house people and external

1:09:09

contractors and they're

1:09:12

, that to my guess is they're not doing a lot

1:09:14

of pro active moderation that they might

1:09:16

be doing some keyword searches

1:09:18

and you know my guess is if you go to upload a podcast

1:09:21

the spot of ice and the title is just

1:09:23

a bunch of like slurs like that probably

1:09:25

won't go through through like my

1:09:27

guess is as a bill like some of

1:09:29

these layers sir more rudimentary

1:09:31

more but

1:09:34

you know again it doesn't matter what to doesn't matter

1:09:36

what the processes are what your systems are

1:09:39

s when you're most famous

1:09:41

you're says the

1:09:43

a really need to get vaccinated they're

1:09:45

going to come into your house and he's not an employee

1:09:48

the very big stickler is about this i

1:09:51

think right now because of is exclusive

1:09:53

people think he's an employee see and the way

1:09:55

that you know the gimlet staff

1:09:57

is employees or whatever else

1:10:00

the summer to drill down on this right you

1:10:02

, the podcast episodes

1:10:05

in a world for a world were

1:10:07

distributing them on this list of deals

1:10:09

they were delivered via rss

1:10:12

feeds he and i personally uncomfortable

1:10:14

with really bad stuff being distributed

1:10:17

over rss feeds if you're a bad person

1:10:19

you want to listen terrible things and you want to search for

1:10:21

those things and list of them on your own time it's

1:10:23

i'm basically fine with that because that's the price

1:10:25

for me living in a free society rice

1:10:28

i think we're it changes is a big

1:10:30

corporation concern and says

1:10:32

we're going to give us our stamp of approval we're

1:10:34

going to pay huge sum of money for it and

1:10:36

northern a promoted across various surfaces

1:10:39

of our apps now i know how aggressively

1:10:41

spot a spotify promotes podcast

1:10:43

to meet but this is also personalized

1:10:45

so i have no idea how aggressively it's showing

1:10:47

joe rogan to people i can tell it's not showing joe rogan

1:10:50

to me it sees what i was into think

1:10:52

it's his nose but i think it's important to

1:10:54

highlight some of those differences can i think some

1:10:56

people listen to this and it'll says oh well here

1:10:58

those the left again with cancelled culture and they're

1:11:00

afraid of ideas that they are mad at the like

1:11:02

whatever and it's like know

1:11:05

we're talking about at what level

1:11:07

do we want companies to intervene and

1:11:09

be moderators and i'm saying is that the

1:11:11

level where you have decided

1:11:13

to pay someone a huge

1:11:15

sum of money he has actively promote

1:11:17

them because then it's actually not just about what

1:11:20

joe rogan believes it's about what

1:11:22

spot of i is actively supporting and

1:11:24

that's what that's what we're really talking about here

1:11:26

i have it is not a precedent in the entertainment

1:11:28

industry for these companies being

1:11:30

the moderators oftentimes like see the

1:11:32

disease in an example of one is a moderator

1:11:35

in a bad way and and then

1:11:37

leno a lot of tv

1:11:39

companies are are putting these people

1:11:41

on there there's on the airwaves and and like a wait a minute

1:11:44

actually feel back and his

1:11:46

cancel them like literally cancel

1:11:48

them because it's not it

1:11:50

doesn't jive with what they they want to do on their

1:11:52

their network so is this a ton

1:11:54

of precedence to disappear like actually

1:11:57

know this isn't working out you've gone too the

1:11:59

far we pay you so

1:12:01

much money

1:12:02

the be here exclusively and

1:12:04

we look at like the tv model the so much presidents

1:12:07

and in and it's a release highlights

1:12:09

the the cowardice i think a

1:12:11

spot of ice in in this

1:12:13

situation

1:12:14

yeah i think you're exactly right these

1:12:16

are decisions that we ask entertainment companies

1:12:18

to make all the time i mean

1:12:21

like god help any you know movie star

1:12:23

who accidentally says that are taiwan is

1:12:25

an independent country yeah right like you're going to be

1:12:27

apologizing for the rest of your your

1:12:29

life you know i think the

1:12:31

, are are are much more consequential

1:12:33

issue so so

1:12:36

know i'm in but look you know it means

1:12:38

like we have seen the story so many times

1:12:40

of war were a platform once it both ways

1:12:42

right they want to say we're just

1:12:44

a a clearinghouse for content common

1:12:47

get what you want right we're not gonna put

1:12:49

our arts some on the scale or if we do

1:12:51

it's only going to be based on what we think that you will

1:12:53

like and we want all of the riches

1:12:55

that will come with with building that platform but

1:12:58

then we also want to inhabit the role

1:13:00

of a traditional publisher and we want to go

1:13:02

and and support the kinds of content that we

1:13:04

think are you know are the most engaging this

1:13:06

he had when they inhabit that second rule

1:13:08

the never wanna take the responsibility that

1:13:11

other people who are in that role you

1:13:13

know in the media business for

1:13:15

example sort of already place

1:13:17

so you know with for for all

1:13:19

that i'm running my mouth i'm very confident

1:13:22

spotify will figure this out eventually

1:13:24

like i think these this is is like kind of a growing

1:13:27

pains thing is it you know when spotify

1:13:30

bajo rogan to had a long conversation with

1:13:32

with nicholas who was than running hot pot

1:13:34

for new york magazine york just kind

1:13:36

of with predicted that these dynamics

1:13:38

were going to happen i didn't predict neil young

1:13:40

but it's like conflict is coming

1:13:43

and like and conflict will be resolved

1:13:45

when you start to answer some of the questions

1:13:47

that were bringing up on that were podcast so

1:13:50

you know i wish spotify had address some of

1:13:52

the stuff are a little sooner

1:13:55

and i wish that they would give us better answers

1:13:57

on they're giving us today it's blood in my

1:13:59

experience most platforms do get

1:14:01

there eventually we'll see i think

1:14:03

this modify it has

1:14:05

if you assume and any it's a fair assumption

1:14:07

that the twenty thousand episodes is deleted are mostly

1:14:10

user generated content appointed to anchor

1:14:13

that they're not policing individual

1:14:15

rss the step

1:14:17

yet in just in the spot if i was is we

1:14:20

have we ingest or surface lot of i

1:14:22

like i don't know of any like

1:14:24

is sitting around with his time on the big red button willing

1:14:26

to the latest forecast if he is

1:14:28

of the a hell of a story so daniel

1:14:30

like it may not be great but

1:14:33

the do anything like that it's scale they have

1:14:35

to build a huge team to do it eventually

1:14:37

those people are denied the as put

1:14:39

up job listing where you can even find the job listings

1:14:42

that like we've got only hire the people and

1:14:44

do the work then be calm

1:14:47

or moderation company like

1:14:49

the face work is a great example like their

1:14:51

moderation company to the point now where

1:14:53

they fund a court system iraq

1:14:56

this is the only way to do this fairly

1:14:58

is an independent judiciary that we have

1:15:00

created and it's like this is nuts

1:15:03

but it might also just be the end of the road

1:15:05

for everyone and they all have to publish

1:15:07

the rules

1:15:08

it's really unfair to participate in a platform

1:15:11

that will moderate you enjoy your shirts if

1:15:13

you don't even know the rules apply some expects

1:15:15

you to follow

1:15:16

they'll say it's true and like and

1:15:18

i agree with that but to be a little

1:15:20

bit globe how many podcasts

1:15:23

spotify on is it ten is

1:15:25

it twenty is that thirty we're talking about

1:15:27

something that fits on like two pages google

1:15:29

doc is basically like the number of shows that

1:15:32

i think spotify is producing

1:15:34

that's actually and extremely manageable

1:15:36

content moderation right that basically asking

1:15:39

how does vox media moderate what vox

1:15:41

media producing like scale

1:15:44

, the challenge that spotify actually

1:15:47

and they f it up

1:15:49

man

1:15:50

it's it's lot like netflix and think

1:15:52

it's netflix with the with the thing

1:15:54

with dave chappelle the same same

1:15:56

situation of like oh no we can't moderate

1:15:59

and it's like you're not this book

1:16:01

you're you're an entertainment company you have commissioned

1:16:04

this person to make this product

1:16:06

you can absolutely say aps actually

1:16:08

like if i going right a blog

1:16:11

four thousand words on why i love eating

1:16:13

neela has every right to be like actually alex

1:16:15

no we're not going publish that on

1:16:17

the verge eight thousand words the

1:16:19

accident shit

1:16:21

get to twelve to

1:16:24

you are they have that right and they keep acting like

1:16:26

oh no no you know it's success with noted on facebook

1:16:29

use your technology company but you're not cease

1:16:31

books when faced with that's another

1:16:33

whole other story of like their full publishing

1:16:35

thing but you are very fundamentally and entertainment

1:16:38

company and you have ever use your

1:16:40

entirely with a new right presumably

1:16:42

contractually to

1:16:44

it stop this instead they're like oh

1:16:46

who can who can do it who

1:16:49

knows you can

1:16:51

i'm like he , you're

1:16:53

here we are getting into a debate

1:16:56

over free speech which

1:16:58

which can get really tedious

1:17:00

and it's impossible and it's obviously very

1:17:03

unsatisfying unsatisfying

1:17:05

i am surprised as a journalist who grew

1:17:08

up very much and not free speech tradition

1:17:10

at how far we are moving away to

1:17:12

like actually like we do want to

1:17:15

get rid of a lot of speech we're seeing it from the

1:17:17

right right now crawl across his elementary

1:17:19

school districts that like one have been one you know

1:17:22

a wonderful literature about like the holocaust

1:17:24

and with slavery and everything with

1:17:26

so i feel like i do want to stand

1:17:28

up for platforms that want

1:17:31

to welcome want wide variety

1:17:33

of use including views that including find

1:17:36

upsetting or you know that letter thing

1:17:38

but at the same time i didn't their to sort

1:17:40

of a handful sort issues where handful

1:17:42

am going to judge you for what you

1:17:45

promote and public health and safety

1:17:47

is is this of the top of that list for me he

1:17:49

just said platforms to publish things even if you don't support

1:17:52

them and make him comfortable your own sub

1:17:54

stacks it's an obvious reference to some sack was published

1:17:56

sack little moderation manifesto this

1:17:58

week's manifesto don't know if they

1:18:00

the new young was gonna get no think the swat five

1:18:02

it's certainly these things lined up perfectly

1:18:04

for you to right sparkling issue be

1:18:06

nice on it sounds like is like work on

1:18:08

all no holds barred like we're

1:18:10

like we're gonna do you hate speech the bars

1:18:12

that like we think the answer is

1:18:15

you know that everything was platform is

1:18:17

a direct relationship between you and a writer we trust

1:18:20

writers who just or audiences about it does

1:18:22

and that's fine as subside like takes a hot i think

1:18:24

there's a little bit as at the end of the day

1:18:26

like what is the one of the most

1:18:29

highly paid writer and some seconds i

1:18:31

know now thinks you are

1:18:33

like your determined by your race for example

1:18:36

that is true right now like there's

1:18:38

there's a lot of uncomfortably there that

1:18:41

i get it from our perspective

1:18:43

having any other precise you it's like this is not

1:18:45

a competition for these five months adding

1:18:47

that the heart of like a subset thing as well

1:18:49

if you don't like even just not pay them

1:18:52

and you can pay another sub soccer

1:18:54

i'm like that feels competitive in

1:18:56

a way that the internet is very good at making so

1:18:58

competitive the you wanna leave

1:19:00

spot a sigh the your apple music

1:19:03

which probably has the exact same set of

1:19:05

restrictions maybe even more

1:19:07

knowing apple right and then you

1:19:09

get into do they want to censor the music

1:19:12

industry was who i talk to our bed which

1:19:14

is the most problematic my

1:19:17

i grew up in the nineties with tipper gore

1:19:20

the pudding parental advisory labels

1:19:22

on the cds sam goody it's which

1:19:25

i thought was ridiculous amounts younger i still think it's

1:19:27

ridiculous

1:19:28

yeah i'm with you any it's a very odd time for speech

1:19:31

america but here it's like that there's pain

1:19:33

the money that that's not the changes

1:19:35

in american a real when i think of different

1:19:37

relations about speeds like and

1:19:39

with you and you and gore and in

1:19:42

obviously like saying oh you need to go

1:19:44

shut this down as a slippery slope because in you have does

1:19:46

the be like a gay people snowed are they don't

1:19:48

appear and marvel films of

1:19:50

until we feel their marketable in china lake

1:19:53

until several years later when we say

1:19:55

that that person that one guy

1:19:57

in a sign that erasmus is in the

1:19:59

unnamed

1:20:00

crying like

1:20:03

it's sunset

1:20:05

that's obviously like sunset few obviously little

1:20:07

bad for just be like yes and i'm down spot

1:20:09

a five foot at the same

1:20:11

times lake i get really

1:20:13

annoyed with their in their aggressive

1:20:16

we don't know what to do there's no precedent

1:20:18

share when they are absolutely is a lot

1:20:20

of precedence on on both from the technology

1:20:23

side and from the entertainment sides

1:20:25

for solutions and is always gonna be tricky

1:20:27

because we don't want to beat it either

1:20:29

we would be tick tock saying lesbians

1:20:32

don't exist in the hash tags

1:20:34

and , saying oops week we turned on the wrong

1:20:37

switch again and which happens consistently

1:20:39

but we also don't what i'm saying

1:20:42

what i'm of other really bad hash tags

1:20:44

and

1:20:46

they just need to stop washing their hands

1:20:48

the situation they need to take a stand one way or

1:20:50

the other and right now they're they're

1:20:52

taking joe rogan sides but

1:20:54

also unlike the les mis

1:20:56

way possible

1:20:58

yeah i think that is like i most

1:21:00

of this is like impression base

1:21:02

because i love i really not wanted to talk to me

1:21:04

about any of this stuff but i feel like for the

1:21:06

past couple years their stance whenever there's been

1:21:09

a controversy has sort of been like give

1:21:11

it a day it will pass like

1:21:13

this will blow over you know every

1:21:15

once in awhile jos gonna say something

1:21:18

a little cuckoo but ah

1:21:20

we will weather the storm me and

1:21:22

we can to sort of proceed business

1:21:24

as usual he had the reason

1:21:27

i think the neil young thing was a big deal

1:21:29

was i think this shows that

1:21:32

they're like the pressure is going to escalate

1:21:34

right like it's not gonna be a

1:21:36

little bump little bob but like everything is

1:21:39

basically so like it's gonna be

1:21:41

escalating pressure on them

1:21:43

to necessarily dump rogan

1:21:46

this but to publish

1:21:48

them publishing standards

1:21:50

right he added force them is

1:21:53

eat oatmeal i brought up as subset earlier

1:21:55

yeah earlier think what spotify actually

1:21:57

believes his spirits only way closer to

1:22:00

the sad fact posted yesterday

1:22:02

that was spot a fire said so far said

1:22:05

, like we don't want to police misinformation

1:22:07

cause we don't think it works like we don't think it's

1:22:09

helpful to crack down on misinformation

1:22:12

misinformation gonna be out there whatever whatever

1:22:15

do think that subsets sort of went overboard trying

1:22:17

to wash their hands of that subjects but

1:22:19

i think it's reasonable for a platform

1:22:21

to say in some cases weirdest

1:22:24

not going to bother to try to go after

1:22:26

the stuff based on the kind

1:22:28

of tech platform we are and based

1:22:30

on the way that people get content from

1:22:32

us like such a

1:22:34

tool that why does pay to use right

1:22:37

more often that it is the opposite

1:22:39

so like substance is substance service provider

1:22:41

he are generally it's like we don't pressure payment

1:22:44

processors don't pressure hosts too

1:22:46

much when it comes to questions

1:22:48

of content moderation because again most

1:22:51

of us be like while the price of living in a free society

1:22:53

as a bunch of people make money and horrible ways

1:22:55

and post stupid stuff on the internet or here's

1:22:57

my bold prediction for that from

1:22:59

us

1:23:00

i should a suitcase or site next

1:23:03

to all of this his back

1:23:05

see that from i listen to something as

1:23:07

an odd vs on a services tax to your

1:23:09

sound like a hundred and forty million dollar

1:23:11

sponsorship deal with sandals is the

1:23:14

only company the need to focus

1:23:16

on rss see the streams are you too he

1:23:18

got his bag from a sponsorship i

1:23:21

could see joe rogan being like

1:23:23

verge definitely get that bag gambling company

1:23:26

i can see me like this like this i hate spotify

1:23:29

ashley carman at the verge has reported that

1:23:31

a guests get a smaller bump

1:23:34

i'm hearing on my show as i when exclusive

1:23:37

than before my relevance to declining

1:23:40

the money just like pay out my

1:23:42

deal in on it out jamie

1:23:45

fox is doing mcm as

1:23:47

with the fire there he ended

1:23:49

up some money for me then he bails

1:23:52

and a reclaimed right that's that's a winning

1:23:55

move for him

1:23:56

that's my prediction is if he takes a bag from

1:23:58

one of the gambling companies and discuss and debate the

1:24:00

the i people might be a good

1:24:03

outcome right like again if you want it

1:24:05

listens oregon like listener joe rogan

1:24:07

rice i come at us from the perspective

1:24:09

of us are paying spot a fire

1:24:12

customer and somebody who worries

1:24:14

about what the largest platforms promote

1:24:16

to audiences of hundreds of millions

1:24:18

of people and i feel

1:24:20

like things are little bit easier for me is

1:24:23

is modify is not promoting anti vax

1:24:25

content in it's asked by if joe

1:24:27

wants to like go run as rss feed from

1:24:29

his rants and texas ah the on

1:24:31

take like gambling money to

1:24:34

do it i have no issue with that

1:24:36

that's a gambling sports gambling and crypto

1:24:38

gambling solve every problem in america on once

1:24:41

we've , way over casey thank you for coming

1:24:43

on i just a note that while we have been talking

1:24:46

apple earnings him out of homemade all of the money

1:24:48

in the world the biggest quarter

1:24:50

ever in it's history of

1:24:53

artist revenue and profit i thought this was the

1:24:55

one when it was gonna break and they were going to have to go

1:24:57

dip into their savings sister make it through the next

1:24:59

quarter anyway

1:25:02

thirty four point six billion in

1:25:05

profits and twenty percent from last year

1:25:07

the i phone was the big grin or growth

1:25:09

engine is always and and them

1:25:11

accident or it so that's apple

1:25:13

earnings it literally while

1:25:15

we're talking about this cross the wire and

1:25:18

and him such as the talking

1:25:20

or he's very proud of his company we're

1:25:22

having some cook was proud of apple i mean

1:25:24

that we have to say apple famously successful

1:25:26

companies there's read if you're running by companies

1:25:29

you're having a good day so

1:25:32

, a party over there the spaceship spaceship

1:25:34

we have gone way over ah

1:25:37

thank you for listening in sweden us

1:25:39

casey's case newton's houses

1:25:41

else is friends tom is at tom

1:25:43

worn i'm at reckless i

1:25:45

won't call it call couple stories backup

1:25:47

stories full frame video which is amazing

1:25:50

about has about better make for those an astro

1:25:52

photos we could pick saw that

1:25:54

on or any camera it is just the funniest

1:25:56

video or harassment it's we're

1:25:58

big secret susie sunder his the forgotten

1:26:00

hacker figure from the seventies or traits and

1:26:02

and mckenna actually interviewed amy klobuchar

1:26:05

about the initial smells great

1:26:07

interview religous on a sexless

1:26:09

odds are that it's on the site

1:26:12

decoder next week