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January 23, 2026 / 01:22:37

This episode covers OpenAI and Nova Launcher introducing ads, Sony and TCL's new TV venture, and the state of YouTube as discussed by Neil Mohan, CEO. The hosts, Marquez, Andrew, and David, also touch on Netflix's live voting feature and the recent OnePlus drama.

The discussion begins with Netflix's introduction of live voting for events, reminiscent of American Idol's voting system. The hosts express skepticism about Netflix's ability to handle live events effectively.

Next, they discuss OpenAI's decision to add ads to its ChatGPT free tier, highlighting concerns about the impact on user experience and trust. They reference Sam Altman's previous statements against ads and mention Google's DeepMind CEO's response.

The conversation shifts to Nova Launcher, which has been acquired and is now incorporating ad tracking. The hosts lament the changes to a once-popular app and discuss its importance in the Android community.

Finally, they analyze Sony's partnership with TCL to create a new TV company, emphasizing the potential for more affordable Sony Bravia TVs. The hosts reflect on the nostalgia surrounding Sony's brand and its historical significance in the TV market.

TLDR

OpenAI and Nova Launcher add ads; Sony partners with TCL for TVs; YouTube's future discussed by CEO Neil Mohan.

Episode

1:22:37
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All right, pod. >> I haven't showered since last year. >> I never washed my
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>> Who did something was like, I haven't changed my underwear since last year.
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It's like we're 3 weeks into January. What is up, people of the internet?
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Welcome back to another episode of the Waveform Podcast. We're your hosts. I'm
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Marquez. >> I'm Andrew. >> And I'm David. And it's really cold in
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here. >> It's chilly. It's cold everywhere, actually. Uh but yeah, we have a lot to
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talk about. We got uh OpenAI and Nova Launcher both adding ads to their products. We got to talk about that.
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Also, Sony and TCL joining forces to make TVs. Uh a bunch of OnePlus drama that has
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sort of unfolded on Twitter and we got to talk about that. And then also the state of the YouTube union as presented
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by Neil Mohan, CEO, but analyzed by me. So, we'll get to all of that. Uh, but
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first, which is the but first this week >> Netflix is introducing live voting. This
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is such a small >> live announcement, but I think it's really cool. >> What is it?
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>> Uh, it's like remember the American Idol days where we used to like
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>> vote for the winners by text message. It was texting or calling, I think.
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>> Does Dancing with the Stars do that? >> I don't know. >> Oh,
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>> probably. I feel like they do. >> I'm sure there are still things that do
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the voice. What's the mask singer probably does? I can't believe you haven't gotten invited to do that yet.
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>> Um, >> can't say >> I can't wait. >> On Netflix now, live events via either
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the mobile app or the TV remote. There are different ways you'll be able to participate,
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>> but you can't chcast Netflix anymore. So Oh, really? >> There you go. Yeah, they got rid of the
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chcast feature a few weeks ago. >> Cool. Thanks, Netflix. >> Netflix is always adding stuff
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>> like they added, didn't they try to do streaming like like that boxing event or
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something? So, here's this is all based on live events because it's it's
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affecting the event for it. >> And I I immediately wrote after this, if you're uh aware of any previous Netflix
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live events, you know, there's zero chance this works for quite a while. I can't tell how many Netflix live things
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for Love is Blind or whatever that I've tried to watch that just were massively
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delayed or didn't work at all. I don't know why Netflix can't figure out live.
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It feels like >> it's because they want you to be able to do Poly Market bets live on the app.
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>> We should remember all of this when we get to the end and we talk about the
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YouTube State of the Union cuz every complaint that we have about all the rest of the streamers, we'll get to
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YouTube at the end and it's like, "Oh yeah, YouTube is the biggest streamer
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and everything works and it's the most stable and it's the entire creator
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economy and it's where all the content is." Anyway, >> we'll we'll get to that later obviously.
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All right. >> But yeah. Yeah, Netflix doing more stuff. They're trying to do podcasts,
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too. They're always doing stuff >> today. And the day this goes live, Friday, Alex Honold is doing that Taipei
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101 climb. >> Yeah. He's scaling the Taipei 101 live on Netflix free solo. And it's Yeah,
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it's Yeah, >> I think he's doing it free solo live on TV on TV. >> Terrible idea.
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>> I will not be watching this idea. I will be >> not watching this,
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>> frankly. Alex, get down from there. >> Get down. You're going to hurt yourself.
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Big big fan. We >> big fan. I think this will be no problem for him like in terms of holds and
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everything. It's literally nothing compared to LCAP. But I still don't there's too many variables and live. You
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can live your life. I just don't think we need the live footage of it. >> Yeah. If it happens,
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>> I don't know why they're doing this live on Netflix. I don't want to witness a
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live a live >> crash. Those for those who are just wondering and may have just googled it
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like me, the Taipei 101 is a 101 story 1,667 ft tower. >> Mhm. >> Uh in in Taipei,
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>> it's cool. I've been inside it. They have a big ball bearing that on the
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inside that's goes through the center of the column that basically uh it's
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supposed to take like earthquake, you know, movements and also just like random little shakes because it's like
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near a fault line. And so sometimes when you're in there, you can see the ball
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that's like in the center of the building kind of just like swaying briefly and it takes all of the
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>> the swing of the building. That's pretty cool. >> Yeah. >> Hopefully that doesn't happen while he's
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climbing it. >> I don't like it. That's all I got to say. >> It's Netflix for you.
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>> Professionals. >> One big thing in Free Solo he had was he like he really didn't want the
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production to ever tell him when he couldn't do something. Knowing how Netflix is doing live stuff,
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>> how long are they going to delay this when it inevitably doesn't go live?
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>> Oh yeah, >> this reminds me of when I did the David Blaine free the Ascension thing that we
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did where we it was going to be a completely different day and it was just slightly too windy. He had to float up
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into the sky balloons like that. That was like >> Yeah, not today. Tomorrow winds would be
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better. Weatherman was like, "Yep, this is perfect." We did it the next day.
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>> Netflix is like, "We don't technically know what we're doing at all. That's why
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it fails every time." >> Not what you want to hear. I'm just nervous about this because Taipei is
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very humid and your hands get all clammy, >> you know, >> chalk. >> Yeah. But then it then it gets all like
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>> and gross, >> you know. >> He's probably figured out what to do
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with the >> Yeah, I think he knows what he's doing, but I still don't like it. That's all I
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got to say. >> All right, >> moving on. >> Let's go. Open AI
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>> adding ads. I've had to type the phrase adding ads so many times in this that it
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it doesn't feel like a real word or two real words anymore. >> Adding ads.
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>> So chat GPT in the free tier and the bottom go tier. >> So OpenAI recently released they decided
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they were going to release the go tier to more people. Originally this was just a pilot program in India to sell chat
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GPT at a lower rate. Um, but now they are expanding that to more users. And of course, just like Netflix did when they
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made the ad supported tier, they are now going to put ads in the cheaper tiers. Um, Sam Alman a long time ago, I think
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he was quoted saying, we'll never have ads. >> It's in 2024, he said, I kind of think
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of ads as a last resorts as a business model, >> which um last resort's not great if
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that's what you're doing right now. They Yeah. So along with that, they had some
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statements about how the ads work. Um they're saying that it will not affect
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your responses in chat GBT. The ads are always separate and clearly labeled. The
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conversations are private from advertisers and the higher tiers won't have ads. Um there is an example that
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you can see here. Adam will put it on the screen. >> No, I won't. The example is so it's like
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asking for an authentic mexican dish for dinner party and then chachi goes on to
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give you uh a couple options and then under it kind of clearly separated not too clearly but then it says harvest
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grocery sponsors and says these options might help if you're stocking up on ingredients and has some ingredients
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that you can buy. >> Yeah, looks like an ad. It looks like an ad, but in my eyes, this feels like the
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exact example of something that could so easily manipulate results later down the
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line to increase ad rates. And like >> like in in the future, first of all,
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they said we're not going to uh no no ads will affect results, but also two years ago they said ads are last result
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or last resort. So we're already kind of not trusting what they're saying. Um,
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but like why would this not be like, oh, I want a recipe for, you know, this Italian dish, but Whole
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Foods, Whole Food ad rates pay way better, but this this ingredient isn't available at Whole Foods. So, let's just
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substitute one of those ingredients for something from the better ad company. So
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the argument is like the ads should ideally never affect the like product and the actual results and it should
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never be hidden in like you're talking to the chatbot and it just starts telling you about a thing and it's
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secretly an ad like that should never happen >> should. >> But your concern is potentially if it
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knows it can serve an ad with a certain response where it couldn't with another
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response. It might choose the response to also serve an ad. I think this is an awful example to try and prove that it's
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not going to affect because it's so easy to see in this example where it could
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easily be implemented in for just more money. >> The longtail progression of this is
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always worse than you think. >> A lot of times when tech CEOs say like we will never do this about two years
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later they start doing it and they make excuses for it. Um, speaking of Demis, which is the CEO of Google DeepMind,
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which makes Gemini, responded to Sam Alman adding these ads to Chat GBD, saying, "We do not have any plans for
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ads in Gemini." And regarding OpenAI testing ads, maybe they feel they need
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to make more revenue. >> Well, which is kind of a burn. >> That also kind of isn't like probably
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stems off the back of these like reports of the internal documents saying they might lose like $14 billion this year.
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>> Yeah. >> Um, yeah. So, last resort came up on us pretty quick here.
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>> They're burning through a lot of money. >> They haven't made any money for any of
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these things. >> I saw this great meme that was like uh Sam or Open AI in 2024 and it just said
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like dollar sign zero and then 2026 and it was dollar sign 0 comma 0 comma 0 comma 0
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>> 0 trillion dollar. >> Yeah. >> Yeah. Um, they're also asking
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advertisers to commit at least a million in advertising if they sign up for any advertising at all.
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>> Yeah. >> So, that's a big commitment. I think that a lot of people probably see the
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opportunity here because chat GPT use is like out of control or high. And it makes sense because it should know
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>> maybe even more about you than Google. Like if I go to Google, I'm searching
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for things I want to find. But a lot of people use chatbt in much deeper ways of
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like these are things I want to know. these are things I want to help inform my thing. And so now it
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knows all the stuff about you. >> And so the ads I guess theoretically could be more targeted. So if you're an
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advertiser, you probably like that >> for sure, >> which we all know how great this is
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going to play out when it's implemented, which will turn into a bunch of people
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asking super deranged things to chat GPT and getting advertisements for the potential item underneath it. Um,
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>> yeah. We'll see if they have standards for who they advertise. We'll have
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another unlike X. >> Well, but even like when they used to remember when it used to go off the
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rails all the time and you would like ask it its name and and weird stuff like that. Like we're going to get another
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week of that. It's just going to be showing >> advertising >> advertising for items that really don't
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want to be part of that conversation and it'll be broken for a week and then
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they'll adjust everything. And >> that's what happened on YouTube the ad
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apocalypse. Remember that >> when the ad rates all got cut like crazy? >> Yeah. Because briefly there was like
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people taking screenshots of like a large company ad alongside some heinous video that happened to be on YouTube.
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And it was like, "Oh, do you really want your brand alongside this? YouTube is so
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brand unsafe." And then all the marketing CEOs and managers went, "Oh,
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that's a bad headline." Pulled all their spending so that they didn't look like
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they were doing brand unsafe things by advertising on YouTube. And YouTube had to go, "No, no, no. It's fine. That
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doesn't happen very often. in fact, we're going to do better. And then they
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had to slowly convince all the advertisers to come back. Yeah. >> But I also would argue that they didn't
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have to convince all the advertisers to come back because there's no other way
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to reach those people. So they all came back and now here we are. >> So that arc could be a possibility again
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for OpenAI if they have a whole moment where there's an ad for a >> a knife alongside a ridiculous query
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about how I want to use this knife to do something crazy. So yeah, that's that
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may be a possibility. I feel like that's what the milliondoll like minimum is
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for, >> to avoid randos just buying ads. >> Oh, you mean like Blue Chu?
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>> Oh, what? >> I mean, all over Twitter for the first like year of them um of Elon ownership,
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Blue Chu was like the only sponsor cuz nobody wanted to run ads. >> It was really bad. Like absolute no name
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felt like crappy Etsy store type ads. >> White labelled AliExpress items all over
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it. But now a lot of the brands came back, but it was pretty rough. >> But I think the thing with the
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million-dollar ad, I don't think they're necessarily trying to get rid of maybe
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lowquality ads. I'm saying more of highquality ads are going to be placed in lowquality search results trying to
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do something funny. And that's could backfire. >> What do you mean by trying to do
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something funny? >> Like people are going to type stupid stuff into chat GBT to essentially try
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and break it and get requested an ad. Like Marquez said, like maybe you say something wild about wanting to use a
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knife for something that's clearly illegal and next thing you know Cabela is on the bottom selling you like a
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hunting knife or something like that which would never want to be associated. >> Yeah. Yeah. So you guys know about Chat
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GBT probably knowing even more about you. I mean Meta's entire business is that it knows a lot about you and it
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knows a lot about you through two ways. One, Facebook, you just told it everything about you, but that's that
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data is very old and people never update their Facebook, so it's like whatever.
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>> Two is the Facebook pixel that tracks you around the internet. That's exactly
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what Google does when you're searching things on Google. And that's why Google's ad business is like good but
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not as good as metas. Um, but now you're just constantly telling ChatGBT about
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everything you are doing in your life. Like when you make a fa Google query, it is like I'm searching something because
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you searched this and you're in this demographic and you're in this location.
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We can infer based on this big data pool that you probably are interested in this. But Chachi PD is like, "Oh, he
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asked for that." >> It's told me you wanted it many times in many ways.
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>> I feel like it's like the difference between >> knowing everything you search on your
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phone and chatt now is like I know everything that you told your therapist, every mentor you've ever had, your boss,
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your friends, your Yeah. Like every Yeah. Your medical questions. >> Yes. >> Totally. So, it's a big opportunity, but
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they got to be careful. >> It can get crazy pretty quick. Well, I don't know if you were attempting to
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segue talking about Facebook pixel, but no. Um, >> but it is >> Nova Launcher, not Oh, no. It is getting
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It's getting uh they added Facebook and Google track ad tracking uh code into
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the new Nova Launcher. >> Nova Launcher. >> Didn't they get bought by a
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conglomerate? >> I did a really quick uh TLDDR of what's going on. So, over the last two years,
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I'll just really quickly run through this. company called Branch acquired Nova Launcher in 2022. 2024
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>> like sad music underneath the >> um I love Nova. >> In 2024, there were
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>> so many layoffs to the point where the only person left as a full-time developer was the founder Kevin Barry.
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>> That is such a sad sentence. >> It is. And then Kevin put into his
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contract or got put into his contract that if he were ever to leave branch, the code would be open source and given
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to the community. Then in September last year, he was told to stop working on the
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app and stop working on making it open source to where then this past week, Nova was acquired by a company called
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Instabbridge based in Sweden. They claim it's not shutting down. They want it to
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be actively maintained. They're planning on putting ads to have a sustainable
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business model. Um are committed to no ads in Nova Prime, which will be 3.99. Also,
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>> somewhere in here, I don't know why I didn't write it. Kevin's leaving Nova.
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>> Yeah. Um uh but yeah, Nova Prime will be $3.99, no ads. They did accidentally list it at
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$49.99 on the app. Um been there, done that. Not a great price. Um but yeah, so now there are ad tracking things in Nova
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Launcher already. Uh >> yes, we did that history of San Engine mod deep dive episode. I feel like Nova
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is like up there with importance. You know, people installed Nova on every single Samsung phone because of how bad
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>> me touch was lost. >> Yeah. >> Nova on my phone right now. Do you
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really? >> For people that don't know, because like a lot of people don't use launchers
00:15:42
these days, uh Nova Launcher was basically like a stock Android launcher that you could run on your phone. People
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that don't know what launchers are, which is >> it was back audience now. Yeah. home
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screen and the the app drawer and all the pages and the setup would feel very different especially visually between
00:16:00
different types of phones. So like a Samsung phone would have all this bloop bloop touches happening
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>> and then an HTC phone would have like their famous and then and honestly we all kind of
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prefer just a clean looking stockish Android looking launcher. And so if you got Bloop Bloop TouchWiz, you would put
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Nova Launcher on it and it would feel so much cleaner and it would be nicer. And
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that was the that was the golden days of Nova Launch. >> Nova was effectively the Nexus UI but it
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had even more settings toggles >> and custom. so good. My note I'm most
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nostalgic about my Note 8 with Nova Launcher on in terms of like my peak phone experience,
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>> which is why I was so into the Google Play Edition HTC phones cuz it was all
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there already. Man, >> I'm just reminiscing now. So, yeah, now it's going to be a sad like corporate
00:16:45
shell of itself. It seems like that's kind of disappointing. I actually started using
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>> Niagara launcher a little more. >> Yeah. >> Which I've seen a little a couple other
00:16:52
people using as well. It's kind of interesting. A little different style, but
00:16:56
>> yeah. >> Very different style, isn't it? Yeah, I mean I was thinking the other day about
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how Nova or Niagara is kind of the the dumb phone kind of launcher because just it just it lists your app in a vertical
00:17:07
orient your apps in a vertical orientation with just the text. So there's nothing there's no big icons to
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like click around on. It's just like very utilitarian. >> Yep. So, it's very good for folding
00:17:17
phones, by the way, because you open like a well, like a a hamburger style folding phone, cuz when you open the Z
00:17:24
Flip 6 or whatever, it's got the longer aspect ratio, so it >> waterfalls down.
00:17:29
>> Triple fold out >> vertically like all your apps are everywhere. >> Yeah. Yeah. Fun. So, RIP Nova, that
00:17:38
sucks. Okay, Sony. Uh, this was a big story this week actually, which was a bit surprising. People are very very
00:17:44
emotional about Sony Bravia TVs even though nobody could ever afford them. Uh Sony announced that it is developing a
00:17:51
division that joins forces with TCL to start a new venture. Um basically it's
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like a new company that the two are starting together where Sony is going to own 49% of the company. TCL is going to
00:18:05
own 51% of the company. And it's not it it hasn't gone through yet. Right now
00:18:10
they just have a memorandum of understanding which is a very Japanese uh thing to do.
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>> Concepts of a plan. That's exactly what it is. It's concepts of a plan.
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>> They're basically in talks about how this is going to work. So I'm not really
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sure why they announced it publicly yet. Um but there's a very very thorough
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article by John Higgins at the Verge about this. Uh he spent 20 years covering TV so you should really go read
00:18:33
his article. and he says in the article, "There are still a couple months before
00:18:37
any binding agreements are drawn up and it still has to go through regulatory approval before it can happen." So, it's
00:18:42
not complete. And even if it does pass, the new company won't go into effect
00:18:45
until April of 2027. But anyway, effectively this could lead to the Sony Bravia TVs being
00:18:53
manufactured by TCL, which if you sort of break down how the production pipeline of these these TVs work anyway.
00:19:00
What actually makes a Sony Bravia TV really high quality is not the panel they're using cuz they don't make the
00:19:06
panels. The panels are made by LG and TCL and these guys. It's really their um
00:19:11
SOC and their their image pipeline. So theoretically, if Sony allows TCL to use their SOC's and image pipeline, TCL uses
00:19:20
their resources for manufacturing. You could theoretically see much cheaper Bravia TVs in people's homes because
00:19:26
Bravas are like the most expensive TVs that you can get. They're really good,
00:19:30
but they're really expensive. >> Sony, it's been a while since I've been
00:19:33
to CES, but CES being the like big screen, everyone look at us. Sony's always like they're not doing rolling or
00:19:41
folding or anything, but they are like, damn, these look so good. And then you leave CES and you're like, I'm not going
00:19:48
to hear about a Sony TV till CES next year and look at that all the hairs on that Panther's face again, like in a
00:19:55
dark room. >> Yeah. LG's got like the tunnel of fold foldable TVs that makes this like
00:20:00
aquarium. And Sony's just like >> Sony's just like a dark room with like
00:20:04
six TVs showing you the highest quality video you've ever seen and then you never see it again.
00:20:10
>> Yeah. So, I don't know. A lot of people are talking about this. Apparent I I
00:20:14
guess I'm a little bit too young to remember this. Um, which is something I don't usually say cuz we're considered
00:20:20
old now. >> Old. >> Yeah. But people have been talking a lot about on social media about how big of a
00:20:25
deal it was if you walked into your friend's house and they had a Sony TV on
00:20:29
the wall. >> Yeah. or like Yeah, cuz there's just there's generations of TVs that make a
00:20:33
big imp like the plasma TV stuff back in the day. If you had a friend with a plasma TV, I was like, whoa,
00:20:39
>> okay. >> Yeah, >> that's nice. >> Yeah, >> depending on how long ago, if you just
00:20:42
had a TV on the wall, that was impressive. >> Maybe I'm just really >> I still have none of those things, so
00:20:49
nothing's changed. >> Now there are people actually in college that use a TV as a computer monitor.
00:20:56
>> That's true. >> Cuz it's a huge screen, but it's cheaper. and on Black Friday like a
00:21:00
$100. >> Yeah. Like 1080p 49 inch screen for like $7. Like Yeah, that's that's gonna work.
00:21:05
>> Gonna do that. It's good enough for me. >> Yeah. >> Yeah.
00:21:08
>> I'd ask Alice's thoughts, but he knows nothing about TVs. So, >> the TV guy.
00:21:13
>> Before TVs could even go on walls. Tony. Tony. >> Tony. >> Tony. The TV.
00:21:19
>> Did you guys know that Sony is short for Anthony? That was a Tony joke.
00:21:24
>> Oh, okay. >> What's Tony? >> Oh, Anthony. >> Anthony.
00:21:28
>> Anyway. Yeah. Before TVs could >> I like that. >> That's pretty good.
00:21:31
>> Before TVs could go on walls, uh, Sony made like the defining contribution to
00:21:37
the CRT with Trinitron. >> Trinitron. >> Was it a Sony that that guy who like
00:21:43
went to Japan and made that video that was a Sony, right? Yeah. Just watching how bad he wanted that TV makes me
00:21:48
understand how big Sony The gist of it is that like CRTs were were really good and color CRTs were really good. And
00:21:55
then Sony changed the way that the color processing worked. That essentially allowed TVs Sony TVs to be like 50ish%
00:22:04
brighter than all other TVs on the market. And so it was like it it wasn't like CES now where it's like, oh, you
00:22:10
can see a few more hairs on the Panthers. Like you'd go into a store and be like, oh, all the TVs are are bad.
00:22:16
And then there's the Sony. >> Damn. Um, >> but it cost three times as much.
00:22:20
>> It cost It cost more until Sony started licensing the technology out to other
00:22:25
companies. Then you got Diamond Tron and >> Yeah, >> I don't know. Who cares about Cotron
00:22:30
back then? >> Those names are tough. >> Yeah, Megatron. >> Yeah,
00:22:35
>> Megatron. >> Megatron. Trinatron. Megatron. >> Um, one more quick one more quick story
00:22:41
really quickly. Speaking of ads, Threads is rolling out ads globally starting next week.
00:22:47
>> Yay. Threads. Wasn't there just a bunch of stories about how Threads was just about to
00:22:52
overtake Twitter and mobile use? >> They just did overtake Twitter and mobile use. They're still way behind
00:22:57
them with total active users. >> I saw all those headlines and I'm like,
00:22:59
but they're just putting threads in Instagram. So, can they really say that?
00:23:04
Like, are they counting that? >> Well, I think it's the actual app, but
00:23:07
the thing about the Instagram threads is that once you click on it, it automatically takes you to the app store
00:23:11
to download it, and then you don't even have to make an account. So I think the
00:23:15
amount of people that they've just easily unloaded on the threads on board, >> that's like more of the stories like
00:23:20
Instagram has unloaded a bunch of people onto threads. >> Yeah, >> both of them are a battle over how can
00:23:25
we have the most impressive numbers in an article headline. >> Yeah, I guess I'm not as interested in
00:23:30
users as much as I'm interested in usage. >> It's fair. >> Like you could have a bunch of users
00:23:35
that don't use it. >> I hate the usage on both of them. I think threads is is still in its
00:23:40
engagement farming days, but it's it's starting to get a little >> Aren't all social media platforms still
00:23:46
just engagement farming? >> Well, X will pay you for it, but different types of engagement farming
00:23:51
like on YouTube there's like sophisticated engagement farming. That's what we do. Or Venmo, artistic
00:23:55
engagement farming. Venmo, Vimeo, >> Venmo. I mean, >> it also works. You're not wrong.
00:24:02
>> Yeah, Easy Pass is just like engagement farming for cars. Um, so yeah. Threads
00:24:08
is in its like I mean I'm getting custom content now at this point on threads
00:24:12
that seems like pretty tailored to me but it's still like full of also brand
00:24:17
>> I've been living great on threads over here over on this side. >> Good stuff on threads.
00:24:20
>> Good stuff on threads. >> The problem is when you hang on a post for like a quarter second longer than
00:24:26
you should and then the algorithm is like we want more of that baby. >> And you just don't you just don't want
00:24:32
more. >> So we're going to have in so everyone gets ads and threads now.
00:24:35
>> Yeah. So they started rolling out very slowly um but now they're rolling them
00:24:39
out globally starting next week. They say that the ad delivery will initially initially specific word remain low as
00:24:47
they reach global user availability in the coming months. Um initially remain low. So get ready for all those ads
00:24:54
baby. >> That happened quicker than I thought it would to be honest. >> Yeah.
00:24:57
>> Really? >> Yeah. I thought it would take I thought they would wait till they were like
00:25:01
pretty dominant before they started turning on the ad. I think they are pretty dominant.
00:25:05
>> I thought they'd wait till they federated. >> Yeah, they're it's over. They're not
00:25:11
federating anymore. We got one way federation through threads and >> it only it only benefits them.
00:25:17
>> So, >> would ads go through the Fedverse? >> Uh, only if >> probably not.
00:25:22
>> They were federated. >> They're posted to I've got a great
00:25:25
business idea. Well, with that, I'd rather I'd rather talk about a trivia question than be
00:25:35
more depressed about advertising >> trivia and then we'll get to the ads.
00:25:39
>> This question brought to you by >> This trivia question is brought to you
00:25:45
by Meta >> Sony Brav >> Sony Bravia, >> guys. What does Bravia I'm just kidding.
00:25:51
We've already done that. >> Bolivia >> and we still all get it wrong.
00:25:54
>> I don't I don't remember either. Um, >> that was a whole acronym. Bravia.
00:25:58
>> Yeah, it was a trivia question. >> I remember it. Wow, that's crazy.
00:26:01
>> Yeah. >> Oh, it's a backy, right? >> Right. >> Beautiful. Beautiful
00:26:05
>> resonance. >> Absolutely. >> Resolution audio video. >> I think I wasn't here for that episode
00:26:11
cuz I remember listening to this in the car and trying to figure it out. >> Yeah. Yeah. Anyway,
00:26:16
>> well, and their stupid laptops also had a the dumb. Anyway, guys, >> this question is about chat GPT adding
00:26:25
ads to the go tier, which by the way, shout out to the goier, somebody that I used to know is one of my favorite songs
00:26:31
of all time. >> Oh my god. >> Uh, thanks Marquez. >> That was horrible.
00:26:34
>> Wait, I'm trying. You should not. >> That was >> Oh, go. Wait, that was really good. Oh,
00:26:39
>> wait. Actually, when Ellis is tired, he's on day. >> I thought that one was a bad
00:26:46
>> No. Go tier. Wait, that's >> Thanks, David. >> You're cooking, Alice. I love it. Thank
00:26:51
you, >> guys. Okay, so uh as you mentioned, in 2024, uh Sam Alman said that adding ads
00:26:57
was a last resort. And in January of 2026, ads got announced that they would be added. Um, so my question to you guys is
00:27:08
what took a shorter amount of time? The time between Sam Alman saying there would not be ads and saying there would
00:27:16
be ads or the time between Google Stadia being released and cancelled. >> Released not announced like from shelf
00:27:27
to done. >> Negative latency. Wow. >> What was quicker? >> Stadia is such such it's such a cool
00:27:34
thing. I'm still seeing articles about like the Stadia controller lost this,
00:27:38
but don't worry, here's how to like get it back. And I'm like, oh my, people are
00:27:42
still good. >> Google is often 10 years too early to things, and Stadia was one of them. Like
00:27:48
Microsoft Game Pass is very, very popular. >> You think of uh Xbox cloud? >> Xbox cloud.
00:27:55
>> That's just what it's called. >> Well, because Game Pass is just getting
00:27:58
the games via >> a subscription, right? And then cloud is the compute on the cloud
00:28:04
>> or like GeForce Now. >> GeForce now is the Nvidia version. >> Well, anyway, the
00:28:10
>> Wow, showing my age here. >> Google Glass is also 10 years. >> I remember this.
00:28:14
>> Yeah, I mean again Google is very often 10 years to earlier things, but the
00:28:17
Microsoft version of game streaming is ex extremely popular. Google has >> get off of that website.
00:28:23
>> I'm just looking at other Why is this going to be trivia later? >> Well, no. Stadia
00:28:27
>> is going to be on there. >> It's going to be >> Oh. Oh, sorry.
00:28:30
I was just like, "Wow, look at all these other things that were ahead of their
00:28:33
time and then died." >> I'll be I' I I've played my hand I've
00:28:36
played a handful of Xbox cloud on my I've got pretty fast internet at home, you know.
00:28:42
>> Name all the games. >> Uh it's it it doesn't really work or at
00:28:46
least it didn't work that well for me. >> I found I guess I was playing games that
00:28:50
required like >> pretty low latency, but >> simulator. >> No, like 2K like 2K is pretty much
00:28:56
impossible on on cloud. My one claim to flame is that I put the I put out the first ever uh Stadia review on the
00:29:03
internet. Uh and then I went on the Pierce Morgan show to talk about Stadia. You were on Pierce.
00:29:10
>> I have a I have an IMDb that I did not make that someone made for me because I
00:29:14
appeared on the Pierce Morgan show. Yeah. >> Can we can we play that clip on the on
00:29:20
the >> Yeah, >> it's not video clip. You're telling me I forgot we play a game and it's not on
00:29:24
your computer. Waveform has an IMDb and it only has Marquez and some random guy who included himself in an episode.
00:29:33
Richard Canon III legend. >> I don't know. >> Anyway, my point is that Stadia would be
00:29:41
very popular right now and RIP. But the controllers are very good and um you can
00:29:46
turn them into standard Bluetooth controllers. >> I'm so mad I got rid of mine. It's huge.
00:29:50
>> Yeah, it's huge. >> All right. Well, we'll think about that
00:29:51
trivia question. Answers will be at the end like usual. We'll be right back.
00:30:03
>> All right, welcome back. We got to talk about this OnePlus drama a little bit.
00:30:07
It's kind of all over the place, but if you've been on social media for the past
00:30:12
4 days or so, you may have seen some of this arc. >> Can do our best to break down what
00:30:18
happened versus what didn't happen. Uh yeah. >> But yeah, so OnePlus, for those of you
00:30:22
who know, uh smartphone company, subset of BBK Electronics. They make uh this one right here. This is OnePlus 15. I've
00:30:28
been using it for a while. It's nice. But they've been making phones for a
00:30:30
while. Ever since the OnePlus 1 days when they were like a cult favorite. >> Yeah, that's right.
00:30:35
>> Uh and then so over this past week, this article popped up on Android headlines
00:30:40
that was titled exclusive OnePlus is being dismantled. And this is kind of a shocker headline because they're a
00:30:49
company that exists and seems to be doing okay. Maybe a little bit quiet lately. Maybe a little bit down downward
00:30:55
trending lately, but can I explain a little context that kind of makes sense of why this article hitting here? Yeah.
00:31:01
>> Um just like since the start of the year, there's been some there's been a
00:31:05
bunch of random articles here and there about like maybe BBK like OPPO and then subbrands OnePlus. Yeah. uh getting in
00:31:14
the news. One of them is that Realme is going back to being considered a subbrand of OPPO. Um they originally
00:31:21
were, then they left after a year. Now they're coming back. Part of that um OPPO is saying is to improve resource
00:31:28
management and OPPO's global expansion strategy. I know that's not OnePlus
00:31:32
exactly, but you know, general branding around there. Um there's some rumors
00:31:37
that then got deleted about the OnePlus 16 maybe not coming to the US. And then Pete Laauo also right now has an arrest
00:31:43
warrant in Taiwan for illegal business uh and recruitment activities. Igot allegedly.
00:31:49
So yeah, there's there's a reason OnePlus is it's hot right now in the
00:31:54
tech world at least in specific tech world. So like this article talks about a lot of those things, but um
00:32:02
>> it makes sense why it came out right now. >> Yeah. You mean the article?
00:32:05
>> The article. Yeah. >> Yeah. Yeah. So I saw that headline. I was like, "Oh, that's really
00:32:09
interesting." So, I read the entire article. Uh, a couple things stuck out to me. Uh, one was nothing was actually
00:32:16
exclusive or new about OnePlus actually being dismantled, but it was a bunch of uh, publicly available, but information
00:32:23
about the trends with OnePlus lately and the rumors and the types sort of summarizing, putting everything in one
00:32:28
place. So, that was >> note on the summarizing. >> Yeah. Yeah. Maybe a little bit of
00:32:34
>> heavy on the summarizing. >> Yeah. Well, people might first of all
00:32:37
use the word clickbait to describe something that says exclusive in all caps and then doesn't have exclusives.
00:32:42
But the other thing was it was it felt very much written by Chad GBT. Like I read the whole thing and it was by the
00:32:48
third of the way point it was painfully obvious that it was like structured the same way over and over and over again.
00:32:53
Uh to which the author I guess later admitted that he like updated the headline. It was like yeah I did use AI
00:32:59
to structure this. But to clear that up, they originally had made the post that it was written by someone named Alex
00:33:06
Maxim at Android headlines. >> Then everyone started saying this is AI because of it had a lot of what do they
00:33:13
like to do? A lot of like if X then Y. >> It's not it's not this. It's actually
00:33:18
this. This wasn't just a this. It was a whole that like something over and over
00:33:24
are always like >> justice for the freaking M dash, man. I used to use that all the time. my
00:33:30
own writing. It's >> Yeah, it's like an extra finger. It's just such proof that it's AI.
00:33:36
>> I just never want to end my sentences, you know? Just got to just stop using
00:33:40
periods and only >> do let's recreate the ellipses but with commas and just use that instead three
00:33:46
commas. >> You know, it's funny when I do my script writing in Google Docs, I use dashes,
00:33:52
ellipses, and semicolons to indicate in my own head a different type of pause. And it's just I I'm reading it a certain
00:34:00
way because I know what that means to my brain. But now online >> it means this was written with AI. So I
00:34:06
can't use this ever outside of my script writing. But >> yeah, it is what it is.
00:34:10
>> But so originally it was said it was written by Alex. And then after it got
00:34:14
all the flack online about it being written by AI, he came out and said this was not written by me. It just had my
00:34:20
name. to then which Chris >> Yakulik, the owner of Android Headlines, said that he wrote it and then admitted
00:34:27
to using AI in it, claiming um >> he said, "As a site owner, I made the
00:34:32
decision to use AI assistance in structuring this article. Everything else is human work, including the entire
00:34:36
investigation reporting from independent sources, current former employees, Chinese business publication research,
00:34:41
and four analyst firms." But like, >> okay, >> there's so many red flags going on here.
00:34:50
>> Yeah. Red flag number one. Why hide that at the beginning? That was why why put a
00:34:55
different person's name on it? Why do any of that? Why not write your own article? Uh, it's just a bunch of weird
00:35:04
things going on here. And then also, >> yeah, I don't know. This doesn't it
00:35:08
didn't convince me that uh I don't know if you read it and it were convinced at
00:35:11
all, but it didn't convince me that OnePlus is actually like on their deathbed. Like it seemed like it wanted
00:35:16
to convince me. So yeah, there's a lot of things that are going on with OnePlus, like you mentioned, that are
00:35:21
really interesting to follow and that sort of represent like the end of an arc of what was once a really really hot
00:35:27
brand and is now just kind of like a corporate like subbrand going back to like its roots. But yeah, it it was just
00:35:34
kind of a disappointment to me. Yeah, it's one of those things where it put a
00:35:38
lot of things in one article that I think could have been a useful article if you wanted to say, "Here's everything
00:35:44
that's going on with OnePlus right now." >> Yeah. >> But slapping an exclusive badge on it
00:35:48
and offering no exclusive information is like very clickbaity >> and then putting a different author
00:35:53
because it seems like he maybe has had more uh like viral uh >> posts >> posts lately. So, they seem to put it on
00:36:01
him >> to try and maybe get some more traction from it. Now, if I'm that author, I am
00:36:06
not happy because now it looks like I did a bunch of >> I know what we're tied to this episode.
00:36:11
>> Exclusive. >> Well, exclusive M dash brand new OnePlus M Dash drama.
00:36:19
>> OnePlus isn't dead. It's actually alive. That's what we're titling.
00:36:23
>> OnePlus has since come out and just clarified that they are not shutting
00:36:27
down. They said recent unverified reports claiming OnePlus is shutting down are false.
00:36:32
So, there's that. >> Oh, yeah. And then they said OnePlus India's business operations continue as
00:36:36
normal. This was cuz this is OnePlus India responding, correct? >> Just to be fully clear on that. Yeah.
00:36:43
>> Um >> and a lot of people are like, well, that's just the India team that's saying
00:36:47
they're not closing. And it's like, you know, maybe it could happen. I think
00:36:51
that there's a lot of reasoning why OPPO might want to simplify their lineup
00:36:55
again. The OPPO brand is very popular in China and different parts of Europe because OPO phones are sold in different
00:37:01
parts of Europe. And you know, they tried to change the OnePlus UI to um color OS and then they just
00:37:08
>> changed the name back to Oxygen OS, but it's still color OS, which is good. It's
00:37:12
a good OS. >> It's one of the things that was interesting to me about this cuz I still
00:37:16
am like thinking a lot about OnePlus and the existence of subbrands and why companies use them is always interesting
00:37:23
to me. Like why do you have Lexus as a subbrand of Toyota? Because you can't
00:37:28
really sell such a pricey car with a Toyota badge. you have this this badge like this is what uh Genesis is. This is
00:37:34
what a lot of other companies do. >> CMF >> CMF again. So So OPPO is a huge popular
00:37:41
company in one market, but the same company wants to use a new brand called OnePlus to get into other markets that
00:37:48
aren't as excited about buying something from OPPO. And they kind of had some
00:37:52
success like in the US and in India and people were getting really excited about
00:37:56
OnePlus phones. I remember the the OnePlus 1 being impossible to get and like the invite system and the cyan mod
00:38:03
collab and all of that. So following all that was very exciting. >> You can get OnePlus stuff at carriers in
00:38:08
the US now. Like it felt like for a long time new phone companies were not in carriers in the US.
00:38:14
>> Yeah, for sure. >> It was so hard to get a new phone company off the ground all the way to
00:38:18
the point where you could actually sell it to a real human in the US. If you aren't in the US, you probably aren't as
00:38:23
familiar. But for those in the US, you know, like it's mostly Samsung and Apple
00:38:27
phones in stores. They've made the deals. There's some Motorola stuff. There's the prepaid carrier stuff, but
00:38:33
like if you want to come in and spend $800 or whatever premium flagship money on a phone,
00:38:38
>> the options are slim. And it was so hard to get on the shelf alongside those, let
00:38:42
alone get enough market share. Like Pixel is at like 2%. >> Yeah, I was just going to say even Pixel
00:38:47
took so long just to get on shelves. >> And that's Google trying to Right. So,
00:38:51
imagine a new company trying to get along. So, the story was really exciting and OnePlus got very far and uh as far
00:38:57
as the enthusiast crowd goes, they kind of had a strangle hold on like >> I I remember so many of my friends
00:39:02
buying OnePlus phones because it was like, yo, the OnePlus 7 versus all the other phones I could get for the same
00:39:07
money is unreal deal, right? So, yeah, the arc of OnePlus has been fascinating to follow. Now, I mean, I use the
00:39:13
OnePlus 15. They still to an extent represent a lot of good things like this is still one of the cleaner versions of
00:39:20
Android with their again we were talking about launchers earlier but the skin >> um great specs
00:39:27
>> still pricey but yeah they're still good enough phones that we should keep them
00:39:31
around so we don't want anywhere but yeah there's a couple major reasons why
00:39:35
these brands like to make these subbrands I mean obviously you got to you got to subdivide what you need to
00:39:41
know this brand represents luxury right like Louis Vuitton is never going to sell like a $40 sneaker or something or
00:39:47
$40 bag, whatever. They make bags. Bags. Um, but the other big reason, hey, >> I'm not a fashionista. We all know this.
00:39:55
I bought this for $5 at the >> I see that Gucci belt you've got on right now. You're not fooling us.
00:40:02
>> Anyway, but the other reason is that a lot of Chinese brands want to basically
00:40:07
sneak their way into the United States. This has happened a million times. Like the US government doesn't know that
00:40:12
Hasselblad's owned by DJI. You know what I mean? >> They just don't know. That's like that's
00:40:17
why they try to make it such a big deal that they're like, "Oh, don't talk about
00:40:20
it. Don't talk about it." Even though when you send in your your Hasselblad
00:40:24
camera for service, it goes to the DJI headquarters. They're like, "But we're
00:40:28
not." Anyway, a lot of phone companies have done that because um I'm trying to
00:40:32
remember the brand. Adam, you might remember the brand that we got put on the besides Huawei that got put on the
00:40:37
entity list that like was it Honor or >> there was another phone brand that in
00:40:42
2017 or so got basically forced to stop selling phones in the United States. >> Yeah, Huawei was a popular one.
00:40:49
>> Huawei was the main one. >> Yeah. >> But effectively like when the US
00:40:52
government realizes that a company is Chinese, they get really nervous about it. Especially telecom's companies, you
00:41:00
know, networking companies. Yeah. So, I mean, OnePlus in a large way was a way for OPPO BBK group to get their devices
00:41:09
in many more markets. And the fact that the original OnePlus ethos of like we're
00:41:14
community oriented, we're doing all these community events and this and this
00:41:17
and this. It was like we're homegrown, but we're just, you know, owned by a
00:41:21
giant mega corporation. >> It was the flagship killer. >> Yeah. But especially now with there
00:41:27
being a lot more tensions heating up between the United States and China and everyone, the tariffs that are probably
00:41:34
going to make it really hard for them to keep selling OnePlus phones in this in the Western world for the price that
00:41:41
they sell it at. You could see a big reason why they might want to pull back and just be like, you know what, OnePlus
00:41:47
is not doing as well as we thought. OPPO phones are actually still selling really
00:41:50
well. It's just that like this article is just it's it's jumping to a lot of
00:41:55
conclusions. Big jump. >> It had the opportunity to like maybe have a or potentially still does have a
00:42:00
good bunch of interesting information, but you kind of shoot yourself in the foot when you put that title do the
00:42:07
weird author switch use AI and a bunch like you've just turned it into a big
00:42:13
laughing stock kind of at that point which is not a great look. >> Not a great look. Um yeah, multiple
00:42:19
different OnePlus kind of uh heads of social media have come out and been like the rumors of my death are highly
00:42:25
exaggerated. >> Yeah. >> Okay. Question for you guys. >> No. >> In Okay, never mind. Onwards. Um what
00:42:33
was peak OnePlus phone to you because Miles and I and Andrew a little this morning were talking about this and we
00:42:39
all had different answers. >> 7T. >> That's what I said. I got argued against
00:42:43
as the seven over 7T. >> 7T is better. I think they had two peaks. I think the 7 and 7T and 7T Pro
00:42:51
are is one of the peaks and I think the OnePlus 1 is the other peak. >> I would say OnePlus one as well.
00:42:57
>> Where is the peak? It's the start. >> Yeah. And I don't think
00:42:59
>> you think they peaked right off the bat. >> I think they peaked right off the bat.
00:43:02
>> Do you know what the peak was? The Pocophone P1, PH1 or whatever F1. >> I I just I I think the OnePlus 1 peaked
00:43:09
in some ways. It wasn't their best phone ever or their but it was one of the best
00:43:13
deals ever and it was one of the biggest hype machines ever and people got it was
00:43:17
one of those rare things where it actually lived up to the hype. I think that's why it felt like a
00:43:21
>> OnePlus 3 was the phone where a lot of the people in my life that knew sort of
00:43:26
about technology and wanted a good deal started being like I'm hearing a lot
00:43:29
about this OnePlus 3 phone. And I knew a lot of people who actually bought the OnePlus 3. It was easier to buy because
00:43:34
you didn't have to go through the invite system and everything. >> Okay. I think Miles was agreeing with
00:43:39
me. He just had the wrong thing that cuz he was like the one with the pop-up selfie camera and that was the 7T Pro.
00:43:45
>> Oh, I thought he said the McLaren edition which was then No, but he thought the 7 Pro was the one
00:43:52
with the pop-up selfie camera, but the 7T Pro is it which then was the McLaren edition, right?
00:43:56
>> The pop-up selfie camera was the Miata edition. >> The 7T Pro was a phone that I could have
00:44:04
used for ever a long time. The main problem was the ghost touches on the on the corners on the sides cuz it had a
00:44:11
wrapound screen and I swear that thing was tapping all over the place. >> That was a downside I would be willing
00:44:17
to live with for all the upsides of that phone. It was so so fast. Great great software optimization. The whole fast
00:44:24
and smooth thing was like very appreciated. >> And uh now here we are in the 15. The 15
00:44:30
is still one of the absolute fastest and smoothest phones, but lots of phones are
00:44:34
fast and smooth like that now. >> Yeah. Yeah. So >> yeah, I was wondering before because
00:44:38
you've been using the 15 now for weeks. >> Yeah. >> Uh how does this compare to like in your
00:44:44
Mount Rushmore in your head of OnePlus phones? Is this on there already or is it still working its way up?
00:44:49
>> So the battery life of the 15 has elevated it a lot for me over other phones I could be using. Um I think that
00:44:57
combined with fast and smooth and clean software is why I'm still using it. The
00:45:01
camera is such a huge letd down which is what's dragging it down from like possible peak status.
00:45:06
>> That's why you bought a Got to get the Hasselblad stuff somewhere. So, I bought a Hasselblad.
00:45:12
Uh, no, it's it's it's one of the best phones still, but it's in like the arc
00:45:17
of OnePlus. It's definitely not one of their all-time best, but it is like convenient that they jumped on the
00:45:22
silicon carbon thing early and executed it well. Like I wonder if in 10 years will you be remembering this phone
00:45:28
fondly? >> Not like not like the peak phones. >> Yeah. Carl Pay left right after the
00:45:33
peak. It's like right as the the stock is hitting the top and then it starts to
00:45:38
go. He left after the 8T. >> The 8T. Okay. >> Yeah. Yeah. Yeah. I think that was the
00:45:43
one that was the eight was like locked to Verizon >> and oh it didn't have the 5G band and it
00:45:49
was 100 or it did have the 5G band the millimeter wave band but it was $100 more if you bought it on Verizon but you
00:45:55
had to buy that model. Yeah. I want to do a quick exercise. >> I really can't remember
00:46:00
11. >> The exercise I wanted to do is I'm going to read you the titles
00:46:05
>> the titles I used for all the OnePlus reviews. >> Okay. Okay, so the OnePlus 1 review was
00:46:10
just called the OnePlus 1 review, right? >> They the OnePlus 2 review didn't have a
00:46:15
subtitle, but it was called the flagship killer and got the full review treatment. OnePlus 3 review was a third
00:46:21
attempt at a killer flagship and it was uh it had that metal jacket. Then I started doing titles. So there's no
00:46:28
OnePlus 4 cuz four is bad luck. So no four. >> I think five is when I was it 2017. Did
00:46:34
that come out? >> The OnePlus 5 I have it here. was yeah 2017 6 million views super
00:46:43
>> then >> I love the 5T >> OnePlus 6 review was my most reviewed my
00:46:48
most viewed phone review I had ever made at the time also they just pumped it up
00:46:52
with a bunch of other uh a bunch of extra views so it was 22 million views title is right on the money
00:46:59
>> plus for the price >> then the OnePlus 6T new design same price >> then the OnePlus 7
00:47:07
>> you could use that for every T model pretty much after >> OnePlus 7 review is way under the radar.
00:47:12
OnePlus 7 Pro review is silly fast. >> Silly. Then OnePlus 7T high refresh, low price. And 7T Pro,
00:47:23
tiny tweaks to excellence. >> Now we get to OnePlus 8. OnePlus 8 review special, no more.
00:47:32
>> OnePlus 8 Pro review. Finally a flagship. OnePlus 9 review sneaky value and
00:47:39
OnePlus 9 Pro review a huge Hustleblad promise. >> Can I say even the title finally a
00:47:45
flagship almost feels like a negative title in the arc of OnePlus like its whole thing is flagship killer and when
00:47:53
it be it almost feels like you're saying that they like um >> conformed to like killer anymore. Yeah,
00:47:59
>> they're the flagship aka the pricey >> the thing that's about to be killed by
00:48:04
the next killer. Yeah, the poker phone. >> Yeah, I I was reading my review titles
00:48:08
for the OnePlus phones. Uh for the 7T, I titled the review OnePlus 7T. Is it too
00:48:13
good? >> So good. >> Then OnePlus 8 and OnePlus 8 Pro I titled, "What should have been?"
00:48:20
>> Oh, wow. >> And then uh I immediately after I made a video that >> Oh, these are the worst ones.
00:48:24
>> I made a video immediately after this literally called, "Is OnePlus turning
00:48:27
into OPPO?" >> All of these would be made by exclusive at the beginning. What's the So, I have
00:48:33
three in a row for the last near. You can tell they're no longer in their peak. I made a video called What
00:48:37
Happened to OnePlus. >> Then I made a video called OnePlus 10 Pro Impressions. What happened? OnePlus
00:48:45
10T impressions. Somebody that you USED TO KNOW. >> WAIT, >> there's no way that went full circle.
00:48:53
>> That's like John Oliver where he makes a reference in the beginning and pulls it
00:48:56
back at the end. >> That was the real title. >> Wow. >> Yeah, pretty good. I was just gonna say
00:49:00
the he with the meme of like uh >> what is it who from the Simpson goes like you can see the exact moment his
00:49:07
heart rips in half like that's 17 to eight >> you can see it >> and that's when Carl Pay left
00:49:13
>> so the arc is real uh the 13 and 15 are good phones but you can see when the
00:49:18
peak was pretty clearly >> yeah reports of their death have been greatly exaggerated let's say a quick ad
00:49:25
>> and do some trivia trivia, dude. So, earlier in the show, we spoke about Netflix adding live
00:49:35
voting to their service. Uh, we also spoke about American Idol, which you may or may not know. The first episode aired
00:49:44
in 2002. So, here's your question. >> Kelly Clarkson. >> No, it was Klay Aken. Um,
00:49:50
>> Rupert >> Aon. Rupert Murdoch. >> How old was Ellis when the first episode
00:49:56
aired? >> In 2002. 2002 >> there. >> What month? >> Thank you for asking.
00:50:01
>> It aired June of 2002. >> So this question is just how >> was born.
00:50:07
>> I think >> that's all the information you get. >> Birthday. I know that.
00:50:11
>> How old are you, El? >> No. >> Don't worry about it. >> Wait.
00:50:16
2002 was the first episode. >> June of 2002. So >> I'm 12. >> Why can't I remember Ellis's birthday?
00:50:23
>> I had to ask him. >> 28 birthday. I'll give you I can give you a hint.
00:50:28
>> What is uh what's the last letter of the >> for my birthday? >> It's also my dad's birthday.
00:50:34
>> I actually do know your >> That's actually >> But only cuz I went to your birthday
00:50:37
party. >> In my family like like No, I'm not joking. Like there's a bunch of members
00:50:41
of my family that all have my birthday. No way. >> That's kind of sick. Know what to think
00:50:45
about. >> I don't know if that actually works, but I was genetic. >> I don't know.
00:50:49
>> Your dad was born at the exact on the same day and same time as you in the
00:50:52
same year. >> Yeah, same year. everything. >> Your dad and you were twins.
00:50:57
>> Clones. >> Clones. Oh, >> no. My birthday runs in my family. And
00:51:01
proof that it it there's something going on is I was born like really premature.
00:51:06
>> Like I was not supposed to be born anywhere close to my dad's birthday. And
00:51:10
yet I was like, >> that explains it. >> You woke up, you're like, "What day is
00:51:13
it?" >> You probably had some sweet plans that day. >> Dinner. Excited.
00:51:19
>> Not anymore. >> How long did you cook after you came out of the womb? How long did I cook after I
00:51:24
came out of the womb? I have no idea what you're asking. >> If you were premature,
00:51:29
>> you know, >> are you asking to develop a little bit? >> I was. How long did I cook?
00:51:33
>> Yeah, you still asked. >> Your brain had to continue to develop. >> You know, I popped out the womb. I
00:51:38
immediately pirated a copy of Apple Studio and I went to work. Man, >> that makes sense, bro. That makes sense.
00:51:44
All right. Sick. We'll be right back. All right, welcome back. There was a Verizon
00:51:58
outage last week and pretty I mean it's exactly what it sounded like. Verizon
00:52:03
was just straight up out in the US for like hours, right? >> But it worked.
00:52:07
>> I am a Verizon customer and I never lost service. I was so confused. >> It wasn't everybody. It was like seems
00:52:13
like a lot of people >> tech maybe it's cuz I'm a visible customer but I thought that was a
00:52:17
Verizon network but yeah >> I think I read that the like the what's the website is it down or something like
00:52:23
that right now had like over 175,000 queries or something about Verizon. Um but so it went out around like 400 p.m.
00:52:33
EST for hours like a very long time. I think it was till pretty late at night. Mhm.
00:52:38
>> Um, anyways, I'll quickly I just want to know they wound up giving a $20 credit
00:52:44
to everybody. >> Hell yeah. >> In one way, if you're thinking about
00:52:49
like prorating a month-long contract, a couple hours is worth way less than $20.
00:52:54
>> Yeah. >> But at the same time, if it was like if I had my GPS going or I had to like pick
00:53:00
up a kid from school or an event like prorated minuteby minute, $20 is like more than enough. the amount of stress
00:53:09
and like uh how annoying that would be for those hours is not even close to like I would pay $20 to just get my
00:53:16
service back at that point. >> So, what do we think is do we think that's an appropriate credit? It never
00:53:20
is. >> Yeah, that's the thing. I there's no way to accurately assess the amount of
00:53:26
convenience or inconvenience you've caused and like >> appropriately compensate everyone. So,
00:53:32
them deciding to give $20 to every customer who lost service is like, that's that seems fine. Some people are
00:53:38
going to be disappointed because they had worse inconveniences. Some people are going to be like, I didn't even
00:53:41
notice it was out and they just got 20 bucks. >> So, it's that's just kind of the way.
00:53:46
>> I'm also like I'm not, you know, I'm always for like corporations can give
00:53:51
money to people. It's fine. They're really really wealthy. >> But, you know, giving every single
00:53:56
Verizon customer 20 bucks is kind of a lot of money. I'm assuming it's based on
00:54:01
outages, but that's still so so much money. >> It's a lot of money and it means that
00:54:05
their their what is it? January their January revenue is going to be down like >> Well, then you also have to go I believe
00:54:11
you had to claim it. >> Oh, it was like you had to go into the app or the website or something which
00:54:16
like 20 people did. Exactly. >> Okay, never mind. They should have given people a lot more money. How many things
00:54:20
go down and you don't get like how many times does your Comcast or your home
00:54:24
internet or whatever you don't you don't get money back for that and it probably
00:54:28
causes you some inconvenience. >> How many times does YouTube go down and you don't get your premium money back or
00:54:33
whatever. >> Yeah. >> And it sucks. >> Yeah. I mean, I had my like flight
00:54:36
canceled one time because they claimed it was weather, but it was like weather from three days ago that they were just
00:54:42
still backed up on, which then eventually after enough people complained, they gave me like 30,000
00:54:47
miles. It's like not even close to the trip. I guess I still got my miles back,
00:54:51
but like I had to cancel non-refundable hotels, all sorts of different I lost like $2,000 or something on it. It's
00:54:58
like cool. 30,000 miles is like >> I could maybe get like two Diet Cokes on
00:55:04
the way. Like it's >> it's nothing. >> The The last time I flew I won't I won't
00:55:10
shame them here, but the last time I flew >> the last time I flew American Airlines,
00:55:14
they >> Why not shame? They're like the worst airline. They rebooked I had a layover
00:55:20
somewhere and they rebooked the first leg of the flight to get in after the layover was going to get in in a random
00:55:27
city that I knew no one in. And then I was like I got there 2 hours after my layover had left. No more flights the
00:55:34
rest of the day. And I go up to the American person and I was like, "So, um,
00:55:40
myo my hotel." And they were like, "No, you're sleeping at the airport, buddy."
00:55:44
Like, >> and then imagine your Verizon's out. >> And then And then guess how much they
00:55:49
offered me. >> I bet you it was like a $15. >> It was 0. It was literally 0.
00:55:56
>> Dang. >> So, shout out to Verizon. >> Yeah. Honestly, Verizon,
00:56:00
>> was it only in New Jersey? Was the outage only in New York? It was enough
00:56:04
that I saw memes on threads that day about Verizon peeing out. So, it was pretty widespread probably.
00:56:09
>> Maybe Staten Island. >> Okay. >> Yeah, >> there's a lot.
00:56:12
>> Just want to get that in there. >> Memes on threads. >> Staten Island, New Jersey.
00:56:14
>> Yeah. Staten Island, New Jersey. >> Get out of here. >> All right. Well, I got one more story
00:56:18
for you guys and that is it's January and every January, Neil Mohan or whoever
00:56:22
is the CEO of YouTube at the time puts out a letter as a sort of a state of the union of what's going on on YouTube and
00:56:30
it's usually pretty informative. I will say I appreciate a little peak behind
00:56:34
the curtain into what YouTube is planning on emphasizing and working towards in the upcoming year because
00:56:41
we're YouTubers. We want to know ahead of time as much as possible what's going
00:56:44
to go down on this platform and how to prepare for it and how to maybe even take advantage of stuff that's going to
00:56:48
be emphasized. So, I read it. Uh it was an interesting blog post and I have some
00:56:53
highlights that I'll share with you and maybe I can get your reactions on what
00:56:55
you think of some of these things. Some of them I think were are pretty generic,
00:56:58
but some of them I thought were like little nuggets that were really interesting buried in here.
00:57:02
>> Okay. So, >> the the sort of headliner one that you kind of expect them to say every year is
00:57:07
>> breaking news. YouTube's still really huge. >> Exclusive. >> Really big.
00:57:13
>> Are you serious? >> Yeah. It turns out they're an enormous website.
00:57:16
>> Dude, that's biggest streamer, biggest podcast platform, biggest video library.
00:57:21
>> What are your sources? >> Yeah, sources are I use it every day. It's pretty huge. Did you come up with
00:57:25
that via Chad JBT? >> No, I swear this is this had to come from the CEO himself. Uh so yeah, that's
00:57:30
still true. Great. They emphasize all of that. Um creators are real businesses now. Like the creator economy is still
00:57:37
mostly YouTube and it's it's good that they sort of emphas re-emphasize this
00:57:41
because we're on lots of other platforms where it's like you could have a
00:57:45
business on Instagram or you could have a business on Facebook. You could have a
00:57:49
content creation Tik Tok business, but at the end of the day, the most stable version of that is a YouTube one.
00:57:55
>> Everything else is so volatile. >> Yeah, they've just reminded us that
00:57:58
that's true again. So, I wasn't shocked by that. >> Yeah. >> Um, there was a brief focus on making
00:58:02
YouTube safer for kids and people who are of learning ages. There's a quote that 79% of teachers in the US who use
00:58:09
YouTube agree that it helps students learn, which I thought was an interesting phrasing because I thought
00:58:12
they were going to say 79% of teachers in the US use YouTube to help students learn. But no, it was 79% of the
00:58:20
teachers who do use YouTube then think it helps students learn. I think nine out of 10
00:58:25
>> Oh, well, there's 21% of teachers who are like, "Yeah, we watch YouTube in
00:58:28
class. Doesn't actually do anything." But that's one in five. >> Yeah. Well, I think nine out of 10
00:58:33
people would only buy a new car if it had Apple CarPlay in it. >> So, >> which is interesting that not all
00:58:38
teachers use YouTube and not all of them who use it agree that it helps students
00:58:42
learn, but 79% of them do. I hear from teachers all the time who are like, I showed your video about this business to
00:58:48
my business class in college and it was very helpful. Thank you. I hear that all
00:58:51
the time. So, that was cool. >> Um, they uh they also will let you set the timer for scrolling shorts on your
00:58:58
kids account to zero. Can you wait for >> Yeah, that was my first I was just a
00:59:03
second >> I Wait, that legit I was just thinking of that in the car this morning. I was
00:59:07
like I deleted Twitter, I deleted Instagram, I deleted Tik Tok, I all the shorts things, but I need YouTube for
00:59:13
work and I my thumb just hovers. >> Stop it. And it goes, if I could have that, I would love that timer.
00:59:21
>> I think it's a parental control, but you might as well be able to do that.
00:59:24
>> Can you pee the parent and the kid? >> Yeah. >> On your own.
00:59:27
>> The guardian and the child. can if you're Ellis. >> Yeah. Set up set up parental controls
00:59:30
and then flip. >> That's a good one. We're we're very referential.
00:59:35
>> That's a good one. >> But that's you should set up parental
00:59:37
controls and then log into your kids account. >> Also, do you want to be my dad on my
00:59:41
YouTube account? I can set you as my >> each other's dad. >> Yeah.
00:59:44
>> So, anyway, that's all good. They also had the statement that was very
00:59:47
definitive. This is all in service of empowering parents to protect their kids in the digital world, not from the
00:59:52
digital world. Aka, please keep letting your kids use YouTube. It sounds like you have to protect them from 21% of
00:59:58
teachers because I don't know what they're showing them, but they're not
01:00:01
learning on it. >> Unhelpful YouTube videos. >> They're just watching AI slot videos.
01:00:06
>> Yeah. Um, there was another push and I think this is going to continue because
01:00:09
this is in their letter about making YouTube content uh eligible for and rewarded for uh or rewarded along the
01:00:18
same lines as like traditional media like Emmys and Oscars and that sort of stuff. They seem to really they always
01:00:23
have this like back of the mind like inferiority complex like they always have to prove they're better than TV by
01:00:30
doing TV stuff. I always thought it was weird. >> It's like dude you're the biggest
01:00:34
streaming platform other people should be scared of you. >> Like you your audience loves you for
01:00:39
like what you are but they also are like but please Jimmy Fallon please put it on
01:00:42
YouTube. Like they always have all this TV stuff. And this is another one of those traditional media things. They're
01:00:46
like oh but we want this stuff to win Oscars and Emmys. I personally don't really care if YouTube videos
01:00:54
never win Oscars and Emmys. I think there will be a future version of that at some point that's just as valuable
01:01:00
and prestigious. The streamy >> we're going to win our Golden Globe and
01:01:03
then you can feel like that. >> I we we were I don't even remember Emmy
01:01:07
nominated Oscar Retro Tech was Oscar nom whatever it was nominated for and I it was cool that it was nominated. I that's
01:01:14
fine. That's about as far as it would go by a fake award show. The trophy wouldn't mean as much because I wasn't
01:01:20
aiming to get the trophy. >> You don't want to be an EGOT winner. >> Well, I think that some people do. I
01:01:25
think some people aim to make a thing to win the award. >> MKBHD the show the play
01:01:30
>> the play. >> Anyway, so that was that was a thing in the in the letter. Uh then of course
01:01:35
they had to get to the AI stuff. >> Um so here's here's two of the more
01:01:39
interesting nuggets. One of them is actually not AI, but it's an interesting
01:01:43
note. adding a way for creators to insert bakedin ads into YouTube videos that can then disappear.
01:01:51
>> What? >> It was just one of those little things that they just tossed in there, but that
01:01:55
they would be working on a tool this year that lets you have a baked in, you know, how we'll do like a thanks for the
01:02:00
sponsor and it's baked in fully into the video. >> Yeah. >> And then there's other types of ads that
01:02:04
are not baked in. They're like an overlay ad or a side ad or a pre-roll ad. It's a tool to allow YouTube to
01:02:10
control how long that baked in ad is viewable and then removes it. >> And it was interesting hearing about
01:02:17
that and and I got briefed by YouTube and talked to him a bit about this. And I guess the example that this would make
01:02:22
the most sense is let's say you have a sponsor that would look to uh put an ad
01:02:28
on your channel but can't afford say your whole typical viewership but they can afford the first 100,000 views or
01:02:36
the first million views. So you can have an ad that is baked in and appears in the video for the first X views
01:02:44
>> and then removes when it hits that view count. So they can pay that lower total
01:02:48
value for that sponsorship and they still get to get to your audience >> and they got to, you know, you got to
01:02:54
work with that company. >> That worries me that this is just going to lower sponsorship rates.
01:02:58
>> Like because companies know that like after a certain point in the video being
01:03:04
public that the views are going way down anyway. So, I feel like the sponsorship,
01:03:08
the sponsors are going to be able to be like, well, you know, since we're not
01:03:12
getting it for the lifetime, we can pay you less. I think that would actually empower creators to charge more for a
01:03:18
lifetime because videos sometimes have a longer tail and overperform. So, if you're reaching out to me in the past as
01:03:26
let's say whatever company you go, hey, we want to work with MKBHD and we have
01:03:30
this stuff and we like you, you like us, let's work together. your audience loves
01:03:34
our product and there's a bakedin ad and that video could get the regular number
01:03:39
of views or it could happen to get 22 million views like a random video sometimes does,
01:03:44
>> right? >> That company doesn't uh then pay more because of the 22 million views they
01:03:49
got. They just got a good deal basically. That is sort of the chaos. >> You would also in theory allow creators
01:03:55
to make more ads than videos if they could get dynamically in like does that make sense? Yeah, you could have
01:04:02
multiple sponsors for one video and it just like after the first 100,000 the second sponsor gets
01:04:07
>> Yeah. Or it's like if you have a catalog of 20 videos like you're, you know what
01:04:10
I mean? I don't know. That's no creator has just 20 videos and is getting ad
01:04:14
deals, but you know what I mean. Like hypothetically, >> that's you know, you know what I you know what
01:04:21
I mean. You know what I mean? You know what I mean? Goa. Um, but like uh yeah, like like you could in theory not make a
01:04:29
video for a month but still take ad deals that get retroactively apply those videos. I also like this idea. I just
01:04:36
want to say because >> I think it'd be really fun for TV viewers >> if those dynamic ads played.
01:04:43
>> Not for me. I'm a premium subscriber, but uh >> no. >> So here's
01:04:50
you would see it as a premium. >> I know. I love the idea of these playing
01:04:53
in between videos if they're if they're so it becomes more like a linear TV
01:04:58
experience like when you're watching on your couch on your TV, you know, instead
01:05:02
of in the middle of a video having to take a break and be like, "Here's this
01:05:05
service that'll allegedly delete all my data. I have no idea if it will or not."
01:05:10
finishing a video and then instead of getting like a normal bad post roll like ad ad
01:05:16
>> getting something made by a creator and then going to my next video just like
01:05:22
what this does though. >> No, I know. But I'm saying it opens the door to that being possible.
01:05:25
>> I mean, I guess you could put the slot at the end of the video. Theoretically,
01:05:29
it wouldn't be in between, but it would be a >> No, no, I'm not saying this is what is
01:05:32
happening. I'm saying the fact that now >> these sponsors are discrete video can be
01:05:38
discrete video productions that are dynamically inserted and are not linked with a specific video production
01:05:43
>> right >> YouTube could in the future >> make the viewing experience more similar
01:05:49
to a linear TV experience which I think >> I wouldn't put it >> I would enjoy if I wasn't a premium
01:05:55
subscriber >> it's arguably almost works better for us if we were to because we do post roles
01:06:02
so I see there being an issue for people who do more midroll stuff because >> most YouTubers like to make ads come in
01:06:10
with a great segue and stuff, but now if we're starting to like even if we're not
01:06:14
going to sell second ad after first one reaches a million views. Now >> I segueed into something, where did that
01:06:21
ad start and where did it end and where did it pick up from? And now >> we just lost a minute of video. Is there
01:06:28
now a weird jump there? I also want to know h how does YouTube know this is going to be an ad that's in there? Could
01:06:36
I just say, "Oh, I want to I want to make a little Easter egg for the first
01:06:40
10,000 people that watch this video. Can that come in and be like, "Yo, here's
01:06:45
$15 off shop.bhd.com for our first thousand." It's It's like when you go to a sporting event and you
01:06:51
get a hat for the first 10,000 people. >> I think that would be great >> if they incentivize people to watch the
01:06:56
video as soon as it goes live. would. But does that mean we can put whatever the hell we want in here?
01:07:01
>> Can't we do that on podcasts already? >> Yes. >> Audio >> dynamically inserted ads, but just
01:07:06
whatever you want. >> Yeah. Like there's nothing stopping us in megaphone from not putting an ad in
01:07:10
the ad slot. >> Yeah. No, I think that's that's valid. I think I mean this is only a single line
01:07:15
in the letter, so I don't know. There's no uh >> Yeah. Well, yes. other than, you know,
01:07:19
the people paying us. But in theory, you know, if >> in theory, if all the money just
01:07:27
disappeared and no one wanted to sponsor, we could just start doing whatever, man. Right. Right.
01:07:32
>> Yeah. No, I I think this is only one line in the letter, but so we don't know
01:07:36
what the UI is going to look like or how this tool will be allowed to be used, but I do think that that is something
01:07:41
that will happen. Yeah. >> There is one thing I know for sure, and that is it will break chapters.
01:07:47
>> Yeah. already broken. >> Yeah. Wait, we're about to dynamically
01:07:50
put ads in and I still need to type out the >> damn numbers for chapters. >> I We've been saying forever chapter
01:07:57
should be built in UI. It should be >> there are three truths in life. Death,
01:08:00
taxes, and chapters breaking >> breaking within the first hour. >> I I think some people are going to be
01:08:06
mad at this because now technically, so if you're a YouTube Premium subscriber,
01:08:12
you don't want ads. That's a big reason why you pay for it. Previously, YouTube couldn't control the ads that
01:08:19
people bake into videos. >> Now, they are kind of controlling it, and I think premium subscribers are not
01:08:24
going to want to see it. >> I agree with everything we're saying here. And like, for a creator, this is
01:08:30
good. And probably for most audiences, this is good because, hey, maybe you watch our videos later that night. You
01:08:38
might not even have to see an ad that we do. that's like one that we need to, you
01:08:43
know, continue paying our employees and having a building and everything. >> It's really I It's interesting. I think
01:08:48
it lands on the creator how they choose to use the tools or not use the tools. So, like if I'm subscribed to premium, I
01:08:55
don't expect to see pre-rolls ever or whatever, like pop-up ads or anything like that. But you still see all of the
01:08:59
midroll ads that YouTubers do all the time and post roll ads and things like that,
01:09:03
>> the integrated stuff. So the the main difference is going to be that sometimes
01:09:09
it gets deleted. >> So if I'm a premium subscriber, I'm still going to see all the mid rolls and
01:09:13
the post rolls from all the creators who choose to continue to do that. But sometimes the creators will choose to
01:09:19
use the YouTube tool to get one that's dynamically inserted and then you might
01:09:22
not ever see that one maybe. So it feels like a win just for everyone who doesn't
01:09:27
have to see the ads that get deleted. >> Yeah. >> But yes, it is like putting it in the
01:09:31
hands of them. But I I I wouldn't I guess I wouldn't expect YouTube to just
01:09:35
delete every ad that goes through that tool for premium users. That would seem like not something that they can do.
01:09:42
>> It reminds me of the skip ahead feature that they have where which Yeah. which
01:09:47
is a premium feature I believe. >> And the skip ahead feature is just a auto it's like an I think it detects
01:09:54
based on user behavior. It seems fast for 30 seconds and it's usually because
01:09:59
of an ad and that's why they feature that felt like a way of being like, "Hey, we're going to give this to the
01:10:07
benefit of the users, but only because that's money we're not getting a slice
01:10:10
of right now. So, it's good for the users because it's not hurting our bottom line."
01:10:14
>> Then my ultimate goal for here is if YouTube's allowing us to use this
01:10:17
feature with our ads that we're negotiating, >> Yeah. >> where's their benefit from this?
01:10:22
>> Yeah. Will they eventually take a cut of those ads? >> And can they? Cuz like they're not part
01:10:27
of negotiations from I don't know. Something weird's going to happen there.
01:10:30
>> It could be some sort of premium paid ad slot feature that they ask for a cut of
01:10:35
or something >> or like they give the option to put another ad in there. May maybe it's
01:10:39
like, oh, we negotiate with Dbrand and pay for a million views and they're like, oh, but after that million views
01:10:46
is up, here's x amount of like ones that now could live in here. their own ads in there and then they
01:10:53
start getting a cut after the first 100,000 or whatever. >> It starts being YouTube ads.
01:10:58
>> This is also going to give advertisers, I feel like, a way more accurate ROI
01:11:04
>> because they can see exactly >> exactly what they're buying for a million views
01:11:08
>> because it is chaotic right now. It's like you could pay for you could pay for
01:11:12
a video and you get you get 22 million views or you get like a 100,000 and you don't know what it's going to be.
01:11:17
>> Yeah. You try your best to like and I see this in contracts all the time. They
01:11:21
try to slip in like a minimum view guarantee like oh if it doesn't get enough views then you have to do another
01:11:26
make good of free and creators do not sign those huge red flag. So obviously advertisers always want to know exactly
01:11:33
what they're getting and so maybe this is a tool that lets them know more specifically in some cases exactly what
01:11:39
they're getting. Mhm. >> I that annoys me. So like if you're an advertiser and for some reason listening
01:11:44
to this, especially this deep into the episode, like >> Hi. >> Stop worrying about I know you kind of
01:11:49
have to worry about the numbers, but like do the partnership because you like that creator and their audience and you
01:11:54
think this is a good like >> if you put a a minimum view guarantee, it's such a red flag of like you don't
01:12:02
care about this partnership at all. There's different tiers of partnerships I feel like in YouTube and some of them
01:12:08
want to be like I I always use Dbrand as an example. They know what it's like to
01:12:12
work with a creator and they are really good at working with creators and facilitating letting the creator do
01:12:17
their own creative. That's why you work with them and reaching their audience
01:12:20
with their product. That's like what you want it to be. Some companies are bad at
01:12:26
that. And so they're there after like, okay, we need to run a campaign that gets 10 million views and we need to get
01:12:32
it in front of young uh affluent tech purchasers. Okay, what do we do? We work with these three tech YouTubers. We
01:12:38
guarantee 10 million views and we press buy. >> And that's not the same thing.
01:12:42
>> It's probably a lot of that is we work with insert middleman marketing agency
01:12:47
and that person then is like I want to give these number. Yeah. >> Yeah. So yeah, it's one more tool. I I
01:12:54
noticed it in there. I feel like we'll see it when it rolls out. It'll be
01:12:57
interesting. But yeah, then of course then the last bit was AI. Um, so yes, AI. There's still going to be AI
01:13:03
creation tools on YouTube just like last year they talked about this. They're
01:13:06
adding more tools. We're actively also, they say they're actively combating AI
01:13:12
slop. Uh they're trying to reduce the spread of low-quality AI content by building our established systems that
01:13:20
have been very successful in combating spam and clickbait and reducing the spread of lowquality repetitive content.
01:13:26
>> That sentence was repetitive. >> Yeah. So I wonder >> is there an M dash in there?
01:13:31
>> I don't know exactly how effective their tools have been, but they claim to be
01:13:34
both adding AI creation tools and combating AI slop. That is fascinating. And then last I saw they mentioned a
01:13:43
tool that they plan to roll out this year which will allow creators to create shorts using their own likeness.
01:13:50
>> I can't wait to try this. >> I don't know what that means.
01:13:52
>> And I'm super against this for regular people, but for us five, I want to do
01:13:56
this so bad. >> It's really interesting. Last year, I have vague memories of them talking
01:14:01
about this. this. I don't know if it was in the letter or at an event I went to
01:14:04
where essentially YouTube has your likeness and and can use your voice and your face to make you dance and like
01:14:13
walk around and do things in videos and do trends. And I >> I don't see how this isn't slop, but
01:14:20
some people are going to make it fun and they're going to make it like entertaining, interesting content. And I
01:14:25
>> I'm not sure how people are going to use it. >> I'm going to do the podcast from now on.
01:14:30
>> It might be a little late. Yeah, 300 episodes. >> Yeah, that that'll be interesting to
01:14:36
keep an eye on cuz our likenesses >> can't wait to make us dance. >> Yeah, it's definitely an opt-in thing as
01:14:43
well. >> I hope so. >> Yeah. >> Okay. I This just makes me have two
01:14:49
requests at the end of it. >> Okay. >> The version of the time limit on shorts,
01:14:53
but I want to parent me the parent. Um that sounds fantastic. >> Yeah. >> And how have we still not done chapter
01:15:00
stuff yet? You brought it up and now I'm just mad again. And all I could think
01:15:03
about this whole time is they're dynamically inserting ads and we still don't have a UI for chapters.
01:15:08
>> Seems crazy. >> They should name it after us when they finally >> You know what I also learned in when we
01:15:12
did our all mistakes video? >> Mhm. >> The same way that you add chapters to a
01:15:16
YouTube video, which is by going to the description and typing all of your temp timestamps and formatting the chapter
01:15:22
names yourself and then YouTube autodetects that formatting and adds the UI. That's the same way you add
01:15:29
corrections slashan annotations to YouTube videos today. >> But they never told us that
01:15:34
>> there's still a feature. They don't tell you about this. They don't like actually
01:15:37
it's not built into the UI. You then go down to the bottom and add the word corrections colon space timestamp and
01:15:44
then write the corrections out and it shows up visually in the corner. >> I hate you have to run freaking Python
01:15:49
script in order. Why don't they just add this to this UI? >> It's just a they should just add it into
01:15:54
the >> Everything is just a Python script. David, quick say something false so I
01:15:57
can correct this. Uh, I'm 8 and 1/2 ft tall. >> Perfect correction. >> Yeah, he's 8.75 ft tall. Actually,
01:16:05
>> is this true? >> That's >> so Yeah, they they refused to build the
01:16:09
UI. I don't know why it's taking so long or why they refused to do it, but you
01:16:14
can do corrections and timestamps for chapters and hope they don't break. Just
01:16:18
cross your fingers. >> Cool. >> Speaking of things that don't break,
01:16:21
>> trivia. >> Hit the lights. Oh, and they broke. >> They broke.
01:16:26
>> They do break. They do break. Everything's broken. >> Only when I say they don't break
01:16:29
>> every week. >> Wow. >> Touch Designer crashed. You totally jinxed it, Marquez.
01:16:35
>> Yeah, for sure. >> Okay, trivia. But first, a quick moment of silence for Jimmy Butler's ACL.
01:16:44
>> Damn. >> Damn. >> That was the worst moment of silence. >> Yeah. No silence.
01:16:49
>> Eat it. ACL. >> Uh, no. >> I can say it. And I've lost four of
01:16:53
them. >> Are any of your ACL's yours anymore? >> No. >> Wait, you got an ACL transplant?
01:17:01
>> That's how you fix ACL's. >> I thought they take it from another part
01:17:04
of your body. It >> depends. Oh, they're mine. They're not my ACL's, though. They're my patella
01:17:08
tendon and my hamstring. >> I thought someone else's no >> ACL. >> I didn't do that. I was too young and
01:17:15
flexible, which got proven wrong when I tore it three more times after that. >> Amazing. Anyway, guys, what took a
01:17:24
shorter amount of time? Shorter amount of time. Sam Alman saying, "We won't put
01:17:31
ads in or not we won't, but Sam Alman saying we're going to try not to put ads
01:17:35
in chat GBT and then putting ads in chat GBT or Google making Stadia available to
01:17:40
buy and then not available to buy." >> And can you remind us this the timeline
01:17:46
for the Sam Alman quote? >> What? I will say it is from 2024 to 2026 but I won't say what month in
01:17:53
>> 20 time or longer amount of time they are close which is shorter >> which is shorter which is a shorter
01:17:59
amount of time what happened faster >> also I just want to say >> you know what actually this is going to
01:18:08
be a rare you know when I tried to find exactly what month Sam Alman said that the only place that I found an accurate
01:18:16
thing in was uh Google AI overviews. >> Everyone else who tweeted about it
01:18:23
>> shut up >> said it happened in October, but it did not happen in October. It happened in
01:18:27
May. >> Um and everyone reported that it happened in October because the video of
01:18:32
him saying it got uploaded in October, but the video was shot in May. So, please do your due
01:18:39
diligence, internet. >> Got him. >> Tweeters. >> Wow. >> Ellis is an AI overview lover. Yeah,
01:18:45
that's a >> Ellis and AI overview in a tree. >> Put there. There's your next correction.
01:18:52
>> Let him read. What do we got? >> Thank you. >> Uh, who would like to read first?
01:18:58
>> I think it was Stadia that was shorter. >> Stadia had a lifespan of November 2019
01:19:04
to January 2023, giving it a 38month lifespan, which is incorrect. >> Wow. Yeah. And Andrew and David, you
01:19:14
guys had the same answer. >> Yeah, sort of. >> Same but different. >> Yeah.
01:19:18
>> I said Chacht. >> I said Alman, >> which is both correct. >> Yeah,
01:19:22
>> that was my old 20 months. >> Back to my old ways of not getting trivia points.
01:19:27
>> Adam. >> Well, yeah. Marquez, you should just decide your answer and then No. No.
01:19:33
That's rude. You got it right last week. >> I got one point this year.
01:19:35
>> You're doing fine. No, no, no, no. Yeah, actually. Yeah. >> Yeah.
01:19:40
>> Quick update on the score. Uh, thank you for everyone who commented last week
01:19:43
that it was incorrect in the video. We fixed it today. Now, uh, correction, it is actually Marquez with 12, Andrew with
01:19:52
16 after that correct answer, and David with 15 after that correct answer. Now, next one.
01:19:59
>> And this one's worth 50 points. >> 50 points on the line. No, not 50
01:20:03
points. How old was Ellis when the first episode of American Idol aired in 2002?
01:20:08
>> Is this closest or you just have to get it right? I'll let Oh, okay. Um, I'll do closest.
01:20:14
I'll do closest. So, someone gets a point. Who will it be? Will it be you, David?
01:20:20
Will it be you, Andrew? >> It's not Price's right, right? It's just
01:20:23
Delta. >> Yeah, I'm just going Delta here. >> How well do you know American Idol and
01:20:31
Ellis? What is that ven diagram? Whoa. What do you got? >> Wait, >> that's so specific.
01:20:43
>> How old are you getting? >> I don't know when any of this stuff
01:20:46
happened. I said 10 months old. >> Incorrect. >> I said three. >> David, what did you say?
01:20:54
>> I said five. >> Oh my god. >> So, the correct answer >> That's four, isn't it?
01:20:58
>> Is four. So, you both got a point. >> OH, SHOOT. >> NO, >> YOU DIDN'T TELL. YOU know what? So, I
01:21:04
knew how old Ellis was now, but I didn't take into account the fact that he was
01:21:07
born in July and this was June. >> Oh, >> I did that. I didn't think about that.
01:21:12
Dang. Well, >> I feel bad. I forgot you were in July. >> I could have sworn Ellis was 12.
01:21:18
>> Uh, I'm going to get a point. I'm going to get another point for sure. Did you
01:21:22
guys know it's going to snow this weekend? >> Allegedly. For anyone that's still
01:21:26
listening, every break we've taken this entire last 3 hours is Marquez just online with 40 articles about how much
01:21:33
it's going to snow this weekend. >> It's so much snow. >> If we make it a trivia question, will it
01:21:38
snow this weekend? It won't. >> That's a joke about you getting everything wrong, Marquez.
01:21:45
>> Yeah, >> he's too busy tweeting about the snow right now. >> It's It's going to snow a lot. Anyway,
01:21:51
well, join us back next week when I hopefully get maybe a point on trivia. Uh, it'll
01:21:57
be February by then, won't it? No, we got one more January episode, I think.
01:22:00
So, stay tuned for that. Thanks for watching. Thanks for listening. Thanks for subscribing most importantly and uh
01:22:05
getting us off the hype train. You know what that means? Uh, catch you guys in the next one.
01:22:08
>> People were saying they could still hype us for some reason. So, that broken
01:22:12
already. >> Keep hyping us. >> See you later. >> Bye. Waveform is produced by Adamina and
01:22:18
Ellis. We're partner with Vox Media Podcast Network. And our Terra music was
01:22:21
created by Veinsil. >> Bingo. >> We're talking about weather for the next
01:22:33
hour, right? >> Absolutely. That's our Dan.

Episode Highlights

  • Alex Honnold's Live Climb
    Alex Honnold attempts a live climb of Taipei 101 on Netflix, raising safety concerns.
    “Terrible idea. I will not be watching this.”
    @ 02m 58s
    January 23, 2026
  • OpenAI's New Ad Strategy
    OpenAI is introducing ads in its lower-tier ChatGPT plans, contradicting previous promises.
    “We’ll never have ads, said Sam Altman.”
    @ 05m 50s
    January 23, 2026
  • Nova Launcher Nostalgia
    A heartfelt reminiscence about the peak phone experience with Nova Launcher.
    “RIP Nova, that sucks.”
    @ 17m 34s
    January 23, 2026
  • Threads Rolling Out Ads
    Threads begins rolling out ads globally, stirring discussions about user engagement.
    “Threads is rolling out ads globally starting next week.”
    @ 22m 44s
    January 23, 2026
  • AI in Journalism
    A site owner admits to using AI for structuring an article, raising eyebrows.
    “As a site owner, I made the decision to use AI assistance.”
    @ 34m 32s
    January 23, 2026
  • The OnePlus Arc
    Discussion on the rise and fall of OnePlus as a brand.
    “The arc of OnePlus has been fascinating to follow.”
    @ 39m 12s
    January 23, 2026
  • Verizon Outage
    A widespread Verizon outage caused confusion and frustration among customers.
    “I am a Verizon customer and I never lost service. I was so confused.”
    @ 52m 09s
    January 23, 2026
  • YouTube's Annual Letter
    YouTube's CEO shares insights on the platform's direction and creator economy.
    “Creators are real businesses now.”
    @ 57m 35s
    January 23, 2026
  • YouTube's Safety Measures
    YouTube emphasizes making the platform safer for kids and educational purposes.
    “79% of teachers in the US who use YouTube agree that it helps students learn.”
    @ 58m 09s
    January 23, 2026
  • YouTube's Future with Ads
    YouTube may shift to a viewing experience similar to linear TV, raising concerns for Premium subscribers.
    “YouTube could in the future make the viewing experience more similar to linear TV.”
    @ 01h 05m 44s
    January 23, 2026
  • Partnership Red Flags
    Minimum view guarantees in partnerships signal a lack of commitment to creators.
    “If you put a minimum view guarantee, it's such a red flag of like you don't care about this partnership at all.”
    @ 01h 12m 00s
    January 23, 2026
  • Next Week's Trivia
    Join us back next week for trivia!
    “I hopefully get maybe a point on trivia.”
    @ 01h 21m 52s
    January 23, 2026

Episode Quotes

  • I don't like it. That's all I got to say.
    EXCLUSIVE: Lots of Drama Around OnePlus
  • Sony is short for Anthony?
    EXCLUSIVE: Lots of Drama Around OnePlus
  • As a site owner, I made the decision to use AI assistance.
    EXCLUSIVE: Lots of Drama Around OnePlus
  • I don't know if that actually works, but I was genetic.
    EXCLUSIVE: Lots of Drama Around OnePlus
  • YouTube could in the future make the viewing experience more similar to linear TV.
    EXCLUSIVE: Lots of Drama Around OnePlus
  • Yeah, he's too busy tweeting about the snow.
    EXCLUSIVE: Lots of Drama Around OnePlus

Key Moments

  • OpenAI Ads05:50
  • Nova Launcher Drama13:54
  • Sony Announcement17:41
  • Shutdown Rumors36:25
  • Verizon Outage52:09
  • Creator Economy57:35
  • Ad Insertion Debate1:05:44
  • Premium User Frustration1:08:10

Tension Over Time

Words per Minute Over Time

Vibes Breakdown