Did Apple Actually Duo It?

Waveform: The MKBHD Podcast

Marques, Andrew, and David dive into Apple's latest event, covering the new iPhone 18 Pro, the innovative foldable iPhone Duo, updated AirPo

Key takeaways

• Apple skipped base iPhone 18 models, focusing instead on premium devices like the iPhone 18 Pro and the new foldable iPhone Duo.

Main topics

• iPhone 18 Pro and iPhone Duo unveiling
• AirPods 5 updates and pricing tiers

Notable quotes

"The iPhone Duo marks Apple's entry into the foldable smartphone market, signaling a major shift in product strategy."

Conclusion

The episode wraps with a fun trivia segment and reflections on Apple's

Transcript preview

Speaker 3 (0:00) I've got a text! The Speaker 6 (0:01) summer might be almost over, but a new bombshell has entered the villa. Meet the voices of DeepGram Flux TTS. I'm Drew, low-key casual. Speaker 7 (0:10) I'm Speaker 1 (0:10) Alexis, an upbeat morning person. I'm Hayley, always cheerful. Speaker 7 (0:15) Flux TTS has some real personalities that are ready to speak. You can interrupt, pause, and keep talking without losing the plot. Speaker 6 (0:22) Fancy a chat? Come try all the voices free through September 12th at deepgram.com slash keep talking. Terms apply. Speaker 4 (0:30) Support for the show comes from Square, the business platform that helps sellers become neighborhood favorites. Whether you're gearing up for a busy season or just trying to keep up with the everyday demand, Square keeps your business running smoothly. It brings payments, operations, and insights together in one place so you're ready for whatever's next. Right now, listeners can get up to $200 off Square hardware when you sign up at square.com slash go slash waveform. That's S-Q-U-A-R-E dot com slash go slash waveform. Get started with Square and build a setup that works the way you do. Speaker 4 (1:12) Yo, what is up people of the internet welcome back to another episode of the waveform podcast we're hosts I'm Marques I'm Andrew and I'm Speaker 5 (1:18) David and Speaker 4 (1:19) over at the producer desk. We have Adam and Alice. Hello. We uh video listeners video viewers You can already tell we're in a new place because it's Apple event week and the news of the week is the event that happened here in California and we figured before we flew home we might as well use one of their nicely loaned podcast studio spaces to tell you tell you guys all about what happened. So we have to, cause it's not on a Wednesday and Speaker 7 (1:41) we have to get this out. Yeah, we are Thursday right now. We Speaker 4 (1:43) are crushing this. This is going to be great. Uh, but we do have a lot to talk about, so we should just jump directly into it. Now I see here that we have this nicely organized doc where we have some of the more chill announcements first, AirPods first, watch first. Speaker 7 (1:56) Cause he's going to say, but I'm going to go off script and miss all of the stuff you guys wrote. Speaker 4 (2:01) Let's stick with it. Cause retention. Retention is very important, I say. But just to make sure people know what's coming, we are talking about the AirPods. We're talking about the new watches. We are also talking about the new iPhone 18 Pro and Pro Max and the new folding iPhone Duo, which is all that we got. We did not get new base iPhone 18s. We did not get new iPhone Air or SE or anything like that. If you watch the impressions video, we know we kind of assume that's coming like early next year. So we kind of like, they did the thing where they made room for the big important thing and we talked a lot about foldable and we will also talk a lot about foldable. But let's do the other stuff first. Good. Speaker 5 (2:38) Great. Okay. Well, I figured the way that I organized this document was sort of least updates to biggest updates. Nice. Okay. Which is kind of how Apple usually presents this stuff. They're like, you guys love AirPods. Here's the same thing. Speaker 4 (2:52) Yeah. They actually started off by reminding us that iOS 27 exists and that Siri exists. So it's sort of re-announcement stuff for people who didn't watch dub dub. I Speaker 5 (3:00) forgot about that. That was a big deal because a lot of these people are buying new iPhones, but they didn't, they were not on the betas. They weren't on beta five, you know? Speaker 4 (3:07) Yeah. Speaker 7 (3:07) I'd argue they started with a CEO pass off. That's true. Speaker 4 (3:11) Also very true. We did. Speaker 7 (3:12) I liked the little Tim Cook, like I'm not the main character. That's Speaker 4 (3:16) your Speaker 7 (3:16) guy. I thought that was a cute way to do it. Speaker 6 (3:18) He Speaker 4 (3:18) had Speaker 7 (3:19) such main character energy. I mean, he always does. You know, he always does. Speaker 4 (3:23) He did nod it off to Ternus, who did the whole event, as we expected. Speaker 7 (3:27) Something we asked on our Man on the Street pod, which will actually come out after this, is do we think, what was it, hello and good morning? Do we think that's a catchphrase or no? It sounds like he did not say that. Hello Speaker 4 (3:38) and welcome. Speaker 7 (3:38) Hello and welcome. Hello and welcome, yeah. Speaker 5 (3:40) Is that what he Speaker 4 (3:41) started with? Only on the stream. On the stream. In Speaker 5 (3:44) person, he said, wow. Speaker 4 (3:45) Okay, that's actually, I feel better about that because. I like wow. Whenever you see the little like lowercase hello text, I think that's like when you first boot an iPhone, that's what it says or whatever. And then we all know Tim Cook's sort of trademarked opening line at every keynote was good morning, maybe five, six, seven, eight, nine times, which is great. But then I was like, Ternus can't say good morning. He has to say something else. So what will he say? And I figured it would be a lowercase hello. It kind of was. A lowercase hello? Specifically a lowercase hello. What Speaker 6 (4:11) does a Speaker 7 (4:11) lowercase hello sound like? Speaker 5 (4:13) Hello. Speaker 4 (4:13) Hello. Speaker 5 (4:14) Yeah. And Speaker 4 (4:15) I think he could do it. It's not like, Speaker 5 (4:17) you know, Tim Cook has this like radiating energy when he says good morning. It's good Speaker 4 (4:20) morning. It's a capital G and a capital M. Yeah, it was good. That Speaker 5 (4:24) was great. It was pretty low. He was practicing. Is Speaker 4 (4:26) he Speaker 5 (4:26) here? Speaker 4 (4:28) You Speaker 5 (4:28) know? Ternus is very low key, low key. So they did Speaker 4 (4:32) the CEO handoff. Ternus leads the event, dives in. AirPods 5 is the first product we get. And as you said, probably the fewest amount of updates, but also. pretty reasonably expected updates it gets uh the 129 price tier has anc it's more powerful anc and it has a non-wireless charging case and i think it has slightly thicker mesh so it has a little bit better passive cancellation as well uh but then there's a 149 version yeah Speaker 5 (5:00) that Speaker 4 (5:00) adds a wireless charging case and the little volume control on the stems from the pros which i really like at this point you basically have the pros without the rubber tips yeah so nice yes that's good Speaker 5 (5:14) and they sound pretty good and yeah it's interesting that if you pay 20 more to get the wireless charging case and they just call it airpods 5 with wireless charging case yeah you also get like the volume thing on the stem for some reason that's not on the standard model yeah um it also gets an extra hour of battery life over the version that doesn't have the wireless charging case yeah And the total battery life is 20 hours on the non-wireless charging case and 22 on the wireless charging case. Apparently it's Speaker 4 (5:39) a slightly bigger battery in the case too. Speaker 5 (5:40) That's strange. I don't get it. Speaker 4 (5:42) It's two SKUs, but they have two names. Speaker 5 (5:44) I'm going to say it's worth the $20. You get the Find Speaker 7 (5:47) My Speaker too, right? Yeah, that's the Speaker 5 (5:49) other thing. You don't get a Find My Speaker on the... I don't even know why they're making the non-wireless charging version. Speaker 7 (5:55) As Speaker 5 (5:55) a Speaker 7 (5:55) non-AirPods user, this was already very confusing to me because I forgot that AirPods 4 had the... airpods 4 and airpods 4 with anc correct so the way they described things in comparison were like this is 50 or 1.5 x more powerful anc over last year's model but then the other one was just like you actually get anc so I was just Speaker 5 (6:16) lost. Yeah. Last year, the AirPods 4, there was a version with ANC and a version without. Yeah. So now they both have Speaker 7 (6:22) ANC. But one has Speaker 5 (6:24) wireless charging. But one has Speaker 7 (6:25) wireless charging. I Speaker 5 (6:26) don't know why they made the cheaper version. I think just to keep it at that price point, I suppose. It is funny that Speaker 7 (6:31) it's with the wireless charging case, but the actual is Speaker 5 (6:35) actually different with the stem. Speaker 7 (6:37) Yeah. Speaker 5 (6:37) Which is confusing. Speaker 4 (6:39) It's interesting. I think a lot of the software stuff is more interesting than the actual hardware. The live translate, I want to try. Obviously, the passive noise cancellation is always better for me in the silicon-tipped pros that actually stay in my ears. But for the people who allegedly are out there that just don't want that, that really, really want the hard-tipped earbuds, and it stays in their ears because they have the perfect ear. Like Brandon. I'm jealous of those people. We Speaker 7 (7:04) met someone yesterday that said that. I know these people as this. Speaker 5 (7:08) Now you get the same headphone and you just get to pick which one fits your ear better Which Speaker 7 (7:12) I think is a good thing I think most truly wireless headphones the worst part about them is finding one that fits your ear now you have two options for it without using much else Speaker 5 (7:19) Yeah, so those good that was basic that was pretty basic the next bigger thing that we'll shift to is the Apple watch series 12 and ultra 4 which actually are in my opinion, bigger upgrades than we usually get from the Apple Watch series upgrades because they completely redesigned the bottom of the Apple Watch. Yeah. That's a bunch of different things. Speaker 4 (7:38) Yeah. I have two really big thoughts about them. I'm excited. And I think the review has to dive into these thoughts. But we should first talk about the physical updates, which most of them are around like the cluster of sensors on the underside of the watch, which have been slowly evolving over the years. They've been adding a couple sensors here and there, but they completely redesigned them, add way more photodiodes, way more sensors, way more LEDs, more powerful and bigger LEDs. Speaker 7 (8:04) And Speaker 4 (8:05) all of this is in the name of measuring your heart rate way more frequently and way more accurately. And then they published a paper. which I'm going to link below because I think it's really interesting, where they took a huge sample size of people and compared it to a whole bunch of other different wearables, including the Whoop, including wearable rings, and concluded with scientific rigor that it is the most accurate heart rate sensing wearable. Speaker 6 (8:29) Oh, so they did publish a paper. Yeah. That's Speaker 4 (8:32) what Speaker 6 (8:32) I was wondering yesterday during the event. I was like, where is this paper? It's a public paper. Nice. Okay, cool. Speaker 4 (8:36) Yeah. So that to me was, that's a... Direct shot at all this, like we've talked about all year, like the Whoops and then the Whoop competitors, which is like, okay, obviously Whoop has their subscription. So people are attacking that. You have Fitbit Air, you have the Garmin, the, what is it called? The Speaker 7 (8:50) Circa. Speaker 4 (8:51) Circa. Like all of these are trying to directly, essentially build Whoop, but for not as much money. Speaker 5 (8:58) Yeah. Speaker 4 (8:59) And along comes Apple, no subscription for an Apple Watch. You get the Apple Watch, obviously it's in the ecosystem, but it's allegedly, well, now. scientifically confirmed, just as accurate, if not more so, than a whoop. And they redo the health app, Speaker 5 (9:12) which Speaker 4 (9:13) is coming in an update later this year, that adds a lot of the interpretation of the data. Because there's always been a ton of data, but the health app's been just like a doctor's office, just like tons of lists of stuff that it's been collecting. Speaker 5 (9:27) And Speaker 4 (9:27) it's not really fun to poke through there, but AI is going to sort of... you know, unveil your sleep score and your health age and your readiness today and all that stuff. So that'll give you some recommendations. I Speaker 6 (9:37) wish you guys could have heard Andrew go off about health age yesterday when we were watching the event. I don't even remember what I said. I was on a fury. It is Speaker 4 (9:44) such a direct, I mean, because whoop, you know, whoop does your whoop age. A lot of things do. Speaker 6 (9:49) Garmin does a thing. Everything does it now. Yeah, this Speaker 4 (9:51) is, it's directly, it's... Not cloning, but it's giving you the exact same set of features. So if you were choosing between any of these, if you're cross shopping. It's great entertainment. Yeah. Speaker 5 (10:01) Yeah. Speaker 4 (10:01) There are so Speaker 5 (10:02) many small things about the updates to like the health app and the way that they're tracking data that I feel like are direct attacks at the things that we're trying to attack the Apple Watch. Every year, the Pixel Watch is making a big deal about how many more times it tracks your heart rate compared to the Apple Watch. And now Apple just came in and they're like, nope, we're doing it 60 times a minute now. 60 times more frequently. Speaker 4 (10:25) Yes. Every five seconds in the background polling for heart rate. Yeah. All day, every day, all day during your sleep. Speaker 5 (10:32) 24 times more frequent heart rate variability readings compared to Series 11. Yeah. Okay. So the readiness thing and like the new health app redesign. My hot take is that they are preparing to release a Fitbit Air competitor because, yes. Look, this is not confirmed. I'm into this. I'm into that idea. So a lot of the changes in the health app. kind of bring all the stuff that you would normally look at on your watch into like this more visual design. Like they have this new pedal design inside the new health app that takes like all of these readings like you were talking about. And usually it was just like charts and lists and all these things you have to scroll, scroll, scroll. Now they have a whole tab that just has this. pedal design that they call it, which is sort of looks like flower petals with things like your sleep score and like your readiness score and all these things. And it gives you sort of this barometer of how good you're doing in each thing. And if the more filled those bars are, the better you're doing. Yeah. And if you look at like the Fitbit Air or like the Whoop, this is the thing that they do really well is like when you actually look at your phone, that's the only surface you have to actually see your information. Yeah. Speaker 4 (11:38) On the Speaker 7 (11:38) Apple Speaker 5 (11:38) Watch. Speaker 7 (11:39) They Speaker 5 (11:39) designed most of that information to see on the Apple Watch screen. You're not opening the health app on your phone that often. Speaker 4 (11:45) So putting that display in the health app prepares them to have an equivalent with no display on your wrist. I just don't think they would want Speaker 7 (11:52) to do anything to get an Apple Watch off your wrist. Speaker 5 (11:54) I think that there are a lot of people who just don't want to wear the Apple Watch that much. I mean, I Speaker 7 (11:59) think... I know you don't. I just don't think that's a big enough sample size of... I think they want all of the extra whoop competitor, Fitbit Air competitor, extra Garmin. I mean, Garmin's been doing this forever also. They want all those crazy metrics, especially with like an Apple Watch Ultra replicating Garmin kind of stuff. Totally makes sense. I just think they also want the, especially because they announced all this stuff, like the 15 second live rewind and listening all day kind of stuff. They want that on your wrist all the time. I have thoughts on that. And Speaker 6 (12:28) if a Speaker 7 (12:28) screenless one doesn't have that. they much prefer having Speaker 4 (12:31) the thing Speaker 5 (12:32) that Speaker 4 (12:32) was in a Speaker 7 (12:32) video. Speaker 4 (12:32) I think they're Speaker 5 (12:32) going Speaker 4 (12:32) to offer both. I agree. It's kind of like Apple would love to sell you an Apple Watch, but I also think that the screenless fitness trackers are like a separate new growing category that if they don't offer anything, they're just going to leak Apple Watch users into that until they offer some equivalent. And so we've seen, I'm Speaker 5 (12:53) an Speaker 4 (12:53) example. I have leaked out of Apple Watch into a screenless fitness tracker. And that's not everyone. That's obviously a small group of people. But Whoop Speaker 5 (12:59) is Speaker 4 (12:59) huge. Fitbit Air is huge. Lots of these, it's eight in the morning. Lots of these Speaker 5 (13:07) fiendless screenless trackers. Speaker 4 (13:09) Yeah, lots of these screenless fitness trackers are interesting products. And I think if Apple could find a way to make it. ecosystem pull, they would. Do we think the screenless fitness tracker Speaker 7 (13:19) is only popular because Whoop had all these very specific metrics and calculations and we're so much better than everyone else? No, do Speaker 4 (13:26) you Speaker 7 (13:26) think it's a different type of Speaker 4 (13:27) person? I Speaker 7 (13:29) don't know. You're wearing Speaker 5 (13:30) a watch right now that's not a smartwatch. Speaker 7 (13:32) I know, but I'm not wearing a screenless fitness tracker. I think the screenless fitness Speaker 4 (13:35) tracker is a slightly more health-focused, slightly more athletic... type of like buyer versus the Apple Watch is it's the most popular watch in the world. It's the definition of like the baseline casual. I'm going to maybe get into this a little bit. So if they could offer something for the people who are like, I want more than the Apple Watch will give me and I don't want the screen on my wrist and I want to run an ultra marathon and the ultra watch is not what I want. It's just a possible new thing to sell. I think Speaker 7 (14:02) my reason for that is I think everyone likes the whoop because the metrics were different. Now everyone's copying it. I think. more people are going to keep screen on their wrist now because they get the benefits of that with notifications and everything. I think they get all the new metrics. And I also think in ultra marathons, the number one time you want a screen on your wrist because you want all that stuff up to date. That's Speaker 4 (14:21) why Speaker 7 (14:21) Garmin dominates ultra marathon runners, because you have a huge battery life with constant information feeding to you and you do not carry a phone with you. You Speaker 4 (14:29) know, I did think about that, which is last year. It was so easy for me to leave the Apple Watch because there was no black one. Speaker 6 (14:37) There was only dark blue, Speaker 4 (14:39) which is Series 11 is fine. It's a very nice watch. And I didn't want to wear the Ultra. So it was like, they didn't have a black one. It's like, you know what? Speaker 5 (14:45) I could leave the Apple Watch. Speaker 4 (14:47) Now they have a Series 12 and it has all these new features and it has one more data and there's a black one. And so I do see her playing. Do you miss having a Speaker 5 (14:55) screen? Speaker 4 (14:56) I don't. Speaker 3 (14:57) I don't miss having a screen. Yeah, I think a lot of people are like, oh my God, I can get all this without. the annoyance of having a screen on. I think you guys are in our bubble too much. Yeah, man. No, I don't miss the screen air Speaker 7 (15:09) all the time. Speaker 3 (15:10) Yeah, I don't think people want. I think because no one wants Speaker 7 (15:12) the pixel watch. Speaker 3 (15:13) I think you guys are all thinking of Speaker 7 (15:14) these watches that no one really wants. But the Apple Watch is the most popular watch in the world. I mean, yeah, because Speaker 4 (15:20) watch is one category and it's enormous. And this smaller but growing category of not a watch, but a fitness tracker. Yeah. The debate is how big is this category? Is it big enough to warrant Apple's attention to make something? All right, well, neither of us, so what's the bet? How many years until this Speaker 5 (15:37) comes Speaker 7 (15:37) out? Max Speaker 5 (15:38) 2. Speaker 7 (15:39) Max 2. But I do think it's going to come out in a year. I don't think this comes out in two years. I Speaker 5 (15:44) think the Speaker 7 (15:44) iPhone and Speaker 5 (15:45) Apple watch are bad. No, it's not coming out Speaker 3 (15:46) ever. What would a screenless Apple watch even be? Like the whole thing about the Apple watch. Well, it wouldn't be an Apple watch. The Speaker 5 (15:52) amount of money they put Speaker 3 (15:52) into their Speaker 7 (15:53) bands is crazy. Speaker 3 (15:54) I know, but like. I'm not saying they Speaker 7 (15:55) wouldn't make a good one. I'm just saying I don't think Speaker 5 (15:57) they're Speaker 7 (15:57) making it. Speaker 5 (15:57) Imagine you could just wear an Apple watch bracelet and it just has the tracking. But Speaker 3 (16:01) don't all the screenless ones already plug into Apple health? Like genuinely, what would be the offering there? Apple would have Speaker 4 (16:07) to find a way to make theirs plug into the ecosystem better than everyone else's. And you're right. A lot of these do dump the data into Apple Health already, which is a great point. And I wonder what Apple, if they were to jump in, I don't think there's any way they'd do it without finding something to add to theirs that no one else can do. I would Speaker 7 (16:24) argue everything they launched at this event is they're like. Cool stop buying that with your Apple watch you have it all on your Apple watch now There's no point of you getting a set did feel angry Speaker 5 (16:33) with that But I do Speaker 7 (16:34) think those are more targeted Speaker 5 (16:35) at the AI wearables that are gonna come out which okay, let's talk about that Speaker 4 (16:38) Let's Speaker 5 (16:38) get to that. Oh, what's Speaker 7 (16:40) the best? Speaker 5 (16:40) Yeah, I just want the best to end two years. What are we doing a year from now? I launch Speaker 7 (16:44) it Speaker 5 (16:44) at the iPhone 19 All right. What's Speaker 7 (16:47) the what's the the stakes? Speaker 7 (16:51) I don't know. Speaker 5 (16:51) Okay. Speaker 7 (16:52) Embarrass Speaker 5 (16:52) me somehow. No, we have to Speaker 7 (16:54) print out a full-size picture of the other person's face and put it on your laptop for a year. A year? A year. I Speaker 4 (16:59) love that. I think you have to drive to work for a week with a full-size cardboard cutout of the other person in your car. Speaker 6 (17:06) That's just to get by. Are you buying the cutout? Yeah. Okay, deal. Look, if it makes Speaker 5 (17:10) the people who pass me on the highway think I have more friends than I do, then that's a win for me. All right, perfect. We'll Speaker 4 (17:14) do Speaker 5 (17:14) that. Lane is Speaker 7 (17:15) going to Speaker 5 (17:15) hate that. I'll do that. Speaker 7 (17:16) Or be very scared. Speaker 5 (17:17) But be prepared to have a full-size David in your car all the time. Speaker 4 (17:21) This is my other, and I'm not going to say it's a conspiracy theory, but the more I listen to Apple talk about this watch, these watches, and specifically the new features that they added, which are sort of tied into the AI and software, the more I couldn't stop thinking about. what we're expecting to come in this standalone AI device race. So for those who don't know, the Series 12 watch and the Ultra 4 have these new features where Siri taps into the S11 chip to essentially, and this is going to be an oversimplification, but constantly be listening for conversations or words to be said in the Apple Watch's microphone. Speaker 5 (18:02) And Speaker 4 (18:03) at any point, to summarize that for you in the Siri app. There's two features. There's one that's called Live Rewind, which is something just happened, and I want a summary of the last 15 seconds. I hit a button on the watch, and because it's always processing data, it takes that raw 15 seconds of audio, processes it in the secure exclave, doesn't ever go to the cloud or leave your device unencrypted, but gives you a transcription or a summary of what you were just listening to. It's going to be hard to explain to the public without saying your watch is constantly listening to you. They're going to try, but that's one of Speaker 7 (18:36) the Speaker 4 (18:36) features. I Speaker 7 (18:36) know you like the other one more, but that demo to me felt so much like the, what kind of dog is this where you're taking the picture of the dog and the person standing right there. Like, yeah, please read me the specials again while the waiter is standing right here. That was exactly the way Andrew in our Speaker 5 (18:52) briefing about this, multiple people were like, why wouldn't you just say, can you say that again? And they were like, you know. 15 seconds just Speaker 7 (18:59) seems too short. Like you're the person still there. You can just clarify. Okay. Apple is clearly very, Speaker 5 (19:04) very, very nervous about these features. They are both put under the audio intelligence umbrella, which is a new thing they're doing because they already have visual intelligence, smart branding, but they are so nervous because this is the thing that public's going to freak out the most at. It's opt on. It's opt in. It's going to be in beta. It's like every question we would ask, they were like, we're not really sure. And so give us feedback when you use it and we'll see, we'll maybe adapt the way it works. So they are just, they are like, they're stepping on coals right now. They're being very, very careful. I just Speaker 6 (19:38) want to say there's a giant blowback already with meta glasses. Having every watch in the world potentially recording people is going to make a lot of people a lot. I think very nervous. Meta Speaker 7 (19:49) glasses are videos and used to people are wearing them in like. bathrooms and stuff. That's way weirder than a private conversation. Listen, I'm not saying this is fantastic, and I agree with David that this is a very Apple... Apple knows privacy is their thing. They know they're trying to tiptoe on this and make it as safe as possible, but yes. I'm sorry, Andrew. Speaker 3 (20:07) Can you say that one Speaker 4 (20:07) more time? Speaker 3 (20:08) As you Speaker 4 (20:09) hold up your wrist. Just real quick, the other feature is that if you have it enabled during the day, in a separate new tab in the Siri app, there's a recap button, which will show you all day a sort of a summary of some transcriptions and important things you may want to remember from your day. And once again, these are very difficult features to market without essentially saying your watch is always listening to you for your convenience. Speaker 5 (20:35) So Speaker 4 (20:35) that being said, I hear all of this. And then you think about what are these rumors we've all been seeing about like, oh, open AI. is going to come out with some piece of hardware and their angle is going to be something where essentially it's listening to you all the time to deliver some feedback or some value to you with AI processing that information. That is at least looming on the horizon. And I think Apple, with all of these features in the watch, has decided that this is their way of offering the equivalent of that before the OpenAI device comes out. Speaker 4 (21:10) trying their best with the privacy angle of, okay, with the S11 chip and the secure exclave and the encryption and all of the way that we're processing it. I need to get like an exact explanation of how this feature actually works and how they explain it to the public just to see how it lines up. But that's the other theory, which is like the Apple watches are specifically, like there are teams of people working on these products and there's definitely a group in a room that's like, we kill whoop with this. And then there's definitely also a group in a room that's like, we get ahead of OpenAI's new thing with Speaker 6 (21:41) this. Speaker 3 (21:43) So it Speaker 4 (21:45) is fascinating to see them nervously go, I guess we have to do this with the watch. And here it is. Speaker 5 (21:52) They made a big deal about the privacy stuff, but a lot of it is very hard to explain to the public and even to me because I still don't really understand. I got texts Speaker 4 (22:01) from people that were like, I don't like that feature. Speaker 5 (22:03) Wow. Yeah. Just straight Speaker 4 (22:05) up. That's the one thing they didn't like. Speaker 5 (22:06) They say Apple does not create or store audio recordings, which I guess, what is a recording? Speaker 4 (22:13) What is a Speaker 5 (22:14) recording? This is literally what is a photo because it is taking, when we asked them about this, we're like, how do you do that? They're like, oh, we're looking for signals. And I was like, yeah, words are signals, bro. Like, I don't really understand. Yeah. They're kind of reworking the way that. this is explained to people. I almost Speaker 4 (22:33) want to try to explain it now, but I almost know I'm going to get part of it wrong. But it's like, there are always sounds happening and feeding into the microphone. Kind of the same way your Google Home sits on your desk at home and isn't technically always recording or the way your Pixel sits on your desk and isn't always listening all the time. But when either a song starts playing or you say the magic hey G words, it... the technology is good enough to, without recording you all the time, understand that that is a trigger to start recording. David is right though, because it is... Speaker 3 (23:06) record Speaker 4 (23:07) it Speaker 3 (23:07) is it's unprocessed buffer Speaker 5 (23:09) being filled yes i think this is the i think this is the technicality is it's Speaker 3 (23:13) the Speaker 5 (23:13) memory buffer yes they're like it's not stored but it's put in ram and then we dump it out of ram and when you ask Speaker 4 (23:20) for it or when it identifies a signal in it Speaker 5 (23:22) ram is storage and storage is ram basically which is true that's why they Speaker 4 (23:26) have to explain it very carefully also every example Speaker 7 (23:29) you just gave No one believes. Everyone thinks my phone is listening to me all the time. We do hear that a lot. Google is listening to me all the time. So we're just in the stage where we kind of assume if it has an on button, it's listening to us. Speaker 3 (23:42) I don't know. I'm thinking about this more because we do know that a lot of those devices are. There have been enough leaks of data centers like recordings of people's homes have come out. But maybe there is a wacky, wacky world where... None of this audio is getting written to a buffer. It's getting passed through an ADD converter and every bit is getting analyzed in real time and then dumped. That's what they say is happening. Speaker 7 (24:05) My thought was just, it's not starting audio recordings. It's just transcribing every time it hears words. And now I have a transcription of things. Does that count as an audio storage? I Speaker 3 (24:14) don't think you can do a transcription without filling a buffer. I think that needs to Speaker 7 (24:17) go Speaker 3 (24:17) backwards Speaker 7 (24:17) and forwards. Speaker 3 (24:17) They have to process Speaker 5 (24:18) data in order to... It has to be processed Speaker 7 (24:21) if it's giving you a daily brief. at the end of the day. They gave a lot of credit. Speaker 4 (24:25) They need to Speaker 7 (24:25) understand what you were saying. Speaker 4 (24:26) They gave a lot of credit to the S11 chip in their explanations of it, specifically in these watches, which is that there is this new part of the chip which does a lot of this processing that doesn't touch the other parts of the chip or the other memory of Speaker 5 (24:39) the Speaker 4 (24:39) system, never goes to your phone, et cetera. So that's what I want to dig into and trying to understand how this all works. I will say if there's any company that the general public might trust to pull this off, It's maybe Apple. Which is why they can't mess it Speaker 5 (24:53) up. Speaker 4 (24:53) Which is why it's important that they explain it clearly. Speaker 5 (24:56) Which is why they call it a secure exclave too. That's like the whole reason it's an exclave and not an enclave because it's like separated from the rest of the chip. Speaker 4 (25:03) And Speaker 5 (25:04) they have like an always-on processor going on. They also made a big deal about the fact that you can never access the raw data. Like there is no way to access like the sound data that is happening either from a third party, from Apple themselves, et cetera. There are no speaker labels. So like when you get those transcriptions and stuff, they don't want you to be able to be like, oh, Andrew said that or David said that. And that's, I think, a big deal because people like, again, it's not only the person that's wearing the watch that has to be nervous. It's everyone around you. Like when you see metaglasses and you're like, oh, God, Speaker 4 (25:33) Apple Speaker 5 (25:34) doesn't want a situation where people see an Apple watch and they're like, I can't. That would be worst case. That would be worst case. It's also encrypted. The other thing is they said you can set it up so that it only goes during certain times of the day or during certain focus modes. That was the most confusing to me Speaker 7 (25:52) because if I remember correctly in the event, they said something like, you control when it's on, which to me immediately says. record, stop recording. Speaker 5 (26:01) There Speaker 7 (26:01) is. Yeah. And that's, that's like a