632: The Uncertainty Is Gone
https://atp.fm/632
New Siri leadership, WWDC's announcement, the EU's new demands, and a dropped axe that could've been much worse.
632: The Uncertainty Is Gone
https://atp.fm/632
New Siri leadership, WWDC's announcement, the EU's new demands, and a dropped axe that could've been much worse.
@atpfm Couldn’t disagree more about the EU’s demands being unreasonable. They are giving Apple:
* 9 months to support other smartwatches
* 15 months to support other headphones
* 15 months to support other file transfer apps
* 21 months to support other media casting
They already support their own versions of all these technologies!!
I’m saying this as a software engineer with ~20 years professional experience. I don’t see what is hard about these timelines, especially for Apple
@starling @atpfm also worth noting that the preliminary decision for this was released in December, with the actual decision released earlier this month. So Apple has known pretty precisely what was coming for an additional 3 months on top of this.
https://digital-markets-act-cases.ec.europa.eu/cases/DMA.100203
Re: maintaining current lens setup on the iPhone 17.
I don’t know if you mentioned it on earlier podcasts, but beyond just “smooth transition between lenses when zooming”, i imagine the higher priority is: all the multi-sensor fusion algorithms and multi-sensor depth algorithms, which probably depend on the current lens/sensor placements.
@atpfm I disagree with the characterisation that the EU is against vertical integration (even with qualifiers).
Vertical integration does not require that others are also locked out of the same functionality. Vertical integration requires that your own products works well with each other. This is good for your customers as your products work well together.
You may *want* to also lock others out of that ease of use because you *want* your customers to only have options inside your ecosystem.
@atpfm the EU requirements are also not new news for Apple. The DMA requires open interoperability requests that gatekeepers must comply with unless there are good reasons (paraphrasing).
This announcement smells like interoperability requests that Apple has said no to, for invalid reasons, then there was a complaint to the EU, then there was behind the scenes engagement between the EU and Apple, Apple still stuck its feet in the mud, the EU regulator then made a set of requirements for Apple.
I just fail to see how Apple being "late to AI" matters that much.
Like what Steve Jobs said about DropBox: AI is a feature, not product... and definitely not the Venture Capitalist wet dream replacement platform for Apple & Google.
This is a bubble. Apple needs to invest enough that the short-sighted stock market doesn't punish them, and position themselves for after the bubble bursts.
Siri has sucked for years, so it sucking longer is not the end of the world.
The iPhone SE form-factor AND price were both cancelled.
It is 100% "keeping around old" parts. The 16e is a parts-bin 14 with 16's SoC and one camera.
John, why in the world would they ever move to fewer lenses on the Pro? They should add MORE lenses.
Re future iPhone *e, here are Apple's likely options image:
Marco picking (3) is definitely the optimistic choice. Why doesn't John want a cheaper phone so more people can afford the 16e next year?
@atpfm it's also pretty clear there has been non-public communication with Apple prior to the release of this decision. See paragraph 19 of the decision text where it states:
"Future functionalities of the P2P Wi-Fi connection include:
(a) [confidential]
(b) [confidential]"
https://ec.europa.eu/competition/digital_markets_act/cases/202512/DMA_100203_1536.pdf
So Apple has told the EU about future planned functionality of at least one of its features.
To me this shows that this decision was made with detailed knowledge of Apple's future plans. 1/
@atpfm from working in the insurance industry in the EU, these types of behind the scenes discussions with EU regulators come with questions of how long it is expected the planned features will take to develop, and those timelines are taken into account when making such decisions (with the regulator consulting with technical experts on the feasibility of such changes).
The characterisation that this is a decision made by people who don't know any better, is, as a result, likely wrong. 2/2
@callin @atpfm In the Jobs-To-Be-Done framework, I hire Apple to:
* Provide me with a rock-solid hardware computer system.
* Provide me with a rock-sold operating system.
* Provide me with a software ecosystem developers *love* to make apps for.
.....
Way-ay-ay down the list, if it's even on the list, is most of the stuff Apple's been fooling around with lately. So-o-o frustrating… 😤