Latest / The SME Stream / AI slop, smart rings and riding the S-curve: The year in tech and what’s ahead
Transcript
- 0:02Speaker 1: It's the final episode for twenty twenty five off the
- 0:06Speaker 1: Business of Tech powered by two Degrees Business, and what
- 0:09Speaker 1: a year it's been. From aislop and humanoid robots to
- 0:12Speaker 1: smart rings, streaming wars, and ev angst. It's felt like
- 0:17Speaker 1: the future finally arrived with all the weirdness that implies.
- 0:21Speaker 1: So to help make sense of it all, this week's
- 0:24Speaker 1: show turns into a bit of a text doc take
- 0:26Speaker 1: for the year that was and a peek into the
- 0:28Speaker 1: year to come. Joining the podcast is someone who's been
- 0:31Speaker 1: watching these Ways of Innovation break for decades, which doctor
- 0:35Speaker 1: co founder, market researcher and consumer tech guru Pat Pilcher.
- 0:40Speaker 1: Pat has been tracking everything from the AI megashift in
- 0:43Speaker 1: Apple's foldable dilemma, to the boom and Chinese evs, the
- 0:47Speaker 1: great streaming backlash, and why home robots and smart homes
- 0:51Speaker 1: finally started becoming useful in twenty twenty five. So we'll
- 0:54Speaker 1: cover all of that, and we'll also look ahead to
- 0:56Speaker 1: the categories about to explode potentially into six from smart
- 1:01Speaker 1: contact lenses and humanoid housekeeper robots to solid state batteries
- 1:06Speaker 1: that could rewrite the rule for evs, wearables, and laptops
- 1:10Speaker 1: Pat's been reviewing tech gear for around thirty years. He's
- 1:13Speaker 1: one of the country's most experienced consumer tech reviewers and journalists.
- 1:16Speaker 1: So I think you'll enjoy this bumper episode of the
- 1:20Speaker 1: Business of Tech. We pack a lot in so pour
- 1:23Speaker 1: something festive your notifications and settle in for a fast
- 1:27Speaker 1: tour through the year in tech with Pat Pilcher here
- 1:30Speaker 1: on the Business of Tech. So, Pat, welcome to the
- 1:37Speaker 1: Business of Tech. How are you doing?
- 1:39Speaker 2: Flash and pretty? It's all good. It's been a really
- 1:42Speaker 2: crazy time actually, there's so many, so many launchers, and
- 1:45Speaker 2: Black Friday of course has been utterly insane. It has
- 1:48Speaker 2: so yeah, yeah, a whole moment.
- 1:51Speaker 1: And look, we've known each other for probably twenty five years.
- 1:55Speaker 1: You're the biggest tech head I know. Obviously the co
- 1:59Speaker 1: found under an editor of Witch Doctor, which is probably
- 2:04Speaker 1: actually the only outlet consistently covering consumer tech in New
- 2:08Speaker 1: Zealand today.
- 2:09Speaker 2: Yeah, there aren't many of us about and the numbers
- 2:11Speaker 2: are shrinking, but yeah, Witch Doctors hanging in there. So yeah.
- 2:15Speaker 1: Music lifestyle, Gary Steele obviously one of the most experienced
- 2:19Speaker 1: music journalists in the country, a massive gear head on
- 2:25Speaker 1: home high five stuff. Oh yeah, yeah, So he's part
- 2:28Speaker 1: of that as well, So go to witchdoctor dot co
- 2:30Speaker 1: dot nz to check out all of that. But you've
- 2:33Speaker 1: married that over the years. Market research really is your background,
- 2:38Speaker 1: right with ABC? Initially?
- 2:39Speaker 2: Yeah, yeah, I mean I initially started out with IDC.
- 2:41Speaker 2: It was the heart of the tech boom. What a
- 2:44Speaker 2: time to be doing tech tech market research. It was crazy.
- 2:48Speaker 2: But it's sort of been really interesting doing research and
- 2:51Speaker 2: tech because there is a bit of a relationship between
- 2:54Speaker 2: tech journalism and research, because I mean, if you're journalist,
- 2:57Speaker 2: you're doing research of course, and you get to see
- 3:00Speaker 2: a lot of crazy treams happening in the market. And
- 3:02Speaker 2: twenty twenty five has been a year of some pretty
- 3:06Speaker 2: cool trends that are started kicking off.
- 3:07Speaker 1: Yeah, how would you sort of summon up? So it's
- 3:10Speaker 1: just ai everything at the moment, and AI agents really
- 3:14Speaker 1: hit peak in twenty twenty five. But with your yeah,
- 3:17Speaker 1: with your sort of marketing research trends had on and
- 3:21Speaker 1: your love of tech, what are the things that really
- 3:23Speaker 1: stood out for you?
- 3:24Speaker 2: I tell you what what stood out was who was
- 3:26Speaker 2: absent from the game? I mean you have you know,
- 3:29Speaker 2: you have chat GPT, Microsoft co Pilot, Google's Gemini, which
- 3:33Speaker 2: is of course the big AI claud treanthropic. Every tech
- 3:37Speaker 2: plarer and their pet pedle had an AI offering except Apple,
- 3:42Speaker 2: you know, and this is just crazy. This is a
- 3:45Speaker 2: company that sets the trends that everyone slavishly follows, and
- 3:49Speaker 2: they missed the bus on the biggest AI trend probably
- 3:53Speaker 2: of the decade.
- 3:54Speaker 1: Or did they? Or have they? I mean, are they
- 3:56Speaker 1: been quite clever about about being a late fight in this.
- 4:01Speaker 2: I think, look that there is a lot to be
- 4:04Speaker 2: said for doing that, because I mean it's such a
- 4:06Speaker 2: fast moving feast at the moment. I mean, you know,
- 4:09Speaker 2: I'm seeing new iterations of AI models and AIS systems
- 4:12Speaker 2: almost every week at the moment, and the capabilities are
- 4:15Speaker 2: just evolving and advancing almost on a daily basis. So
- 4:19Speaker 2: stepping back from that until they get a mature offering
- 4:23Speaker 2: in a way quite sensible. And I mean the iPhone
- 4:25Speaker 2: folders are common and if I was Apple, I keep
- 4:28Speaker 2: my powder dry and slaps MAYI goodness into the iPhone
- 4:31Speaker 2: fold And I think they could set the market on fire.
- 4:34Speaker 2: I mean they've got the resources.
- 4:36Speaker 1: They do have the resources. They're sitting on a cash
- 4:39Speaker 1: pile that's just vast. They have had a you know,
- 4:42Speaker 1: obviously Apple Intelligence has been a dud and they've admitted
- 4:46Speaker 1: that they've changed out the team. A lot of the
- 4:49Speaker 1: products offerings there have been delayed. Serri Supercharged with its
- 4:54Speaker 1: generative AI is not that flash.
- 4:56Speaker 2: Well, I think the thing is they really you know,
- 5:00Speaker 2: corporate group thing prevailed at the start, and I think
- 5:02Speaker 2: the Siri team got handed this AI think as it
- 5:06Speaker 2: was emerging and they went, ah, we've already got Suri,
- 5:08Speaker 2: you know, and of course Syria is script based. There's
- 5:10Speaker 2: no AI and Surrey at all in that. You could
- 5:13Speaker 2: argue serious is done as a brick really, but so
- 5:17Speaker 2: they got off on the back foot and everyone's gone
- 5:19Speaker 2: past them. But I think they're now looking at that
- 5:21Speaker 2: regrouping and have put some serious work in. So Michael
- 5:25Speaker 2: has watched the space.
- 5:26Speaker 1: Yeah, the iPhone Air, lovely looking device, but has disappointed
- 5:32Speaker 1: when it comes to sales. So people are still going, yeah,
- 5:35Speaker 1: I just want the latest iPhone.
- 5:37Speaker 2: Yeah, this is the thing. I think it's a really
- 5:39Speaker 2: skinny phone, you know, it's Apple Gear. It is really
- 5:42Speaker 2: tasty to look at, but you know, it does it
- 5:45Speaker 2: scratched at it for an iPhone user, And I think
- 5:48Speaker 2: the mid range and flagship models are really what people
- 5:52Speaker 2: are spending money on. So who knows. But what struck
- 5:55Speaker 2: me the last couple of years with the iPhones is
- 5:58Speaker 2: they're very samey Samy. There's been a very little real innovation,
- 6:01Speaker 2: and I think that twenty twenty six is probably going
- 6:05Speaker 2: to be the year of the iPhone fold. You know,
- 6:07Speaker 2: Apple really need to jump on the fold bandwagon, and
- 6:10Speaker 2: I'm picking you'll probably get the technology of the iPhone
- 6:12Speaker 2: Air married with a foldable phone to come up with
- 6:15Speaker 2: something comparable to Samsung's Galaxy Fold seven. You know, a
- 6:17Speaker 2: really skinny foldable phone that will just be the same
- 6:21Speaker 2: form factor as a normal slab style phone, but while
- 6:24Speaker 2: unfolded to a mini tablet.
- 6:26Speaker 1: I reckon the equivalent of the flip, which is more
- 6:30Speaker 1: like the clamshell foldable which Samsung has done up both as.
- 6:35Speaker 2: Date, they're really I mean because they basically really pocketable
- 6:38Speaker 2: and you know, they have become a normal phone when
- 6:40Speaker 2: you flip them open. I mean, I really like them,
- 6:42Speaker 2: and that's one of these categories that I think hasn't
- 6:45Speaker 2: had the love that it deserves.
- 6:46Speaker 1: Yeah, they are expensive. Let's go back to AI assistance
- 6:50Speaker 1: because that there's been a lot going on there. We
- 6:53Speaker 1: just saw a couple of weeks ago the debut of
- 6:55Speaker 1: Gemini three, which is getting rave reviews on the benchmarks.
- 6:59Speaker 1: That's doing very well, also performing very well. We've seen
- 7:02Speaker 1: some of those leaked memos from Open Ai. Ei're worried
- 7:05Speaker 1: about Gemini.
- 7:06Speaker 2: I think they've got a lot to worry about it
- 7:07Speaker 2: at the moment. I mean, the you know, technology tends
- 7:10Speaker 2: to go on what they call the S shaped curve,
- 7:12Speaker 2: and you know at the beginning where at the bottom
- 7:15Speaker 2: of the yes before it slopes up, you get you know,
- 7:18Speaker 2: sort of this this mass sort of promotion and you
- 7:21Speaker 2: start heading into mass market adoption. But it's starting to
- 7:24Speaker 2: mature really fast, and if you're not at that inflection point,
- 7:29Speaker 2: you could find yourself in a bit of trouble. So
- 7:31Speaker 2: who knows, but open Ai definitely there. But I think,
- 7:34Speaker 2: you know, the AI think you're hearing a lot about
- 7:37Speaker 2: what's bad with AI. I mean, you know, there are
- 7:41Speaker 2: some huge downsides. I mean, go on to Facebook, go
- 7:44Speaker 2: on to x go on to LinkedIn, and they're a
- 7:47Speaker 2: wash with AI slop. You know, it's I went on
- 7:50Speaker 2: to a well I won't name them because I probably
- 7:52Speaker 2: get in trouble with lawyers. But I went onto a
- 7:54Speaker 2: very prominent bookstore last night with my reader, trying to
- 7:58Speaker 2: find something decent reader, and all I could find a
- 8:00Speaker 2: box packed with AI slot, you know, really badly written books.
- 8:05Speaker 2: And if you're an academic, I mean friends of mine
- 8:09Speaker 2: who are university professors are just pulling your hair out
- 8:12Speaker 2: because of course kids are resorting to AI. They're not learning,
- 8:17Speaker 2: they're getting AI do the work for them. And I
- 8:19Speaker 2: think the really fascinating story was UK's Channel four and
- 8:24Speaker 2: a documentary called Will AI Take My Job? And this
- 8:28Speaker 2: had this lovely host. She went through the program and explained,
- 8:31Speaker 2: you know, in laypersons speak, what AI was and how
- 8:34Speaker 2: it was going to affect businesses and things. And then
- 8:37Speaker 2: right at the very end, she steps up at the
- 8:38Speaker 2: camera she goes, by the way, I'm not real I
- 8:40Speaker 2: generated and was gone, yeah, you could almost hear the
- 8:44Speaker 2: sound of fourteen million jaws hitting the shad pole collectively.
- 8:48Speaker 2: It was, you know, and this is a thing that
- 8:50Speaker 2: I think people didn't realize with AI. It's the uncanny
- 8:54Speaker 2: value effect is, which is you know where sort of
- 8:57Speaker 2: machines are close to human but not close enough, but
- 8:59Speaker 2: they're creepy. We're sort of getting past that now and
- 9:03Speaker 2: ais can actually pass themselves off as humans in specific settings,
- 9:08Speaker 2: and it's a little scary to watch.
- 9:11Speaker 1: And I think particularly with saw A three open AI's
- 9:16Speaker 1: video AI generator, and when that exploded onto social media
- 9:21Speaker 1: and for the first time, I was actually seeing videos
- 9:24Speaker 1: of you know, like a line attacking someone, and normally
- 9:29Speaker 1: Facebook is full of.
- 9:30Speaker 2: These real videos all Smith eating spaghetti. I mean that
- 9:33Speaker 2: I had nightmares for weeks after watching Yeah, but that
- 9:36Speaker 2: one was clearly like weird. But the realism now to
- 9:41Speaker 2: a point and sometimes they have a water mic, but
- 9:44Speaker 2: we are I think you're right past that uncanny valley stage.
- 9:47Speaker 1: And it's really infuriating when you realize I've just spent
- 9:50Speaker 1: ten seconds looking at something and I've only realized by
- 9:53Speaker 1: reading the comments that it's fake. That's scary.
- 9:55Speaker 2: It's really scary. And I think the problem is the
- 9:57Speaker 2: general public need to be a lot more critical, a
- 10:00Speaker 2: lot more skeptical, and they're not in.
- 10:03Speaker 1: Our platform, so just running this stuff without prompting.
- 10:06Speaker 2: Or I mean, I've had access to Google's Gemini Vio
- 10:11Speaker 2: video creation model and that thing is astonishing. You know,
- 10:15Speaker 2: I'm generating I generated a little cinematic mini movie off
- 10:19Speaker 2: my Greyhound basically driving a Lamborghini into the Grand Casino
- 10:23Speaker 2: in Monte Carlo, and you know, I describe what he
- 10:26Speaker 2: was doing, what the car looked like, where it was,
- 10:29Speaker 2: the camera positioning, and then twen minutes later I had
- 10:32Speaker 2: this whole collection of clips that I just ended up
- 10:34Speaker 2: with Microsoft clip champ into this little mini movie. It
- 10:37Speaker 2: was basically had some James Bond music and voila, and
- 10:41Speaker 2: it was cinematic and obviously Greyhound Stone drive Lamborghinis. But
- 10:47Speaker 2: other than that, if there'd been a human being not
- 10:49Speaker 2: a dog, you wouldn't have known. You know, it was
- 10:51Speaker 2: literally that good.
- 10:53Speaker 1: For all the advances, you still have the taels, the
- 10:56Speaker 1: things that give it away, like fingers, it still has
- 10:59Speaker 1: a terrible job of.
- 11:00Speaker 2: What is it with things and background signs. You know,
- 11:03Speaker 2: they have this weird sort of Sanskrit slash tie. It
- 11:07Speaker 2: doesn't make sense, you know.
- 11:09Speaker 1: Yeah, so it can't do it can't inject words, credible
- 11:12Speaker 1: words into an image and three can.
- 11:15Speaker 2: Now this is the thing they reckon Gemini. Three can
- 11:18Speaker 2: And in my early testing year, you know it's I
- 11:23Speaker 2: could put stuff up in social media. I mean, luckily
- 11:25Speaker 2: there's guardrails built in you can't post manipulate public figures
- 11:30Speaker 2: into doing things that would incriminate them or whatever. So
- 11:33Speaker 2: for instance, I kind of have the PM shagging a
- 11:35Speaker 2: sheep or something really that would cause litigation or whatever.
- 11:40Speaker 2: But there is still so much scope, and as we're
- 11:43Speaker 2: in an election year, this is going to become a
- 11:45Speaker 2: really big issue I think.
- 11:47Speaker 1: Yeah. So obviously there's still sort of an experimentation mode
- 11:50Speaker 1: with a lot of these AI assistants, but the business
- 11:53Speaker 1: model underpinning it. We saw Microsoft slapped majorly in Australia
- 11:58Speaker 1: by the Commerce Commissioner over there. They did a big
- 12:01Speaker 1: apology here in New Zealand as well about bundling the
- 12:05Speaker 1: co pilot assistant into an increased subscription for Microsoft three
- 12:09Speaker 1: sixty five. They had their backtracks seriously on that.
- 12:12Speaker 2: Well, this brings me to my next key trend I
- 12:14Speaker 2: noticed in twenty twenty five, and I don't know if
- 12:16Speaker 2: I'm allowed to say this, but inititification.
- 12:18Speaker 1: Yeah, you know, and Corey doctor O's theory, and it's happening.
- 12:22Speaker 2: It's happening right now. I mean, you know, you subscribe
- 12:25Speaker 2: to a service, it sounds fantastic, and it's only five
- 12:28Speaker 2: dollars a month. Three months later, it's twenty five dollars
- 12:31Speaker 2: a month. Does less, requires more of your information and
- 12:34Speaker 2: they can't guarantee your privacy and by the way, your
- 12:35Speaker 2: password has been stolen. It's not good and sort of
- 12:39Speaker 2: you marry that up with AI. It's a little concerning.
- 12:42Speaker 2: So and as I said earlier, we're heading into an
- 12:45Speaker 2: election year. I can just see a few problems on
- 12:47Speaker 2: the way.
- 12:48Speaker 1: Yeah, but the business model isn't quite there underpending these
- 12:52Speaker 1: AI agents, right, I mean the investment that Microsoft, Open Ai,
- 12:57Speaker 1: Google are putting into that is not being returned yet
- 13:00Speaker 1: and it won't be for years.
- 13:01Speaker 2: But that's the thing. I mean, it's it's got a
- 13:03Speaker 2: very long tail. And you know, we're in an environment
- 13:06Speaker 2: where geopolitical instabilities and macro economic instabilities are at play,
- 13:12Speaker 2: and we have companies investing billions and billions dollars and
- 13:15Speaker 2: massive data centers and Video is doing very nice out
- 13:18Speaker 2: of it. But you know, you saw the panic last
- 13:20Speaker 2: week when Video were announcing your results. You know that
- 13:24Speaker 2: speculation of tech bubble was going to burst. And if
- 13:26Speaker 2: that happens, I dread to think what New Zealand's economy
- 13:29Speaker 2: is going to do. If there is a tech bubble implosion.
- 13:32Speaker 1: Yeah, and we saw the other news a couple of
- 13:35Speaker 1: weeks ago about Google doing a deal potentially with Meta
- 13:39Speaker 1: for its sensor processing units. So they've been quietly building
- 13:44Speaker 1: up their own chip capability to run their own data centers. Yes,
- 13:47Speaker 1: and obviously that's impressing third parties like Meta.
- 13:50Speaker 2: Well, this is the thing. I mean, Silicon is, you know,
- 13:52Speaker 2: such a hot potato now. I mean you just look
- 13:55Speaker 2: at what's happened in China with the you know, the
- 13:57Speaker 2: tech ban on Chinese companies from getting ultra high end
- 14:02Speaker 2: chip fab capabilities. You know, TCMC obviously got shut out
- 14:05Speaker 2: from the Chinese market with certain ship technologies, and China's
- 14:10Speaker 2: had to really work hard to get around that to
- 14:13Speaker 2: go beyond fourteen nanometers. And you know, chips are the
- 14:18Speaker 2: new global currency because you've got to have these data
- 14:20Speaker 2: centers to run AI, to stay in the game, to
- 14:22Speaker 2: keep sheeholders happy, and it's all very circular, could get wobbly,
- 14:26Speaker 2: who knows.
- 14:27Speaker 1: And the Chinese seem to be doing really well with
- 14:29Speaker 1: their own internal economy. Now for chips, they're not quite
- 14:33Speaker 1: as good on benchmarks as in video, but enough to
- 14:36Speaker 1: do most of what PROTECTAR consumers want, oh for sure.
- 14:40Speaker 2: I mean, this is the thing. I mean. I wrote
- 14:42Speaker 2: a while back in a witch Doctor about the Trump's
- 14:45Speaker 2: move to ban Wahwei and how Wahwei, if they were smart,
- 14:49Speaker 2: would stick to their guns and innovate. And they have been,
- 14:52Speaker 2: and they're now producing silicone that does rival Western silicon.
- 14:56Speaker 2: They've got their own operating system which is absolutely exploded
- 15:00Speaker 2: in the Chinese market and is starting to get really
- 15:02Speaker 2: big in Southeast Asia. It's harmony OS and the band
- 15:07Speaker 2: hasn't actually weakened China all, it's made them stronger. And
- 15:11Speaker 2: if I were, you know, sort of some of these
- 15:13Speaker 2: US companies, I would be a little scared because, you know,
- 15:16Speaker 2: there's this new operating system, there's new silicon technologies coming out.
- 15:20Speaker 2: China just announced an analog chip that uses analog, not
- 15:25Speaker 2: digital technologies. It's vastly faster than anything digital, uses a
- 15:29Speaker 2: fraction of the power. Now, look at the data seender situation.
- 15:32Speaker 2: Power consumption is a real issue. There's a race on
- 15:35Speaker 2: with AI. It's geopolitical. China could get the edge through this,
- 15:39Speaker 2: you know, it's everything's up for grabs.
- 15:41Speaker 1: Yeah, probably the biggest most flashy text splash of the
- 15:46Speaker 1: year wasn't entirely successful. It was metas smart glasses. Oh yeah,
- 15:51Speaker 1: events where the demos sort of failed. But actually it
- 15:55Speaker 1: was quite impressive how far they've come in smart glasses,
- 15:58Speaker 1: right I am.
- 15:59Speaker 2: I was Astralia recently and for some reason, you can't
- 16:01Speaker 2: get them in New Zealand. I mean, why don't we
- 16:04Speaker 2: get certain things in New Zealand? I mean, Google, where
- 16:06Speaker 2: is a pixel phone?
- 16:07Speaker 1: Never?
- 16:09Speaker 2: You know, this is a weird thing. But I had
- 16:10Speaker 2: to play with a pair of meta glasses and they
- 16:13Speaker 2: were the Oakley ray band or Oakley ray band which
- 16:16Speaker 2: one ray bands, and these things were seriously nice and
- 16:20Speaker 2: you put them on. You've got an assistant. Basically you
- 16:23Speaker 2: can talk through through the glasses and uses bone productions
- 16:26Speaker 2: so you can always hear this cons assistant wherever you are,
- 16:29Speaker 2: and it's got a camera. And I just looked around
- 16:32Speaker 2: and said describe and a couple what it was. Describe this?
- 16:34Speaker 2: It described it to me. I said, translate that sign it?
- 16:38Speaker 2: Did you know? And Facebook have demonstrated other prototype glasts
- 16:43Speaker 2: where you wear a band on your wrist. It can
- 16:45Speaker 2: track all the tender movements so you can do hand
- 16:47Speaker 2: gestures and all track movement and you are displays built
- 16:50Speaker 2: into the glasses that overlay reality, so you can have
- 16:53Speaker 2: a graphic pop up beside someone, so having a chat
- 16:56Speaker 2: with someone negotiating a deal. The glasses can do stress
- 17:00Speaker 2: and they've voice tell you if they're lying or not,
- 17:02Speaker 2: you know, or if you if you're in a strange
- 17:05Speaker 2: city you need to find your way around, you'll get
- 17:06Speaker 2: a map overlay on the streets and three dimensions atill
- 17:09Speaker 2: point you where we need to go. And these new
- 17:11Speaker 2: glasses are I mean, the technology is very tantalizing. But
- 17:16Speaker 2: will we see it in New Zealand. I don't know.
- 17:18Speaker 1: Well, eventually it will hit critical mass and they'll have
- 17:22Speaker 1: to sell it here. But it's interesting that Meta spent
- 17:25Speaker 1: so much money on virtual reality, brought Oculus and created
- 17:30Speaker 1: its reality labs spent forty to fifty billion dollars trying
- 17:33Speaker 1: to create the metaverse that hasn't really worked. But here
- 17:38Speaker 1: we have an augmented reality sort of world that could
- 17:42Speaker 1: be the breakthrough and may even be the format that
- 17:45Speaker 1: smartphones morph into.
- 17:47Speaker 2: I mean, yeah, and it's something I'm going to touch
- 17:49Speaker 2: on later on. I mean, that's another key trend that
- 17:51Speaker 2: I think is going to be really excited in tweeny
- 17:53Speaker 2: twenty six, So watch the.
- 17:54Speaker 1: Space Okay, so smart glasses, yeah, twenty twenty six. Related
- 18:00Speaker 1: to that another wearable smart rings. We both had a
- 18:03Speaker 1: crack at the at wearing the Samsung smart ring. This year,
- 18:06Speaker 1: there are a couple more on the market.
- 18:08Speaker 2: Yeah, I'm amazed. Actually, how many have just started surfacing
- 18:11Speaker 2: your whole pile of little parallel import brands? As a
- 18:13Speaker 2: Samsung brand is an Aura brand, I think? So a yeah,
- 18:18Speaker 2: why can't they just call them something normal, bobbed, you know,
- 18:22Speaker 2: But yes, it's interesting. I mean, you know, you can
- 18:24Speaker 2: wear a smart watch. It'll track your health, it'll track
- 18:26Speaker 2: your heart rate. But I mean they're seriously big. It's
- 18:30Speaker 2: like giving a hubcap on your damn risk. And you know,
- 18:34Speaker 2: notifications are a real distraction. I whan I've lost count
- 18:36Speaker 2: the amount of times I've been working my way through
- 18:39Speaker 2: a complex subject, researching a story or whatever, and I've
- 18:42Speaker 2: got a notification off my watch totally derailed my train
- 18:44Speaker 2: of thought, and another two hours later, I'm finally back
- 18:47Speaker 2: where I was. You know, so they're blessing and a
- 18:50Speaker 2: curse smart watches, but smart rings they aren't obtrusive. You
- 18:53Speaker 2: put them on your finger they don't bombard with notifications.
- 18:57Speaker 2: They're tiny, they fit on your finger and I don't
- 19:00Speaker 2: get in the way. And the thing I really like
- 19:02Speaker 2: about them is that by monitoring your health stats, they
- 19:05Speaker 2: can actually tell you proactively when you're coming down with
- 19:08Speaker 2: a cold or a flu a week before you start
- 19:11Speaker 2: noticing symptoms.
- 19:12Speaker 1: Are they more accurate than smart watches generally?
- 19:16Speaker 2: Yes. In my initial testing, I was really surprised at
- 19:20Speaker 2: just how good it actually was. And I got a
- 19:23Speaker 2: blood pressure cuff, I got a digital thermometer, and I
- 19:27Speaker 2: tested the Jesus out of the smart ring and I
- 19:31Speaker 2: was pleasantly surprised. It was pretty close to mark. I mean,
- 19:33Speaker 2: it's obviously not going to be medical grade perfect, but
- 19:36Speaker 2: it's right up there.
- 19:37Speaker 1: Yeah, And I think for particularly for people who are
- 19:40Speaker 1: runners and just want to go completely minimalist, it will
- 19:45Speaker 1: gather all of that data. It doesn't have to have
- 19:46Speaker 1: the phone there, so then we'll sink it when you
- 19:49Speaker 1: come back to the house. So from that point of view,
- 19:53Speaker 1: the thing for me is I just kept forgetting to
- 19:55Speaker 1: charge it, you know, so yeah, it's flat, and then
- 19:58Speaker 1: to yet another thing, I have to charge it.
- 20:00Speaker 2: I have another trend that will cover that off. So
- 20:03Speaker 2: twenty twenty six, so we'll get to that show. We
- 20:05Speaker 2: can keep listening people.
- 20:13Speaker 1: Okay, so we've covered smart rings. Let's a bit of
- 20:16Speaker 1: a chat about streaming. What happened in twenty twenty five
- 20:19Speaker 1: either than the price going up?
- 20:20Speaker 2: Oh well, this is the thing. I mean, there's a
- 20:22Speaker 2: real history about this, and I've written about this in
- 20:24Speaker 2: The Herald years ago when the whole you know, piracy
- 20:27Speaker 2: regulation thing and the copyright amendments were all going through,
- 20:30Speaker 2: and I did a lot of research and very quickly
- 20:33Speaker 2: came to the conclusion that, you know, piracy is an
- 20:37Speaker 2: unwinnable game of whack a mole for regulators. No one
- 20:39Speaker 2: has won the piracy game. And the only way we've
- 20:42Speaker 2: actually put a real dent and piracy has been through
- 20:45Speaker 2: the launch of streaming services. You know, not only did
- 20:48Speaker 2: they push video easy into extinction, thank god, because going
- 20:51Speaker 2: and getting a videotape in the southerly is not great fun.
- 20:55Speaker 2: But you know, they sort of put a dent in
- 20:57Speaker 2: local broadcasters, PATV broadcasters, video stores, but also they actually
- 21:03Speaker 2: put a real crimp in piracy statistics. Piracy went down
- 21:07Speaker 2: massively with outvent of Netflix, Amazon, Apple Plus, because you
- 21:11Speaker 2: go pick up something and watch it, and it was
- 21:13Speaker 2: twenty bucks a month or something was affordable, you know.
- 21:16Speaker 2: But this year we've seen a lot of these companies
- 21:19Speaker 2: up in their prices, putting restrictions on who you can
- 21:23Speaker 2: share your account with, and all sorts of things that
- 21:26Speaker 2: have made them really unattractive. Add to that a cost
- 21:29Speaker 2: of living crisis. People are starting to go, my, the
- 21:32Speaker 2: hell with this, and they're bat piraty again. And piracy
- 21:34Speaker 2: is actually starting to.
- 21:35Speaker 1: Increase, right, And we do have legislation which was sort
- 21:40Speaker 1: of ill conceived. We've written about this fifteen years ago
- 21:44Speaker 1: or something, which was very much aimed at.
- 21:46Speaker 2: Streaming download peer to peer downloads mainly. Yeah, but I
- 21:49Speaker 2: mean a lot of streaming is peer to peer anyways.
- 21:51Speaker 1: Yeah, that's right. So they went after the peer to
- 21:53Speaker 1: peer networks and left all these streaming sites. So you
- 21:57Speaker 1: saw just like all these illegal streaming sites crop up.
- 22:00Speaker 1: Then they decided they're recording companies for music and the studios.
- 22:05Speaker 1: It was too expensive to go after New Zealanders to
- 22:08Speaker 1: prosecute them, so nothing has happened there. But we have
- 22:13Speaker 1: seen this return to piracy driven by this just as
- 22:16Speaker 1: share expense of it.
- 22:18Speaker 2: And also, I mean, look, virtually every key we home
- 22:20Speaker 2: well held Kei Home has fiber, and downloading a TV
- 22:23Speaker 2: episode now with gigabit fiber is an exercise in two minutes.
- 22:27Speaker 2: You know, it is just so effortless now, whereas you know,
- 22:31Speaker 2: about fifteen years ago, we were all sitting on you know,
- 22:34Speaker 2: DSL if we were lucky, or fifty six K mode
- 22:36Speaker 2: ands we're really unlucky, and downloading a TV episode was
- 22:40Speaker 2: a day's work. Yeah, so it's going to be interesting
- 22:44Speaker 2: to watch. And I think the other side of the
- 22:46Speaker 2: coin is that consumers are a lot more savvy. You know,
- 22:50Speaker 2: they've all got VPNs and they're all looking at services
- 22:54Speaker 2: that hide their tracks. And even if law changes happen,
- 22:58Speaker 2: it's going to be really hard not the crack. And
- 23:01Speaker 2: if streaming services keep going the way they are, you know,
- 23:04Speaker 2: it's going to be interesting. What happened?
- 23:06Speaker 1: Do you think there's going to be some consolidation. Netflix
- 23:08Speaker 1: has survived as the juggernaut and is doing quite well.
- 23:13Speaker 1: It's really hard to tell when it comes to Apple
- 23:15Speaker 1: and Amazon just how profitable they're streaming stuff is. It's
- 23:19Speaker 1: sort of a bit of a lost leader for Amazon
- 23:21Speaker 1: Prime in terms of Prime video and similarly for Apple.
- 23:25Speaker 1: But we do have a bigger streaming ecosystem than ever,
- 23:29Speaker 1: but it's more frustrating for consumers because all the good
- 23:32Speaker 1: content is smanted across all these players.
- 23:35Speaker 2: I sat down a while back and did the mathematics
- 23:38Speaker 2: on what we're paying for different streaming services, and I
- 23:42Speaker 2: shocked myself. I was really surprised that just how much
- 23:44Speaker 2: money is quietly being bled out of my bank account
- 23:47Speaker 2: every month for all these different streaming services that I
- 23:50Speaker 2: barely use. And you know, it's just a mess. So
- 23:55Speaker 2: I don't know. Will Amazon stay the course, Will Apple
- 23:58Speaker 2: stay the course? And then of course underneath that you've
- 24:00Speaker 2: got brick Box and all these other sort of you know,
- 24:05Speaker 2: second tear streaming services as well, and behind that you've
- 24:07Speaker 2: got YouTube, the sleeping giant smart TVs bring it into
- 24:12Speaker 2: everyone's lounge. But will people continue to pay vast amounts
- 24:16Speaker 2: of money as they're struggling to feed themselves and heat
- 24:19Speaker 2: their owns? Yeah?
- 24:20Speaker 1: I don't think so. And it's been interesting in watching
- 24:24Speaker 1: the New Zealand streaming landscape in terms of our own broadcasters,
- 24:29Speaker 1: and I think Timmans has done a good job. It's
- 24:31Speaker 1: a much better user experience now, you know, the ads
- 24:34Speaker 1: aren't really clunky and jarring when they come in. But
- 24:38Speaker 1: the reality is they're really up against it, aren't they
- 24:40Speaker 1: staying relevant?
- 24:41Speaker 2: This is to my mind one of the probably the
- 24:43Speaker 2: most critical little tech battles happening that no one knows
- 24:46Speaker 2: anything about. And you know what we're starting to see,
- 24:49Speaker 2: of course, is cargo culture happening in New Zealand. You know,
- 24:51Speaker 2: New Zealand culture, New Zealand stories are being lost in
- 24:55Speaker 2: the sea of Netflix, Apple, Amazon, yahd Yah yah and
- 24:59Speaker 2: I I think TV and z TV three they all
- 25:02Speaker 2: have a really compelling point of difference. They need to
- 25:05Speaker 2: play as hard and as fast as they can. Unfortunately
- 25:08Speaker 2: requires money, and that is producing New Zealand content, telling
- 25:12Speaker 2: New Zealand stories, hearing New Zealand accents on the TV.
- 25:15Speaker 2: I mean, you know, there's been some great New Zealand
- 25:17Speaker 2: content produced, but there's just not enough of it. And
- 25:20Speaker 2: I think New Zealanders need a reason to get behind
- 25:23Speaker 2: New Zealand content. And you know, the government did slap
- 25:27Speaker 2: that there was that taxa talking about changes to video production,
- 25:31Speaker 2: but it's still nibbling around the edges of the problem. Yeah,
- 25:34Speaker 2: and I think, you know, if that doesn't change, so
- 25:37Speaker 2: we're going to lose something pretty precious.
- 25:39Speaker 1: What we also need more of is electric vehicles if
- 25:42Speaker 1: we're going to hit our twenty fifty or even twenty
- 25:46Speaker 1: thirty targets for emissions reduction. That you know, flipping the
- 25:50Speaker 1: fleet is essential to that. But effectively, since the subsidies
- 25:54Speaker 1: came off, sales are really tanged, haven't they.
- 25:57Speaker 2: It's really interesting they have dipped. And it's quite sad
- 26:00Speaker 2: because you know, up until sort of twenty twenty five,
- 26:03Speaker 2: you could walk down the road and you know, there
- 26:06Speaker 2: was quite good odds that an electric car would just
- 26:08Speaker 2: quietly were passed. You to be an MG or a
- 26:11Speaker 2: BYD or you know, if you're especially wealthy, a tesla.
- 26:14Speaker 2: But like you're saying, I mean, you know, it's starting
- 26:17Speaker 2: to change, and it's really interesting. I mean EV's are
- 26:21Speaker 2: pretty compelling, you know they. I've got a friend who
- 26:25Speaker 2: bought a BYD. He's got his house fittered with solar
- 26:28Speaker 2: and he's basically charging his car, has got a car
- 26:30Speaker 2: to petrol car for long distance driving the EV for
- 26:33Speaker 2: you know, driving between the coast and Wellington, and he's
- 26:38Speaker 2: basically saving a ton of money.
- 26:39Speaker 1: Even with the road using charges now applied, it's still
- 26:43Speaker 1: a really good economic compared to what.
- 26:45Speaker 2: You're paying at the fuel pump. Definitely, yeah, yeah.
- 26:48Speaker 1: And I think this year has been characterized really by
- 26:51Speaker 1: the arrival of a whole ranging new Chinese brands, Cherry
- 26:54Speaker 1: being one of them.
- 26:55Speaker 2: Yep, Cherry MG byd I've lost.
- 26:59Speaker 1: Count great Great Wall has sort of utes and stuff
- 27:04Speaker 1: now and then the Shark, the bad Shike massive, yes,
- 27:07Speaker 1: hybrid ute.
- 27:08Speaker 2: Yeah yeah, yeah, that's a beast, that thing. And this
- 27:11Speaker 2: is the thing. I mean, you know, back in the
- 27:14Speaker 2: sort of seventies and eighties, you know, the Japanese took
- 27:16Speaker 2: over the car market, and I think we're seeing history
- 27:18Speaker 2: repeat but with Chinese. And you know, the Chinese EV's
- 27:22Speaker 2: just everywhere. It's interested in going to China. You know,
- 27:25Speaker 2: back in the eighties or nineties, you went to China,
- 27:27Speaker 2: it was smoggy, it was noisey, it was chaotic. But
- 27:30Speaker 2: you go there now and I can't know how quiet
- 27:33Speaker 2: it is. Everything's electric, evening just quietly worse passed you
- 27:36Speaker 2: and the air is actually clean, which is quite shocking too. Yeah.
- 27:39Speaker 1: I think there's still a couple of challenges around evs,
- 27:42Speaker 1: even though the price is quite attractive now, the infrastructure
- 27:46Speaker 1: for charge out and about. You're still sort of curing sometimes,
- 27:50Speaker 1: so we just need more infrastructure quickly. It's been doing
- 27:53Speaker 1: a great job and others, but you know, I think
- 27:57Speaker 1: the government put a big commitment to increase the number
- 28:01Speaker 1: of EV charges. That needs to happen, definitely. Yeah, And
- 28:04Speaker 1: also just dispelling the myths about the safety of lithium
- 28:08Speaker 1: ion batteries, which there is summers there, but compared to
- 28:13Speaker 1: petrol diesel vehicles, you never hear about them going up
- 28:16Speaker 1: in smoke because it's a lot more common.
- 28:18Speaker 2: Well, this is really interesting you mentioned this because my
- 28:20Speaker 2: colleague Gary Steele, who co owned Which Doctor, wrote a
- 28:23Speaker 2: story about this a while back, just about how there
- 28:27Speaker 2: was an accident between a bus and a vehicle and
- 28:29Speaker 2: the bus caught fire and you know, all over social
- 28:33Speaker 2: media was our batteries exploded and you know, the sky
- 28:35Speaker 2: is falling. It turned out, of course, that was a
- 28:38Speaker 2: petrol vehicle that a caught fire and set the bus
- 28:41Speaker 2: on fire and large parts of the bus of fiberglass
- 28:43Speaker 2: POxy resume glass that burns like anything. And you know,
- 28:47Speaker 2: so there is a lot of misinformation around there about this,
- 28:50Speaker 2: a lot of fear and a lot of fair uncertainty
- 28:52Speaker 2: in doubt, but there is a trend coming intween twenty
- 28:56Speaker 2: six I will touch on that really addresses that.
- 29:00Speaker 1: Yeah. I mean, we're sitting in my apartment building in
- 29:03Speaker 1: Wellington and the Body corporate here has banned electric vehicles
- 29:08Speaker 1: from being in the garages underneath this building because they're
- 29:11Speaker 1: so worried about a cargoing on fire and basically taking
- 29:15Speaker 1: out the entire building because it's really hard to put
- 29:17Speaker 1: these battery fires out. It is luckily three minutes down
- 29:21Speaker 1: the road is the Central Wellington fire station, but it's
- 29:24Speaker 1: still not on strike. There's just that fair fact there.
- 29:27Speaker 1: We've got to get over and you know, the technology
- 29:31Speaker 1: is relatively very safe, so hopefully we'll see that happen.
- 29:35Speaker 2: Now here's the crazy thing. Electric vehicles are nothing new.
- 29:38Speaker 2: I mean they had electric vehicles at the turn of
- 29:40Speaker 2: the century. Yeah, you know in New York in the
- 29:43Speaker 2: turn of the century. If you've caught a taxi it
- 29:44Speaker 2: was electric. Yeah, you know, it didn't go very far
- 29:47Speaker 2: and lead acid battery, so you have five miles or
- 29:51Speaker 2: something crazy, but yeah, you know.
- 29:53Speaker 1: But yeah, but we're also saying I've been traveling a
- 29:55Speaker 1: bit this year and it's amazing, including here in New
- 29:59Speaker 1: zeal in airports and that you're seeing these big industrial
- 30:03Speaker 1: robotic vacuum cleaners. You go to restaurants. I was in Spain,
- 30:09Speaker 1: Ireland and a lot of food is now being delivered
- 30:12Speaker 1: to tables by robots. By robots, dirty plates been collected
- 30:15Speaker 1: from tables, so just you know, and that is seeping
- 30:19Speaker 1: into the home as well, like the robot Great New
- 30:22Speaker 1: Zealand company making robotic lawnmowers.
- 30:25Speaker 2: They're awesome. They're awesome, and you know, a robot launmight
- 30:29Speaker 2: is something I cover deeply. You know, I have quite
- 30:33Speaker 2: a large section and mowing lawns is basically ours out
- 30:37Speaker 2: of my life. I'm never getting back. If I can
- 30:39Speaker 2: find a robot that can do that for me, I'm
- 30:41Speaker 2: in Like Flynn, I just have to talk the fiscal
- 30:44Speaker 2: manager into approving budgets. But they're great, and you know,
- 30:48Speaker 2: this has twenty twenty five has really been the year
- 30:50Speaker 2: that home robots have come of age. I mean, you know,
- 30:53Speaker 2: robot vacuum clean is that everywhere you.
- 30:56Speaker 1: Know, and ebot I've had in the apartment here. It
- 30:58Speaker 1: specializes in deep kipe, which we have does a great job.
- 31:02Speaker 2: Yeah. Yeah, and the latest ones I've got the ex
- 31:04Speaker 2: eleven at home that I just reviewed. And this thing
- 31:07Speaker 2: can actually lift itself over steel threshold, so you know,
- 31:10Speaker 2: from carpenter to toll floors. It's got AI built in,
- 31:13Speaker 2: so i'd avoid sea things on the ground and avoids them.
- 31:16Speaker 2: You know. Used to be that a robot vacuum a
- 31:18Speaker 2: few years back would run over a USB charging cable.
- 31:21Speaker 2: It would tangle up, the robot would stop. We'd have
- 31:23Speaker 2: to run and take it apart untangle it. By the end,
- 31:25Speaker 2: you might as well vacuum yourself. This new breed and
- 31:28Speaker 2: new generation with AI and actually does the job really well.
- 31:32Speaker 2: And I'm actually struggling to tell the difference between a
- 31:35Speaker 2: robot vacuum in my kitchen and me going in the
- 31:38Speaker 2: kitchen and doing it with the vacuum climber that yeah,
- 31:39Speaker 2: good they've got.
- 31:40Speaker 1: Yeah. So this is the sort of the future we've
- 31:44Speaker 1: been promised for a long time.
- 31:45Speaker 2: Where Jetson's we're here.
- 31:46Speaker 1: Yeah, a lot of the sort of the hassle and
- 31:48Speaker 1: the mundane stuff in life is taken over by robots.
- 31:52Speaker 1: And we're going to talk about your picks for twenty
- 31:54Speaker 1: twenty six around humanoid robots. Oh yeah, oh yeah, but
- 31:58Speaker 1: let's just touch on small homes. We're sort of both
- 32:01Speaker 1: enthusiasts of this, you know, connecting up the thermostats, lights,
- 32:06Speaker 1: all sorts of stuff to control our homes. The ecosystem
- 32:11Speaker 1: is definitely getting a lot more cohesive now, right.
- 32:13Speaker 2: Yeah, this is yeah, And look you've hit the nail
- 32:15Speaker 2: right on the head. This is the number of the issue. Previously,
- 32:20Speaker 2: you had three competing ecosystems. You had Apple's Home Kit,
- 32:23Speaker 2: you had Googles what was Google's called Google Homes, and
- 32:26Speaker 2: then you had Alexa. They were incompatible and if you
- 32:29Speaker 2: went up and bought smart home gadgets, you had to
- 32:31Speaker 2: make sure you bought the right ecosystem for what you've
- 32:34Speaker 2: already had in your house. And to say that was annoying,
- 32:39Speaker 2: painful and expensive as an understatement, But everyone in the
- 32:42Speaker 2: industry put the head together. They came up with the
- 32:44Speaker 2: standard called matter and that's now starting to mature and
- 32:47Speaker 2: we're seeing a lot of Matter capable gadgets hitting the market.
- 32:50Speaker 2: These things will basically work regardless if you have an Alexa,
- 32:54Speaker 2: Apple Surrey or a Google what are these smart things
- 32:57Speaker 2: called the Google one's complaining Google Home devices Home? Yeah, yeah,
- 33:02Speaker 2: you know, they'll just work and I mean that's really great.
- 33:05Speaker 2: So I mean smart homes I think are just really
- 33:08Speaker 2: coming of age. And I mean I've got smart home
- 33:09Speaker 2: year this year I've used it. I mean the new
- 33:11Speaker 2: ring doorbell. Yeah that with the smart TV, which I'll
- 33:16Speaker 2: get to what a combination.
- 33:18Speaker 1: Yeah, I've got one of those rings on the way
- 33:20Speaker 1: into the apartment and if someone gets out of the lift,
- 33:23Speaker 1: it's got a proximity sensor, so if they go the
- 33:26Speaker 1: other way, it doesn't send me an alert, but if
- 33:28Speaker 1: they come up to my front door, yes, that will
- 33:30Speaker 1: alert me. Says They've got really sharpe in terms of
- 33:34Speaker 1: what they're capable of doing.
- 33:35Speaker 2: And I mean Mike Greyhound comes in, it tells me
- 33:38Speaker 2: there's a dog at the door. Courrier drops off a
- 33:40Speaker 2: package at my door. It tells me there's a package
- 33:42Speaker 2: at my door. And of course if there's a porch
- 33:44Speaker 2: partron and steal the package, they're on camera as well.
- 33:47Speaker 2: So yeah, you know it's I think that's really cool.
- 33:49Speaker 2: And the other thing, I really loved smart light bulbs.
- 33:51Speaker 2: They're nothing new, but my god, they're fun, you know.
- 33:53Speaker 2: And I mean you can change the ammens of a
- 33:56Speaker 2: room so quickly and so easily, you know, and I've
- 34:00Speaker 2: been using the whiz Hdumi light strip sync thing on
- 34:05Speaker 2: the back of my TV and it sort of does
- 34:08Speaker 2: for video what's around sound does for audio. Yeah, so
- 34:11Speaker 2: I'm watching TV there's an underwater scene. All of a
- 34:13Speaker 2: sudden in the back wall and the ceiling are blue
- 34:15Speaker 2: and shimmering like water, and it's just it's really immersive.
- 34:19Speaker 2: It's kind of cool.
- 34:20Speaker 1: Yeah, it's cool. And in my apartment, as you can see,
- 34:25Speaker 1: there's no overhead lights. Yes, it's nineteen sixties apartment. They
- 34:28Speaker 1: didn't install lights as a design thing. So I've been
- 34:32Speaker 1: putting these sorts of panels, led panels and light strips
- 34:36Speaker 1: to light the side off the room and it's working
- 34:39Speaker 1: out really well. And seeing as we're talking Gadget's twenty
- 34:44Speaker 1: twenty five, any real standout things that you've had in
- 34:48Speaker 1: your lab testing this.
- 34:50Speaker 2: Yeah, Oh look, I mean there's been a whole bunch
- 34:52Speaker 2: of things. I mean, first one I think would be
- 34:55Speaker 2: the Shark Ninja pizza robines. It's not technically tech, but
- 35:00Speaker 2: it is sort of, you know, out of nowhere. This
- 35:04Speaker 2: brand called Ninja just popped up and they're actually an
- 35:06Speaker 2: American brand, even though they sound like a Chinese knockoff,
- 35:09Speaker 2: and they basically said, hey, do you want to review
- 35:12Speaker 2: this pizza oven. And as well as worrying about tech,
- 35:15Speaker 2: I write about food. So I went down to Pizza rap.
- 35:17Speaker 2: I learned how to make really good pizzas and YadA
- 35:19Speaker 2: YadA ya, and this thing really astonished me. I was
- 35:23Speaker 2: crafting Neapolitan style pizzas with no effort. You know, it's
- 35:28Speaker 2: totally bomb proof. And the thing I love about it
- 35:30Speaker 2: is that it's got a pizza stone, but it's also
- 35:34Speaker 2: got a little palett box. He put wood pealetts in
- 35:36Speaker 2: and it supplies a bit of smoke, so you get
- 35:38Speaker 2: that wood fired pizza thing happening. Yeah, it's really good.
- 35:41Speaker 2: I mean an the amount of money we've saved going
- 35:43Speaker 2: out for pizza, you know, because I don't need to
- 35:44Speaker 2: I can make them as good as anywhere go out
- 35:46Speaker 2: for dinity.
- 35:46Speaker 1: Yeah, it's what eight hundred bucks I think that says for.
- 35:49Speaker 1: And what's good about it is not just a pizza oven.
- 35:52Speaker 1: It can do a brisket, it can do a low
- 35:54Speaker 1: and slow cook, it can do a roast. Oh yeah,
- 35:57Speaker 1: all of those sorts of things as well.
- 35:58Speaker 2: So I've got to say a roast chalk in the
- 36:00Speaker 2: thing is absolutely brilliant, you know.
- 36:02Speaker 1: Yeah, yeah, You've been covering TVs for for a long
- 36:06Speaker 1: time and it sort of seems to have run out
- 36:08Speaker 1: of steam really in terms of innovation and TVs. We've
- 36:11Speaker 1: gone eight K, we've gone O lead, Q leads, we've
- 36:16Speaker 1: gone HDR, we've gone one hundred and twenty herds and more.
- 36:22Speaker 1: Anything exciting in the TV world.
- 36:25Speaker 2: Well, yeah, this is a part of the trade. I mean,
- 36:27Speaker 2: occupational hazard is reviewing TV. So I've put my back
- 36:30Speaker 2: up more times than I can count, lugging a you know,
- 36:32Speaker 2: an eighty five inch TV up onto the TV cabinet.
- 36:35Speaker 2: But one TV that stood out, really stood out for
- 36:39Speaker 2: me was Pattersonic Z ninety five A. This TV it's
- 36:43Speaker 2: only D so it's got those beautiful contrast level, super
- 36:45Speaker 2: vivid colors on screen, motions, silky smooth. It's four K,
- 36:49Speaker 2: so if you can get four K footage, it looks fantastic.
- 36:53Speaker 2: But the selling point for me that really got me excited.
- 36:55Speaker 2: It's got an EXI built in. And just the other
- 36:58Speaker 2: night I was watching SO and someone came to the
- 37:01Speaker 2: door and I got to pop up on the TV
- 37:04Speaker 2: of video pop up showing his people at the door
- 37:07Speaker 2: overlaying what I was watching on TV, and I was like, oh.
- 37:09Speaker 1: Okay, it's coming from your ring camera.
- 37:11Speaker 2: Ring camera on my front door. Just saw them and
- 37:14Speaker 2: because the TV's got Alexa on it and I've got
- 37:15Speaker 2: the a Lexus skill installed, this video popped up. And
- 37:19Speaker 2: the other thing I love about it is that I
- 37:21Speaker 2: don't use the remote. I just talked to my TV
- 37:23Speaker 2: and Alexa turned the volume down twenty percent. Alexa, find
- 37:26Speaker 2: me something good on YouTube. Yeah, and it just works.
- 37:30Speaker 2: It's a smart TV. I mean there's a lot of
- 37:32Speaker 2: smart TVs out there, but some of them are pretty
- 37:35Speaker 2: horrible to use. Yeah, this isn't I actually found this
- 37:38Speaker 2: really usue.
- 37:38Speaker 1: I think we were a bit skeptical when we went
- 37:40Speaker 1: to the launch of that about Amazon basically taking over
- 37:43Speaker 1: the operating system of a TV. But it does work.
- 37:47Speaker 1: You do have to sort of sign in to make
- 37:49Speaker 1: the most of it as an Amazon account hold in
- 37:52Speaker 1: which I'll get a larry off, but then it's sort
- 37:54Speaker 1: of it does a reasonable job of using AI. I
- 37:58Speaker 1: guess going, Okay, these are the things you're interested in.
- 38:01Speaker 1: So the front screen displays all of that, and then
- 38:04Speaker 1: the slight home capability.
- 38:06Speaker 2: So it's Amazon. I mean the downside of course being
- 38:08Speaker 2: an Amazon operating system, as it puts Amazon Prime first
- 38:11Speaker 2: and foremost, so if you're not an Amazon Prime user, Yeah,
- 38:15Speaker 2: it's not ideal. But it's Android based, the fire tam
- 38:18Speaker 2: is and Android basing, so you can sideload so many different
- 38:21Speaker 2: call aps. I've actually got the Xbox app on it
- 38:23Speaker 2: and I've peered a control up of the TV. I'm
- 38:26Speaker 2: playing Xbox games on my TV with just a controller.
- 38:28Speaker 2: I don't even need an Xbox. Yeah, that's kind of cool.
- 38:31Speaker 1: Samsung, solid, solid year for Sam saying nothing really exciting.
- 38:36Speaker 1: I was more interested really LGA. The C five I
- 38:39Speaker 1: had to look at, was very impressed there with you
- 38:42Speaker 1: know again the black blacks, all of that letter is
- 38:45Speaker 1: just fantastic. You had to look at the G five,
- 38:47Speaker 1: which is the high end one.
- 38:48Speaker 2: Yeah, the G five astonished me. I mean it was
- 38:51Speaker 2: only it has the one drawback with O letters. It's
- 38:53Speaker 2: not always as bright as LCD with backlighting. But LG
- 38:58Speaker 2: have got this new only technology. I can't what the
- 39:00Speaker 2: heck they call it. It's got a TLA, a three
- 39:04Speaker 2: letter acronym, but it's super super bright and you could
- 39:07Speaker 2: almost use this TV as a tanning clinic. It's that
- 39:10Speaker 2: bright and it was eye popping, absolutely beautiful to use.
- 39:14Speaker 2: And the other thing I really like about the LGG
- 39:15Speaker 2: five was the remote has a gyroscope in it, so
- 39:18Speaker 2: you moved the remote around with your wrist and a
- 39:20Speaker 2: pointer moves around on the screen. And I handed the
- 39:23Speaker 2: remote to my wife as a litmus test to see
- 39:25Speaker 2: how duredive it was without telling her how to use it.
- 39:28Speaker 2: She sort of sat there for a couple of minutes
- 39:30Speaker 2: going what the heck, you know, and then five minutes
- 39:33Speaker 2: sadus she was merely away.
- 39:35Speaker 1: You know, it's a great minimalist remote. They've redesigned for
- 39:38Speaker 1: those TVs, so it's just a simpler way of interacting
- 39:41Speaker 1: with it.
- 39:42Speaker 2: Just good design, you know. And I think, like you say,
- 39:44Speaker 2: the technology, I think it's matured for TVs, but design hasn't.
- 39:49Speaker 2: And this is where players like Samsung, LG, Panasonic are
- 39:53Speaker 2: really earning the stripes, you know, they're refining the design
- 39:56Speaker 2: and just making the TV is much more joyful to you.
- 40:00Speaker 1: Yeah, and similarly, in the smartphone market, it's sort of
- 40:04Speaker 1: running out of steam in terms of innovation and design tricks.
- 40:07Speaker 1: They can come up with anything excite you this year
- 40:10Speaker 1: in phones.
- 40:12Speaker 2: Phones. Yeah, so phones are absolutely fascinating. Foldables. You know,
- 40:17Speaker 2: there are so many foldables coming out, and I my
- 40:21Speaker 2: daily driver is a Galaxy Z fold seven phone. It's
- 40:25Speaker 2: beautiful and it folds up. It no longer feels like
- 40:28Speaker 2: I've got a phone book in my pocket, so you know,
- 40:31Speaker 2: I'm no longer ripping the lining out of my pockets.
- 40:33Speaker 2: Out of my pockets.
- 40:34Speaker 1: And that's the first year. Really it took sort of
- 40:36Speaker 1: seven iterations to get to a point where the S
- 40:39Speaker 1: twenty five Ultra, you know, you actually probably tip towards
- 40:42Speaker 1: the foldable if you could afford it.
- 40:44Speaker 2: This is the thing. I mean, the foldables now so compelling.
- 40:46Speaker 2: I mean, the only thing I think S twenty five
- 40:48Speaker 2: Ultra has over the foldables is the cameras. Yeah, it's
- 40:52Speaker 2: got beautiful cameras, but this foldable, it's gorgeous. It just
- 40:55Speaker 2: does everything, you know. And the thing which doctor puts
- 41:00Speaker 2: a lot of which octor is high fi and the
- 41:03Speaker 2: thing a lot. But we don't know about Samsung is
- 41:04Speaker 2: their phones actually have what they call adapt hearing, and
- 41:08Speaker 2: you can put a set of headphones on and far
- 41:11Speaker 2: up adapt hearing with your phone and dial the audio
- 41:13Speaker 2: output to your specific hearing and the difference that makes
- 41:17Speaker 2: with the sound is phenomenal. So yeah, I'm really taken
- 41:20Speaker 2: with it. It's been the year I think of the foldable,
- 41:23Speaker 2: and I think Apple's iPhone fold whoever they're going to
- 41:26Speaker 2: call it a crazy marketing name. I think that's just
- 41:30Speaker 2: going to basically add a whole new level of competition
- 41:33Speaker 2: into the foldable genre and we're just going to see
- 41:35Speaker 2: things get better.
- 41:35Speaker 1: Yeah, I've been using the Opophone X nine, which I
- 41:40Speaker 1: really like. I think it's the coming of age. They've
- 41:43Speaker 1: still got a bit of work to do, but at
- 41:45Speaker 1: the high end, you know, they always really struggled to
- 41:48Speaker 1: compete against Samsung, so I think this is the start
- 41:52Speaker 1: maybe if of that happening. We've also got Honor coming
- 41:55Speaker 1: into the market launching.
- 41:56Speaker 2: It's really exciting. I mean, you know, I was a
- 41:58Speaker 2: bit of a wi Awei fan where I love to
- 42:00Speaker 2: phones when their cameras were astonishing, you know, and with
- 42:04Speaker 2: Wahwei no longer in the market, I was a bit sad.
- 42:06Speaker 2: But with Honor coming, which has Whawei DNA, it's no
- 42:10Speaker 2: longer really waycas I them off. But if they can
- 42:13Speaker 2: get the same level of innovation as Whahwei had. You know,
- 42:16Speaker 2: that's only going to be great news because you know,
- 42:18Speaker 2: the amount of bang you're getting for your buck with
- 42:20Speaker 2: a phone now is just astonishing. I you know, I
- 42:22Speaker 2: found in my drawer a few months back an original
- 42:25Speaker 2: Galaxy Samsung Galaxy. I picked it up, I charged it up,
- 42:29Speaker 2: parted on and it was nice. But I just couldn't
- 42:34Speaker 2: get over just how far we'd come in such a
- 42:37Speaker 2: short time. And yeah, this is all to do with competition,
- 42:41Speaker 2: and you know, more players in the market, more competition,
- 42:44Speaker 2: cheaper phones that do more for less. It's a win win.
- 42:48Speaker 1: Situation and that Chinese ecosystem of phones me as well.
- 42:53Speaker 1: So yeah, it's good. They're putting pressure on, particularly on
- 42:56Speaker 1: Samsung as the biggest sort of Android maker in this
- 43:00Speaker 1: country anyway, they're huge.
- 43:01Speaker 2: But you know what I want for Christmas this year?
- 43:03Speaker 2: That's that a pixel phone. Why can Google bring the
- 43:06Speaker 2: pixel phone to New Zealand? Come on, Google, Stephen as
- 43:09Speaker 2: an online store or something. I guess there's a bit
- 43:11Speaker 2: of customization they have to do, but it would go
- 43:13Speaker 2: off well. I mean, it's not a cheap phone, but
- 43:15Speaker 2: there neither is the foldable phones. I mean, people have
- 43:18Speaker 2: got the money for a phone. Yeah, and they're beautiful phones.
- 43:21Speaker 2: They're really nice phones. Why can't they launch the New
- 43:24Speaker 2: Zealand come on Google? Yeah? Finally.
- 43:25Speaker 1: The other big category is computers, obviously, and I haven't
- 43:28Speaker 1: had a huge play with Windows laptops. But I was
- 43:32Speaker 1: disappointed really at the start of the year a lot
- 43:34Speaker 1: of hype around co Pilot PCs, and with the neural
- 43:39Speaker 1: processing unit built in supposedly to do all this AI
- 43:42Speaker 1: functionality on Windows based PCs, it was a bit of
- 43:47Speaker 1: a fizzer. Really.
- 43:48Speaker 2: Yeah, I've got to say it. I'm pretty much in
- 43:50Speaker 2: the same boat as you. I sort of. You know,
- 43:53Speaker 2: I'm a three six five premium subscriber, which means I'm
- 43:55Speaker 2: paying a lot more than I was a few months back.
- 43:58Speaker 2: But the Copilot thing, I fired it up because it
- 44:02Speaker 2: comes with the three sixty five plan. It's nice, but
- 44:06Speaker 2: you know, if you ask to generate a document for you,
- 44:08Speaker 2: like a PowerPoint presentation, it can do that, but then
- 44:12Speaker 2: you've still got to do half the work yourself, and
- 44:14Speaker 2: it's clunky, and you compare it with the likes of
- 44:17Speaker 2: Perplexity or Gemini, and I think they've just got such
- 44:20Speaker 2: a long way to go, you know, you know, when
- 44:23Speaker 2: you're an operating system vendor, your key strength should be
- 44:26Speaker 2: integrating all those features directly into the operating system. And
- 44:29Speaker 2: I think they've singularly failed to do that.
- 44:31Speaker 1: Yeah, and there's this switch in terms of the hardware
- 44:34Speaker 1: to iron architecture. It hasn't gone particularly well. But what
- 44:41Speaker 1: do you think the whole concept of sort of edge
- 44:44Speaker 1: computing where a lot of the applications take, for instance,
- 44:47Speaker 1: of the Adobe Sweet they're adapting themselves so that a
- 44:50Speaker 1: lot more of the processing happens on this neural processing
- 44:53Speaker 1: units on your device. It takes the load off the
- 44:56Speaker 1: central processing units, so you should get faster results sending
- 45:01Speaker 1: less information to the cloud.
- 45:03Speaker 2: Yeah, this is the thing. This is and this is
- 45:05Speaker 2: the other big trend of twenty twenty five. The cloud has,
- 45:08Speaker 2: you know, from a little we strata cumulus is now
- 45:10Speaker 2: this massive cyclonic storm system that everyone is plugged into.
- 45:14Speaker 2: And it's really interesting. If you're an enterprise in New Zealand,
- 45:18Speaker 2: you're using AI, you're doing business queries about a sensitive topics,
- 45:22Speaker 2: takeover a merger or something, and using AI to generate
- 45:26Speaker 2: a document or proof of document whatever that's going to
- 45:29Speaker 2: the cloud. You know, and I can just see so
- 45:33Speaker 2: many potential security issues around that, regardless of what spin
- 45:37Speaker 2: the various cloud writers put on that. So it's it's
- 45:42Speaker 2: a fascinating one and I just don't know how that's
- 45:44Speaker 2: going to land, to be honest. Yea, But the arm
- 45:48Speaker 2: processor thing. The thing I really love about arm processes
- 45:52Speaker 2: is their battery life. Incredible. These laptops just go and
- 45:56Speaker 2: go and go and go, and you know, you're away
- 45:59Speaker 2: from the office more than you're in the office nowadays,
- 46:01Speaker 2: and having that battery life is critical. And yet at
- 46:05Speaker 2: the same time, we're running all this AI stuff which
- 46:07Speaker 2: is really energy hungry, you know, so we're expecting more
- 46:11Speaker 2: of our PCs, but of course we're also wanting longer
- 46:14Speaker 2: battery life, and the silicon using your PC plays a
- 46:18Speaker 2: huge part in that. And I think this is where
- 46:20Speaker 2: Armory has got something to offer. Although I do feel
- 46:22Speaker 2: sorry for Intel at the moment.
- 46:24Speaker 1: You know, they've heard in trouble and the government is
- 46:26Speaker 1: effectively bailing them out by taking a stake in them,
- 46:29Speaker 1: which is really weird.
- 46:30Speaker 2: I don't see that being sustainable. I mean, they if
- 46:33Speaker 2: they can't innovate. You know, the tech industry is littered
- 46:36Speaker 2: with records from this in the past, and the US
- 46:39Speaker 2: government just doesn't seem to be learning from its previous mistakes.
- 46:42Speaker 2: And the tech industry, you know, if Intel don't start
- 46:45Speaker 2: innovating delivering what people want and need, they're not going
- 46:48Speaker 2: to survive.
- 46:56Speaker 1: Okay, looking forward to twenty twenty six, put your few
- 47:00Speaker 1: tryst had on and your market trends experience to bear
- 47:05Speaker 1: on this. What are you picking in terms of tech trends,
- 47:10Speaker 1: new categories or finally the arrival of categories that have
- 47:13Speaker 1: been talked about for a long time.
- 47:17Speaker 2: When you asked me to do this, so we know,
- 47:18Speaker 2: I did some research, hey, researching, you know, and one
- 47:22Speaker 2: of the first things I stumbled across was smart contact lenses. Wow,
- 47:25Speaker 2: and these things that are the size of normal contact Lensmen,
- 47:28Speaker 2: they've got their own built in display and power source
- 47:31Speaker 2: and you were a movement tracking bracelet so you can
- 47:35Speaker 2: do hand gestures with them, which is probably a microphone
- 47:38Speaker 2: somewhere so you can use voice commands, and you literally
- 47:41Speaker 2: have a computer display built into your eyes. So you know,
- 47:46Speaker 2: this could actually see smartphones look like as quaint as
- 47:48Speaker 2: a model t forward very very shortly. I mean, you
- 47:52Speaker 2: could always have access to the metaverse and have augmented
- 47:57Speaker 2: reality or even virtual reality overlaid on your world. So
- 48:01Speaker 2: you want a shopping list at the supermarket, it's there.
- 48:03Speaker 2: You need to get to a new building in another town,
- 48:07Speaker 2: it'll guide you there.
- 48:08Speaker 1: So going past smoke glasses, almost hopping over it. Will
- 48:11Speaker 1: Will people be comfortable wearing a you know, contact lens,
- 48:16Speaker 1: presumably it's going to be a bit thicker than a
- 48:18Speaker 1: typical one.
- 48:19Speaker 2: Yeah, the early models I've seen aren't exactly as thin
- 48:23Speaker 2: as a disposable contact. I mean, they're chunky monkeys. But
- 48:28Speaker 2: I suspect, like any technology, it's going to mature, and
- 48:31Speaker 2: as it mature is it's going to become really compelling.
- 48:34Speaker 2: Your twenty twenty six will b when I think that
- 48:36Speaker 2: category starts getting some airtime and there'll be a bit
- 48:39Speaker 2: of g w was around it, but you know it's
- 48:41Speaker 2: going to be a big watch. The space.
- 48:42Speaker 1: Yeah, one category that got a lot of airtime this year,
- 48:46Speaker 1: really thanks to the hype around Elon Musk and his
- 48:51Speaker 1: what's it called the robot?
- 48:53Speaker 2: Oh gosh, I can't remember, Rosie.
- 48:55Speaker 1: No, No, it's Ultimate Optimus.
- 49:00Speaker 2: Yeah, I keep them transformers. You're optimists.
- 49:04Speaker 1: So he did his big, flashy debut off the robot
- 49:08Speaker 1: and then had that event where he had the robotic
- 49:10Speaker 1: taxes and he had the humanoid robots, although that I
- 49:13Speaker 1: think they were being remotely controlled, so it was a
- 49:15Speaker 1: bit smoke and mirrors. But we're definitely seeing a lot
- 49:19Speaker 1: more humanoid robots doing impressive things.
- 49:23Speaker 2: It's yeah, definitely, And I mean, you know, twenty twenty
- 49:26Speaker 2: five was the era where people started dabbling with it
- 49:28Speaker 2: and manufacturer started ramping up what they've been doing. And
- 49:31Speaker 2: there's a whole bunch of players in the US and
- 49:33Speaker 2: China doing stuff. And the humanoid robots have got to
- 49:36Speaker 2: the point where they can pick things up, they can
- 49:39Speaker 2: recognize objects, they can do a lot of stuff that's
- 49:41Speaker 2: really handy. But what we're starting to see now is
- 49:45Speaker 2: increasingly affordable AI silicon, increasingly compact AI models marry that
- 49:50Speaker 2: with a humanoid robot. You could soon see a humanoid
- 49:54Speaker 2: robot that could become your own in house housekeeper. And
- 49:58Speaker 2: I wouldn't be surprised if in late twent twenty six
- 50:00Speaker 2: in some markets humor and robots become the next must
- 50:04Speaker 2: have consumer electronics category for the well held. You know,
- 50:08Speaker 2: if you can afford it, you'll have one of these things.
- 50:10Speaker 2: In your house or do your vacuumen. It will fold
- 50:12Speaker 2: your laundry, it'll cook for you, you know.
- 50:15Speaker 1: And as Musk points out at you, I think ninety
- 50:18Speaker 1: percent if the engineering work now on humanoids is in
- 50:23Speaker 1: the hand.
- 50:23Speaker 2: Yeah, you've got to have those degrees of movement as
- 50:26Speaker 2: touch sensitivity, dexterity. It's, you know, the hard stuff's pretty
- 50:31Speaker 2: much been done. It's you know, it's a category that's
- 50:34Speaker 2: about to really ignite. And I think next year it
- 50:37Speaker 2: could be the year it really starts to happen, you know.
- 50:40Speaker 2: And you've got China doing some incredible stuff, You've got
- 50:42Speaker 2: the US doing some incredible stuff. And there was a robot.
- 50:45Speaker 2: The first robot was commercially launched about a month ago,
- 50:48Speaker 2: twenty thousand US dollars. I can't read the name of
- 50:50Speaker 2: it now. It looked really compelling until you realize that
- 50:54Speaker 2: it wasn't actually driven by AI but a minimum wage
- 50:58Speaker 2: graduate dark room somewhere at corporate HQ, remote your pilot
- 51:03Speaker 2: and to sing inside your house. You're all sorts of
- 51:05Speaker 2: privicy concerns. And it was a bit creepy, yeah.
- 51:08Speaker 1: Very very creepy, and slightly creepy as well. It's just
- 51:11Speaker 1: a military application of this. You know, there's just the
- 51:14Speaker 1: robotic dogs, for instance, So I will be sent into
- 51:18Speaker 1: war in the next big land war. You've got the
- 51:21Speaker 1: drones that are on the front lines killing people every day.
- 51:25Speaker 2: And one of these guys says, are you sir, economy,
- 51:27Speaker 2: I'm booking it out of here. You know, it's I mean,
- 51:31Speaker 2: it's definitely going to be fascinating to watch, and it's
- 51:35Speaker 2: just going to be like a lot of tech, it's
- 51:37Speaker 2: going to be wild down predictable. Who knows. What do
- 51:39Speaker 2: you think.
- 51:40Speaker 1: About the you know, the big sort of term this
- 51:42Speaker 1: year was AI Agent's agentic AI and a lot of
- 51:46Speaker 1: hype around it. And you know, I've seen lots of
- 51:50Speaker 1: demos of this and action. Some of it works, okay,
- 51:53Speaker 1: some of it doesn't. Some of it's super expensive. When
- 51:56Speaker 1: you actually break down the cost, sometimes you might have
- 51:58Speaker 1: five or six agents working in the background. That's tokens
- 52:02Speaker 1: and tokens that you are burning with these big hyperscalers.
- 52:08Speaker 1: What do you think about what is coming in twenty
- 52:10Speaker 1: twenty six with agentic AI.
- 52:12Speaker 2: Well, it's really interesting you mentioned that because recently I
- 52:15Speaker 2: got on an early advanced beta of Perplexities Comet browser.
- 52:22Speaker 2: This thing has a gentic and ergenic version of perplexity
- 52:25Speaker 2: built into it, and it's free to use, actually, which
- 52:29Speaker 2: is quite surprising. And if you're a free user, you
- 52:34Speaker 2: get a very limited number of queries you can use
- 52:35Speaker 2: with it. I mean, obviously they want their shareholders kept happy,
- 52:38Speaker 2: so they're going to charge you for whatever, and they've
- 52:40Speaker 2: got data centers to pay for. But just using this
- 52:44Speaker 2: thing on the free mode, I said to it, find
- 52:46Speaker 2: me returned business class flights to Singapore times dates are
- 52:51Speaker 2: not a problem. Find me the best date, best airline,
- 52:54Speaker 2: and tell me the best month to go. And that
- 52:58Speaker 2: would have been probably I would guess half a day's
- 53:01Speaker 2: work for someone to sit down and do that manually,
- 53:03Speaker 2: because you were finding the data and you're recutting it,
- 53:06Speaker 2: reslicing it. This thing went away, and it actually showed
- 53:09Speaker 2: me how it was using a different website, travel labrogration sites.
- 53:12Speaker 2: It was actually like a human being dropping down drop
- 53:14Speaker 2: box forms, clicking radio buttons, filling in my information, like
- 53:19Speaker 2: a human being doing my bidding. And it went away
- 53:21Speaker 2: and did it five minutes. Said I had a full
- 53:23Speaker 2: list of cheap flights by airline, by month, etc. Et cetera,
- 53:28Speaker 2: and I was astonished with amount of money it could
- 53:31Speaker 2: have saved me if I'd had actually been serious about
- 53:34Speaker 2: doing it. You know, it knock something like two and
- 53:36Speaker 2: a half k off over return flight. You know.
- 53:39Speaker 1: So it's getting better, and I think one of the
- 53:42Speaker 1: things in twenty twenty six that will be even more
- 53:44Speaker 1: impressive is the agents. The length of the task that
- 53:49Speaker 1: they can complete is getting longer and longer. Yeah, so,
- 53:52Speaker 1: you know, we will get to the point probably in
- 53:54Speaker 1: twenty twenty six where in the enterprise world anyway, where
- 53:57Speaker 1: you can set it to do some bit of add
- 54:00Speaker 1: that would normally take someone all day to do and
- 54:03Speaker 1: have multiple elements and need multiple different sources of information,
- 54:07Speaker 1: and you'll just set that to work and it will
- 54:09Speaker 1: do in thirty minutes what took seven eight hours.
- 54:12Speaker 2: Yeah, weeks. Maybe this is the thing I think, and
- 54:14Speaker 2: the corollery to there is a lot of people are going,
- 54:17Speaker 2: oh my god, I'm gonna lose my job. But here's
- 54:20Speaker 2: the thing AI hallucinates. It makes mistakes, and it can
- 54:25Speaker 2: get very simple things wrong and be totally unaware that
- 54:29Speaker 2: it's done it. So people still needed to keep an
- 54:31Speaker 2: eye on the AI, and you need people who can
- 54:35Speaker 2: write good AI prompts and manage the AIS. So I
- 54:39Speaker 2: don't really think there's going to be a lot of
- 54:41Speaker 2: job losses, but I think we're going to start doing
- 54:44Speaker 2: a lot more with what we already have, so it
- 54:46Speaker 2: could drive a lot of productivity increases. Yeah, if we
- 54:49Speaker 2: get it right, it's a bigger if.
- 54:51Speaker 1: Yeah, And yes, I was a bit skeptical really at
- 54:55Speaker 1: the start of the year, really about our ability to
- 54:57Speaker 1: get it right. But the more I see companies adopting
- 55:01Speaker 1: this technology, I think they're quite shrewd here in New Zealand.
- 55:05Speaker 1: You know, they're not doing massive, flashy spins. And even
- 55:08Speaker 1: though startups we don't have a lot of AI centric startups,
- 55:11Speaker 1: what we're seeing is a tech companies are embracing AI
- 55:15Speaker 1: and building it into what they're selling. And I think
- 55:17Speaker 1: that's slightly more sustainable than just like going where we're
- 55:21Speaker 1: going all in on AI. Government's still, you know, lagging
- 55:25Speaker 1: in terms of understanding what we need to do with
- 55:29Speaker 1: the workforce for upskilling and reskilling to actually take best
- 55:33Speaker 1: avent totally.
- 55:34Speaker 2: You know, we're nibbling around the edges of it, and
- 55:36Speaker 2: I think what I'd like to see from the government
- 55:38Speaker 2: is a proper task force looking into this and making
- 55:41Speaker 2: some recommendations and making it a multi party task force.
- 55:45Speaker 2: I mean, the problem we see with so many of
- 55:48Speaker 2: these sort of emerging technologies are investigated by governments is
- 55:51Speaker 2: governments are so slow moving. It's like wading through frozen
- 55:54Speaker 2: triagule dealing with them. And then, of course, you know,
- 55:57Speaker 2: and election comes along and one party gets pushed by
- 56:00Speaker 2: another party becomes government. That party dismantles the previous government's work,
- 56:04Speaker 2: sets up their own stuff. Three is later, their stuff's dismantled.
- 56:07Speaker 2: The need effect is, of course we're standing still, which
- 56:10Speaker 2: in tech means we're going backwards.
- 56:12Speaker 1: Yeah, exactly.
- 56:12Speaker 2: And I think you know what we need is for
- 56:14Speaker 2: all sides of the house to go, look, this is
- 56:16Speaker 2: a game changer for our economy. We need to do this.
- 56:19Speaker 2: Everyone needs to agree that we need a long term,
- 56:21Speaker 2: twenty year strategy.
- 56:22Speaker 1: Yeah, and we've got an election coming up. I doubt
- 56:26Speaker 1: AI is going to be an election year issue or
- 56:29Speaker 1: anything tech related, but labor is you know, the future
- 56:33Speaker 1: of work and employment. So you know, Labor party and
- 56:38Speaker 1: the incumbent should be concerned about it.
- 56:41Speaker 2: I think they should. I mean, if I were both
- 56:43Speaker 2: all parties, I'd be looking at you know, a government
- 56:46Speaker 2: level national COEO. Yeah, you know, and I would have
- 56:50Speaker 2: someone whose job it was was to monitor all these
- 56:53Speaker 2: different tech trends and help enable businesses. You know, we've
- 56:57Speaker 2: got a great, big neighbor seven times our size and
- 56:59Speaker 2: three hours they've hoovered up a lot of the gold
- 57:02Speaker 2: out of our economy. We're focused on a very narrow
- 57:05Speaker 2: part of the economy selling, but it's dead animals and
- 57:07Speaker 2: trees to the world. We're a price taker, we're not
- 57:10Speaker 2: a price maker. Our economy is to a narrow It
- 57:12Speaker 2: means we're very exposed to geopolitics and global economic shocks.
- 57:18Speaker 2: What we need to do is to add value to
- 57:19Speaker 2: our economy, and I think tech is one of the
- 57:21Speaker 2: key areas doing that. But like I was saying before,
- 57:25Speaker 2: we don't have a strategy, we don't have a long
- 57:26Speaker 2: term approach. Maybe the government and reous other parties should
- 57:31Speaker 2: take that to heart.
- 57:32Speaker 1: One last sort of thing for twenty twenty six. So
- 57:35Speaker 1: I know that you've been looking into solid state batteries.
- 57:38Speaker 2: Yeah, it was really interesting. So you're talking about EV's
- 57:43Speaker 2: and you know lithium. Yeah, it doesn't mix the water
- 57:46Speaker 2: or oxygen very well, has a habit of going boom,
- 57:48Speaker 2: very hard to put out. Also, you know, the downsider
- 57:52Speaker 2: with an EV is you've got to plug it into
- 57:54Speaker 2: a charger and are fully charged. An EV you think
- 57:57Speaker 2: up to eight hours, you know, and you've got rain anxiety.
- 58:00Speaker 2: You know, it may only be you know, one hundred
- 58:04Speaker 2: and twenty k's to get to you know, parapraam from Wellington,
- 58:10Speaker 2: But there are hills, and that means your battery life
- 58:12Speaker 2: takes a much bigger hit than what it initially thinks.
- 58:16Speaker 2: Lithium on batteries have a very finite energy density that
- 58:20Speaker 2: take a long time to charge. You're a fire risk.
- 58:22Speaker 2: Solid state batteries don't use lithium. They use a solid
- 58:26Speaker 2: electrolyte and this gives them a few advantages. Are much
- 58:30Speaker 2: higher powering, so they can hold much more charge. So
- 58:34Speaker 2: solid state batteries in theory could see cars having a
- 58:37Speaker 2: fifteen hundred mile range of a single charge. You know,
- 58:40Speaker 2: suddenly that range anxiety just goes away.
- 58:42Speaker 1: You know.
- 58:44Speaker 2: Also, they charge really really fast, and you know, in
- 58:48Speaker 2: theory and I sort of think this is quite there, ye,
- 58:50Speaker 2: but in theory you should be able to charge a
- 58:52Speaker 2: sol state battery as fast as you're putting petrol into
- 58:55Speaker 2: a standard you know, gas, GUZL and car. That's not
- 58:58Speaker 2: quite the case yet, but who knows. And then the
- 59:01Speaker 2: other thing is that you can put a nail through
- 59:03Speaker 2: a soli state battery. You can drop them in a
- 59:06Speaker 2: bath of water. They won't go bang. They're very very safe. Right. So,
- 59:11Speaker 2: and with evs, that's exciting. That's a total game change
- 59:14Speaker 2: that could see EV's becoming far more compelling than they
- 59:17Speaker 2: already are. But then add that to laptops, to smart watchers,
- 59:22Speaker 2: smart rings, all those other products. Imagine a smart watch
- 59:26Speaker 2: that just held a charge and ran for three weeks. Yeah,
- 59:30Speaker 2: that would be nice, wouldn't it be great? I mean,
- 59:32Speaker 2: I've got the smart watch on my wrist that does
- 59:34Speaker 2: sleep tracking. The only problem is I'm going to take
- 59:36Speaker 2: it off from charge every night.
- 59:37Speaker 1: Well that's the Apple Watch definitely, you know, what were
- 59:40Speaker 1: they thinking? So there's a lot of players developing solid
- 59:44Speaker 1: state batteries. Do you think any of them will sort
- 59:47Speaker 1: of hit commercial viability in twenty twenty six?
- 59:49Speaker 2: There are a lot of players in the US, Europe
- 59:52Speaker 2: and China that say they're on the cusp of it,
- 59:56Speaker 2: And I think it's just going to be a case
- 59:57Speaker 2: of navigating the hype and finding the reality. Given the
- 1:00:00Speaker 2: number of players that are doing it, I think at
- 1:00:02Speaker 2: least one or two are going to Whoever gets there
- 1:00:05Speaker 2: first is going to claim a very large pot of gold.
- 1:00:07Speaker 2: I mean, there is huge money in this.
- 1:00:10Speaker 1: And it is sodium based batteries for probably more for storage,
- 1:00:15Speaker 1: for power plants and that sort of thing. That's going
- 1:00:17Speaker 1: a long way as well, isn't it.
- 1:00:19Speaker 2: This is yeah. I was in South Australia recently and
- 1:00:23Speaker 2: I was really surprised that the sheer amount of photovoltaics
- 1:00:26Speaker 2: on houses over there, something like I think it's one
- 1:00:29Speaker 2: in three houses in South Australia has solar on the roof.
- 1:00:32Speaker 2: And South Australia is now generating so much surplus energy
- 1:00:37Speaker 2: they're finding out ways to have free electricity with some utilities.
- 1:00:41Speaker 2: You know, they're actually supplying other states with electricity and
- 1:00:44Speaker 2: they've got more than they can actually use. And I
- 1:00:46Speaker 2: sat look at New Zealand and go, why haven't we
- 1:00:49Speaker 2: done that? Why are we looking at large scale sodium
- 1:00:53Speaker 2: battery plants. Let's burn some more coal. It just doesn't
- 1:00:57Speaker 2: make any sense. I mean, you know, if you think
- 1:00:59Speaker 2: about you put solar on a house your house is
- 1:01:02Speaker 2: quy during the day because you're at the office. The
- 1:01:04Speaker 2: only thing drawing octricity is your fridge. All that extra
- 1:01:07Speaker 2: cultricity goes out to the grid, to the city, to
- 1:01:10Speaker 2: the factories, to office buildings where it's needed. Yeah, and
- 1:01:13Speaker 2: you scared out across some ent our suburbs. You're talking
- 1:01:15Speaker 2: a very large amount of electricity.
- 1:01:17Speaker 1: Yeah, we've struggled on solar and you know there was
- 1:01:20Speaker 1: that big solar company that sort of went bust. Yeah
- 1:01:23Speaker 1: this year, which didn't help.
- 1:01:25Speaker 2: And also just to cost electricity in this country is insane.
- 1:01:29Speaker 1: Yeah, that issue has has seen manufacturing shut down in
- 1:01:33Speaker 1: parts of the country. So that's an existential threat anyway.
- 1:01:37Speaker 2: So what it's time to be alive?
- 1:01:40Speaker 1: What it's time to be alive A twenty twenty five
- 1:01:42Speaker 1: was a really interesting year dominated by AI. I think
- 1:01:45Speaker 1: twenty twenty six is going to be really interesting to
- 1:01:48Speaker 1: see how AI shakes out. There will be some losers there,
- 1:01:52Speaker 1: there will be a lot of value that's destroyed. Hopefully
- 1:01:55Speaker 1: it doesn't take down the entire global economy with it.
- 1:02:00Speaker 1: But a lot of these technologies that have been bubbling
- 1:02:02Speaker 1: away in the background, augmented by AI, are starting to accelerate,
- 1:02:06Speaker 1: So it's going to be a really interesting one.
- 1:02:08Speaker 2: That's exactly it. When you start seeing some of these
- 1:02:10Speaker 2: technologies married to AI, exciting stuff starts happening. I think
- 1:02:13Speaker 2: next year's when some of that starts hitting the shop shelves.
- 1:02:17Speaker 2: You know it's going to be really exciting.
- 1:02:19Speaker 1: Thanks Pat for worlwind trip through tech and you can
- 1:02:23Speaker 1: check out all of your reviews at which doctor dot
- 1:02:25Speaker 1: co dot nz.
- 1:02:27Speaker 2: So you're there.
- 1:02:27Speaker 1: Thanks so much for coming on.
- 1:02:29Speaker 2: Happy to be here.
- 1:02:39Speaker 1: Pewh. Well, that's it for the final episode of the
- 1:02:42Speaker 1: Business of Tech for twenty twenty five. A huge thanks
- 1:02:45Speaker 1: to Pat Pilcher for taking us on that whirlwind ride
- 1:02:48Speaker 1: through AI hype and reality, the streaming squeeze, ev growing pains,
- 1:02:53Speaker 1: and the revolutionary gadgets that actually changed how we lived
- 1:02:57Speaker 1: this year. Incidentally, just after we were recorded this episode,
- 1:03:01Speaker 1: Panasonic announced that it's pulling out of the TV market
- 1:03:05Speaker 1: in New Zealand, which is a real shame, but it
- 1:03:07Speaker 1: sort of does go to show how fast things are
- 1:03:09Speaker 1: moving in tech and the big names we know so
- 1:03:12Speaker 1: well now from the past won't necessarily be the big
- 1:03:16Speaker 1: names of the future. If you want to deeper dive
- 1:03:18Speaker 1: into any of the gear and trends we talk about.
- 1:03:20Speaker 1: You can read Pats reviews and commentary over at which
- 1:03:23Speaker 1: doctor dot co dotian zed. You'll find my own tech
- 1:03:27Speaker 1: reviews in the life section at Business deesk dot co dotianz.
- 1:03:31Speaker 1: If you enjoyed the episode, follow or subscribe to the
- 1:03:34Speaker 1: Business of Tech, leave a rating or review, and share
- 1:03:37Speaker 1: it with someone you spent too much money on tech
- 1:03:39Speaker 1: this year and needs to know what is coming next.
- 1:03:42Speaker 1: Thanks so much for listening all year forty nine episodes.
- 1:03:46Speaker 1: We're here every week delivering tech insights and interviews with
- 1:03:51Speaker 1: some of our best tech leaders, so I'd love to
- 1:03:54Speaker 1: have you back next year. Thanks so much to two
- 1:03:56Speaker 1: degrees for continuing to sponsor us into our third season,
- 1:04:00Speaker 1: hopefully into our fourth as well. Have a great Christmas,
- 1:04:03Speaker 1: a new year, and I'll see you in twenty twenty
- 1:04:05Speaker 1: six as we find out whether the robots really do
- 1:04:08Speaker 1: take over the housework and hopefully nothing more. All the
- 1:04:12Speaker 1: best for the year ahead.