The Vergecast builds a tech company | The Vergecast
The Verge's David Pierce, Nilay Patel, and Alex Cranz roleplay as CEOs of Vergecast Inc., tasked with creating a tech company by acquiring product lines from various industry giants. They select established products ranging from smartphones and PCs to messaging and audio solutions, sourced from companies such as Apple, Google, Amazon, Samsung, Meta, and others.
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TechTranscript
00:00- Welcome to "The Vergecast,"
00:01the flagship podcast of
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undefined:undefinedlooking at my television?
00:23Yes, but it's July 4th,
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undefined:undefinedand I are going to,
00:36as a group of CEOs,
00:38which couldn't possibly
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undefined:undefinedthe best products in tech?
00:55What can I take? What can I put together?
00:56What could we build that would be cool
00:58and different and that
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undefined:undefinedlook at the tech industry.
01:15I should also say some credit
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undefined:undefinedand picked actors and writers
01:30and it was a very fun episode,
01:32and so I just kind of stole that concept,
01:34and we're going to take it and turn it
01:36and do something similar
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undefined:undefinedcoming up in just a second,
02:00but first I just noticed
02:02that I turned the grill on
02:03without actually turning the propane on.
02:05So this is how good I am at grilling.
02:08I'm gonna go fix that problem.
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02:36because I would say
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02:45- [David] What if you
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undefined:undefinedeither 10 or 11 categories
02:58here that we as as a tech company,
02:59are going to enter by taking
03:01that product from another company.
03:04There are several rules.
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undefined:undefinedit's selling, whoever it is
03:16that makes it, all the factory deals,
03:18all the marketing stuff, everything.
03:19We can change it as we like, but we get,
03:21we don't get the idea of it.
03:23We get the thing as it is right now.
03:24We only care about things up to 2030.
03:28After that, who knows?
03:29We're all gonna live on Mars.
03:30So we're playing like a
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undefined:undefinedinvesting from like day one here.
03:43(Alex laughing)
03:44It's gonna be great.
03:45We can spend as much money as we want,
03:47but making money is not the point.
03:50We're actually not gonna talk about
03:51money at all on this show.
03:53- [Alex] Okay.
03:53- [David] We don't wanna
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undefined:undefinedyears Jeff Bezos was like,
04:20"I can make money whenever I feel like it,
04:21for now I'm just gonna
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undefined:undefinedbe very complicated.
04:42That product also cannot
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undefined:undefinedthing we might want to take,
04:54but if you take Figma from Figma,
04:55there is no Figma anymore.
04:56So that doesn't count.
04:57- [Nilay] Well what
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undefined:undefinedoh, here's a good example.
05:08Like we can't take
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undefined:undefinedthis is not competitive.
05:27We are three CEOs.
05:28We are doing this together,
05:30and so we have to agree on everything
05:31that we're going to take,
05:32which I assume means this
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05:47no one has thought of this before.
05:48- [Alex] Yeah. Why are
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undefined:undefinedwhich is not specific apps,
06:03but think of like app businesses,
06:05like Microsoft Office is one
06:07of the options in that category,
06:08and then we're going to do
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undefined:undefinednumber one is smartphones.
06:28This to me is maybe the easiest,
06:30but also maybe the most
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06:51- [Alex] Yeah.
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undefined:undefineddon't care about money,
07:00then you might have a
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07:21of categories here in which
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undefined:undefinedallowed to change stuff?
07:38- [David] Yeah, we're good.
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undefined:undefinedshe's like, "This isn't the tech
07:56company I would've built."
07:58(David laughing)
07:58- [Alex] We're not even gonna be allowed
07:59to make a company.
08:00Lina Kahn's like, "Nope. No, not this."
08:01- [Nilay] Your fake
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undefined:undefinedI had here were Samsung,
08:09which I think is probably the only other
08:10reasonable competitor here.
08:12The Google Pixel.
08:13If you're, you know,
08:14feeling good about
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undefined:undefinedI think it's possible
08:35to maybe want to pick an
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08:51which it feels like probably is true,
08:53then we want the iPhone.
08:55- [Nilay] I mean alternatively
08:56the one that I would've argued for
08:58would've been the Pixel
08:59because then the one thing you
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undefined:undefinedcaring goes a long way.
09:15- [Alex] Yeah, that's true. That's true.
09:16- [Nilay] He's also trying to market
09:17the phone would be useful.
09:19- [David] I mean, yeah,
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undefined:undefinedbut it's also very successful.
09:30I think the answer is just the iPhone.
09:31I don't know that we need to
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09:41(Alex laughing)
09:42- [Nilay] Wait, we are not
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10:04but I would say that
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undefined:undefinedSurface as a tablet line,
10:25but I think I won't count that.
10:26We'll get to that in a minute.
10:27What do you guys think?
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undefined:undefinedwe don't take the iPad,
10:42we don't get iPad OS.
10:43- [Alex] We're gonna use iOS to put on,
10:45put that on the books.
10:47- [Nilay] Oh, and then
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undefined:undefinedof Directors meeting
11:17will be very confusing.
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undefined:undefinedmoney with that acquisition.
11:30- [David] But we can solve the lock-in.
11:32Remember Android is open source.
11:34So Android is fair game
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undefined:undefinedthe real question is like,
11:41who is better at making the
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undefined:undefinedthe Kindle. That's right.
11:58- [Nilay] I feel good about that.
12:00- [David] Yeah.
12:00- [Alex] We're doing the Kindle,
12:01and we're gonna make it good now.
12:02- [David] It's a real
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undefined:undefinedis like the extended Kindle.
12:14- [David] The Kindle universe we get.
12:16- [Alex] Yeah.
12:17- [David] All this class of
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12:30on the side that runs iOS.
12:31- [Nilay] Yeah, and then I can
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12:42culturally important company
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undefined:undefinedphone with our iPhone team?
12:59(Alex laughing)
13:01- [Nilay] Which part?
13:02Are we like-
13:03- [Alex] The 3D display.
13:04- [Nilay] We've already added
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undefined:undefinedof all of the spamware
13:30that they like automatically install,
13:33you have some really nice laptops.
13:35- [Nilay] You got really nice hardware.
13:36- [Alex] Yeah, you got
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undefined:undefinedwe can do this, too.
13:56- [Nilay] But we don't have the chips.
13:58I guess we do
13:59'cause we have the iPhone.
14:00So now we just put a hinge
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14:19That's where I go to.
14:21- Right, and I want the surface line.
14:22- [Alex] I don't.
14:23- [Nilay] Now I've pulled the tablet
14:25ecosystem bigger, right?
14:26- [Alex] Yeah.
14:27- [Nilay] I've got my
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undefined:undefinedpower of one Raspberry Pi 4.
15:03(Alex laughing)
15:04Yeah, my vote. We, David,
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undefined:undefinedWindows and make it good.
15:15- [David] The one wrench
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undefined:undefinedsecurity and write try hard.
15:32- [David] I will say though,
15:33under the rules of this game though,
15:34I don't, I think what we're getting
15:36is like a perpetual license to Windows.
15:38I don't think we're getting-
15:39- [Nilay] Even inside my,
15:40that's probably how the service team.
15:41- [David] Yeah.
15:42I don't think we get to run Windows.
15:42- [Nilay] But so when we took the iPhone,
15:44we don't get to run iOS.
15:45- [Alex] No, we do. That one counts.
15:47- [David] It does, it feels different.
15:48I can't describe to you why.
15:49No, it's because it's one
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undefined:undefinedVergecast Incorporated.
16:03We're not taking Windows from Microsoft.
16:06- [Nilay] Ah.
16:07- [David] I still think it's Microsoft,
16:08just because I think
16:09we're clearly building
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undefined:undefinedcoat of paint on there.
16:30- [David] Get the yogas.
16:31So you guys want some yogas?
16:32- [Alex] Yeah.
16:32- [David] They do the flippy things.
16:33I'm gonna make tent
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undefined:undefinedknow what you think those
16:49things are, but we'll come back to it.
16:51- [David] Think of all the boring things
16:52that make you the most valuable
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undefined:undefinediPhone, the Amazon Kindle,
17:26and Lenovo's set of PCs.
17:29I feel like we're doing very well so far.
17:31I'm excited about this
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undefined:undefinedpay structure, by the way,
17:47as co-CEOs, but we'll come back to that.
17:49It's gonna be very lucrative for us,
17:50because again, we're
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18:01of all the ones we're
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undefined:undefinedApple Watch or the Vision Pro.
18:10We can't do all of Amazon's
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undefined:undefinedshould definitely get into?
18:33- [Nilay] I have a clear favorite here.
18:34Out the gate,
18:35I'm going bold and taking
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undefined:undefinedglasses are a different thing.
18:53- [Nilay] Get your face
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undefined:undefinedyear time horizon, it's like.
19:26- [Alex] Hmm.
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undefined:undefinedsneakily, fascinating company
19:58and they're way ahead in Smart Rings.
20:01Smart Rings are a lot of people think,
20:03including our own V song
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undefined:undefinedkind of the same reasons,
20:15like what if we can
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undefined:undefinedwhen we did this was Snap
20:28because I want the spectacles line,
20:30but I think we go Ray-Ban
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undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined701
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthat actually holds a bunch
20:57of these companies back,
20:58is they cannot communicate
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined722
undefined:undefined723
undefined:undefined187
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedif that on a six year time
21:25horizon, maybe that is a better move than
21:28take the Meta Ray-Bands and
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined733
undefined:undefined
undefined:undefined
undefined:undefinedwhy like the glasses,
21:42we get them properly
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined738
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefineda CEO for 20 minutes.
21:57You are already super corporate.
21:59- [Alex] Yeah, and we need
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined747
undefined:undefined
undefined:undefinedhappens to everybody.
22:10- [Alex] It'd be just immediate.
22:11Yeah, but the Garmin,
22:13like the Garmin has so
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined753
undefined:undefined754
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedbuttons off it. You know?
22:30(all laughing)
22:32- [David] That's true.
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined767
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedand people really like them,
22:53and I think our ability to
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined776
undefined:undefined
undefined:undefinedimmediately make these things much
23:07cooler in a way that I
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined780
undefined:undefined781
undefined:undefined
undefined:undefined
undefined:undefinedbe more than six years.
23:16- [Nilay] Garmin, please
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined788
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedmore than half of your revenue.
23:33(Alex laughing)
23:34- [Nilay] Yeah, also, the smart
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined797
undefined:undefined188
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedof feelings in general,
23:47but it's okay.
23:49We're doing it.
23:50- [Nilay] We now know
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined807
undefined:undefined808
undefined:undefined611
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinednot a problem at all.
24:04I should have said at the
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined815
undefined:undefined816
undefined:undefined817
undefined:undefined818
undefined:undefined819
undefined:undefined188
undefined:undefined821
undefined:undefined822
undefined:undefined
undefined:undefined
undefined:undefinedthat's really what I've been
24:22after this whole time is
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined828
undefined:undefined
undefined:undefined
undefined:undefinedtime any of this comes out,
24:31it'll be past 2030.
24:32We'll be out anyway. It's fine.
24:33- [Alex] Yeah.
24:34- [David] I'm not worried about it.
24:35Alright, next category is headphones,
24:37and here again, we're pretty wide open.
24:39Apple is off the board,
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined839
undefined:undefined840
undefined:undefined
undefined:undefined
undefined:undefinedknows that it owns Beats,
24:49so we're just gonna let it ride,
24:51but there's also obvious players here.
24:52Bose and Sony, and Sonos is a new one.
24:55- [Alex] Just headphones though.
24:56- [David] We'll, no,
24:57we'll make this headphones/speakers.
24:59We'll go Audio solutions.
25:00- [Nilay] Oh my gosh.
25:01- [David] In Alex Grand's book.
25:02- [Alex] I think you know exactly
25:03where we're going with this.
25:04- [David] Nilay is gonna
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined859
undefined:undefined
undefined:undefinedthan the words Mega Bass?
25:19- [David] A seven foot tall speaker.
25:22By the way, shout out to
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined864
undefined:undefined865
undefined:undefined
undefined:undefined
undefined:undefinedcares about birds and it's me.
25:31(Alex laughing)
25:32How does it feel to be known
25:33for the cyber truck wiper
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined872
undefined:undefined873
undefined:undefined874
undefined:undefined875
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthis like we want build
25:51cool stuff that's integrated.
25:53Sonos makes good products.
25:54They know how to make good audio products.
25:55I feel like we could take Sonos
25:56and be like, just learn
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined891
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedcancels are really good, right?
26:13I think they compete with Bose
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined897
undefined:undefined898
undefined:undefined
undefined:undefinedlike a receiver, right?
26:27- [Nilay] Fair.
26:27- [David] There's a huge
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined903
undefined:undefined904
undefined:undefined
undefined:undefinedto support a bunch of stuff
26:38because they can't just put
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined913
undefined:undefined914
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedto be taking over Sonos.
26:57Like, real kind of reputation hit.
26:59- [Nilay] Oh, you know what
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined925
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedabout the Samsung Frame TV
27:18and he was like, "Well,
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined935
undefined:undefined
undefined:undefinedsaying you made an entire list
27:27of gadgets and you didn't put TVs on here.
27:29It's a prophecy.
27:31- [Alex] Because he
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined941
undefined:undefined942
undefined:undefined
undefined:undefinedeverything was impossible
27:41and we had to spy on our users?
27:42- [Nilay] All I'm saying is
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined950
undefined:undefined951
undefined:undefined952
undefined:undefined914
undefined:undefined
undefined:undefinedwild card round coming later,
28:04and if you think you
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined957
undefined:undefined958
undefined:undefined
undefined:undefined
undefined:undefinedbe in the TV business.
28:16- [Nilay] Well, if I take
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined964
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedmade it audio solutions.
28:31- [David] Right.
28:32- [Nilay] If it was just headphones,
28:33I would immediately go Bose
28:36so I could win the Sony fight later.
28:37- [David] Interesting. Okay.
28:38Yeah, and I don't, it's just like a bunch
28:40of weird scientists in Massachusetts.
28:42Like, we don't need that.
28:43(Nilay laughing)
28:44I'll go Sony under one
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined981
undefined:undefined982
undefined:undefined983
undefined:undefined188
undefined:undefined985
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedsomething out for TVs.
29:06- [Alex] Yeah.
29:07- [David] I feel now obligated
29:08to take something from Samsung
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined996
undefined:undefined
undefined:undefineda harbinger of doom.
29:15(Alex laughing)
29:17- [David] Okay, so the next
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1005
undefined:undefined1006
undefined:undefined1007
undefined:undefined1008
undefined:undefined1009
undefined:undefined1010
undefined:undefined
undefined:undefinedand Google Workspace.
29:42This is like probably B2B
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1014
undefined:undefined1015
undefined:undefined1016
undefined:undefined914
undefined:undefined1018
undefined:undefined
undefined:undefinedwithout Microsoft Excel.
29:57- [David] Oh, that's interesting.
29:58- [Nilay] No company can be
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1025
undefined:undefined1026
undefined:undefined1027
undefined:undefined
undefined:undefined
undefined:undefineda dog food, you know,
30:14your own your own work.
30:15- [Alex] Yeah, but we can
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1033
undefined:undefined611
undefined:undefined1035
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedgonna be there six years.
30:32By the time that stuff all
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1043
undefined:undefined
undefined:undefined
undefined:undefinedPR win is we just like,
30:45give away Premier.
30:47We're just like, here you can have it.
30:49- [Alex] No, we sell like,
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1050
undefined:undefined1051
undefined:undefined1052
undefined:undefined1053
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedover the company from us.
31:07Good luck.
31:08- [Nilay] A lot of our ideas are like,
31:10what if we made slightly less money?
31:11- [David] But that's fine.
31:12- [Nilay] Whereas my ideas are
31:13what if we made a lot more money?
31:15(Alex laughing)
31:16- [David] Yeah.
31:17This says a lot about the distinct vibes
31:18of the Vergecast Incorporated
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1071
undefined:undefined
undefined:undefinedOracle's weird business
31:27or like IBM's consulting arm or whatever,
31:30but we haven't picked a Google thing.
31:32- [Alex] Mm.
31:33- [David] Do we not want Google Workspace?
31:34Do we just take Google
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1082
undefined:undefined1083
undefined:undefined
undefined:undefinedwalk in the room, be like,
31:48make a list of all the messaging
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1087
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthing you could do here.
32:00- [David] It is. It is.
32:01Messaging I would point
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1099
undefined:undefined1100
undefined:undefined1101
undefined:undefined
undefined:undefined
undefined:undefinedGoogle Cloud. Come on.
32:19(David laughing)
32:20- [Nilay] I will concede
32:22and say we should pick Creative Cloud
32:23and our mission here is to
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1110
undefined:undefined1111
undefined:undefined1112
undefined:undefined1113
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthe more your company makes,
32:47we charge you more, like
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1122
undefined:undefined665
undefined:undefined188
undefined:undefined1125
undefined:undefined665
undefined:undefined1127
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedstart making success that
33:04we come for our cut.
33:05- [Nilay] And if you're
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1134
undefined:undefined1135
undefined:undefined188
undefined:undefined1137
undefined:undefined1138
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedof service conflagration.
33:32It's like, I'm fine. I'll do it.
33:34- [Alex] Yeah. David and
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1155
undefined:undefined1156
undefined:undefined1157
undefined:undefined
undefined:undefined(all laughing)
33:47It's true that we're gonna
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1161
undefined:undefined
undefined:undefinedthe boring B2B money faucets.
33:58This is where we get to, we
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1166
undefined:undefined1167
undefined:undefined1168
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedwant to take from TSMC?
34:19- [Nilay] Making the chips for everybody?
34:21- [David] No, that's their whole thing.
34:22(all laughing)
34:23- [Nilay] But they don't
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1178
undefined:undefined1179
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedexpansion draft in sports, right?
34:36We get to like pick from your roster,
34:38but we can't have your team.
34:39- [Nilay] What about that
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1188
undefined:undefined1189
undefined:undefined1190
undefined:undefined1191
undefined:undefined1192
undefined:undefined1193
undefined:undefined
undefined:undefinedmachine that makes the fabs.
34:53- [David] The machine
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1198
undefined:undefined1199
undefined:undefined1200
undefined:undefined1201
undefined:undefined1202
undefined:undefined1203
undefined:undefined1204
undefined:undefined1205
undefined:undefined1206
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedfunny trade to have made.
35:26(all laughing)
35:27- [Nilay] If you're trying
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1220
undefined:undefined1221
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedlike GPT-4 oh from OpenAI.
35:48- [Nilay] Which still,
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1230
undefined:undefined1231
undefined:undefined1232
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefineddo we take from Nvidia?
36:08Is it just the H-100 business?
36:10Do we just take NVIDIA's
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1242
undefined:undefined665
undefined:undefined
undefined:undefinedfor disruption there.
36:31- [Nilay] Yeah, I think taking
36:32the Nvidia AI chip business
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1248
undefined:undefined1249
undefined:undefined
undefined:undefined
undefined:undefinedother chip maker on earth
36:47is going to start making these
36:48and this becomes a bad bet pretty soon?
36:50- [Alex] That's Panos'
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1260
undefined:undefined1261
undefined:undefined1262
undefined:undefined1263
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthe least sexy business
37:12you could possibly imagine in that.
37:14I doubt there's as much money in it,
37:16because I don't think
37:17they can make all that many of those.
37:19- [Nilay] They really cannot.
37:20- [Alex] It's like Samsung
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1276
undefined:undefined1277
undefined:undefined
undefined:undefined
undefined:undefined- [Nilay] Right.
37:32You like, you wanna put
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1285
undefined:undefined187
undefined:undefined1287
undefined:undefined
undefined:undefinedthat's like, that's easy.
37:48It runs itself. We're good.
37:49All right. I love this.
37:50- [David] And, we love talking about it.
37:51- [Nilay] We do.
37:52- [David] You know?
37:53- [Alex] Yeah.
37:54- [Nilay] You want to talk
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1298
undefined:undefined
undefined:undefinedpanels that go in your Sonys.
38:01- [Nilay] That's true.
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1307
undefined:undefined1308
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedsell these tomorrow? Come on.
38:16Come on.
38:18- [Alex] Put some little
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1321
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedwhich I just realized
38:57because we took the Ray-Ban Smart Glasses,
38:59which I now slightly regret
39:01because I would like
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1335
undefined:undefined1336
undefined:undefined1337
undefined:undefined1338
undefined:undefined1339
undefined:undefined1340
undefined:undefined665
undefined:undefined1342
undefined:undefined
undefined:undefinedmaking G-chat is way up there.
39:21- [Nilay] Just making G-chat and then I,
39:22you know, I got the phone.
39:24So, or your blue bubble
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1350
undefined:undefined1351
undefined:undefined1352
undefined:undefined
undefined:undefineda real story by the way.
39:37That's not just a case in
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1357
undefined:undefined1358
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedhappens to me occasionally.
39:51I'll search for like, pizza in my Gmail
39:53and it'll be like, did you
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1365
undefined:undefined665
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedG-chat conversations
40:08were before we were dating,
40:10so they were just conversations
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1376
undefined:undefined1377
undefined:undefined188
undefined:undefined1379
undefined:undefined187
undefined:undefined1381
undefined:undefined
undefined:undefinedunrealized potential that.
40:25- [Alex] Or just Discord.
40:26- [David] So, but we can't take Discord
40:27'cause Discord is Discord, right? Like.
40:28- [Alex] Oh, that's right.
40:29- [David] That's, it's off the-
40:31- [Alex] I thought somebody
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1390
undefined:undefined1391
undefined:undefined
undefined:undefined
undefined:undefinedlike, we're gonna kind
40:43of win people over with Adobe,
40:46but eventually we will
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefinedservice, which is actually fun
41:08because again, we can't
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undefined:undefined
undefined:undefinedat the end to buy TikTok
41:55you have to win a boat
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undefined:undefined665
undefined:undefined
undefined:undefinedthat are interesting.
42:09ESPN would make us an awful lot of money
42:11for a pretty long time.
42:12Hulu exists, Disney+ exists.
42:16We could have Apple TV Plus
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1457
undefined:undefined
undefined:undefined
undefined:undefinedservice acquisition, right?
42:27We're not getting the
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1462
undefined:undefined
undefined:undefined
undefined:undefinedget to own "Star Wars."
42:35You're right.
42:36- [Nilay] The economics of
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undefined:undefined1469
undefined:undefined
undefined:undefinedpeople pay money for it.
42:49The other model is
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undefined:undefined1473
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedhave costs or not costs?
43:07- [David] But again, TikTok not famously
43:09making a ton of money right now.
43:10- [Nilay] Well, 'cause they're, you know,
43:12we'll fix that, 55%.
43:13- [Alex] No, no.
43:14It's, we do something like
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undefined:undefined1491
undefined:undefined
undefined:undefined
undefined:undefinedvideo editor is CapCut.
43:29So we just spin it out.
43:30- [David] It's good enough. Yeah.
43:31Like it'll work and we call it cut cap.
43:32- [Nilay] We can probably cut cap.
43:33- [David] Yeah. There we go. All right.
43:35TikTok and cut cap.
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undefined:undefined1501
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedvery funny that we took
43:53Kindle and Google Check.
43:54(Alex laughing)
43:55- [Alex] That's what we
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undefined:undefined
undefined:undefinedsingle most important thing
44:08we do at this company.
44:10I feel really good about it.
44:11- [Alex] I mean, the teens
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undefined:undefined1523
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedwe're killing the quest,
44:31but we're probably killing the quest.
44:32We're all in on the smart glasses.
44:33We're taking Sony's audio solutions.
44:36We're taking Adobe Creative Cloud.
44:38We're taking LG Display,
44:40and we're taking G-chat.
44:43Well, we're taking the mess
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedthe, like, weird one out,
45:01but we're gonna make Lenovo cool again.
45:04It's gonna be great.
45:05- [Alex] Yeah. We'll fix it.
45:06- [David] Okay. So we
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undefined:undefined
undefined:undefinedthat Vergecast Inc.
45:21is going to make that is not off limits
45:23because we've already
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undefined:undefined1565
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undefined:undefined
undefined:undefinedbusiness that's like good
45:42and not the part of the
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undefined:undefined1573
undefined:undefined611
undefined:undefined1575
undefined:undefined1576
undefined:undefined
undefined:undefined
undefined:undefinedin. We just get the volcano.
45:55They make a whole bunch
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undefined:undefined
undefined:undefinedwe were in this till 2040.
46:20- [Alex] Yeah, that makes sense.
46:21- [Nilay] I'd be down.
46:222030 feels iffy,
46:23and that's just like a
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undefined:undefined1602
undefined:undefined
undefined:undefined(Alex laughing)
46:34We're doing really well.
46:37- [Alex] This gets us the Tegra.
46:39- [David] Yeah. Why this?
46:40- [Nilay] Because I think
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undefined:undefined1614
undefined:undefined
undefined:undefinedof people who are like,
46:56what you want to do is
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undefined:undefined1621
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undefined:undefined
undefined:undefinedgotta make a mid-size crossover,
47:10and that's just not for us.
47:11- [David] Okay, but again,
47:12we would take all the
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undefined:undefined1631
undefined:undefined665
undefined:undefined1633
undefined:undefined
undefined:undefinedwant the Mustang Mach E.
47:28This is your moment.
47:30Take the Mach E, man.
47:31- [Nilay] It's a shoe.
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1639
undefined:undefined1381
undefined:undefined1641
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedenthusists. They're all insane.
47:48Like, that's what will tear us apart.
47:49- [David] Okay.
47:50- [Alex] Wait, I thought of it.
47:51- [David] Okay.
47:52- [Alex] Samsung's barely a
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined188
undefined:undefined
undefined:undefinedsmartphone muralist camera.
48:05- [Alex] Exactly.
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undefined:undefined1661
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undefined:undefined
undefined:undefinedthe software so that it like,
48:25doesn't take you 12 hours
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undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1671
undefined:undefined188
undefined:undefined
undefined:undefinedour brand especially.
48:39- [Alex] And then we do like a
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1676
undefined:undefined1677
undefined:undefined1678
undefined:undefined1679
undefined:undefined
undefined:undefined
undefined:undefined- [David] I like it,
48:52and then last category, the
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined1686
undefined:undefined
undefined:undefined- [Nilay] Yeah.
49:03- [Alex] I really hope it's the same one.
49:05- [Nilay] It's Rivian.
49:06- [David] Oh, so you want to
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1692
undefined:undefined665
undefined:undefined1694
undefined:undefined1695
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undefined:undefined
undefined:undefined
undefined:undefinedpurchases on iPhones. 55%.
49:27- [Alex] What about
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined1704
undefined:undefined1705
undefined:undefined
undefined:undefinedyou want like a startup,
49:40you want like an earthy.
49:42- [David] So my vote, if
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undefined:undefined
undefined:undefinedis moving along fast.
49:56They're like kind of right in the mix
49:57with Google and Open AI.
49:59I don't know that I want
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undefined:undefined
undefined:undefinedof Anthropic though,
50:28like that is firmly a startup.
50:30- [Nilay] Yeah, Anthropic counts, I think.
50:32- [Alex] Like Rivian has factories.
50:34Is that a startup when it has factories?
50:36- [David] Fair. It is just a fair point.
50:39- [Nilay] It is pretty much a car company.
50:40- [David] Yeah, but Nilay, the
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefinedgonna have to write already,
51:05like apology blogs.
51:07I don't, we don't need more.
51:08- [David] Yeah.
51:09Nilay is definitely the
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1762
undefined:undefined188
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedDJI, another company
51:20that might need some saving in America
51:21that does some interesting stuff.
51:23- [David] But not a startup.
51:24So this is not just
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefinedand has a $26 billion value.
51:46Like, it's just like not a startup.
51:48(Alex laughing)
51:48They like, you wanna go?
51:51You need some installer shit.
51:52Like, what's some like
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undefined:undefined
undefined:undefinedlike you're kind of,
52:21this is like your problem,
52:23and like if you get in trouble,
52:24that's your problem and not ours.
52:26We're gonna call them like the
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedright. Anthropic, it is.
52:41Welcome to the team, Anthropic people.
52:44- [Alex] How do you feel about
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1827
undefined:undefined
undefined:undefinedlike we've done this.
52:57Can I recap for you?
52:58- [Nilay] Yes.
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undefined:undefinedgood. This feels great.
54:04This is the right combo of things.
54:06We're doing a little bit of good.
54:08We're doing a little bit more evil.
54:09We're making some money,
54:11and then we're gonna fix messages.
54:13- [Alex] Yeah.
54:14- [David] We are incredibly
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedwant to be like a B2B thing.
54:35So that could eventually
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined1892
undefined:undefined1893
undefined:undefined1894
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undefined:undefined1897
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undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedmodel is they pirate content.
54:56- [David] What are we gonna
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1904
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedin which case we give them,
55:11we don't charge a fee at all.
55:12- [David] Oh, yeah.
55:13The self preferencing is
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1916
undefined:undefined1917
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedcompanies act like this?
55:25And it's like we're
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1924
undefined:undefined1925
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undefined:undefined
undefined:undefined
undefined:undefinedI think we've solved it.
55:38I feel like we're easily a trillion dollar
55:40company right off the bat here.
55:41- [Alex] Immediately.
55:42- [David] Our website is
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1936
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedbut I'm in charge of names.
55:59- [Alex] Yeah. The speakers
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1944
undefined:undefined592
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedwhat the letters mean
56:11because they're in no order.
56:14It's just consonants
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1953
undefined:undefined1954
undefined:undefined1955
undefined:undefined1956
undefined:undefined1957
undefined:undefined1958
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefined
undefined:undefinedyour migraines all once.
56:35G-chat Mega Bass.
56:36(all laughing)
56:38- [Alex] Every time you type
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1969
undefined:undefined1970
undefined:undefined
undefined:undefinedgonna make so much money.
56:49Panos, have fun.
56:50- [Nilay] And then go to jail.
56:51- [Alex] No, Panos goes to jail.
56:53- [Nilay] That's true.
56:54- [Alex] We're out. We're out.
56:55- [David] Lina Khan, you
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined1986
undefined:undefined1987
undefined:undefined
undefined:undefined
undefined:undefinedlinks in the show notes
57:14to coverage we've done of these companies,
57:15but I really want to know what you think.
57:17What did we pick wrong?
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined1996
undefined:undefined1997
undefined:undefined
undefined:undefinedelse, hit up the hotline.
57:33Send us an email. We
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
undefined:undefined00:00:03,179 --> 00:00:04,388
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undefined:undefined604