Apple TV

“Well, and this is one of those devices that's apparently been on hold forever because AI wasn't ready, right? Siri was so bad that they had to postpone the release of this and maybe a few other devices, including new versions of the HomePod and Apple TV.”

“Like, the solution to piracy was not really to ban piracy. Like, you can still torrent things, but it's just so easy to use Apple TV and Spotify and Netflix that most people just wind up just paying five dollars, two dollars for a song, or 10 dollars a month f…”

“Disney Plus came out at six 99. It's currently 1899. Hulu went from 1199 to 1899. HBO Max actually, to their premium positioning, only 14 99 to 18 99 now. Peacock, basically five bucks to 11 bucks. Paramount Plus, five to eight bucks. Apple TV, again going bac…”

“According to Max, they're launching Substack TV app on Apple TV and Google TV. Users will be able to watch video posts and Substack live streams.”

“It's like all they're doing is being what in the value we used to call dumb money. You know, they go to LA with a big checkbook, and they write checks to people in LA, and people in LA give them a TV show. And they go, and Apple goes and runs it on their infra…”

“The nature of the, of Hollywood is like venture capital. Like it is a hits driven business. If you don't accept that you're going to have massive flops and egg on your face and embarrassing moments, you will not make it.”

“And I think Netflix had done the analysis and realized that all of the potential viewers of F one were basically already subscribed to Netflix. And so it didn't, it was a more difficult kind of equation to make work than someone like an Apple TV potentially th…”

“The risk for F-one is that the series, which has massive, massive growth is going to conscript its, conscript itself to the streaming backwaters, says Ben Thompson just so it can make a few more bucks in the meantime. So, that, that's the risk, is that F-one g…”

“And I think that's why Netflix will still always beat something like Apple TV”

“And I think Reed sent an email to Steve Jobs saying, are you guys interested in this? And Steve Jobs replied, no, we're not interested because we hear you're building Hardware that competes with Apple TV. And so why would we ever do business with you? You know…”

“Most media executives, when they start getting into streaming, they underestimate Roku because they all have Samsung TVs or an Apple TVs, and so They're always surprised when they find out that we're their number one source of customers.”

“Airbnb, Apple's coming out with Apple TV, I think it was, and they're just like, hey, Airbnb, you should make an app for Apple TV. It'll be huge. And there's a team put on it, I don't know, they spent a month building this app and did not, a bunch of nothing a…”

“This is another piece of the story is Apple and Google sort of complete strategic failure in TV. What Apple and Google wanted to do and what Apple wanted to do with the Apple TV and indeed with the Apple TV app they have now. And remember the Apple TV original…”

“Because Chromecast had been, and Apple TV had sort of not worked, Roku kind of, I mean, I met Roku in, like, 2012 or something but it's just kind of suddenly they own the whole fucking market.”

“No, I haven't. And I think a lot of the reason for that was that I was always trying to make sense of it myself, and I don't really feel like participating in someone else's agenda was helpful to me in, in any way.”

“Version two of the Apple TV is not a fundamentally new product. That is to say, it's basically the same UI concept. It's basically the same stuff, except that now there's an SDK. So to get HBO onto it, Apple doesn't have to write the app. To get X or Y or Z on…”

“Siri should work well here because it's such a kind of a narrow domain. It doesn't have to deal with any question you could possibly ask. It's just got to, like, do voice recognition, like, I want to watch Guardians of the Galaxy. It's not hard.”

“Apple has kind of built the architecture that would let you do that. They built the architecture that would let Comcast do that, if Comcast chooses to do that, but they didn't have it on the stage.”