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Transcript

Google's New AI Phone Does Everything That Apple Couldn’t · In the Loop AI

0:03
Josh: Google just wrapped up their star-studded presentation announcing all of their
0:07
Josh: new devices including their new phone and their AI strategy that they're planning
0:10
Josh: to go forward with for the rest of the year.
0:12
Josh: As I'm watching this episode or as I'm watching this unveiling event I
0:15
Josh: could not help but think this was everything Apple promised
0:18
Josh: me a full year ago that they didn't deliver on
0:21
Josh: and it makes me a little frustrated because these features are amazing and
0:24
Josh: we're getting into all of them we'll talk about everything that was announced today but there's
0:27
Josh: things that i actually really want in my phone it turns your pixel or your smartphone
0:31
Josh: whatever phone you have into a proactive assistant so now your phone pulls the
0:35
Josh: right info before you ask it speaks other languages in your own voice on phone
0:38
Josh: calls it coaches you to take photos in real time and turn you into a photographer
0:42
Josh: gives you a fitness coach adapts to your sleep and travel,
0:46
Josh: there's so many amazing features they unveiled and as i'm watching this i can't
0:49
Josh: help but think this is everything i was promised but didn't get from apple so
0:52
Josh: you just you just finished watching this. What are your first impressions?
0:55
Josh: What do you think after seeing this presentation from Google?
0:57
Ejaaz: Google just killed Apple at their game, consumer mobile devices.
1:04
Ejaaz: I watched this stream and I consistently just had this one term keep popping
1:11
Ejaaz: up in my head, PPAI, Practical Personalized AI. Trademarked, I just came up with that.
1:19
Ejaaz: And what I mean by this is the theme of Google's new phone is very much not
1:27
Ejaaz: just a new hardware device, but something that's deeply ingrained with AI at the consumer level.
1:34
Ejaaz: You've heard this term many times before, personalized AI, you know,
1:38
Ejaaz: something that intuitively understands what you want, that predicts what you're
1:42
Ejaaz: going to do, that serves you up information before you even think of it, right?
1:47
Ejaaz: But we've never really seen this materialize very well.
1:50
Ejaaz: But that's what Google's going after. And I have to say, Josh,
1:54
Ejaaz: They're doing it in a really functional way.
1:57
Ejaaz: Now, you mentioned earlier on that there's a bunch of features that you would use.
2:01
Ejaaz: I think that's the sense that I got as well. The features that they all listed,
2:06
Ejaaz: and I'm about to jump into some of my favorites,
2:08
Ejaaz: are things that I feel hundreds of millions
2:11
Ejaaz: of people specifically those that use android devices
2:15
Ejaaz: that run google software are going to use
2:18
Ejaaz: um i'll give you an example there was this one thing called
2:21
Ejaaz: um magic magic cue or magical cue
2:25
Ejaaz: i think it was magic cue magic cue imagine this when you are on text using an
2:31
Ejaaz: apple iphone you can typically get something known as predictive text right
2:35
Ejaaz: it kind of like predicts certain words that you might say most of the time it's
2:40
Ejaaz: wrong and I think like 15% of my friends actually use it
2:44
Ejaaz: Google's done exactly this, but it's for every single app that you might use
2:49
Ejaaz: on Google, which is just insane, right?
2:52
Ejaaz: So it doesn't just predict what to respond to in a text.
2:57
Ejaaz: It grathers all the context that is needed for that conversation itself.
3:00
Ejaaz: So in one of the examples, Jimmy Fallon, who is actually the host of this event,
3:05
Ejaaz: was scrolling through his phone, through his emails, and he picks out an email
3:09
Ejaaz: that he receives from a guy called Rick.
3:11
Ejaaz: And Rick is asking him a question saying, dude, where are we going out tonight?
3:16
Ejaaz: Like they obviously made plans before, they were having a little chat somewhere
3:20
Ejaaz: else, presumably on text and Jimmy hadn't responded.
3:23
Ejaaz: And as you can see on Jimmy's phone here, if you look down to the bottom right,
3:28
Ejaaz: for those who are watching, there's
3:29
Ejaaz: a tiny bubble that has the restaurant suggestion already pre-prepared.
3:33
Ejaaz: Now, Apple iPhone predictive text doesn't know this, would never know this.
3:38
Ejaaz: It doesn't read your emails. It doesn't read your calendar. it has no idea.
3:42
Ejaaz: But this magic cue is basically Google's Gemini AI embedded across your entire
3:48
Ejaaz: phone, which I just thought was super cool.
3:50
Ejaaz: Later on in this live demo, they then show a follow-up response from Rick,
3:57
Ejaaz: who says, are you sure it's this restaurant? Can you like confirm with them somehow?
4:01
Ejaaz: And Jimmy goes back on his like email, he's reading this, and then suddenly
4:05
Ejaaz: a reply pops up on his phone, which has the number of the restaurant.
4:12
Ejaaz: So without doing anything, he just taps the number and it starts calling the restaurant.
4:17
Ejaaz: And Josh, do you know when you call someone on your iPhone? I know you have
4:20
Ejaaz: an iPhone, I have an iPhone. It just shows like a bunch of buttons, right?
4:24
Ejaaz: Loudspeaker mode, switch the callers or whatever. It doesn't really show you
4:28
Ejaaz: something functional, right?
4:30
Ejaaz: In this live demo, when he tapped the phone number to call the restaurant,
4:35
Ejaaz: it had popped up his open table reservation on the phone screen as it was ringing.
4:41
Ejaaz: And to someone like me that uses my phone pretty incessantly,
4:46
Ejaaz: that calls a lot of people day in, day out, that minor change doesn't seem so
4:51
Ejaaz: minor when it's so fluidly integrated into my user experience.
4:55
Ejaaz: I just thought this was like one of my favorite feature updates.
4:58
Josh: Yeah, this is cool. And like, why is this cool? Why does this matter?
5:01
Josh: It's because this is the only private tech stack that actually does this promise.
5:06
Josh: So in the case of the iPhone, their promise was, hey, we're going to we have
5:10
Josh: this new chip. It's built just for Apple intelligence.
5:12
Josh: We are going to deliver an experience that pulls all of your private data on
5:16
Josh: your phone and gets aggregated in the small model that runs locally on the device.
5:19
Josh: And then it could serve you these suggestions, just like we're seeing Google do right now.
5:23
Josh: The problem is that doesn't exist. And our only options, like we've discussed
5:26
Josh: in previous episodes, are going to the cloud to offload all of our data to give to somebody else.
5:31
Josh: So in this particular example I'm thinking about, I'm thinking about ChatGPT and OpenAI.
5:36
Josh: When I want to connect my Google Calendar and my Gmail, which are two things
5:39
Josh: I use a lot, well, now it just goes all to OpenAI servers. And they have full
5:43
Josh: access to all of my information.
5:44
Josh: And I only get to integrate my Gmail and my calendar.
5:48
Josh: So if there are any other applications that give helpful context.
5:51
Josh: OpenAI just can't see that. It doesn't have access to the rest of the stuff on my phone.
5:54
Josh: The cool thing about Google is it runs all of this locally on your device,
5:58
Josh: fully synchronously across all of the applications you have.
6:01
Josh: This was the promise Apple made. This is the promise that the Apple failed on.
6:05
Josh: And there are a few cool technical things that happened to enable this, which is a new chip.
6:10
Josh: It's called the Tensor G5 chip. This is like the cool new chip that goes into
6:13
Josh: this phone. And basically what it is, is three nanometer processor,
6:16
Josh: super, super tiny, really fast.
6:17
Josh: And it's just really fast and beefy. and it enables 20 fully on-device AI features
6:23
Josh: at launch, which means super low latency. You don't have to ping a server and
6:27
Josh: tons of privacy because you don't have to ping a server.
6:29
Josh: So all of this gets done locally on device. It's all really fast.
6:32
Josh: It all just kind of works the way that we were promised again,
6:36
Josh: but doesn't as an iPhone user. Clearly, I'm very frustrated. Good for you, Google.
6:40
Josh: This was not the only cool new AI feature they showed. My favorite.
6:44
Josh: I use my phone as a camera a lot.
6:47
Josh: I love photography. I love taking photos. they had some fantastic new photo
6:52
Josh: features for the camera that I want to get into the first one.
6:55
Josh: Being editing by text. So this was a really cool example.
6:59
Josh: So what we're seeing here is podcaster Alex Cooper. She took a video with Jimmy
7:02
Josh: Fallon backstage and it was kind of a crappy photo.
7:05
Josh: It didn't look good. And in fact, this is what most of my photos look like when I take them.
7:08
Josh: They're just, they're not that great. A lot of the magic is in post-production
7:11
Josh: and editing the photo, but it takes a lot of technical skill.
7:14
Josh: And when I want to teach my friends how to edit a photo, it just doesn't go very well.
7:18
Josh: So what she's doing in this example is she's saying, hey, I just want you to
7:21
Josh: fix the lighting and make the image just kind of look a little more aligned instead of crooked.
7:26
Josh: And you see the before and after on the screen right here. It's pretty incredible.
7:30
Josh: This is exactly what I would do as a professional editor that would take me
7:34
Josh: a couple minutes to do in Adobe Lightroom.
7:36
Josh: And it's just done by typing into your photos app, what you want to change, and then it changes it.
7:41
Josh: And to me, that's magic because it simplifies the process, the hardest process
7:45
Josh: about photography, which is the actual editing of your crappy photos.
7:49
Josh: Most people, listen, this is the truth.
7:51
Josh: You don't always take the best photos out of the camera. You need to edit them.
7:53
Josh: Now anybody could edit them. And this is all powered by AI locally on device.
7:57
Josh: This was cool. This was like a really exciting feature for me. Okay, okay, okay.
8:00
Ejaaz: So I completely agree with you. And I have a sister that is just as obsessed
8:05
Ejaaz: as you, Josh, with taking pictures and like getting the right kind of like filter and gradient.
8:10
Ejaaz: I showed this to her. Like I sent this like a clip of this to her like five minutes ago.
8:14
Ejaaz: And she was just like, holy shit, this is going to change my life.
8:17
Ejaaz: I don't need to spend hours editing my pics anymore.
8:19
Ejaaz: That's good for you. But what about me?
8:22
Ejaaz: What about me that has no directive sense in terms of taking photos,
8:26
Ejaaz: that has a girlfriend that's like, you know, trying to film content for like all her food stuff?
8:31
Ejaaz: I am going to be honest with you, Josh, I'm like a low IQ caveman when it comes to this stuff.
8:36
Ejaaz: But they launched a feature that would help me with doing that.
8:41
Ejaaz: It's something called camera assist. And we're actually seeing this on the video right now where...
8:48
Ejaaz: Alex Cooper is basically trying to get a good shot of Jimmy Fallon,
8:52
Ejaaz: who is seated on a blue cow right now.
8:55
Ejaaz: And what you can see in the live demo is that the AI has created a bunch of
9:02
Ejaaz: example shots from her screen recording that she's having right now,
9:06
Ejaaz: like before she captures an image,
9:08
Ejaaz: prompting her of what kind of angle she can take for the shot of Jimmy.
9:13
Ejaaz: So it's talking to her in real time. And so she selects one.
9:16
Ejaaz: She's like, I like this close-up.
9:18
Ejaaz: How do I get this close-up image? And then it starts guiding her in real time
9:22
Ejaaz: as she moves the camera around.
9:23
Ejaaz: It's telling her, hey, you should lower the camera maybe about 20 inches.
9:28
Ejaaz: So you can see her. She's about to walk forward.
9:30
Ejaaz: There we go. She's walking forward and now she's starting to crouch, right?
9:34
Ejaaz: And then it's telling her, line it up with his eyes. And there's a bunch of
9:37
Ejaaz: other instructions that are happening in real time.
9:39
Ejaaz: All I'm going to say is if I had access to something like this,
9:42
Ejaaz: I would be probably on the level that you are, Josh, when it comes to video
9:45
Ejaaz: and camera production. I just thought this was super cool.
9:48
Josh: No, this is amazing. And it kind of it inverts or it solves a serious problem
9:52
Josh: I have, which is helping my friends take good photos.
9:54
Josh: Again, they asked me to edit the photos. They asked me to take the photos.
9:57
Josh: But now this is a cool thing. So the quick and dirty process is basically you
10:01
Josh: point a camera at a subject.
10:02
Josh: It gives you a series of different suggestions. You pick the one that you like the most,
10:05
Josh: and then it just tells you where to move your camera to do it and how
10:08
Josh: to change the settings and the focal length and the right proportions of
10:11
Josh: where to place the head and it just makes sense it
10:14
Josh: feels really nice and because it's built directly into the
10:17
Josh: phone experience i mean granted this is a demo we don't know what the production
10:20
Josh: software is going to look like but it seems really seamless imagine your iphone
10:24
Josh: photo app which i assume most people on this are probably apple users because
10:27
Josh: that's just how it is in the united states um it's just built right in and it
10:30
Josh: has these little suggestions as you go along the top again another really cool
10:33
Josh: use case for ai i think google in particular is really good at images and video.
10:38
Josh: They have the entire data repository of YouTube. They have Google Photos,
10:42
Josh: which everyone backs up their photos to.
10:43
Josh: They've trained on a tremendous amount of visual data.
10:46
Josh: And we're seeing the culmination of that on this very small locomotive that's
10:49
Josh: running on the phone. And now all this revolves around the camera.
10:52
Josh: The camera is clearly a very important part of the phone, Ejaz.
10:55
Josh: Explain why. Like what makes the camera so critical to this new AI effort?
10:59
Ejaaz: Maybe a hot take, but I would say 90% of the reason why people buy a new phone
11:04
Ejaaz: is because it has a sick new camera.
11:07
Ejaaz: And this new Google phone actually does. AI aside, I think it has like,
11:11
Ejaaz: they quoted something like a 50 megapixel camera, Josh, which when I think back
11:16
Ejaaz: to the first phone I had, that was like some measly 2.5 megapixel.
11:19
Ejaaz: I thought that was super cool, but apparently I was filming on a potato.
11:22
Ejaaz: This is just like astounding, right? But the point is, most of the people spend
11:27
Ejaaz: their time on their phones using the camera.
11:29
Ejaaz: And so Google was really thoughtful about how they integrate AI through the
11:34
Ejaaz: camera. And it's not just with photos.
11:36
Ejaaz: It's not just with how to take photos or how to edit photos, but it's what you can see
11:41
Ejaaz: And so they announced this new feature, which is basically like a real-time AI assistant.
11:46
Ejaaz: It's their AI model, Gemini, except you can show Gemini the world around you
11:50
Ejaaz: now, and it can identify different things.
11:53
Ejaaz: So say, for example, you wanted to show Gemini a problem that you're having
11:57
Ejaaz: with your car, and you don't know what you need to do.
11:59
Ejaaz: You can flip on and put it in your camera app.
12:01
Ejaaz: You can start the recording session and just show the app or Gemini,
12:06
Ejaaz: the AI model, what you're seeing, and it'll start diagnosing what's wrong with your car.
12:10
Ejaaz: You could show a picture or video of your friend and say, what would this person
12:14
Ejaaz: look like with kind of orange hand? It'll kind of like live edit in real time.
12:18
Ejaaz: Or, and I really enjoyed this feature, Josh, they have like a live translation
12:23
Ejaaz: feature, which maybe isn't necessary to do with your camera,
12:26
Ejaaz: but it's in the realm of real time AI feedback, which is what we just described here, right?
12:32
Ejaaz: And so they had this really cool demo of Jimmy Fallon talking to a native Spanish
12:39
Ejaaz: speaker, I believe, backstage.
12:42
Ejaaz: And Jimmy doesn't know how to speak Spanish at all. So he would speak English
12:46
Ejaaz: and it would get live translated into Spanish on the other end.
12:51
Ejaaz: What was fascinating about this was it was in his own voice. So it sounded like him.
12:56
Ejaaz: And this worked the other way around as well. She would speak in native Spanish
13:00
Ejaaz: and it would sound like English to Jimmy Fallon's phone in her voice.
13:05
Ejaaz: I just think this real time AI, both from the camera sense and the translation
13:10
Ejaaz: sense was super cool. And I would use that every day.
13:13
Josh: Oh, yeah, me too. These were the two features I was also very excited about.
13:16
Josh: I want to unpack a little bit. First, I have to start by the megapixel count.
13:20
Josh: So there's this 50 megapixels. I got to defend.
13:22
Josh: Listen, I'm upset with Apple, but we're still family. I got to stick up for my boys.
13:25
Josh: They have 48 megapixels in this camera. It doesn't have 100 times zoom.
13:28
Josh: Like the pixel does but there are 48 megapixels so if we're
13:31
Josh: keeping track of megapixels very close by but i think
13:34
Josh: the real-time ai feature is is really important to
13:37
Josh: to mention particularly the first feature you talked about which was
13:40
Josh: the selection of objects in a camera
13:42
Josh: frame so if anyone ever has tried the advanced voice
13:46
Josh: mode in chat gpt that we've mentioned a few times you're able to pull up the
13:49
Josh: camera and the camera can kind of see what you're seeing in real time and you
13:52
Josh: could ask questions about what the camera is seeing what it can't do is select
13:57
Josh: specific parts of an image so let's say that you are building a desk and there's
14:01
Josh: a bunch of screws on the floor and they're all different sizes.
14:04
Josh: Chat gpt can kind of tell you hey you need to pick this
14:07
Josh: screw but it can't show you which screw you need to
14:10
Josh: pick uh this new version of google's gemini
14:12
Josh: running on google pixel can actually do that it can
14:15
Josh: highlight a very specific part of a visual that you're showing and it could
14:19
Josh: actually kind of write so not only can it read but it could also now write to
14:22
Josh: an image where it can actually add displays on top of what you're seeing and
14:26
Josh: i think this is a really cool progression towards this mixed reality where you
14:30
Josh: have like now these ai systems can read but also write on your mixed reality.
14:34
Josh: You have this on glasses. You very clearly see where this is going.
14:36
Josh: Like no one's ever been able to do this before. So that was a net new.
14:39
Josh: That was a win. The second thing was on the translation. Like you mentioned, so cool.
14:43
Josh: I don't know how they do this. I'm a bit skeptical because how did they get
14:46
Josh: Jimmy's voice transcribed in real time in Spanish?
14:49
Josh: Basically the demo, Jimmy Fallon is talking to the Spanish speaker and he says
14:52
Josh: something, you wait maybe a quarter of a second.
14:54
Josh: It translates in a very similar voice. And I'm curious, this is where I'm getting
14:57
Josh: a little skeptical on the actual delivery of this because how do they get it so accurate?
15:02
Josh: Don't normally traditionally speaking when you are training
15:05
Josh: or when you have an ai emulate your voice it needs to
15:07
Josh: be trained on your voice so you need to feed it a little bit of
15:10
Josh: voice data before it actually just works like that so i'm curious what
15:13
Josh: the actual execution of this will be like but it was incredible it
15:17
Josh: was really really impressive and they demoed this at
15:20
Josh: google io a little bit earlier in the year but to see it in actual
15:22
Josh: production is cool it's like okay you're speaking
15:25
Josh: to a foreigner and it almost translates in
15:28
Josh: real time it's really impressive so you say something and it
15:32
Josh: comes out in your voice vice versa so if you're speaking to a female
15:35
Josh: it sounds just like just like a loved one if you were talking to them and
15:38
Josh: they only speak spanish my grandma only speaks spanish i could talk to her it
15:41
Josh: would translate live in real time that's really cool it's just like a really
15:44
Josh: nice human connection feature of ai it's just very wholesome it's like hey now
15:48
Josh: you can talk to a lot of really interesting people in real time and this gets
15:51
Josh: translated into their translate app as well so now the google translate apple
15:55
Josh: you could also just talk to people in real time in your voice.
15:58
Josh: So these are really cool features of real time AI.
16:01
Josh: And you could kind of see, I mean, again, they're building this stack for a
16:04
Josh: world in which we are going to be wearing some sort of visual layer on top of our phone.
16:09
Josh: So we don't have the phone, we have visual layer, it can transcribe stuff in
16:13
Josh: real time, we could see augmented overlays in real time.
16:16
Josh: It's like all very clearly progressing towards this, the center point,
16:19
Josh: which is the glasses, the spatial reality world.
16:22
Josh: And these are all really good steps in the right direction. This is cool stuff.
16:25
Ejaaz: All I can think about is Google has completely leapfrogged Apple here.
16:31
Ejaaz: You know, you mentioned, you just don't know how Google Translate has gotten that good.
16:38
Ejaaz: I remember watching a video two months ago. We actually, I think,
16:42
Ejaaz: spoke about it on this show where it was a live Google Meets and they were demonstrating
16:47
Ejaaz: V1 of this translation feature.
16:48
Ejaaz: And back then it was working in practical cases. So I presume it's only gotten
16:53
Ejaaz: better since then, which I just think is awesome.
16:56
Ejaaz: And I can't help but think that Google was always behind Apple in the consumer kind of race.
17:04
Ejaaz: Yeah, you know, they launched a bunch of phones. And to be honest,
17:08
Ejaaz: their cameras have been better than Apple for a while.
17:10
Ejaaz: Sorry to hate on Apple, Josh, but it's just been true.
17:14
Ejaaz: Those are fighting words, but I think it was true. But no one really cared because
17:18
Ejaaz: the software stack of Apple was just so good.
17:21
Ejaaz: It was so addictive. The consumer layer was something that you just didn't want to kind of leave.
17:27
Ejaaz: But now Google has somehow caught up with them whilst building a completely
17:33
Ejaaz: new sector to integrate into all their devices, which is AI.
17:37
Ejaaz: And so I've kind of run out of excuses for Apple.
17:41
Ejaaz: Not that I had many to start off with, but I just don't know where to kind of
17:47
Ejaaz: go from here because Apple has lost a bunch of their AI talent to meta, open AI, and Anthropic.
17:53
Ejaaz: And there's no need to get into that. But I don't know. I guess I'm just disappointed.
17:57
Josh: If Google has killed Apple, are you switching? Are you going to Team Pixel?
18:01
Ejaaz: Oh, God, such a good gut test. No.
18:06
Ejaaz: And the only reason why I say that, and maybe this is pathetic,
18:11
Ejaaz: but all my friends use Apple. and so I feel like I still want to see the blue
18:16
Ejaaz: bubble appear on my phone.
18:18
Ejaaz: I'm hating on the green bubble that I know is of an Android user, right? But if the
18:25
Ejaaz: AI integration is seamless enough for me to kind of like, you know, like 10x my lifestyle.
18:31
Ejaaz: Like if I don't need to text as much, if I don't need to look at my phone as
18:35
Ejaaz: much, if I don't need to search for the right kinds of details as much,
18:38
Ejaaz: if Google can kind of like compound that over the next couple of phones,
18:43
Ejaaz: might I say, and that might be still a year and a half to maybe two year period,
18:47
Ejaaz: there's potential for not just me, but a bunch of my friends as well to convert.
18:52
Ejaaz: What about you? are you still diehard apple or how are you feeling here
18:55
Josh: I have a very simple answer to this one it is hell
18:58
Josh: no i am staying with apple till the day that i die i am obsessed with
19:01
Josh: apple i will not leave the ecosystem till death do us part i am
19:04
Josh: a believer to the end um i just they make such
19:08
Josh: unbelievable products their ecosystem is so
19:10
Josh: rich it is so cohesive everything works together
19:13
Josh: it's all very elegantly designed it is beautiful system
19:17
Josh: inside and out i love it they totally screwed up the software
19:20
Josh: it is an abomination that's okay for me at least like the same way that for
19:24
Josh: a very long time i use my apple iphone with google applications i use gmail
19:28
Josh: i use google calendar i use chrome um i believe that that will just continue
19:33
Josh: where now i'll just use open ai and that'll be my agent that sits on top of my smart device well.
19:38
Ejaaz: Here's a hot take maybe it's not the phones we should be talking about josh
19:43
Ejaaz: maybe it's a new ai hardware device
19:46
Josh: Right and we don't need everything uh-huh okay.
19:48
Ejaaz: We don't need to get into what this might be, but I'm talking different form factor.
19:53
Ejaaz: Maybe it's something that listens
19:54
Ejaaz: more, that has a million cameras around it, but that is more subtle,
19:57
Ejaaz: that doesn't permeate your eyes and visuals as much, that you don't have to
20:02
Ejaaz: pick up and out of your phone like an archaic caveman of the technological past.
20:07
Ejaaz: And it's something that's just there.
20:09
Ejaaz: In that world, where there's a new AI official software or open software,
20:15
Ejaaz: a new stack to kind of interact with this thing, maybe, maybe Google or another
20:21
Ejaaz: company that we've never even heard of yet that we haven't even spoken about
20:24
Ejaaz: on this show takes the lead.
20:26
Josh: Or even OpenAI. I mean, they have their hardware device designed by the guy
20:30
Josh: who designed the iPhone.
20:31
Josh: So if there is ever a contender to compete, it is OpenAI. They're not going for the smartphone.
20:35
Josh: They're going for a secondary device to the smartphone. The battle will be won
20:39
Josh: on this next generation of hardware, whatever it may be.
20:42
Josh: I know a lot of companies, Apple included, are going for the visual game,
20:45
Josh: the spatial reality where they'll have glasses and goggles.
20:48
Josh: Meta's working on this. Google's working on this. Apple, basically every major
20:52
Josh: hardware manufacturer.
20:53
Josh: I would imagine OpenAI probably is at least considering this in addition to
20:56
Josh: making their sole hardware product.
20:58
Josh: But what we're going to start to see is, I mean, I'm a diehard Apple fan in
21:03
Josh: this current ecosystem.
21:04
Josh: So in a world where screens and solid displays, like basically rectangles with
21:09
Josh: either keyboards or not keyboards, like I'm thinking a MacBook,
21:12
Josh: my iPhone, my AirPods, in a world where these devices dominate, I will not leave Apple.
21:16
Josh: I love the ecosystem, it goes very deep. It is beautiful.
21:19
Josh: In a world where these things become less valuable, in a world where more people
21:24
Josh: aren't really using smartphones, aren't really using laptops,
21:27
Josh: a lot of the compute get abstracted away to this spatial layer.
21:30
Josh: If there's a better product, we're going to have to reconsider this.
21:33
Josh: I mean, we've kind of reached the end of the smartphone era where iPhones really
21:38
Josh: every year, they get marginally better.
21:40
Josh: There's nothing super interesting. The camera gets a little better,
21:42
Josh: processor gets a little better.
21:43
Josh: Now the war is totally fought on the software side i
21:47
Josh: mean we've tapped out the physical form factor here we are fighting on software
21:50
Josh: and ai is very clearly the software lead and
21:53
Josh: apple is clearly following behind so they're not they're not in great shape
21:57
Josh: google's cooking but also still i have no interest in getting their phone so
22:01
Josh: apple really has like a death grip that they really have to royally screw up
22:06
Josh: to to lose and i guess we're just gonna have to see how this plays out yeah.
22:10
Ejaaz: I'll take the the other side of that coin flip uh i i think apple is the weakest
22:15
Ejaaz: that it's ever been and i think if there's ever going to be a kill shot it'll
22:20
Ejaaz: be sometime in the next couple of years um i agree with you on the form factor point though um
22:26
Ejaaz: Just this week, all Meta could talk about was these new glasses that they're going to be launching.
22:34
Ejaaz: Supposedly, it's going to be super cheap and be way cooler and better than their
22:38
Ejaaz: Meta AR glasses that they released
22:40
Ejaaz: a couple of months ago. They're talking about a new wristband thing.
22:43
Ejaaz: I'm hearing about a bunch of different companies that are going to be trying
22:46
Ejaaz: different kinds of form factors. I definitely think that's going to be the case.
22:50
Ejaaz: Bringing it back to google and all
22:52
Ejaaz: their new ai features josh you and
22:55
Ejaaz: i spend way too much time in the gym um i
22:58
Ejaaz: don't know for better or for worse but i know
23:01
Ejaaz: for most of the time um sometimes we get
23:04
Ejaaz: bored of our workout or we are obsessed with tracking different metrics around
23:08
Ejaaz: our health right it's love the inside and outside of the gym right i know you
23:13
Ejaaz: and i track things like kind of like heart rate monitoring sleep scores and
23:19
Ejaaz: health you know um how much hydration we're getting a number of different things look at this
23:23
Josh: I got an aura ring in my watch on the same hand i'm tracking.
23:26
Ejaaz: Everything there you go there you go absolute health junkie over here right
23:31
Ejaaz: um but sometimes it's hard to coalesce and condense all of that down to like
23:37
Ejaaz: some singular helpful advice
23:40
Ejaaz: more so in real time. Well, Google, as you can see on our screen here,
23:45
Ejaaz: Announced a new feature that is essentially like an AI personal coach or health fitness instructor.
23:52
Ejaaz: And it's connected in this live demo to Google's watch, which is,
23:58
Ejaaz: I think they released a new smartwatch as well, which is kind of similar to
24:01
Ejaaz: the Apple iWatch, except, you know, it has a bunch of Android features here.
24:06
Ejaaz: So, you know, you can do the things like measuring your heart rate,
24:09
Ejaaz: your pulse rate, It can like track your calories, see how far you've run,
24:13
Ejaaz: GPS location, all that kind of stuff.
24:15
Ejaaz: But it kind of integrates it into everything else as well, right?
24:18
Ejaaz: So let's say you have a Whoop that's connected to your Android device or you
24:22
Ejaaz: have the Eight Sleep app on your phone.
24:24
Ejaaz: It now can like read all of these different types of data sets and feed you
24:30
Ejaaz: information around, you know, whether you're fit enough to go for that intense
24:35
Ejaaz: run that you'd plan to do today.
24:37
Ejaaz: Or if you should do a wait session versus some random hit or cardio session
24:42
Ejaaz: that you had planned for that day.
24:44
Ejaaz: They had this really cool score. I forgot what it was called.
24:46
Ejaaz: I think it was called a readiness score, which is kind of like an overall factor
24:50
Ejaaz: or health assessment every day when you wake up to kind of like figure out what
24:54
Ejaaz: might be the best for you.
24:55
Ejaaz: And I personally love this as someone that kind of like wants to live beyond
24:59
Ejaaz: the whatever average age of a human is.
25:02
Ejaaz: I love this. What are your takes, Josh?
25:04
Josh: Yeah, I wonder how this is all gonna work.
25:07
Josh: Also this this doesn't feel totally novel to me i mean
25:10
Josh: apple earlier wwdc announced workout buddy for
25:13
Josh: ios 26 which is coming out next month which is kind
25:16
Josh: of similar to this we have the aura ring which gives
25:19
Josh: the readiness score we have the whoop which gives a lot of similar metrics even
25:22
Josh: the apple watch has third-party apps that give similar metrics so i'm not sure
25:25
Josh: this is anything super new or novel i think the thing you mentioned that caught
25:28
Josh: my attention was when you said it works with other data sources that to me is
25:33
Josh: pretty cool so if if you have an eight sleep or if you have a whoop.
25:36
Josh: I'm guessing the data...
25:38
Josh: Kind of gets aggregated to a single place uh that seems if that's the case that
25:43
Josh: seems very valuable because a lot of that.
25:44
Ejaaz: Is the case
25:45
Josh: Yeah that's that's one app versus many and and
25:48
Josh: i was i wouldn't think this would be true because google
25:51
Josh: owns fitbit if you remember google actually bought fitbit which
25:54
Josh: is a personal tracking app and i believe this is
25:56
Josh: embedded into the fitbit app um but the
25:59
Josh: fact that they're opening up the platform and allowing other data sources to
26:02
Josh: happen well you're kind of getting a phenomenon like we have with
26:05
Josh: the apple health app where the health app just kind of like takes all
26:08
Josh: the metrics you have it in one place it's not really the best it's not
26:11
Josh: gamified i think if they could bring that unified experience
26:14
Josh: to the google smartphone without third-party devices that
26:18
Josh: seems really cool like if i could turn my apple watch
26:21
Josh: into a whoop without getting third-party apps that would
26:24
Josh: be really exciting for me and if they're able to do that on the
26:27
Josh: google pixel and using the google pixel watch that to me seems really cool also
26:31
Josh: the watch is very pretty it's round instead of oval so that's like i don't know
26:35
Josh: different it looks it has like some nice metal bands they see the shine they're
26:39
Josh: acting on it and i guess we'll see how that compares to apple's workout buddy
26:43
Josh: which we're getting pretty soon well.
26:45
Ejaaz: A reminder as well um if you're worried about google
26:48
Ejaaz: and their ai model getting access to all your
26:51
Ejaaz: personal data it's private it's run locally so you know you don't have to worry
26:56
Ejaaz: about any of that and as a result of that it works much quicker in real time
27:01
Ejaaz: so that's how you can get like uh increased performance and privacy whilst you're
27:06
Ejaaz: doing your thing which i i just think is like a all-round great theme to kind of like
27:10
Ejaaz: seed into all of the AI products that they announced today
27:13
Josh: On device AI this is a big day for Google
27:16
Josh: I think that covers all of the highlights in terms of the AI stuff
27:19
Josh: if you're interested in the hardware go check out the highlights I think
27:21
Josh: it goes on sale for pre-order whatever if you're pre-ordering it why why don't
27:25
Josh: you have an iPhone I honestly like tell me why tell me why I need to get rid
27:29
Josh: of my iPhone that I am obsessed with and in love with and cannot go anywhere
27:32
Josh: without because I'd love to hear feedback like I'm I'm open I'm open to changing
27:36
Josh: I just don't believe you can change my mind but i think i think that probably
27:40
Josh: covers it for the sounds like.
27:41
Ejaaz: Josh isn't open to changing we'll see
27:43
Josh: Listen i'm excited about a lot of these new features that was google's made
27:47
Josh: by event today they did it live in new york city jimmy fallon was the person
27:51
Josh: who was kind of like commentating and narrating the whole thing he was the host of it you.
27:54
Ejaaz: Just reminded me josh including jimmy fallon alex cooper and a number of different
27:59
Ejaaz: kind of like hosts that were entertaining was just a great strategy by google
28:06
Josh: Because this is fine i compared it directly to.
28:10
Ejaaz: Open ai's live stream of what is it two weeks ago which was pretty robotic but
28:17
Ejaaz: kind of human but pretty robotic and then i go back to the masters of this the
28:24
Ejaaz: ones that i've been hating on this entire episode,
28:26
Ejaaz: Apple, at their WWDC event earlier this year, which I just thought was extremely
28:33
Ejaaz: structured, forced, and just disingenuous, which really made me hate it.
28:38
Ejaaz: But on this Google event, Jimmy Fallon was making mistakes.
28:42
Ejaaz: And he had like his co-host correcting him being like, actually,
28:45
Ejaaz: no, it's this phone, Jimmy, pick up this phone, you picked up the wrong phone and the wrong color.
28:50
Ejaaz: And Jimmy was just kind of joking his way through it. And it made it way more
28:53
Ejaaz: relatable to me, which I think is the theme that tied into all of the AI products
28:57
Ejaaz: that they announced today. It was relatable.
28:58
Ejaaz: It was things that I would use every day.
29:01
Ejaaz: They weren't promising me the next new iPhone or the next new ChatGPT,
29:06
Ejaaz: but it was something that would add use to my life today.
29:10
Josh: Interesting okay i'm i'm a hater i i
29:13
Josh: didn't love the way that they did this i think it
29:16
Josh: was it's very reflective of the brand so when i when i think of an
29:18
Josh: apple presentation it very much feels like an extension of
29:21
Josh: the brand it's kind of like an art in itself how they present it the
29:24
Josh: visuals are gorgeous the animations the transitions everything is
29:28
Josh: super high touch super high polish and they
29:30
Josh: they kind of convince you to care about
29:33
Josh: the product in a way you otherwise wouldn't and as someone
29:36
Josh: who is planning to buy the products that they're selling regardless i
29:40
Josh: want to fall in love with them and they do a really good job of
29:43
Josh: creating this world this brand extension that allows
29:46
Josh: me to fall deeper in love with these products and really understand the
29:50
Josh: decision making why you often hear with apple from
29:53
Josh: the actual designers themselves versus google where
29:55
Josh: you're kind of getting like vps of this that and the third it felt
29:59
Josh: a little less refined a little less polished there was
30:01
Josh: a lot of jokes it was kind of light-hearted i think it's just a testament to the
30:04
Josh: brand my personal preference is this like really cool refined
30:07
Josh: beautiful delivery of these like specimens of
30:10
Josh: art and google is just kind of like hey we got this really cool
30:13
Josh: stuff and we're just going to show you how it works and here's a comedian
30:16
Josh: and a talk show host to kind of walk us through this fun thing and i do want
30:19
Josh: to give him credit because he does play the dumb guy and it makes it very easy
30:23
Josh: to explain to the dumb guy all the the smart things that the phones can do i'm
30:26
Josh: excited for the iphone event that's happening next month because that to me
30:30
Josh: feels like it's going to be this like really cool fun like you're watching a movie i'm.
30:34
Ejaaz: Bearish all right good i like
30:37
Josh: When we disagree this is perfect oh so here's another here's another thing you
30:40
Josh: could share in the comments are your team google presentation or apple presentation
30:43
Josh: do you want steph curry and uh jimmy fallon and,
30:48
Josh: alex cooper on the show or do you just want like tim cook standing in his like
30:51
Josh: his stance like this and he's like today we're announcing a.
30:55
Ejaaz: New emoji update
30:56
Josh: Okay we can talk about the principles of
30:59
Josh: the features which have been an abomination they actually make
31:02
Josh: me sick to my stomach when they stand there with the straight face and say you
31:05
Josh: can now design and color your own emojis that drives me insane okay so i guess
31:10
Josh: in that sense yeah apple apple kind of sucks you got it so here's the thing
31:13
Josh: you got to match the quality of the product to the delivery and they've definitely
31:16
Josh: I failed on that a couple of times. So yeah, there's work to be done on both sides.
31:21
Josh: But without rambling on too long, I think that's it. That is your show.
31:25
Josh: That is everything that happened today with the Google new announcement.
31:29
Josh: These are the new AI features that are pretty cool.
31:31
Josh: Check them out. Hopefully we get them sometime soon for the iPhone users,
31:34
Josh: for the Android users who have Google Pixels. Congratulations.
31:37
Josh: Your phone is about to get really freaking cool.
31:39
Josh: And yeah, so I think that the theme is just like, hey, local AI,
31:43
Josh: pretty cool. real-time AI with translations and camera operations, pretty cool.
31:48
Josh: Doing it all privately, pretty cool. So there's like a lot of interesting things
31:51
Josh: that happened today. And I think it's reflective of a trend that we're going to be seeing more of.
31:55
Josh: So again, as always, if you enjoyed, please share with your friends who are
31:58
Josh: either team Google or team Apple. I want to hear their side of the story.
32:02
Josh: Let everyone know, please don't forget to rate us in the App Store. We fell a little bit.
32:07
Josh: We fell a little bit. I think we're 44 now on the Spotify tech charts, and only you can save us.
32:12
Josh: So please share, like, favorite, do all the things that you do if you enjoy
32:16
Josh: the show and we will be back at it again with another episode very soon.
32:19
Music: Music