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TikTok Outperforms YouTube, Another Google Service, and EV Delays

September 10, 2021 / 01:01:59

This episode discusses TikTok outperforming YouTube in watch time, delays in Tesla's Roadster and Cybertruck, and Toyota's investment in EV batteries.

Marquez and Andrew highlight TikTok's rise, noting it now averages 24 hours of watch time per month on Android, surpassing YouTube's 22 hours. They discuss the implications of this trend for both platforms.

The hosts also cover Tesla's recent delays for the Roadster and Cybertruck, emphasizing Elon Musk's reliance on Twitter for official updates rather than Tesla's channels.

They then shift to Toyota's announcement of a $13.6 billion investment in car batteries over the next decade, comparing it to competitors like Volkswagen and Ford.

Finally, the episode touches on Google's new messaging features in Gmail and the ongoing competition with various messaging apps, reflecting on the challenges Google faces in this space.

TLDR

TikTok surpasses YouTube in watch time; Tesla delays Roadster and Cybertruck; Toyota invests in EV batteries.

Episode

1:01:59
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[Music] welcome back everybody to another episode of the waveform podcast we're
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your hosts i'm marquez and i'm andrew and in today's episode we're going to
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talk about tick tock starting to outperform youtube um another google messaging app and uh
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first off though we're gonna do a bunch of different ev news so we we kind of
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didn't do any we did a whole week without ev news last week i'm pretty sure yeah so at this point now we'd
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probably by the time you have seen this just dropped the thousand-mile road trip
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video on the main channel i guess that was a whole eevee yeah but no news so that'll be that'll be all the
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conclusions and all that info you can watch that if you want but what's the ev news i mean the first
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one we kind of all saw it coming i think this was like a week ago but roadster and cyberchuck are both officially
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delayed officially yeah and it's funny because every tesla officially piece of news is typically just elon
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tweeting like tesla's accounts didn't share this like this didn't come from
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tesla this became this is literally elon replying to someone on twitter which is
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usually how these headphones arrive but we'll just go with yeah officially let
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me confirm when you go to uh order them now is delivery date changed there never was
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a delivery date there never was not even on cyber truck uh that's a good question
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because i remember so many people when we first talked about the f-150 saying like well cyber truck's gonna be here by
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the end of the year and we're like adam adamant adamant about it and i was always like
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we'll see yeah yeah i actually had more hope for the cyber truck because of the
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whole uh like the the truck is built like that because it's supposed to be easier to
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manufacture and the right body type is supposed to be being able to be pumped out for like fleets and stuff like that
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but but that's when you start manufacturing so they have not started making sure it's true and it is getting
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pretty close to the end of 2021 yeah we kind of saw it coming i'm on tesla's
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site right now cybertruck does not seem to have a delivery date year anymore okay i suppose they removed it but it's
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definitely not coming out this year yeah and i think the the one thing that keeps
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coming up is the order of suspected releases cyber truck was announced after the roadster technically unveiling but
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it is definitely a priority to come out before the roadster i think they've talked about this the more likely useful
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vehicle for tesla cyber truck with the 4680 batteries they might even be more likely to refresh model 3 and model y
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with 4680 batteries before they do roadster at the end that's dessert that's how he always that's how elon
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always phrases and explains it so priority on roadster is very low and always will be
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i'm i'm personally totally fine with that i wasn't expecting it to come out
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anytime soon but this is confirmation that cyber truck or roadster you're talking about about roadster roadster
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will be at least 2023 which to me means 2024 at the best don't it's not gonna be on time uh yeah
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it's such a shame people they've had some of these uh like pre-order payments
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for a very long time i mean just the amount of money they could have made off of those if like investing them or
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something like that well that's that's been their thing is if any of these
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people including myself used the money we deposited and literally just bought tesla talk
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instead what that would have turned into is uh yeah i just and it's not just tesla doing it
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anymore i don't get why like like ford's doing it rivien's doing it that was canoes doing these like this is
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much less it's the 100 like refundable ones i don't love that that's not a
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thing i like it all it's a very eevee thing we i don't i i might not have been
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in the car world long enough to notice this but i don't really see that many
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regular gas cars taking 100 deposits four years before they're supposed to get announced you know the only thing i
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can think of is well not hundred dollar robots but i'm sure some of those like
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top and top top top and like brutal supercars are doing stuff like that but you're right nothing
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like for the average consumer is doing stuff like that yeah as far as i know maybe something but it's not a normal
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thing but yeah anyways we'll move on um vw released a concept tease of their
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it's called the id life it looks kind of like a mid-sized hatchback so not quite
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like a crossover um very very boxy almost like the old scions now this is a concept supposed to come out in 2025 i
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think the biggest thing here is we're seeing a price tag of what's supposed to
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be around 24 000 and that's just a price tag that i think eevee needs to hit that needs to hit as
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fast as possible so that's the main reason i just wanted to bring this up i agree that that's a price tag that's
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admirable i just had to look up the article to see a date they're saying 2025 yeah okay fine so about four years
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i would love i would love to see that way sooner i mean any car it's not even
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just volkswagen i don't care that this is volkswagen at all i just want to see
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a 20 uh an under 25 000 ev that has admirable range i'm talking at least over 200. i think that's the key is
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these powertrains are the main cost driver of like what prices these cars i mean we've all talked about
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tesla interiors in the past that's not why they're expensive it's because of
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the motors and the batteries yeah for sure so what we're really talking about
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is when can we get a 24 000 good mass-produced high wattage like decent-sized battery in a car um
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i would be willing to bet tesla will get there first and i don't know when that
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will be but it's it's nice to see others also committing to the same thing
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i'm also looking at the picture of it and yeah the picture is kind of short it
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looks it looks kind of like something i'd see it's ces you know it does look
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very it's most the lights and the front thing i i said they kind of looked like
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e-paper almost like it just looks like lights that are just kind of glowing and not really actual lights um but again
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it's a concept like no part of me thinks it will look like this picture at all
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yeah um i i don't know if i think tesla will be the first one to get down that far i
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my main reasoning behind that is they cause like the cheapest one you can buy right now is 40. like 15 000 is a
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big difference in cars yes um i mean maybe i mean they're i think they're the most advanced out of all of
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them for sure that's why i'm betting on tesla yeah i just they're they're
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selling so many cars at these higher price points and everything are they going to now develop another one i mean
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we just saw cyber truck get delayed i don't even count roots being delayed is like
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anything i count towards their regular manufacturing because like you said it's
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it's like their cream of the crop top line not major selling one um i don't know i wouldn't doubt if we see
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something like which we'll talk about next toyota or honda or one of them maybe
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getting there i just hope there's one before 2025 way before 2025. yeah i think i there's no doubt in my mind
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they're all working on it i just think if uh if we're waiting for the first
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generation of each of them and we're also seeing tesla's like fourth generation coming out soon there's a
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pretty good chance the ones that have been working on at the longest and who have gotten the furthest will be the
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first to get to this next step uh but we'll see i know it would be really impressive if
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volkswagen leapfrogged tesla's entire well i think it would try to train tech
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i'm i wouldn't be surprised if some of these companies went after that market
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because that's the market that's not being hit right now i mean like the
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model 3 is a huge milestone in evs in general because of how much cheaper it got but a 40 000 car is not an
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affordable car by any means like i think they they all know that if they could make a 25 000 car right now they would
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definitely do it because it would clearly sell a lot i just think they don't have the tech to be able to make
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them that well so it's who's going to get the batteries who's going to make
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the drive train efficiency who's going to do it first so we'll see we'll see
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also these interior pictures are wild i don't think i even oh if you think oh
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yeah oh dude it reminds me of that like total total bullcrap concept car that bmw showed us
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which just like remember we sat and they're like don't scoot across the back
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seat yeah it doesn't actually have supports in the middle it's basically
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cardboard and like yeah this is funny no part of me thinks that this is what the
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interior will look like if it's a 25 000 car like it'll be very plain on the inside 20 25 though
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2025 maybe it's got a yolk for those who are listening to audio only it has a yolk and it looks at the back
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it appears to be using your smartphone as the main and only display so you know how model three has one
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display in the middle and that's like your speedometer map and everything it
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looks like you don't even get that you just put your phone there and maybe that's saving a lot of money but that's
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a very interesting concept it looks like if the like bdi was made bdi is like this modern
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furniture company that we buy a lot of it looks like very like mid-century modern interior uh like doesn't look
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like a car also the the brake but the gas pedal has a play button and the brake pedal has a pause button that's
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hilarious which is so dumb and there's like some touch screen stuff this concept is ridiculous i mean like
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if i was in a video game and i played this i'd be like this is really unrealistic
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it is but you know when they say it's the future wait what and it's a couple
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years out i'm just wait go to picture 18 18. i'm going to just describe this the front
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dash like has a giant screen that pops out this oh oh i did a demo of this okay so volkswagen yeah volkswagen's
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basically banking on the fact that autonomous vehicles will be so good by the time
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these come out that you can just completely ignore the outside of the car and you do have a wheel there for
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takeover when you're manual but you can just cover the windshield in a blackout
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shade and put a movie up and watch it instead of looking out the windshield yeah i had
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way more hopes for this until and the further into the pictures i click the more i think this is
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just a i don't know i don't like i don't yeah i don't like seeing all the
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wishful parts of this like i'm just wishing for a cheap ev because i want to
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not have as many pollutants in the air and like do something that's towards going green and affordable this is like
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i don't know yeah we'll see my baby feels ridiculous my biggest skepticism is actually in one
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of the specs and when you project this far in the future it's kind of hard to
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get specs right in tech because tech moves fast but they're saying 57 kilowatt hour battery 250 mile range
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i and this is apparently with the european wltp testing cycle i don't know how accurate this is going to be but
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um i'm hoping by 2025 250 miles of range is like a base i would hope that's what i
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that's what i mean about this because we have the mini cooper that's like 22
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right 22 000 but it's range is like 100 miles 100 miles like if you're in a city that's great i want
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something that can do at least 200 like you said 250 should be like the absolute base for evs we're
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looking at but just that like the biggest thing of that 25 000 price tag is once you get three years into
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that and you have used cars you're starting to look at under 20 000 and and i think the used ev market is going to
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be huge because they should potentially last much longer than gas vehicles i just think that's a milestone we have
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to hit um we'll see we'll see who gets there yeah all right so all right so next up we
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have toyota claiming that it's going to invest 13.6 billion dollars into car
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batteries over the next decade um i think this is really important toyota is the largest car manufacturer
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worldwide by volume um i mean it's toyota if you are driving out on the street um you're seeing a camry in a
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corolla probably almost every other car they're gigantic but we haven't seen
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them like they don't have an ev yet they have one concept car with no date as far
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as i know yeah it's weird very strange to me especially because they are the people who started the
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whole kind of like better gas mileage movement with the prius yeah the prius is like one of the best
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fuel economy cars out there people love that thing and toyota hasn't made a pure
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ev yet battery ev real quick do you know when the first prius was sold what year yeah i'm i'm just gonna
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spitball guess like 2004. pretty close the first one in japan was 1997 then worldwide they were first sold in
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2000. so the prius has been around for a really really long time it has so that is crazy to me that toyota's been
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working on this type of car i mean it's a hybrid still has electric motors it's
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very different but it's still trying to make you know kind of a greener a mission
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20 years and they still don't have an ev out that's crazy to me maya one of my
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professors i've tweeted this before but one of my professors from college once
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told me you should never give a presentation with a number in it without some context for that number
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and you're saying when i hear toyota is investing 13.6 billion in car batteries over the next
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decade that sounds like a lot but is that a lot compared to other car companies uh
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all right so to break down the numbers a little bit and still this is all you know planned said everything um
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13.6 billion dollars for battery tech over the next decade 9 billion of that is straight into production
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um please have ten battery production lines by 2025 and then another 70 across the world after that it says
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judging by these numbers it should produce around 200 gigawatt hours of batteries and then if you want to
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compare that to something volkswagen's plans are to produce 240 gigawatts in
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europe alone by 2030 and ford said they're planning to do 240 gigawatt gigawatt hours gwh of batteries globally
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by 2030 as well um yeah and then adam what did you just say you said tesla just invested 12 billion last
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year 12 billion in 2020 over the next two years into electric cars and batteries yeah but tesla only makes
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electric cars so that's interesting yeah well that's electric cars too i did i
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don't know if this is right and that's not just battery just car yeah yeah
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i mean like i said before toyota i just like seeing toyota going into evs in general i think they're a great car
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company i think it's another one where we've talked about how the f-150 is so
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important to evs because of the loyalty behind the f-150 line and pickup trucks in general toyota is one of those
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companies you just think of customer loyalty behind it and i think they would be especially globally like they're very
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popular in the us but they're even more popular overseas yeah they're everywhere yeah
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yeah i i you know the more competition the merrier i want to see every car manufacturer
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attempt to make a good ev as soon as possible as soon as possible that's what
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so yeah this to me is like i'm glad i'm hearing that toyota but i want you to do this faster i want you
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to have an ev car out here they have this like uh it's called the bz4x um it's like a crossover suv because who
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isn't attempting to make a crossover suv at this point um but i just want them to go faster i like
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their cars a lot in fact i mean we wanted to talk about on here i'm at the point where my car is
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it's at the end of its life i think i need to get a new one by the end of the
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month i've been debating a lot of things you probably would assume i'm going to
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get a tesla because of how much we talk about it here but i i've decided not to
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already decided i've already decided i'm between a couple different cars okay i
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have decided as much as i want an ev for many different reasons i don't think right now is the right
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time to get one for me personally is that because you can't get any ev that's
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not a tesla or is it because no evie speaks to you enough so here's it's it's a whole mix of things i just
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currently moved um it is back to where i grew up it is very out in kind of the middle of nowhere um
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i love it i absolutely love living out there i love tesla i really really like the
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model y it would probably be at the top of my price point for a car but my biggest concerns with it right now are
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the two i don't have a single tesla service center within an hour from where
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i live i see that being a big issue at some point it's one of those things where
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like most of the time it's probably not an issue but when it is that just feels
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like an absolute nightmare um i worry about how long it takes for teslas to be repaired um if it's
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something that's they do a great job with their loaner car program from what i've seen
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but if it's something that's your fault i'm assuming they're not covering a
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loaner car like if i get in an accident or anything like that that's something that worries me yeah it
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definitely depends on the situation but yeah i mean that's true with a lot of
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things but uh so repairability is something that worries me as well um and then i think last but not least
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uh i mean price is obviously high i just bought a house there's a lot of new
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bills that come with that we're trying to start a family there's going to be a
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lot of bills that come with that um and so the insurance from what i've seen is quite a bit more
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expensive around here as well um so just all of those things kind of adding up i have a super chart one supercharger
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on my commute home from work but i to me that's not even an issue i think one
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thing i love about evs is starting with i've said this a million times i want to leave my house every day with
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a full tank of gas that is like amazing to me and i think is the most underrated
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thing about evs possible in terms of other evs i was looking forward to the f-150 which
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would have really been stretching it money-wise but i am not confident with charging to be like
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completely honest i'm super excited for the truck to come out this last road trip didn't help
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confidence in it at all i'm gonna say we just did a big experiment to figure that
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out um yeah i think that's a big issue i i mean like there would obviously be
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places i could take a ford to instead but also my car is at the point where i won't be able to wait as long for an
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f-150 anyways and like yeah that's that's gonna be delayed i'm calling it
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now i'm just telling you i'm gonna say i think it won't be delayed but it doesn't help me either
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way yeah i would put i think it'll come out in june this upcoming june yeah i hope i'm wrong but every
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single other ev has been delayed other than like variants of model 3 and model y it's been like every single one's been
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delayed so i hope i'm wrong maybe four will be first i don't know it was maki
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on time i don't remember exactly so but i hopefully i think they have too much
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riding on it for it to be delayed i think it would be a huge blow to it if it were delayed um
00:18:48
but yeah so yeah i'm most likely going to get i think a rav yeah so probably or an
00:18:53
outback or a forester i really like uh like something with storage i like something with all-wheel drive i've been
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looking at a tacoma also but they're pretty pricey as well um i do live out in the middle of nowhere now a truck
00:19:06
would be really nice but i need something with at least some storage it's a rav4 outback forester yeah it
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reminds me of what doug demiros said he was like they're kind of all good like
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yeah yeah it's hard to go wrong i i appreciate subaru and toyota are supposed to last for very long time i
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mean my impreza has 180 000 miles on it right now i'm still driving i just know
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i'm like one day away from it breaking down on the side of the road in me and
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not wanting to deal with it i want to play like the devil's advocate and like
00:19:30
try to convince you right now to get a model y i don't know what how i would i
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i love the model y i absolutely love the model is there a is there a service a dealership i guess of like subaru and
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toyota like near you i guess yeah i was much closer i could probably i could ride my bike to a super dealership near
00:19:49
me if i wanted to um i have two toyota dealerships within 10 minutes of me uh there's plenty there's plenty of
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dealerships everywhere i could probably hit seven toyota dealerships on my way to a
00:20:01
tesla dealer there's so many it's just a it's a tough spot right now i think it's
00:20:05
like actually one of those two just got hit by the hurricane in new jersey also so they're
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gonna be down for a little bit so that's also really tough the service center
00:20:14
that i picked up my car from uh we just had this hurricane ida come through shout out to climate change once
00:20:21
in a once in a generation freaking ev so bad yeah our our fourth one in 200 year storm
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uh and uh shattered all the windows and the roof collapsed so now they're they had to move all their deliveries to
00:20:34
a different service center and like get stuff out of there and they shut that down for at least a couple weeks i don't
00:20:38
know how long it takes to fix fix the roof but that thing's that thing is gone
00:20:42
the superchargers there still work you can still plug in and charge yeah um but uh that is that is one down but yeah no
00:20:49
that's like one of the things i was i was always thinking about when i recommend
00:20:54
when i recommend a specific ev especially tesla yeah it's like you don't
00:21:00
do nearly as much maintenance like you maybe go in every 10 20 30 000 miles however many you want to just to get a
00:21:07
checkup or whatever um but the the car out here the the raven model s i did exactly zero
00:21:13
appointments for it's on its original wheels and tires i i think i drove it about 30 30 000 miles never visited the
00:21:20
service center once um but the one chance you do get an accident or you do have like a
00:21:27
nick in the bumper you just need something to go to the car and you go back to the tesla service center then
00:21:32
that's the question of like how close is it to me what's the the loaner program
00:21:36
like what's the service like and that's always uh that's always a question yeah i mean we just had vin vin
00:21:41
couldn't come in for like three weeks because somebody hit him not his fault
00:21:45
at all and his car took three weeks to fix that and it's just like i can't not
00:21:50
have a car for three weeks that's or or then i'm spending on a rental car like
00:21:53
that's a ton of money it's just it's hard to do all that and it's a hard
00:21:57
thing to just like i don't know i think some people are i like i said part of it is because of
00:22:03
where i moved to made it much harder i would kill for a model y i'm kind of hoping that
00:22:08
in the next five or six years then maybe i'll just sell my car whatever i want to
00:22:14
say i was gonna say lease a car for two three years not at least six and then something you can do with that much
00:22:20
mileage for commuting too it's just way too much i have to buy i have to finance
00:22:25
and and stuff like that so i'm using a tesla doesn't work either get something
00:22:28
for two three years and then when the s150 comes out maybe f-150 if they fix their
00:22:33
charging's better i hope so i have high hopes for that 150. i'm trust me i i'm really really rooting for
00:22:40
ford i think i'm really rooting for toyota i would kill for a rav4 eevee if it was literally just a rav4
00:22:47
with an electric motor it would be amazing but all right i think i rented it enough on that yeah all right let's
00:22:53
take a quick break we'll come back we're going to talk about google's services
00:22:57
and then maybe uh one of google's biggest services having some competition be right back
00:23:02
great great great [Music] all right all right back from break we argued a little bit behind the scenes
00:23:15
and we're doing uh we got a bet yeah we got a bet we just want to we just want
00:23:18
to know if ford's going to hold up their promise so we looked up on on ford's
00:23:21
website they're promising f-150 lightning deliveries will start spring 2022. yeah so if i'm betting it's
00:23:28
delayed june 21st is the last day of spring 2022. i'm betting first deliveries are
00:23:34
after that okay they're betting that they meet that yeah and do we want to do
00:23:37
just like what is first deliveries i i don't want to count if it's like one
00:23:41
truck gets delivered or something like that do you have a metric or just it's
00:23:45
gentlemen's like i want to be able to find a customer who just makes a video
00:23:49
of their truck on youtube okay like we did with plaid when they started trickling out yeah like we'll know if
00:23:55
they're like actually doing deliveries yeah okay and we have decided that the
00:23:59
punishment is uh we're saying a spoon it doesn't have to be like a whole spoonful but we're
00:24:05
saying the bomb hot sauce yeah we're gonna buy the bomb hot sauce and uh loser has to put on all of his food for
00:24:12
the next week whoa oh no we're gonna have to eat it one time yeah one time one time one teaspoon of
00:24:18
it right right in your mouth on the podcast yeah sure oh yeah yeah for sure for sure all right i'll buy the bomb
00:24:23
okay cool cool and you let me know what kind of hot sauce what you put your hot sauce on
00:24:29
so i can get that for you too oh you're gonna we can put it on something yeah
00:24:33
yeah okay i'm just saying you're gonna lose so you should tell me what you
00:24:35
wanted yeah vanilla ice cream with extra lactose perfect okay but we also wanted
00:24:40
to talk about google for a little bit of course now there's a variety of google
00:24:43
stuff to talk about we obviously uh have seen a long history of google messaging services over the years
00:24:51
so i saw this headline and we just added it to the waveform slack just because like we wanted to come back to this but
00:24:58
it is yet another google messaging app yeah um yeah what is it so it's gmail
00:25:04
calls now yeah so it's essentially like a google meet video call but you can do
00:25:10
it straight from the gmail i'm assuming in browser they're doing like a gmail
00:25:13
redesign right right so it's a way to to make video calls basically from gmail so
00:25:20
you can do it straight in the app even though i believe it's using google meets
00:25:23
as like the platform for it so they're not like making a new platform but in
00:25:27
gmail you can make the calls straight in the gmail app so you're not switching
00:25:31
out of things or like in an email thread they're trying to like outlook yeah it's barely different
00:25:37
from google hangouts already but just for a little fun here we know there's been a million google
00:25:44
messaging apps i mean it's like a joke i want to see how many you can name now there are about 15 i believe
00:25:51
15. 11 of them so it's like they have sms they have email and they have um like video conferencing they also have
00:25:59
like a couple they just called them collaborations with some other messaging things
00:26:05
i won't be that upset if you don't get those but i just want to see let's uh
00:26:09
messaging inside of google slides in google powerpoint uh google sheets pretty much yeah google docs chat is one
00:26:16
of them which is like okay but um let's do let's uh i'm gonna i have them in the
00:26:22
document but they're highlighted black right now i'm worried if i highlight
00:26:25
these you'll see them so let's just take this a little bit yeah i want to see how
00:26:29
many you don't get so active or or all the time forever no because how many are
00:26:33
active actually if you could even name if they're active i can't because we had
00:26:36
a way of confirming that yeah i was just thinking of like google buzz and google
00:26:40
plus okay um so i know we have google messenger on my phone that's your sms app we have google
00:26:47
hangouts also on my phone okay i also have google duo and google allo okay not even sure if both of those
00:26:54
still work i think duo still works aloe not so sure okay um then we have so google meet
00:27:02
is the video conferencing app kind of like zoom yep it's already five that's already you should be done
00:27:08
but now there's well you're missing the most popular one which is just think about like
00:27:16
it's what we just talked about the the new phone call thing in gmail like g chat no it's just gmail oh gmail yeah
00:27:22
okay oh yeah it's a message you know that yeah yeah okay messaging app sure so gmail that's already six uh and you
00:27:28
said google chat right yeah google chat so hangouts in google chat and gmail are
00:27:32
all in the same window at the same time next to each other which is hilarious um
00:27:37
yeah google buzz and google plus were kind of google plus was a social network google buzz was kind of
00:27:45
what was google buzz i don't even see google buzz in here from what i have i
00:27:49
think that was also a social network so i won't count it yeah but google plus is
00:27:53
a little harder because google plus had certain things in it which is oh it had messaging you could
00:27:58
message people in google play i have three different google plus apps listed here that are all different messaging
00:28:04
things oh so do you remember any of them i don't know what they're called but
00:28:07
in your profile you could message someone on a google plus and it wasn't gmail it was inside of google plus
00:28:12
google plus messaging i guess there's also youtube by the way which used to have a messaging system
00:28:18
yeah that's not listed here so i have google plus huddle oh yeah yeah yeah one's called google plus hangouts which
00:28:24
i'm assuming just kind of turned into regular hangouts or if hangouts was already hangouts was already a thing i
00:28:30
this this verge article i'm looking at has hangouts and google plus hangouts
00:28:34
wow okay and then i also have google plus circles which that is just the regular like kind of like a facebook
00:28:39
wall that was the mechanism for talking to groups of people in certain parts of your google plus network okay so like a
00:28:46
facebook group more so yeah okay something like that yeah um wow so google docs chat good job on that one
00:28:53
that's that was one i didn't think because we use that one we do it's over here on the side system
00:28:58
yeah i guess we never use the chat too much so i said hug there's something called google talk
00:29:04
google google voice they can say oh yeah i have google voice google voice can be
00:29:08
uh sms you said google messages i have android messages but yeah same thing yeah um google wave
00:29:16
oh wait i don't even remember it's not so dead and old yeah that was the thing
00:29:20
and then there's just also the original google chat gchat pre-hangouts turn into hangouts yeah
00:29:26
exactly that's what i used to talk to everyone on google g chat was the best
00:29:30
when you were like at work because you had your email open but you were still talking so like isn't it your boss came
00:29:36
in yeah it's like oh he's just got his email up he's definitely doing work and
00:29:39
then there's like three messages like lighting up in the bottom you're like
00:29:42
you don't see that don't see that um but yeah classic so how's that yeah they're
00:29:46
really good there's like there's a lot and i feel like i've used probably half
00:29:50
of them and it's like every time google builds a new thing it's like is this
00:29:53
going to be dead in a year or should i should i stop you've used half of them
00:29:56
but i bet in your head they're all scrambled into one messaging pretty much yeah i mean like i said you open the
00:30:02
gmail window and there's gmail in front of you but also you can have google voice open on the side you can have
00:30:07
google chat and their hangouts in the bottom and then you can have google meet pop up right in front of you with an
00:30:11
invite it's everywhere and was it allo or duo first i think it was aloe first
00:30:15
alo was that is the text and duo was the videos oh i thought aloe had video as well
00:30:20
was like i think the first i o i went to and i remember being oh my god face time
00:30:25
for androids right because every time they come up with one you're thinking like this is going to be my message yeah
00:30:30
you're like this is going to be the universal messaging app the myth the myth of the universal messaging app
00:30:37
you always think they're gonna do it and they get halfway there and then it dies um the closest i think they ever
00:30:43
really got to that was they they pushed hangouts for a little bit and hangouts was an app you
00:30:49
could use to text people over the internet and make video calls and make voice calls and it was like you could
00:30:54
use hangouts for everything on your phone but not everybody used the hangouts app on their phone people on
00:30:59
their iphones didn't install hangouts so it was like it never really got this was
00:31:02
always my thing with doing that is to me like i was talking to people in g-chat and like hangouts
00:31:09
and but it was so much different than how i was talking to people in text messages so i never liked having them in
00:31:14
the same list of things because the g-chat or hangouts was oh people were always talking in it because there
00:31:20
were groups of like 10-15 people where my text message to me was people like specifically trying to get in contact
00:31:26
with me or my wife or my mom or my sister or something like that i don't know i never liked them all
00:31:33
together i still have my separate messages app like text messages which i know a lot of people outside the us is like
00:31:39
not really a big thing yes it's i've used whatsapp a lot more because i've
00:31:44
been working with people in in europe and they all just use whatsapp and it's
00:31:47
easy but yeah it's it's kind of just like in the us people just use imessage
00:31:52
like they just use their text messaging app to talk to other people which is kind of why it's so crazy that they've
00:31:57
made so many um but speaking of google services youtube yeah youtube's a pretty big
00:32:04
service you kind of when you think about youtube and then the sheer numbers that
00:32:08
youtube does yeah kind of feels unbeatable right it's the second biggest search engine in the
00:32:13
world next to google who owns them so they're very plugged into each other billions of hours of video are watched
00:32:20
and uploaded every month it's just this crazy massive self-feeding unbeatable
00:32:25
video machine huge catalog incredible search engine but there's one key thing
00:32:32
that they're just getting beat on as of right now which is in watch time on mobile phones
00:32:40
tick tock android phones on android mobile phones tick tock just overtook youtube in average watch time mm-hmm
00:32:48
which is interesting and uh can we pull up the the exact details on that because
00:32:51
is that like a session kind of uh is it what session watch time or monthly it is monthly so i i can explain it a
00:33:00
little better to kind of get an idea here um so it is on android phones although
00:33:05
i bet you the between android and iphone probably is almost exactly the same i don't think anyone on android is using
00:33:12
one or the other more or less often i think people just in general are using youtube and to
00:33:17
average how they're supposed to use it doesn't matter what your phone you're on
00:33:20
um but that does have a difference tick tock is like 99 mobile youtube is like 70 percent mobile so there is a
00:33:28
little difference here but so average watch time over one month right now in the us youtube uh the
00:33:35
average user on youtube watches approximately 22 hours of content per month and that has been like
00:33:42
completely steady so this the graphs they showed were from december 2019 to june 2021
00:33:50
and it started at 22 hours and it ended at 22 hours in that crap it fluctuated a
00:33:55
little down to 21 up to like 24 but it pretty much is at 22. tick tock december 2019 was at 16 watch hours per
00:34:04
month and rose all the way up to 24 watch hours per month so they have just been i mean we know tick tock's going
00:34:09
crazy so the average has risen up from 16 to 24. yeah watch hours per month so many fascinating things about that
00:34:18
just i'm such a big numbers person and stats always are like the thing that i
00:34:22
like digging into so number one how many hours of tick tock do you think you watch every month
00:34:28
and when i think about tick tock it's really easy to get lost and just sit there mindlessly scrolling and then it's
00:34:34
been half an hour and you just didn't do anything for half an hour and i wonder how much that adds up
00:34:39
youtube actually used to it might still show you in the app how many hours you've watched and i know for a fact i
00:34:45
watch more youtube than tick tock i know i watch more youtube also but the number of of tick tocks that i've
00:34:52
watched per month has definitely averaged higher and higher over the last couple years i mean if you're counting
00:34:57
individual tick tocks i watch more tick tock single tick tock videos than youtube videos for sure that's the other
00:35:03
number i'm so curious about is like tick tocks are three minutes long tops most
00:35:07
of them are a couple seconds long how many different things did you just consume versus the youtube videos like
00:35:13
youtube videos are i mean the ones we make are 10 12 15. average has to be out i mean like eight at least for the
00:35:20
majority of youtube videos yeah and not everybody watches the whole video from front to back but i'm just thinking the
00:35:26
amount of stuff is way higher on tick tock and that's that's kind of by design
00:35:30
it's like the short attention span gets that instant gratification cycle over
00:35:34
and over lots of small hits of dopamine instead of one big one basically um but then the last one is uh
00:35:41
if the the way i just think about this stat the average watch hours have gone from 16 to 24.
00:35:48
that means that there are a lot of people who are watching more than 24 hours every month
00:35:55
there is only 30 days in a month there's people probably watching 30 hours a
00:36:00
month that's an hour of tick tocks every day that's so many tick tocks if they're 30 seconds each that's an
00:36:08
insane amount of tick tocks yeah of different things that you're watching like you've got to be spending so much
00:36:12
time in that app and this is at the end of the day the thing that i know youtube's after we always you know if
00:36:17
you talk to other creators they're always talking about the algorithm and the mysteries behind it and the sort of
00:36:22
opacity of knowing what youtube's trying to do on the platform but the one thing i feel
00:36:27
like i always know is they're always trying to get people to spend more time
00:36:31
on the site the more time you spend on youtube the more ads you watch the more you consume the more money they make so
00:36:37
generally no matter what they're doing you can assume they want you to spend
00:36:40
more time on youtube.com yeah and that is something that they are amazing youtube has to look at this and
00:36:46
think like okay they're they're tick tock's figuring it out why don't we figure it
00:36:52
out and we have videos that are longer and have a better chance at keeping you on that line right so we have youtube
00:36:58
shorts now which is like they've and it's this is a real thing like they they
00:37:02
clearly made it as a response to tick tock and they built the carousel and they have their algorithms and you can
00:37:07
spend time scrolling 30 second videos just like tik tok you can do that now on youtube
00:37:12
but the fact that tiktok is just that and its algorithm has gotten so good that people spend time in that app and not
00:37:20
youtube shorts and they stay there for 30 hours in a month says so much to me about how good tic
00:37:26
tocs alg algorithm is and how massive that site has become um the funny part is as a creator at the
00:37:34
end of the day the content strategist inside me is like that doesn't make me want to become a
00:37:40
tick talker like i see a lot of people in on twitter just being like oh so marquez you're going to pivot to tic toc
00:37:44
now huh you're going to have to chase those views on tick tock it's like no
00:37:48
most people who are blowing up on tick tock which is happening to a lot of people
00:37:52
end up migrating to youtube anyway the money making because all the other systems are in place on
00:37:58
youtube it's the most stable it's the most monetizable it's the most
00:38:02
valuable um you don't see tick tockers making a sub stack or anything it's uh
00:38:07
yeah or if they do they went to youtube first so and you also hardly see it i mean you see it the other way around
00:38:12
like people on youtube going oh wow okay tick tock's blowing up we should make
00:38:16
more short form stuff we should make youtube shorts we should make tick tocks and you go over there but you don't see
00:38:21
them leaving youtube behind you don't jump to tick-tock it's to get more
00:38:24
publicity it's to bring people back to youtube yeah so that's what i see in all
00:38:28
these numbers it's just like this yeah trend is crazy i mean i think like you
00:38:32
said the algorithm on tick tock is insanely good it's just like it is so impressive to me watching things
00:38:41
that i don't think i've ever like thought about like changed my uh like habits on using tick tock to make it
00:38:48
think that i would like that more and then it's just sending me stuff that i
00:38:52
find more and more entertaining yeah every time it is like at the point where i almost feel like tick tock is like an
00:38:57
ai company and they just have like 100 percent the absolute best algorithm for stuff like that that's
00:39:03
what it is it's crazy i was talking to someone recently about uh tick tock and
00:39:07
they're like marquez do you do you watch tick tocks at all i was like yeah you
00:39:10
know i watched tick tocks and they were like i tried and then it was like one day of like teenagers
00:39:16
dancing and i couldn't take it into the start of it i was like if you get past
00:39:20
the one day of like the most generic tick tocks of all time it will learn you so fast like
00:39:26
you get you pass the one day you make a new account and it's like it learns from
00:39:30
everything everything you skip everything you pause to watch the whole thing everything you watch twice yeah
00:39:36
everything you like comment on engage with everything you do is instructing that algorithm on how can we make you
00:39:42
stay here longer and that learns you so fast it's gonna it's gonna pull things
00:39:46
from all over fluctuates like so often and it's still it's like it's following
00:39:50
it i don't even know if i like the things anymore tic toc is telling me to start
00:39:54
liking these things like it's just at a point where yeah it constantly keeps you
00:39:57
in i think my main tick top use is i lay down in bed and i want to watch like 10
00:40:02
minutes and i watch more and more all the time and it's just like sometimes it's really
00:40:08
hard to put down yeah yeah i i usually want to like aggressively put down the phone once i
00:40:15
get watch a good one that's because i know we say one more good one yeah one
00:40:18
more good one gotta end on a good one yeah it's hard there's there's a lot of
00:40:21
good ones out there no another interesting number i'm seeing in this article is the verge article a link in
00:40:26
the show notes uh youtube has two billion monthly active users oh yeah youtube's still bigger still bigger but
00:40:32
that's why it's so interesting tick tock has 700 million compared to that 2
00:40:36
billion but those 700 million are spending a higher average amount of time yeah so
00:40:43
the total number of hours will be less for tick tock but the average per user is now higher yeah so as tick tock
00:40:48
continues to grow it will probably approach youtube in that total number i don't know when it'll approach youtube i
00:40:55
don't have the context i wish i had like the chronological number of totals but yeah average per user is pretty
00:41:02
impressive now they'll they'll be focusing on like you know instagram has
00:41:07
got to be looking at this like we made reels why are people not spending 30 hours a month scrolling through real
00:41:12
yeah instagram is definitely a closer competitor i still you were just talking about youtube shorts and i don't think
00:41:17
i've ever heard a single person or seen a single person looking through youtube
00:41:21
shorts i only ever see them when they're just in my subscription box as someone i
00:41:26
follow posted one i still hate that that is like part of the same ecosystem together it's weirdly mixed in yeah
00:41:33
now i've scrolled through i've scrolled through instagram reels mindlessly for a
00:41:36
little bit they're not as uh they seem like they're kind of siloed like it seems like i mostly get
00:41:43
car reels tech reels and uh that's kind of it i guess i get all rock climbing ones and it seems like they're
00:41:52
very specific where like tic tocs more willing to like plug you into more things for fun because it's only 12
00:41:57
seconds like if you don't like it the next one will be another rock climbing
00:42:00
one like we'll just try other stuff on you and when it finds more of those things then it's able to feed you more
00:42:05
and more because hey we've got a whole new library of all these like truck tick tocks that you might like
00:42:11
it's just it's just out there i need now spotify has this and i think it's pretty
00:42:15
good but if when you make a playlist in spotify and you reach the end of the playlist it starts just playing songs it
00:42:21
thinks would be good in the playlist sometimes it's really good sometimes it's terrible if it had
00:42:27
that's like one place where i'd love to see tic toc's algorithm of like
00:42:31
oh it saw me i don't know if spotify knows if i like skip it if i don't want
00:42:35
to hear it again because it suggested the same stuff before but like yeah i would love to see that incorporated into
00:42:40
spotify because there are times where i'm just like i really like these two songs i want more songs like it and i
00:42:44
just want it to auto create a playlist around that and then no if i skip the song i don't want to listen to it again
00:42:50
it's interesting i it's there's way less touch points basically i'd be curious to
00:42:55
see how well the tick tock algorithm could translate to other mediums yeah and in spotify all you can really do is
00:43:01
skip this song or you can like it but like most people are listening to in a car and you're
00:43:06
doing like steering wheel control so there's no like button on my steering wheel for yeah maybe you scrub back and
00:43:11
listen to the song again or something like that but other than that there's not a whole lot of engagement it's not
00:43:15
like you're following the artist once you hear a song yeah it's not like
00:43:18
you're you know you're watching a whole it's tough to like translate the tiktok way
00:43:25
uh into spotify i imagine it would look something like here's a country song
00:43:29
here's an opera song here's a random other rap song and you just kind of like
00:43:32
get plugged into a bunch of stuff and it might not immediately relate but once it
00:43:36
finds what you like then it gives you a bunch it kind of does the like discover weeklies which
00:43:40
sometimes are pretty solid but most of that is just mashing together songs it already knows i listen to like they're
00:43:46
just like you said tick tock does this great thing of like here's something you
00:43:50
like i'm gonna try and throw a curveball out here and see if they like it and
00:43:53
then if they do i'm gonna throw more like discovering music i think is kind of
00:43:57
harder these days because no one listens to the radio anymore you're not forced
00:44:01
to listen to music because there's nothing else to listen to so like spotify having that would be yeah really
00:44:06
cool i think yeah yeah tech talk tick tock is just an algorithm company it's
00:44:10
crazy it's great and people feed the algorithm the other weird funny thing is
00:44:15
i never search on tick tock tick tock uh youtube is still the place to go when you're searching for a thing
00:44:21
and that always made me think about the difference i kind of want to talk to someone at youtube or tick talk about
00:44:25
this of like you know how when you hear about um youtube was responsible for like
00:44:32
radicalizing this person because it fed them all these things yeah it's like on
00:44:36
youtube it it can kind of get there where like you can have your home page be filled up
00:44:42
with a bunch of things on one topic but it's not like right they've tried to avoid that but at
00:44:48
the end of the day you have to you have to search for stuff to watch and you have to choose what to click on in a
00:44:53
selection that's what youtube is and on tick tock it's just feeding you things
00:44:58
one after the other and that's such a different experience torture devices where they hold your eyes open and
00:45:03
you're just like looking that's what's happening and it's just it's that's just
00:45:06
made me think like as a creator i'm still creating for the person choosing what to watch yeah which involves some
00:45:13
search sometimes it involves like seeing a title and a thumbnail and clicking it
00:45:17
among a stream of other videos about the same thing like all of that is one part of content
00:45:22
strategy that we think a lot about and tick tock doesn't matter at all you just have to
00:45:26
hook them in the first two seconds of the video itself and that's all that matters
00:45:31
and that's uh it's fascinating to me we should make tick tocks it's a really
00:45:35
good point you bring up though that is like kind of the danger of all of this it's just like getting stuck into an
00:45:40
echo chamber super easily and like while that's all good for you you start missing the other side of the aisle and
00:45:45
whether you agree with it or not always having that context is is really important so yeah you do get the chance
00:45:51
try and see outside there but if you're just mindlessly scrolling tick tock while you're staying up way too late and
00:45:56
then you're exhausted the next morning it's probably not too big of a concern i
00:46:00
just think it's it would be so much easier to blame tick tock for like swaying my opinion about something than
00:46:06
youtube because i just got fed a bunch of things versus like i went to youtube and
00:46:11
searched them and started clicking stuff cool start blaming tick tock on everything yeah tick tock is responsible
00:46:16
they're also dangerously close to the government but hey we'll take a quick break
00:46:20
we'll take a quick break and we'll come back and we'll talk about you've got a
00:46:25
hot take right is that what we're doing kind of sort of yeah okay we'll do that
00:46:29
[Music] all right we're back i kind of we have a segment where we do hot takes and i kind
00:46:38
of developed a hot dick i haven't actually really explored with myself that much because i
00:46:43
wanted to explore in front of you but it all stems from a hypothetical question that will never happen
00:46:48
so it kind of makes no sense to be a hot take but i wanted to ask you guys the question and then we'll get into mine
00:46:54
all right so we've seen a bunch of smartphone companies stop making smartphones like htc and lg but if right
00:47:00
now you could snap your fingers and a company had to stop making smartphones completely who would you eliminate and
00:47:07
there's you don't get to say like i don't want to eliminate any companies we
00:47:11
all agree that as many companies is the best possible thing to have just for competition-wise sure that's why this is
00:47:17
hypothetical this is never gonna happen but like is there a reason why you would
00:47:21
kill off any company or or just maybe personal reason that that would be the real spicy take hmm
00:47:29
if i had to snap my fingers and get rid of a smartphone company yeah it's uh it
00:47:33
would probably it would clearly be one that i don't use because that's like
00:47:38
for sure yeah like i use right now i'm daily driving the s21 ultra so it would
00:47:43
not be samsung you've had that for a long time just saying yeah it's uh starting to get some scratches is it
00:47:48
safe to say off topic here yeah the at s series is generally the phone you hold on to the longest and part of that is
00:47:55
because of its release date being so far ahead of no this note just so it's typically the one plus for the last
00:48:02
last three years it's been uh oneplus's higher end pro model uh this one happened to be
00:48:09
yes earlier in the year and has great cameras and a better screen frankly than the oneplus and i've just enjoyed the
00:48:16
overall experience better than previous samsung i'm not used to seeing you with
00:48:19
a phone for that long this is you've had this for a very long time yeah so uh i
00:48:23
went back from the flip to that um but i got to get rid of a whole company though so i can't get rid of one
00:48:28
phone so it's not apple it's not samsung it's not oneplus i keep motorola around i like what
00:48:34
they're doing with the budget stuff i would keep i kind of want to bring back
00:48:38
htc to be honest i want to bring back hd really bad honestly um but then there's there's the whole world
00:48:45
of like i don't use an alcatel phone i don't have any reason to get rid of an
00:48:48
alcatel this is not a hard take like well i guess i had yeah it would be like i'd snap my fingers and you'd be like
00:48:54
alcatel is now gone and i'd be like okay great i don't really mind like i didn't
00:48:58
have any strong opinions on any of their phones um if i had to do a hot take one um
00:49:05
what if you had to do one that's popular in the u.s one of the most popular ones how do you
00:49:10
like think about it's probably at a carrier store somewhere in the u.s because i don't want you to just snap
00:49:17
away one that literally affects your life right let's make it a hot take is what you're
00:49:22
saying yeah let's order closer to a warm tea wait can i ask a question yeah yeah
00:49:26
does it have to be the whole company is gone no no just the smart just the smartphone vision they stopped making
00:49:32
phones you know what's funny because i'm thinking like you snap your fingers apple stop makes stops making
00:49:38
phones right that just means like samsung is now the number one like xiaomi starts feasting over in asia
00:49:44
because there's no apple and they're just going to expand and take over the
00:49:46
world because they can dominate every market now [Music] and apple has to find a way to dominate
00:49:54
without making phones and that would just be so fascinating to watch because so many of their services and their
00:49:59
accessories and their ecosystem is based around the market penetration that the iphone
00:50:04
has done for them over the past decade and it would be wild to see them not make a new iphone and try to keep that
00:50:09
up yeah so i mean to interrupt here because it just feels perfect my take would be apple i would want to i
00:50:17
think the biggest reason we're not seeing a like quote-unquote imessage for android
00:50:23
is because none of them will ever be able to include imessage and then if we take imessage like apple is a company
00:50:30
that holds so much stock in the whole smartphone ecosystem because of stuff like imessage that a lot of companies
00:50:37
just aren't even really trying because they know they won't be able to get that
00:50:39
part of it so maybe that could stem a chance that the rest of the companies all working on android come together and
00:50:46
can actually make something that makes a little more sense towards that because otherwise my message will never
00:50:51
be part of it right that's a it's like a spiteful move like my message will now be gone i mean you
00:50:57
still you could still use iron message on the mac and all that yeah like i you could probably there's a
00:51:02
million things you could argue i mean like i i obviously don't want apple gone
00:51:05
but i think that could be interesting i don't think they innovate quite as much
00:51:10
anymore i think things they perfect things and they're clearly their phones are as much as i don't use when i
00:51:16
understand i think iphones are generally better than the phones that i use i just
00:51:19
personally don't enjoy them as much they would probably shrink the ipad mini down
00:51:24
to be the size of the s21 ultra and you could use imessage on that and there's a cellular one and you're set oh
00:51:30
man uh they'd definitely get around that that'd be funny no that's a i just
00:51:34
assumed like i guess in this world when that company they just never thought of doing smartphones even though it's
00:51:40
still in their tech like they're not doing smartphones at all i thought it would be like today you no more phones
00:51:46
no more phones and i mean like but they're not gonna they don't get to then make something that's
00:51:50
kind of a smartphone it takes over they don't get to compete in the app store at
00:51:54
all yeah i see so yeah and then if you think about it like that then maybe iphone's max would start incorporating
00:52:00
android-based things to create still into an atmosphere an ecosystem because how good is the apple ecosystem without
00:52:07
an iphone android would be a monopoly it would in that world yeah there's some
00:52:12
android fans i would love that which is interesting which i wouldn't like there's a bet there's going to be a good
00:52:16
and bad side to all of these answers yeah yeah it's just weird thinking about
00:52:20
an open source monopoly that's funny that's it yeah right weird did you have a did you have a hot take
00:52:26
or what was the second one for this one or you do you want to eliminate you want
00:52:30
to um i kind of had a similar approach as andrew in that i would get rid of samsung
00:52:39
because they dominate every price point pretty much so getting rid of all of those phones
00:52:45
will open up a lot of niches in the smartphone ecosystem for more competition and could let other places
00:52:49
flourish in like a different price point because like i think motorola would flourish completely if samsung didn't
00:52:55
have also budget ones because they're great at budget phones lg htc maybe they'd still be around if there were no
00:53:02
a52s yeah yeah we also wouldn't have anything folding also true we wouldn't have anything
00:53:08
that's adam wants that does it yeah i think they work so it wouldn't have
00:53:12
anything good folding i'll say that we would yeah the flex pipe the flex pi and
00:53:16
we'd have like the remnants of like the what was the lg one the the velvet well that was yeah that flippy case
00:53:23
thing uh what about the surface we wouldn't have we that would be the best actually that would be the
00:53:30
uh the biggest u.s company that you could nix the smartphone part of it and microsoft stuff yeah microsoft you can
00:53:37
stop now they make smartphones yeah they make a smart phone they make smart phone
00:53:43
um no windows phone had a little thing for a while but that's true that's no
00:53:47
longer out there that that would be that'd be pretty interesting i don't really have any hot
00:53:52
takes i was i was pretty pretty content with the week we just got the apple announcement so by the time
00:53:58
you see this it'll be in a couple days we're expecting iphone 13 maybe an iphone 13 pro and an iphone 13
00:54:06
mini and iphone 13 max but also there's some apple watch rumors floating around
00:54:10
have you seen the rumors of the squared update yeah we've talked about a potential design like that and i wanted
00:54:15
to ask adam about this because the the apple watch has had the same shape now this is series seven right it's had the
00:54:22
same shape now since the beginning basically it's gotten a little bit bigger a little bit less bezel but now
00:54:28
there's some rumors of a pretty squared up apple watch design and at first i was
00:54:31
like that it looks like i prefer the squared up design generally in most tech but then when i
00:54:38
see it on a watch it looks more like a computer on the wrist and i think that would actually do worse for it
00:54:43
really i wonder how it edges yeah it feels more squared up to me yeah it would be more squared up okay and i
00:54:50
think squaring it up that much would make it feel less like a smooth piece of your life it's more of a computer on the
00:54:55
wrist thing but how does how does our our resident watch connoisseur feel about a squared
00:55:00
up apple watch i hate it okay i thought you said you liked it on twitter i like the way it looks
00:55:05
but i hate square watches in general okay okay that's exactly how i feel okay
00:55:10
i don't like it as a watch but i think it looks better than that apple watch
00:55:13
now yeah exactly if that makes sense like if i were like more than this because i don't i don't think that looks
00:55:18
like a watch so it looks like a cooler version of what that is but to me i still think a watch feels circular and
00:55:24
like that's the opposite terrible way to think why why should they all be circles here's a
00:55:29
hot take oh yeah i mean it's it's already fact that the apple watch is the
00:55:34
most popular watch on earth yeah yeah not tonight so other watches don't look
00:55:39
like a watch right the apple watch is the most popular watch all those other circle
00:55:44
watches are just the other watches right oh that's a hot that doesn't work i
00:55:49
don't know i think that's pretty hot it's like one of those stats that sounds really good
00:55:53
and then you realize the earth isn't flat it's like you know most people
00:55:58
especially when you think of like young people who are buying their first watch or i'm one of those people my first
00:56:02
watch was an apple watch um i i i see this and this is how watches look to me and i think a lot of
00:56:08
people are in that boat now a lot of older people than me are not in that boat we talked to mr wonderful on the
00:56:13
podcast he is not in that boat he thinks an apple watch is a joke yeah so it you
00:56:18
know i think that's what makes it a hot take but yeah the most popular watch on
00:56:22
earth is this shape right now the most popular watch model is that shape right or is th like
00:56:30
is that comparing to like if cassio like cassio has a ton of different type of models right so like cassio might still
00:56:39
make more watches then yes there are more round watches than apple watches but the most popular individual watch is
00:56:46
an apple is an apple watch yeah yeah yes so you know that's just uh i think it goes
00:56:52
more back to like what the first one was like the original watch design was circular right the first watches so like
00:56:59
when you tell time when something that's not circular that's is that still a
00:57:03
watch now it's just a clock yeah it's a squirrel now yeah it's weird
00:57:08
is that what the definite what is the definition of a watch well i guess if you just have a clock on your wrist on
00:57:13
your wrist yeah it's something that tells time on your wrist i mean like yeah
00:57:17
yeah i don't know i don't know if i agree with you on the original take on
00:57:20
that because i feel like the original uh like cell phones were big and chunky then they went to flip then they went to
00:57:28
what we have now now they're going back to flip i think at some point we switch
00:57:32
from cell phone to smart smartphone and i think that reset the paradigm oh so then this goes back into adam hating
00:57:38
flips again yeah yeah no that's like if you know i don't know maybe it's just a
00:57:46
generational thing literally no no i think it will be i think um i mean i i agree with you i think the younger
00:57:51
generation like probably is very used to a square watch yeah i just i see a circular watch maybe this is
00:57:57
gonna date me but i see a circular watch and i think oh it looks kind of old school even if it's a brand new watch
00:58:04
yeah and if it looks circular and analog that's one of the old-school ones here's
00:58:08
my thing also i only wear watches at this point as like um like when i'm dressing up trying to
00:58:14
dress nicer generally with a suit or something like that to me it's like a an
00:58:18
accessory that i don't care about the time but like a circular watch just looks nice with like a suit or
00:58:24
something like that i generally dislike wearing watches i wonder how how much you could dress up a square
00:58:30
apple watch i think there's nice leather bands and everything like that that's at this
00:58:34
point that's the only thing you can do is like get a nice band a good like watch face that's a little less a little
00:58:40
like comical yeah i don't know if um a suit with like your current heart rate
00:58:45
i'm so triggered by this conversation i have about 13 colors on my watch right
00:58:49
now looking like a like a crayola watcher i just can't picture like james bond with an apple watch yeah exactly
00:58:54
exactly yeah no he'd have like one of the simpler you'd have a watch face let
00:58:59
me find a james bond watch face i don't have any nice ones right now it's a nike one this is just comic sans
00:59:05
imagine james bond with this watch face on it wouldn't it wouldn't pull it off
00:59:09
no i'm with you i feel like i understand both sides of this i think i get yeah
00:59:13
yeah this watch thing yeah that's a debate for another day we'll see what comes out but we're
00:59:18
expecting possibly a new watch in this event alongside the new iphones i think that's kind of all we're expecting it's
00:59:23
like the classic september is there usually like a november event also there's probably yeah one more coming
00:59:28
where we'll maybe see a mac maybe we'll see a laptop maybe one of the things i've been
00:59:35
curious about is when they're gonna do well the car thing is that's my next car i'm
00:59:40
waiting for the app the apple car is definitely delayed no uh is the is the apple silicon mac the tower okay so we
00:59:48
have mac pros here at the studio they're very useful and every time we get a new
00:59:52
one we keep thinking should we have just waited like when's the next when's the
00:59:57
apple slick and mac gonna come out and is that gonna be something we wish we waited for
01:00:01
um we don't really know all we all i really know is apple said two-year transition and we're a year and
01:00:08
a half in oh and i think when did the mac pro first the mac pro got announced in the summer
01:00:14
but released in the winter right right and then we got uh the last intel imac refresh
01:00:22
which was actually after they announced a two-year transition um but i think it was wwdc okay that we
01:00:28
got the announcement i might be wrong about the date but essentially it was like
01:00:33
yes this is going to take about two years and we're gonna start with these laptops m1 macbook and one macbook pro
01:00:39
mac mini imac came out and i think the end of that two-year window is closing in yeah and
01:00:47
the one thing they haven't done let's say they haven't done an imac pro
01:00:52
they haven't done the refreshed higher-end macbook pros yet and they haven't done the mac tower
01:00:58
i would like to see an i imac pro new design and see what they do with it yeah we basically haven't seen the higher end
01:01:04
black bezel yeah i'd be i'd be very curious black bezel would be nice black puzzles sure guys
01:01:10
um i think that's probably about it i think that's all we got we've talked our
01:01:14
way into uh hot takes about watches and we've obviously talked our face off about evs the second half of the podcast
01:01:20
that's what yeah h3h3 always says that like if you're in the second half of the
01:01:23
podcast you don't know what's coming at that point yeah so shout out to all the
01:01:28
cars driving by and all the noises hopefully you guys enjoyed that we appreciate you tuning in definitely
01:01:33
subscribe to the waveform youtube channel if you haven't already that's where these come out in video form but
01:01:38
that's about it until the next one catch you guys later peace waveform was produced by adam molina we
01:01:44
are partnering with vox media and our intro outdoor music was created by vayne still
01:01:49
[Music] you

Episode Highlights

  • Tesla Delays Roadster and Cybertruck
    Both the Roadster and Cybertruck have been officially delayed, with no clear delivery dates.
    “It's definitely not coming out this year.”
    @ 02m 04s
    September 10, 2021
  • VW's Affordable EV Concept
    Volkswagen teases a new concept EV, aiming for a price tag around $24,000 by 2025.
    “I would love to see that way sooner!”
    @ 04m 44s
    September 10, 2021
  • Toyota's $13.6 Billion Investment
    Toyota plans to invest heavily in car batteries over the next decade, but lacks an EV on the market.
    “It's crazy they still don't have an EV out!”
    @ 12m 41s
    September 10, 2021
  • Ford F-150 Lightning Delivery Bet
    A bet is placed on whether Ford will meet its delivery promises for the F-150 Lightning.
    “I’m betting first deliveries are after June 21st.”
    @ 23m 34s
    September 10, 2021
  • Google's Messaging Services Overhaul
    Discussion about Google's numerous messaging apps and their evolution over time.
    “It’s like a joke, I want to see how many you can name.”
    @ 24m 51s
    September 10, 2021
  • TikTok Overtakes YouTube in Watch Time
    TikTok has surpassed YouTube in average watch time on mobile devices.
    “TikTok just overtook YouTube in average watch time.”
    @ 32m 45s
    September 10, 2021
  • TikTok vs YouTube: The Battle for Attention
    TikTok's algorithm keeps users engaged longer than YouTube's, raising questions about content consumption.
    “The average watch hours have gone from 16 to 24.”
    @ 35m 45s
    September 10, 2021
  • The Power of Short-Form Content
    Creators discuss the impact of TikTok's short videos on user habits and attention spans.
    “TikTok is just that and its algorithm has gotten so good.”
    @ 37m 13s
    September 10, 2021
  • The Future of Content Creation
    Creators reflect on the shifting landscape of content creation between platforms like TikTok and YouTube.
    “Most people who are blowing up on TikTok end up migrating to YouTube anyway.”
    @ 37m 52s
    September 10, 2021
  • Apple Watch Popularity
    The Apple Watch is the most popular watch on Earth, challenging traditional designs.
    “The Apple Watch is the most popular watch on Earth.”
    @ 55m 32s
    September 10, 2021
  • Square vs. Circular Watches
    A debate emerges over the aesthetics of square versus circular watches.
    “I just can't picture like James Bond with an Apple Watch.”
    @ 58m 45s
    September 10, 2021

Episode Quotes

  • I want to see a $25,000 EV with admirable range!
    TikTok Outperforms YouTube, Another Google Service, and EV Delays
  • I want to leave my house every day with a full tank of gas!
    TikTok Outperforms YouTube, Another Google Service, and EV Delays
  • I can’t not have a car for three weeks.
    TikTok Outperforms YouTube, Another Google Service, and EV Delays
  • You can assume they want you to spend more time on YouTube.
    TikTok Outperforms YouTube, Another Google Service, and EV Delays
  • It's fascinating how TikTok feeds you content.
    TikTok Outperforms YouTube, Another Google Service, and EV Delays
  • Is that still a watch now? It's just a clock.
    TikTok Outperforms YouTube, Another Google Service, and EV Delays

Key Moments

  • EV News00:19
  • Cybertruck Delayed02:04
  • Car Shopping18:56
  • Delivery Doubts23:20
  • Creator Dilemma37:36
  • Hot Take Segment46:36
  • Apple Watch Debate55:00
  • Upcoming Apple Products59:23

Tension Over Time

Words per Minute Over Time

Vibes Breakdown