 three tone deaf we see this with YouTube, you know, YouTube is big enough to keep going but also YouTube being a Google company You know it had a lot of runway and a lot of opportunity to make Dumb mistakes not just hey, we made a mistake with dumb ones and things like this can there was still Nobody else was gonna try to launch a competitor to them. So the lack of competition and then you know the sort of the way in which You know, there's a reason why anybody anytime somebody came up with a new video platform Vine, you know, which ill-fated, you know or twitch or whatever a lot of people just ready to jump It shows you how unhappy they were and I think patreon when you know, they you know made some Surprising sudden decisions, you know, you kind of have to think you've got a community there and you really really need to sort of be very clear about what's going on there because You know when you get blindsided, you know, even if it's the best intentions or are either of you following blizzcon I'm just that's the other thing Little bit all I know is that when I logged in to Hearthstone while I was eating lunch I got two free golden cards, but I did see something about some some coveching about Diablo mobile Yeah, I I'm I I've been writing the rest of this Oh, I only got I just wondering if anyone had any highlights that I'm I have the one highlight of the CEO stepping down, but I don't have any of the game like stuff and I'm just curious because Blizzard's one of those companies that I only remember as Warcraft slash Diablo and you know our Hearthstone and the rest but In terms of gaming, you know, it's for me. It's more of something I do on the on the time. I have You know free which isn't much these days since I have two kids Blizzard certainly a company that I've been impressed with because of they have been good at coming out with new properties You know, they can do something like World of Warcraft and Hearthstone things that are in many, you know share some You know thematic DNA, but are very very different kinds of games very different kind of interactivity. So I am impressed at how well they have You know, it's weird because Blizzard got it start making PC games and It's been very PC mouse keyboard centric and I'm always impressed because their games have it Haven't really strayed too far from that format and it's You know, it's curious because everything's usually if it's a mouse keyboard. It's either a first-person shooter or You know, you know like or what they have which is RTS But you know, they've managed to create a Diablo which is you know an RPG and they've created card games and stuff And I'm just very impressed overall. They have you know, it's it's kind of like a band that has a sound Blizzard has a game Style like if you see it, you know, it's a Blizzard game, but you take like Hearthstone though, which is just a Card game. I mean, it's so different from and that and that was what I think that that impressed me the most because when you follow You follow the pattern of some game studios and and you see that, you know I just watched the thing on telltale studios and you know, why did you know, they fall apart? Well, and it's like they They had they did a thing that made them a lot of money, you know, like we just need to do more of the same thing and then it's like No, it's it's not necessarily the way that really works And I think and this is I mean, I know Andrew can speak to The they are so smart about story and character. Yes Yes, we did get story and character and when you can layer that at the level that they're at Over top of the gameplay, which is already really good for them Uh, I think that that's what makes it magic, but we got a show to do Yes, we have we have a show to do so let's go And give yourself a countdown and then just read line three and I'll play the music All right, uh, we are beginning in five Oh three Thanks to everyone who supports daily tech news show directly to find out more head to daily tech news show dot com slash support This is daily tech news show for november 2nd 2018 in oakland I'm justin robert young filling in for tom merit and sarah lane And i'm the show's producer roger chang trying to operate a few things with only two arms What you're doing our best joining us today is my co-host on the weird things podcast author and television star Andrew main. How are you doing? Uh, fantastic. I'm delightful. Uh, well, let's go ahead and start off with a few tech things you should know Mario sagal the seattle base construction business owner and realtor Who is the basis of the iconic nintendo character super mario's name? Has died at age 84 When mario paid a visit to the new to nintendo in the early 80s asking for late rent an inspired company president minoru Harakawa who is in the middle of brainstorming an americanized name for the game character known as jumpman and donkey kong to use the name mario On friday uber asked the state of pennsylvania for permission to resume self-driving car testing on public roads Company says it has improved the autonomous vehicle software with real-time third-party monitoring of backup safety drivers Define limits on the amount of time drivers can work per day and improve training the request comes after more than seven months After the company suspended testing after a deadly crash in arizona At the blizzcon opening keynote blizzard co-founder mike morheim bid farewell to thousands of fans saying he was stepping down as ceo After 27 years, he also announced that he was appointing jay allen brack executive producer on world of warcraft as the new president morheim will remain with the company As a strategic advisor But let's talk about something a little bit more sinister The bbc reports at least uh private messages from 81 000 facebook user accounts Mostly in russia and the ukraine with a few from the uk us and brazil have been compromised Access was offered by hackers for ten cents per account But the ad has since been removed the perpetrators claim that they had details from a total of 120 million accounts However, the veracity of that claim could not be verified by independent cyber security experts Facebook has said that its security had not been compromised Believe in the data had been taken by malicious browser extensions Facebook executive guy rosen added that the company had Contacted browser makers about the extensions and local authorities to remove the website hosting information Andrew this is not necessarily at least according to facebook a facebook security problem but more Of a problem with browsers. This is not necessarily a new way for people to hack computers let alone social media But what's your take Uh, you know, yeah, I mean you got to be careful that this time it's not facebook's fault apparently Um, so, you know, we we don't want to blame them when it's not their fault But often it is and it's just you know, it Shows you need to be very aware of things that seem innocuous But that's one of the things when it comes to browser extensions and a lot of other things You know, we install this stuff just thinking that I guess this is safe And I don't know I didn't read in details of where the source of this extension was Was this something you found in the chrome store? Was this something, you know on the open web? You know, that's another thing too is you sometimes have this Assumption that something is safe or it's secure and you think that if you get it in the google play store Or you know from apple it should be vetted. It's not always the case But you know, it's I kind of like it is like well, yeah, use an unsecure browser extension. This happens I mean, yeah, and that's something that that you should probably keep an eye out for a reminder that google did shut down the chrome apps section of the chrome web store back almost a year ago in 2017 Apple's fourth quarter financial results published yesterday beat market expectations giving the company its best september quarter ever With 62.9 billion dollars in revenue and a 20 percent increase from last year net income for fiscal 2018 came to 59.5 billion or 11.91 a share on revenue of 600 or 200 and 65.6 billion dollars Although iphone sales for the quarter were flat year over year at 46.89 million iphone revenue came out to 337.19 billion a 29 jump from a year earlier apple sold 9.69 million ipads which brought in 4.09 billion in revenue a 15 decline in revenue Year over year and services Were 9.98 billion 17 higher Other products revenue which include the sales of apple tv and wearables like the apple watch came in at 4.23 billion an increase Of 31 driven largely By wearables growth which came in at over 15 percent now We're going to discuss another very interesting part of this apple announcement in a second But let's focus on the numbers andrew uh is less iPhones, but more money that that has not necessarily been a a Foreign concept to apple that is used to winning in the margins I think that you know they've they're doing this trend if moving towards the higher priced iPhones the higher price They you know they've they've always made to their point that they're not going to try to go for total You know not going to try to sell as many devices as they can They want to get the most profit out of it and that's been Sort of their goal is our goal is profit not volume sales and we're seeing this now like When they came out with the iphone 10 last year and the price on that people said oh my god, but It's you know our phones are our most important device center that we have now so apple You know apple's going to keep creeping these prices up and increasing the amount of revenue they make from there Not to mention finding different ways that they can finance it I mean now that they are incentivizing loan programs that I know I think I am a part of you are a part of to Make sure that you are always able to get this new thing in your hand at a prorated price throughout the year and that's you know, they're doing this Big out here in how hollywood, you know, there's just they're buying up tons of content They're getting ready to put out do a big content push kind of like amazon prime because they're trying to To Justify when you buy this thing that you get all this like when you get amazon prime, you know I get shipping and I get all these you know movies and tv shows now apple is you know I think that's one of the ways they're trying to incentivize these higher margins Uh other products including the apple tv and apple watch and those are are are places where you would expect a lot of Growth, you know, we've heard the rumors and we've discussed them here on this show that quite possibly a lot of those TV shows that are being purchased that have big names in them By the way and are from creators big name creators might be free through the tv app That you get on your apple tv So you might expect that you would assume that apple has high hopes for that and the apple watch which Among all the iPhones that were released The apple watch seemed to get the most critical buzz at the very least for taking the biggest step forward Uh, do do you think that uh the apple tv and the apple watch or something that could uh begin To to take on more of the financial load for apple I think the apple watch is in a great place. You know, I think that just a market leader there the apple tv I use it, but I think other boxes are very competitive with that and so You know, I think the apple tv I think they missed the opportunity on that when they announced it when they spent more time talking about the screen saver than the functionality That had a concern, you know the two announcements ago. So I know what everybody's saying Oh, especially if you know, Andrew and I look at these apple fanboys talking about all the great apple stuff guess what Buckle up And a shift in how apple handles earnings calls the company will stop reporting unique unit sales for iphone ipad and max starting next quarter They will instead only report total revenue and cost of sales Cfo luca mastery broke the news yesterday saying quote The number of units sold in a quarter is not representative of the underlying state of business end quote iPhone sales we had just mentioned were flat year over year in q3 This is not as apple pointed out a unique strategy in the smartphone space as many of apple's competitors Including google and samsung do not report unit sales Either All right apple fanboy go ahead and get on your Ben Cupertino Uh, I man i'm calling bs on apple on this one I am as I sit here with my air pods in front of my mac and all this Here's the problem. They said, well, you know google doesn't do it google's primary source of revenue is not phones Is not selling devices now samsung about half the revenue comes from phones and other devices and stuff the other half from other things Apple is doing this the the reason is obvious their phone sales are flat lining And they think phone sales are going to decline because china's cooling off People are holding on to the devices longer and apple knows if next next quarter or next year They don't want to come out and say hey, we sold 3 less phones and then say but we made, you know 30 billion more dollars They know people are going to hear 3 less phones and they're going to decide that apples and some sort of decline Maybe maybe not. I think it's it's towards less transparency, which i'm not a fan of I think that as if you're an apple developer you want to know hey How many you know iphone 10 s max's are out there? How many of these new devices and if they're going to be moving towards things like maybe they're They're you know augmented reality glasses and stuff like this if apples not going to tell you how many units they've sold for these things I it's they don't they're not doing this because man, we're just selling so many of them We increasing this we just can't even keep track. No, they're doing it because they know it's declining Even though revenues going up and I think that for a company that talks about transparency and openness and is very critical of other people And they're not I'm not a fan of this decision. I get it. I get it, but it's all about the market It's all about trying to give the data that you want to increases your value, but not reveal the data that may decrease your value How much of this is a problem because because this is iphone ipad and mac and if you go back in time it is you know the mac the iphone and the ipad that had continued to buoy The explosive growth of apple we don't as much as people might like the apple watch It is not at a point where it is being you know one of those famous legs on the stool as steve jobs like to talk about when it comes when it comes to the earning uh Is this partly just because they don't have something that's going to replace the the ipad being the most chronological One there that iphone sales are flatlining and and like you said before this is just A way to cover your butt for the market I think it's exactly what it is. I think that the iphone continues to be it's by and large I forget like 60 70 of the revenue or more. It's incredibly huge part of the revenue And as apple has the some of the best economists and best, you know Quants that you can hire Figuring out trends they know more than probably most governments do about as far as predictions of economic trends The state of economies in china and consumer buying and whatnot And I think they see there's a flat line and possibly a decline is people hold onto the devices longer That was a problem the ipads. I have an ipad that's four years old And I haven't felt any need to replace it because it does what I needed to do Phones people are holding onto their phones a little bit longer when the new, you know iPhones are getting remarked as hey, it's the last phone you'll ever want to buy apples like Wait a second, so They're in a position where they don't want to be judged by declining numbers just by overall revenue But it's because it doesn't look good one more note that caps all this off apple did say that they Expect to miss Expectations for q4 because of slowing growth in developing markets. Mm-hmm In an interview with keroswisher of recode elon musk said that 2018 was the most excruciating professional year of his life Citing his intense work schedule and challenges in ramping up tesla model 3 production And lamenting some of his mistakes on twitter musk said yeah, there's no question like self-inflicted wounds. In fact, my brother said Look, do you if you have a self-inflicted wound? Do you really need to twist the knife afterward? You stabbed yourself in the leg. You really don't need to twist it in your leg. Why do that end quote He also hinted that the new tesla pickup truck will have a cyberpunk blade runner influence I'm Signed me up for that It it's a man. I mean it's been an example another Apple saying we don't want to report numbers is saying we don't quite like the rules of wall street or how our judge is very similar to elon musk saying Hey, I want to go private with tesla because he didn't like the game the way the game is played when you have a public company But it's a public company of reason you have to follow rules for a reason and it's been I'm a big elon musk fan and I think that a lot of these problems that he's been encountering Self-inflicted we're trying to elon musk problems, right? You and you have spent a lot of time talking about, you know, there's there are a few good things that come out of Going on the joe rogan podcast in the middle of a short-selling war That being said this does seem like If if it's not intentional image rehab It certainly goes forward in trying to Contextualize elon musk for garris wishers and recodes users as somebody she made a point to say Before the the interview in the blog post that this is a very rested elon musk This is a more lucid elon musk than maybe his friends Or people who around tesla and spacex said that he was over the last year and even elon says hey look We had to go 100 hour weeks almost all year because otherwise tesla would die And we are now at a point where we are not staring death in the face It seems like either intentionally or unintentionally This is a projection of stability from somebody who has had a very unstable year as a Owner of a model 3 which i absolutely love I i my personal experience they've actually knocked it out of the park I see more and more them on the roads in southern california. I think they're on a great path They just had a great quarter the reported profits and nobody thought they would Elon said over a year ago. They're gonna go it was going to be production hell He knew it was going to be bad and the problem is when you know something's going to be bad You never know how bad it's going to be You know, he made the remark that when you're going through hell the key is to keep going I think that he started to exploit side caverns in hell and that caused problems But I I hope that the worst is behind us and I tell you the product's amazing You know the one thing that I do think does get lost in a lot of conversation about tesla specifically And elon makes a point to say it Is that there are two american car companies that have not gone through bankruptcy? And they are ford and tesla and granted tesla has the opportunity of of being around a lot less A lot they're younger than than ford, but it certainly certainly sir hasn't stopped a lot of other american car companies from going up all right According to idc the tablet sales have dropped year over year for 16 straight quarters q3 2018 saw 36.4 million units shipped worldwide Compared to 39.9 million units this same period last year At 26.6 apple still had the largest share of the tablet market with 9.7 million units shipped this quarter Although it was still a decline from last year's 10.3 million units samsung came in next with 14.6 percent market share It shipped 5.3 million units this quarter at a decline of 11.4 Percent in the previous year an amazon pulled a third with 12 percent of the market It shipped 4.4 million units this quarter almost on par with last year I think we already touched on this andrew but These tablets man. They they they solved it. That's the good news the bad news. Yeah, they solved it Yeah, it's hard to figure out, you know What you know that if you're somebody making this and everybody has one and it's not like computers or things like that Where more you know tablets are designed to do simple things generally speaking I mean there are games and stuff for it But you know that how do we invent something new that we can do I got to play at the red one the new you know red phone last night, you know the 3d phone and you're like Oh, this screen. It's kind of cool. They're trying to invent a thing that they can do different But you're like is this thing really worth This you know when I saw this on cameras 30 years ago With the lenticular lens there, but you know, it's a tricky space I think I think we're due for something new whether be arvr or something some other segment I I would think that maybe the only thing that could that would immediately make me buy a new tablet Is if it had a different functionality to it or required more processing power that I couldn't do With something else like if it did if it allowed me to run vr games or something on it with with a wireless headset Then I would definitely spring to buy a new iPad or a new amazon tablet or samsung I was looking to get a new mini because I have one I gave one to my girlfriend I thought like I love that smaller form factor and I was thinking some things like to do with it But then they hadn't updated in years like I looked at the it's like still and I'm like You just you miss not that they care about missing my purchase But I bought like, you know by like the fire tablets and stuff for reading and stuff Those things are just you know 60 bucks whatever to reading book on those are great They work fine, you know, so that's the problem apples in you know To get all the tech headlines each day in about five minutes subscribe to daily tech headlines dot com By the way, big shout out to rich stafilino who pulled replacement duty for dth this morning Let's get into our main topic instagram's next cash cow Is instant promote ads for stories? Instagram has developed a new ad type called promote for stories It allows instagram business pages to show their ephemeral slideshows to more users admins shows to add Auto target users similar to their followers people in certain locations Or to use all of instagram's targeting parameters to inject their story into stories cues for more users than an ad That can also link to a business's instagram profile or website similar to facebook's boost option that lets people pay To instantly show their feed posts to more users Uh, this is a instagram spokesperson. They said I can confirm that we are testing this feature globally We don't yet have an immediate timeline for 100 rollout, but we will keep you posted I want to also remind listeners that this is kind of a sister story to the we chat story We brought you yesterday where the famously ad-free messaging system that was purchased by facebook surprise Will now have ads in their update Uh, uh, they're they're update section. So andrew When facebook started to buy a lot of these companies they made a big deal that they weren't gonna be google They weren't going to immediately strip mine these companies and fold them into the core product in a way that google was kind of famous for Now Despite the fact that you know, it's not like we chat became facebook chat. It's not like instagram became Uh, facebook pictures. They are still their own brands but I think that the last days of disco are over for for uh, holding any kind of facebook style ad monetization at bay Oh for sure and zuckerberg learns fast. He learns really really fast, you know, and You saw early on how like when they wanted to try to buy snap, you know, they tried to buy snap and then they decided They were going to copy snap, you know, they took twice twice. They tried to come out with you know snapchat Uh, limitations of that right and they failed and then but they also did a smart thing like microsoft acquired other nascent companies You know like instagram and other ones pay a couple billion at the time like, oh my god a couple billion for facebook Are you this is insane? Well, guess what turns out there, you know brilliant and let it grow let it develop let it flourish in its own thing because maybe You don't like facebook maybe you want to spend more time somewhere else So you go over to instagram, which was my case, you know, I can't stand facebook I spent like zero time there instagram was a little more easy just you're looking at photos But facebook like needs to make ad revenue as you know, they talk about like well We have a billion, you know, you know billion members and growing well You got the first rolled there the next billion won't be worth as much as the first billion So you've got to find other sources of revenue and as if you're plateauing with your Users and if you're plateauing with the daily engagement you'd need to increase the value of that And then once within facebook and also then with another platforms and they've got these other properties they own Of course, it's it's yeah their goal is to make money They make money by selling ads and they're going to figure out every possible way to sell ads We've had conversations about how frustrating facebook was in asking you to direct your audience to facebook groups or Pages that that they would then control and and slowly but surely the boa constrictor of Hey, you'd really like to reach everybody you pushed right well then make sure that you boost this post Is instagram stories a more natural place to do it then facebook fan pages or or are people going to run into these same frustrations I think it's going to be the same thing. It's it's Facebook is a company it needs to make money and it's going to go try to get money from where it can They know Trying to move to a subscription model that was ad free would have a revolt people would rather be Assaulted with ads than pay for this stuff. So that comes down to Advertisers in trying to figure out, you know It part of it's tracing attention where people's attention going and so as far as You know saying now this is the way you're going to pay to reach your audience. Yeah, I mean it's just Of course Here's here's the frustrating thing because I can understand this from the from the point of view of facebook to say Hey, look There are a lot of brands out here that earmark x amount of money for advertising every year and display advertising and television Advertising have been shown to be less reliable people want to spend more and more money on digital platforms that have Higher guaranteed targeting where facebook? That's what we do So we want to make sure that every time that tide wants to remind you about tied pods that they pay the toll To do it However, it's where that line comes in that becomes frustrating because you and I are businesses you and I LLCs you and I have products that we want to sell And yet we don't have a gigantic budget earmarked for digital advertising that we slowly move from television and print so What frustrates me about this model specifically is that I can already see the future That all right now you have the ability to boost a post and you get more people But what happens when all the people that you have gathered on instagram now you can't get to them? Unless you pay to boost it I I think that it's For me it was like that. I'm not playing the game anymore You know, I don't spend anywhere near as much time as I did developing my facebook page Once they changed the rules of the game and I said Hey, bring all your people over here and now we're going to sell, you know, they cost me I looked at what my you know what I had to pay I spent thousands of dollars last year Trying to reach the audience that you know, my 30,000 people who would said they wanted to follow my page At least with youtube if somebody subscribes to your video They get told there's a video because their monetization platform works in sort of a better way towards like it's more advertiser or Creator friendly if you're just trying to create not monetize off the content yourself, I guess But I was frustrated by this and to me it's just I think you need people who are small brands Be diversified don't get you know one platform may be great initially I back off facebook with their video once they I realized that they had like their facebook live the video whatever They're promoting it and then I watched that algorithm change and I said this is I don't want to put any more effort into this So be conscious that you know that You're the thing they're giving you for free There's going to be a bill come do later and then they're going to want you to keep paying and paying and paying that Which is fine just understand it As long as you're selling tide pots Thanks to everyone who participates in our subreddit submit stories and vote for them at daily tech news show dot reddit dot com and facebook dot com Slash groups slash daily tech news show But let's go ahead and check the mailbag David kesler wanted to chime in on our discussion about jupiter a project to develop open source software open standards and services for interactive computing across dozens Of programming languages on yesterday's show he writes A jupiter notebook is just that a notebook It can have much more than just one source code imagine a wikipedia like page where you can have nicely formatted text Graphics equations and source code all combined in a way That's easy to read and easy to edit but instead of being a static page You click on the snippets of code and actually have them run on your data with charts graphs and even images In the page automatically updated in real time to show the results Then you can quickly and easily change or extend the code right in the notebook page and immediately see the new results the basic uh Capability is a bit like when people have been doing for years with custom data visualization web apps Talking to the back end of a server But jupiter removes the friction and lets users focus on the problem domain without having to develop or even think about All the underlying software infrastructure It's not the right tool for every job But for people who spend a lot of time asking what if questions about data and computation jupiter does offer serious productivity gains Jupiter's great. I've done some like machine learning Uh courses and stuff and one of the ways you learn is you go into jupiter notebook And you you start off with like here's the image and I run the algorithm here and do this this step I didn't know what it was at first. I'm like, oh, what is this? I'm watching the code execute bit by bit Super super cool very very and and you look at this to go. Oh, wow. This is just a great way to understand what's going on Well, you want to know what else is great hanging out with andrew main on the daily tech news show Thank you. Thank you. Thank you so much for coming on. What do you have that the folks might be interested in? Okay, uh, I have a hot take though real quick one Uh snapchat There's their their web. I think they're below their their initial public IPO offering I think they're at eight or nine billion dollars right now Yeah, um, and they're the big problem is they're not very good at advertising They're not I think I think you're looking at either facebook or amazon coming in Maybe google coming in and trying to buy them. You're saying snapchat gets bought Are you willing to put a time frame on this? I'm saying that I think that there if you came in if they're at like nine billion Capitalization right now if you came with like a 50 percent more at a 50 it a 15 billion dollar price twitters problems twitter was Worth would be useful to somebody, but it was too expensive like like 40 or 50, but I think snapchat I think it's a I think it's I think we're looking at a possible their Takeover all right situation. That's what doesn't if it doesn't happen by the end of the year I'm stealing it for our year-end Our year-end predictions because I agree with you. All right bonus hot take andrew. What do you got that the people would love? Check out my naturalist series. It's uh my books about a computational scientist who hunt serial killers the first one the naturalist came out Last year looking glass came out this year was a wall street journal bestseller and the third one's coming out in february Which is called murder theory. I love this character. I love these books The reviews have been wonderful for it and been very very excited to be able to share this character with everybody So if you go to andrewmain.com you can see the links to the books or just go to amazon type and and your main You'll see some of my other stuff station breaker or rule public going to be zero What have you so That's my like science and tech literate thriller fiction You could uh go a little you could you could not go wrong Digging into andrew's work. So please please please go ahead And enjoy All right, uh, we would like to thank our patrons if you like what you hear Please consider supporting this show on patreon. That is patreon.com slash Dtns you can also support the show at daily tech news show dot com slash support and you can buy merch Go ahead and peruse the fine selection at daily tech news show dot com slash store Our email address is feedback at daily tech news show dot com We're live monday through friday at 4 30 p.m. Eastern that is 2030 utc to find out more at daily tech news show dot com slash live And tom and sarah are back monday along with guests david spark see you then Get more shows like this at frog pants dot com timing club hopes you have enjoyed this brover And we are out Hey, that worked. Yeah Yeah, sorry. I sorry left you hanging there. I just like oh, where's the button and I just remembered I muted I said You can probably snip that if you want otherwise, it's uh, I don't think any Rocks at their iphone. Yeah, I I'll snip it when I when I cover this all again. Thanks, andrew. That was great fantastic My pleasure. Thank you for having me Um, you can stay if you if you if you have the time Uh, basically we just basically Shoot the breeze but while we pick up stories and Yeah, sure the show's crunching um Can't get rid of this cough You see, uh, apple profits over quantity elon's high thoughts Post tablet world Uh, what was it? Um jury duty get it jury duty. Is that is that my well, you want to know what if if uh It's one vote up on friday is meritless. I feel like I finally ingratiated myself with this audience Oh, so many years after starting to do this show with uh, you know tnt that finally the number one Uh, the number one title after I co-host is not a show without merit Um, there's also the tesla show musk go on Yeah, two punny, uh, that's a little a little punny Um as much as I I appreciate the the weird things dtns crossover audience giving us weird dtns and A Wtns, I feel like daily weird things show There's weird dtns daily weird things show. Yeah, I don't I don't that's not that's not for the for the majority audience So uh apples face palm id That's uh, that's a good one. Um See although what did we talk about uh regarding the id? We didn't but it's just FaceTime. It's it's a play on What about this one bad apple number spoils the whole stock price I mean, it wasn't the thing is their numbers weren't bad. It's just that they were no longer going to be giving numbers, right? um Apple using cable tv model Uh, we can come up with one too. Um Apple Goes from transfer into translucent Um instagram story about ads facebook instagram Facebook's their ads Uh, what else do we got? Let's see An instagram story about ads I I think an instagram story about ads is pretty good good. I like done I like it All right, Andrew, let's go ahead and get on the second level of your of your last second hot take there Who is the buyer of snapchat? Who benefits the most? Well, yeah, instead of saying like you betting right like who would benefit the most from snapchat So who would benefit the most would be facebook? The problem is that facebook's gonna face some antitrust issues if they want to do it particularly in europe where they're getting super concerned about these big platforms Yeah, the person that would the company that would have the easiest time of probably buying it that has the money would be amazon Um amazon if you look at the numbers and amazon's advertising platform It's increasing and amazon's looking at what google's doing and going we want to do that and amazon also You know netflix has said no commercials amazon It's gnarly not made that clear with amazon prime and there's talk of like doing a free version of prime and amazon looks at You know as that revenue look they bought twitch which surprised a lot of people But then if you look at it what amazon really is You get past the products and you get past that and you look at aws and you look at everything else and you see what amazon's become I wouldn't be surprised if You know you have snapchat. It's very bad at monetizing Yeah, they've got a lot of their the ideas of what they want to do They're still they want to do these bespoke ad campaigns and things like that that don't scale You know they're you know looking at their stock price like so I think facebook benefits the most as far as taking a potential competitor out of the hands of somebody else And it's another place to put ads facebook needs to push ads elsewhere in other places amazon benefits in it, you know get it Straighten out their ad system a bit let them sort of grow a bit Don't try to make a big push into there until it becomes sort of stable And then see where you go right when looking at snap like snap right right now they're They're uh market caps 8.8 billion I mean and they they were that's half of what the ipo would add Jesus so they're they're and there's also some blood in the water stories that we've seen of of them Maybe running out of money and and and stuff like that like so For for whatever, uh, however you want to you know compute how those stories make it Uh to our eyes, uh, it seems like there are buzzards circling Yeah, evan spiegel says uh his company will still be independent five years from now He added the users will start to see how important the camera is Uh expect the company's focus on rebuilding its android app and that's the problem like they they let They let you know That slide, you know, they did people frustrated with the android app side of it. Guess what? It's you know, a half or more of your audience out there and uh, yeah, I mean Snapchat has always reminded me of what would happen if facebook didn't realize that a timeline was important, right like what what would happen if A lot of these products didn't take another step in an evolution that once they understood that they had a very exciting audience Uh that they didn't evolve their product more because man It did not take long for instagram to be able to evolve To make a better version of snapchat and and you know stories is a better Version of snapchat not only in terms of how you share and how you tag people and how you view stuff it's a lot simpler like and that is Really probably its own app. I mean, I do think that the instagram stories would be I I want more real estate for for instagram stories I I interact with instagram more with instagram stories than I do with just looking at the photos and Man, it was just it just to me showed Snapchat was just kind of holding, you know, uh holding the bag while while other people innovated on their idea Yeah, and there's uh, there was a book I think it was how to walk away from a billion dollars earned by somebody new ebb and speed what's interesting sort of one person's point of, you know close up sort of the story of snapchat and sort of the way spiegel sort of thinks and it's You remember when snapchat first came out and if you're older than if you weren't a teen you're like this is confusing I don't understand it snapchat took that as a source of pride. They're like, yeah, of course See the kids they share each other. They we love this Then you know, they go public and they're like they're they're they're not having growth They're like, you know what we need to make this easier for other people for the olds to be able to use it in all this Which they did and they radically changed it. And so the original users like this sucks. You just changed everything They pissed off everybody who was using it before They didn't get a wave of the olds using it and it was this Reactionary it was a very very reactionary sort of way to go about it, which I think was problematic And you know, they keep going we're a camera company work. What does that mean? What does that mean? It's it's you're a marketing company you're sell ads such as you are your marketing company. Facebook knows this google knows this Yeah, uh, look Number one the other thing is that their solution to simplify their platform sucked It was a bad ui redesign. It made it more complicated I don't think that if you had redesigned your your uh ui to be simpler to actually be simpler to understand That it it would have had the revolt that it had it they changed and made it another complicating complicated ui And and beyond that Hey, look, you're right. They they really tried to push into the device Category thinking that like I guess maybe resisting on some level that they're always going to sell x amount of ads But they don't want to be the kind of wholesale fits any budget ad seller that that facebook is but at the same time Spectacles were a bad idea the camera was facing the wrong direction. Exactly they they They're part of the ad problem is that like uh When they first started they had they were a hip new brand So they got these companies, you know are willing to spend months of millions and millions of dollars on them And they looked at the ad revenue And they ignored the fact. I mean apparently ignore that that was experimental revenue You know if you're for your toyota your apple whatever you you have budgets of millions of dollars to go try And experiment and say does this work they went and experiment with snap and they were very disappointed about the results And snap sort of thought we were going to keep making this money and like they didn't they they they had to You know It wasn't there because they weren't having the return that they had and it wasn't just you get you get to be the cool The hot chick at the party for 15 minutes Until somebody else walks in or until the party gets bigger or whatever And I think that was the problem and that's they just they don't I don't think I think they fight the fact that they're an advertising company because they don't want to be that but Google Google and facebook's decisions good and bad are determined by the fact that at least they know what they are they sell ads This is a story that did not make the rundown, but I was very interested in Senator ron widen has proposed a bill that could jail executives of tech companies who mishandle customer data We don't necessarily have to go into this because I don't think that the bill has very much viability But what does interest me quite a bit Is or or in in dc politicians Sniffing around and showing trial balloons on exactly how viable Tech issues are for them politically because the big 800 pound gorilla And man do you if you're paying attention you're seeing the war drums beat on this certainly in europe But even in the united states more and more are Do we need to break up big tech? Are we looking at an at&t an antitrust situation for some of these companies that have grown so big? You made a you made a mention that facebook would have to very much think about that If uh, they were to think about a a snapchat acquisition. What is your take? Oh, well, I I am not I I am a believer in governments breaking up these things as a last last last last result And at&t was a company that was a government backed monopoly There were laws put in place to make sure that nobody could compete with at&t The fcc for years went out of their way to block competition things like this You couldn't you know, you couldn't trans you know MCI had to fight tooth and nail to be able to do long distance these all these other things So it's a very different situation where you had a you had a monopoly that was created by you know Enforced by the government versus google and facebook which have to play You know by these rules when somebody says hey, I think we should jail You know ceos who mismanaged cousin consumer data like I understand your intent But the result is going to be we already have a problem right now where The number of data heists and hacks and things like this that happen are far more than we know about Because normally if you're the head of a company and this happens the first thing you try to figure out like one How do we stop it to can this be traced back to us if not Do we want to reveal this because it's going to material effect our company and I've heard Years every now and like oh, yeah, I heard such and such had this but they didn't tell anybody They're not doing this any because There is no upside for you to go out there and tell everybody this happened if you think you can get away with it Here if you tell ceos like oh, yeah abuse this data you're going to go to jail You know one Trying to figure out who who approved what or how to use it or whatever is hard and two is you're going to get it It may encourage less disclosures You know and I need to do a quick disclosure right here. We are going off the stream. Thank you very much But we'll be continuing this discussion on the audio channel