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Daily Tech News Show

23 Jun 2025 · 33m · 18 chapters

Episode artwork

Apple Goes AI Shopping - DTNSB 5045

In short

DTNSB 5045 (“Apple Goes AI Shopping”) is a Daily Tech News episode focused on Apple’s AI/search strategy and related tech briefs. Topic: Bloomberg’s Mark Gurman reports Apple M&A head Adrian Parica discussed acquiring or partnering with Perplexity AI to build an AI search engine; German sources say Apple met Perplexity multiple times but hasn’t offered. Testimony in Google’s antitrust trial: Eddie Q said Apple discussed integrating Perplexity into Safari. Apple also held informal talks with Thinking Machines Lab (run by OpenAI ex-CTO Mira Murati). Meta has also talked to Perplexity/Thinking Machines/Safe Superintelligence.

Key claims

Apple needs a major move (possibly acquisition) because it’s behind in AI and risks losing Google-default search revenue (~$20B). Perplexity is seen as a faster path to AI search, though hosts doubt it fits Apple’s privacy culture; partnership is considered more plausible.

Notable examples

Perplexity’s agentic browser Comet (beta on Mac; Windows early testers; Android coming). Also covered: Netflix’s TF1 deal for France, Lenovo Chromebook Plus 14 specs, Tesla autonomous taxis in Austin, and the “IO” trademark dispute between Alphabet’s IO and OpenAI.

Guests

none; hosts are Tom Merritt and Rob Dunwood, plus interview guest Patrick Beja (French perspective on Netflix/TF1) and listener Arthur (shared accessibility note).

Written by AI. May contain mistakes.

Chapters

0:03

Apple's Potential Acquisition of Perplexity AI

Discussion on Apple's interest in acquiring Perplexity AI for search enhancements.

“It's called Chat Concierge and it's simplifying car shopping.”
2:26

Apple's Potential Acquisition of Perplexity AI

Discussion on Apple's interest in acquiring Perplexity AI for search enhancements.

“The aim there being to make an AI based search engine.”
3:50

The Need for AI Innovation at Apple

Exploring Apple's current challenges in AI and potential strategies.

“Meanwhile, Perplexity continuing to expand as well, releasing its agentic search browser Comet that came out in beta for select Mac users in May.”
5:11

Cultural Fit: Perplexity AI and Apple

Debating whether Perplexity AI aligns with Apple's corporate culture.

“They would certainly like us to think that it was just a temporary setback.”
7:25

Listener Contributions to DTNS

Acknowledging listener support and patron contributions to the show.

“That sounds like the kind of thing Apple would do.”
10:02

Tech Briefs: Lenovo Chromebook Plus 14

Overview of the new Lenovo Chromebook Plus 14 and its features.

“It's called Chat Concierge and it's simplifying car shopping.”
11:32

Tesla's New Autonomous Taxi Service

Discussion on Tesla's launch of autonomous taxi services in Austin.

“It also has up to 17 hours of battery life.”
14:00

Texas Autonomous Car Permit Law

Learn about Texas' new law requiring permits for autonomous cars.

“We want to test out the charging system, but it's going to be more expensive eventually, and hopefully in more regions of Austin as well.”
15:08

OpenAI and Alphabet IO Lawsuit

Discussion on the legal issues between OpenAI and Alphabet's IO.

“The former Alphabet IO with a Y makes earbuds and lets you use your voice to talk to an LLM.”
17:46

AI Regulation in Budget Bill

Exploration of a budget bill provision affecting AI regulations.

“But it seems more likely that it will stick for now.”
Show all 18 chapters
19:40

Machine Learning for Heat Risk in India

Insights into a machine learning model designed to assess heat risks in India.

“They combined that with data from a nonprofit waste management company called Shittan.”
20:33

Huawei's Chip Technology Update

Overview of Huawei's chip technology and its implications.

“Huawei's latest MateBook Fold is still using a 7nm chip made by China's SMIC.”
21:16

WhatsApp Ban on Government Devices

Details on the recent ban of WhatsApp on U.S. government devices.

“State Department told Reuters that China's DeepSeq is providing, quote, support to China's military and intelligence operations.”
22:20

Xiaomi's Electric SUV Launch Event

Information about Xiaomi's upcoming electric SUV launch.

“The memo said the Office of cybersecurity had recommended the ban due to the lack of transparency in how it protects user data, absence of stored data encryption.”
24:31

Netflix's Deal with TF1 Overview

Discussion about Netflix's new deal to stream TF1's channels.

“It's got that second launch that was delayed a lot up.”
26:15

TF1's Role in French TV Landscape

Insights into TF1's significance in the French television market.

“They need to reach a certain level of audience for it to be profitable.”
28:00

Netflix and TF1 Collaboration Analysis

Explore the implications of Netflix's deal with TF1 and its potential impact on streaming content.

“There's a lot of programming on TF1 that you don't see on Netflix or on any of those streamers, actually.”
37:53

Accessibility Insights from Arthur

Discussion on how technology, like X-Real glasses, aids students with vision issues.

“We end every episode of DT Ness with some shared wisdom.”
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Transcript

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0:00Robb Dunewood: This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. Meet Amazon Ads rising star Daryl Spencer, who set out to redefine men's self-care with his brand Crown Skin.

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2:05This is the Daily Tech News for Monday, June 23rd, 2025. We tell you what you need to know, follow up on context, and help each other understand.

2:13Robb Dunewood: Today, Patrick Baincher gives us the French perspective on Netflix's deal with broadcaster TF1. And Apple might by perplexity, and Tom and I say, we told you so. We did. We told you so. I'm Tom Merritt. And I'm Rob Dunwood. Let's start with what you need to know with the big story. Bloomberg's Mark Gurman says his sources say Apple's head of mergers and acquisitions, Adrian Parica, has talked with Apple's services senior vice president, Eddie Q, about the possibility of acquiring or partnering with perplexity AI. The aim there being to make an AI based search engine. German sources say Apple has met with perplexity several times over the last few months but has not made an offer.

2:58In testimony in Google's antitrust trial back in May, Q did say that Apple discussed integrating perplexity into Safari. He can give any more details at the time. Apple has held informal talks with Thinking Machines Lab as well, according to German, which is run by OpenAI's former CTO Mira Murati. And Apple isn't the only one talking to these companies. The Verge reports that Meta has also talked to perplexity, thinking machines, and a company called Safe Superintelligence that was founded by former OpenAI chief scientist Ilya Sutskover. That is also possibly about acquisitions, although Meta recently invested heavily in scale AI, so it may or may not be still pursuing those.

3:40Some analysts feel that Apple needs to focus on its hardware, especially with OpenAI teaming up with former Apple designer Johnny Ive to make AI-focused hardware that is not a phone. Apple's reportedly working on smart glasses and also an all-screen phone that might come out in 2027. Meanwhile, Perplexity continuing to expand as well, releasing its agentic search browser Comet that came out in beta for select Mac users in May. and now the Windows version is out for early testers with an Android version coming soon. Rob, you and I have both been saying Apple might need to acquire its way to AI parity.

4:15What do you think of the idea of Apple buying perplexity?

4:17Robb Dunewood: I think that if not perplexity, it definitely needs to be somebody. I know that that's not necessarily Apple's mode of operandi, but they need to make a big purchase here because$20 billion is what they get from Google for Google being the default search on their platform. And I know that Apple is a humongous company. I think it's top two or three market cap on the planet. But$20 billion is a lot of money to anybody. And that's just one of the reasons why they need to look at this. The other reason is that they are significantly behind everyone else when it comes to AI, based off of the fact that they don't really have anything coming out until next year.

4:55Robb Dunewood: and what they've already released was really kind of a meh. People didn't particularly care for it. So Apple has got some catching up to do, both on the search front in case the Google thing doesn't go the way they want it to do, and also because they simply just need to catch up to everyone else when it comes to large language models. Yeah, I think you're right. I do think Apple probably, I agree with the analysts that say Apple needs to focus on its hardware, but in order to figure out the best hardware, where they probably have to have better in-house Apple intelligence products going on. And maybe they do by now.

5:29They would certainly like us to think that it was just a temporary setback. I expect that they thought they could do what they did with Apple Silicon, which is they acquired PA Semi long before they needed to, and that paid off down the road. They have acquired a lot of smaller AI firms over the years, mostly aqua hires. but those are paying off with academic research more than they are with shipping products at this point. I look at perplexity though, and I think that's a strategy of partnership. I don't think perplexity is a cultural fit to Apple. Do you? I mean, perplexity is out there kind of playing fast and loose with privacy and saying things that upset people.

6:12And that's just not how Apple plays this game.

6:14Robb Dunewood: It isn't, but I would say the same thing when they bought Beats, I would have never thought that Apple would have bought a company like Beats. So when they need to, they do things that look a little different than their normal operation. So it doesn't look like perplexity would be the fit, but I do believe that Apple has got to do something because like I said, we don't know how the antitrust rule is going to come down from Google's standpoint. Will Google still be able to give them dump loads of money? We don't know. And if not, they can't just say, well, that$20 billion, it just disappears and we don't make money there anymore.

6:50Robb Dunewood: They've got to do something. I think perplexity would very quickly fast track them to an AI search engine, which is kind of where search seems like it's going lately. Apple makes a lot of money, but$20 billion is still a lot for Apple. You're not wrong about that. I think perplexity makes more sense as a partnership. I think Apple has a decent option to say, let's provide the user with the informed choices like they're doing with chat GPT already. Do it with Gemini, do it with perplexity, give them more choices. I do think that acquiring thinking machines and getting Mira Mirati inside Apple sounds right.

7:29That sounds like the kind of thing Apple would do. And Mira Mirati feels like the kind of person that would fit in better at Apple.

7:35Robb Dunewood: And that's why I say, if not perplexity, somebody else. That absolutely could be the somebody else. The other thing too, with the partnership, they wouldn't have the problem with perplexity being the biggest search engine that is the name of the company also being the verb that people now use to search. They wouldn't have those kinds of issues either. Yeah, no, I, I, I think we, uh, there you go, Apple free advice from, from Rob and I take, take that as you will. DTNest is made possible by you, the listener. Thanks to Chris Zaragoza, Jim Hart, Mike Aikens, and our new patrons, DJ, Brandon, Jerry, and Andy.

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9:59Robb Dunewood: This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. This is the story of the one. As a shipping manager, he's running the dock, stocking supplies, and making sure every order goes out on time.

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10:39Robb Dunewood: From shipping supplies to PPE to hand tools, he counts on Grainger to keep products moving and trucks rolling. So his operation runs smoothly, no matter the shift. Call 1-800-GRAINGER, click grainger.com, or just stop by Grainger for the ones who get it done. When demand slowed for HydroJug, Amazon Ads rising star Hayden Wadsworth pivoted. When our bank account hit near zero, my brother Jake and I had one last shot to save HydroJug. So we engineered The Traveler, a leak-proof, cup holder-friendly tumbler. Amazon Ads enables a business to be able to expand their product shelf because of the visibility and the reach you can get.

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11:31There's more we need to know today. Let's get to the briefs.

11:35Robb Dunewood: Lenovo announced its Chromebook Plus 14, which runs an ARM-based MediaTek chip, and more significantly has a newer processing unit that can handle up to 50 Tera operations per second, which would be enough for Co-Pilot Plus certification if it weren't a Chromebook. It also has up to 17 hours of battery life. The 14-inch OLED panel can be a touchscreen. It comes with a fingerprint sensor. And it's the first Chromebook with Dolby Atmos sound. The Lenovo Chromebook Plus 14, available now for$649. I mean, that's pricey for a Chromebook, but it's not pricey-pricey. And it seems like it's a pretty decent build.

12:12If you're somebody who needs that Gemini sauce in your Chromebook, this is the one.

12:16Robb Dunewood: It's a little pricey for a Chromebook, but if it were a full-fledged computer, or a Mac or a Windows PC in the same category, it probably would cost$800 more. So if your use case is I do everything in the browser, this could actually be a really, really good option for you. And Chromebooks with the Android stuff and the multi-windowing, it's not like it used to be where you're just using Chrome on a laptop. I use mine pretty regularly and it's old and it does well. It's not going to be able to do what this one does though, because this one's got that neural processing unit. So that's pretty cool.

12:56Robb Dunewood: It wouldn't be my daily driver, but I would not mind having one of these just as my device that I just throw on the laptop bag and carry with me when I know I only need to get onto websites. This is a great option. It's my couch. It's my couch laptop. When I don't want to go grab my laptop from the other room, I pull the Chromebook off the side. I can do office stuff on it. It's not bad. Tesla launched its autonomous taxi service in Austin on Sunday. Rides in one of about 10 Model Y SUVs. Will cost you a flat fee of$4.20. Customers who signed up for early access got sent links to download the services app.

13:33Kind of works like Uber, but for these 10 Model Ys. Operates in South Austin only, which is where I live, so that's fine, from 6 a.m. to midnight, and Tesla employees are on board in the passenger seat as a safety monitor. So these will not be like Waymo's where they don't have anybody in them. Austin also has an autonomous taxi service from Waymo and Amazon's Zoox. So you got choices if you're in Austin, and you had to be invited into this one anyway, but now you got competition. Side note on this, Texas Governor Greg Abbott signed into law a requirement that autonomous cars in the state will need to receive a permit if they want to continuing operating

14:11Robb Dunewood: after september 1st coolest thing about this to me is it only costs four dollars and 20 cents i'm certain that when they take a driver or not a driver a rider in the passenger seat out to monitor stuff that that price will look more like 14.20 which is probably around the average of where uber is yeah the average ride they they pick this for the memes and to be like yeah you're going to pay something. We want to test out the charging system, but it's going to be more expensive eventually, and hopefully in more regions of Austin as well. Absolutely. Alphabet spinoff IO, that's spelled with an I-Y-O, is suing OpenAI over the use of the name IO, spelled just IO.

14:53Robb Dunewood: As a result, the judge ordered OpenAI to stop using IO name for now. That means any mention of that Johnny I found a company that OpenAI acquired has been removed from OpenAI's website, including the video of OpenAI CEO Sam Altman and Johnny I discussing the partnership. The former Alphabet IO with a Y makes earbuds and lets you use your voice to talk to an LLM. It's marketed at audio professionals. OpenAI's IO, which has no Y and has no products, promises to develop some new kind of AI-powered hardware device in the future. Yeah, this is really only in here because some people saw the IO stuff removed from OpenAI and thought, oh, are they backing out?

15:31And they're like, no, we're not backing out. We just have to remove the references to it. It is odd that they had to remove that video, though, because I guess they say IO a lot in there. I have a suggestion for you, Rob, to keep them distinguished. How about IO versus IO? Oh, well, here's the thing.

15:50Robb Dunewood: If I'm the alphabet spinoff, I'm not changing my name. We had it first. So that's not going to happen. And I get that OpenAI, you know, the folks are saying this is petty. Yes, it is. You compete. You're competitors. Competitors do petty things to make it hard for their competition. That's kind of how competition goes. And trademark law is meant to prevent confusion between things. You can have Linux branded soap because there's no confusing that with the actual operating system. But if you're both making hardware that's enabling AI, those are the same companies. So you can't you can't there's there's there's a chance of confusion there.

16:31Robb Dunewood: There is a there there with this. Yes. The U.S. Senate parliamentarian has ruled that a provision of the budget bill that would prohibit states from regulating AI for 10 years can stay in the bill. Now, I didn't think it would because it's not related to the budget. And the reason the parliamentarian even weighs in at all is they are passing this on budget reconciliation lines, which means they don't have to get 60 votes, just 50 votes. And the budget bill to do that must only contain budget related items. However, what I had not realized is that the rule doesn't make it illegal for states to have regulations.

17:09That might violate interstate commerce parts of the Constitution, as people have argued. It withholds funding for broadband rollouts from states if a state implements any regulations that fall afoul of the rule. So they're just saying, you put these regulations in, you don't get the federal funding. And that means it is more budget related than I thought. And the parliamentarian says, you know what, that's budget related. It can stay in. That doesn't mean it's guaranteed to stay in. Senators in multiple parties still object to that provision, and they might succeed in taking it out before it gets sent back to the House.

17:42There's also some bipartisan resistance to that provision in the House. But it seems more likely that it will stick for now.

17:50Robb Dunewood: it's going to stick for now but i i just i don't see this being a part of the budget bill it has it has zero to do with budget it's just it does it does it does have to do with budget because it's they do this with highway funding too they say uh the federal government will give you money to repair your roads uh but you have to agree to speed limits now we're not treading on the states we're saying you can set your speed limit however you want but if you want the federal funding you've got to get your speed limit. So what they're doing here is saying, hey, federal government gives you money for broadband rollout.

18:24You want that money? No AI regulations. You put your AI regulations, but if you want the money, you can't. And that's what the parliamentarian is looking at and saying, oh, this is about appropriating federal funding. That is a budget thing.

18:38Robb Dunewood: Good point of clarification for me. I still don't think that this is going to go through. Yeah. I don't know if I were betting, like I said, I'm not 100 % sure, but if I were, I'm more than 51 % sure. I don't believe that this will go through. You think there'll be enough opposition from senators to get it removed before the final passage? You know, we know that one party is going to almost 100 % vote against this. So the margins are so thin because of that. I just don't know that you can lose a, you know, a Republican or two or three, because that means your bill doesn't pass. So because of that, I think this would get sucked out.

19:11And this has gotten a lot more attention over the past month. And there's a lot of AI backlash out there on both sides of the aisle. Right. So, yeah, you might be right. I still think it's going to stick. I don't think it's going to get enough opposition to pull it out. But we'll see. This is the middle of the year.

19:29Robb Dunewood: We can call this the mid-year predictions to see what happens. I won't be shocked if you're right. It's just a gut feeling. I won't be shocked if I'm wrong. Yeah, yeah. Yeah. Wired has an article that talks about a Delhi-based nonprofit called SEAS that work with Microsoft to create a machine learning model called Sunny Lives, which assesses indoor heat risk based on building types identified by satellite pictures. They combined that with data from a nonprofit waste management company called Shittan. The idea is to provide more precise heat warnings for people during heat waves in India. Yeah, the heat waves have been getting worse and worse, obviously, in lots of parts of the world, including India.

20:09and it's a real problem to identify where it's going to be the worst, what people are at the most risk. So being able to go building by building like this is pretty important and we'll say why.

20:23Robb Dunewood: This is really important because parts of India are very, very densely packed. And if you can look at a building and say, hey, we have a problem right here, that's good for people. That is a good thing. Huawei's latest MateBook Fold is still using a 7nm chip made by China's SMIC. That chip is three generations behind chips made by Taiwan's TSMC, which is beginning to use a 2nm process. It's also the same process that was used to make the chip in the Mate 60 that was released two years ago. That's the one that surprised people that it was 7nm, and it caused a lot of people to say, uh-oh, China's catching up faster than we thought.

21:01The implication, though, is that SMIC has not yet achieved the ability to make chips on the 5 nanometer process at scale. So they jumped to 7 nanometer faster than people thought, but they have not yet moved on from there. The U.S. has placed export controls to prevent China's mainland companies from using newer chips and newer chip making technology. Meanwhile, a source at the U.S. State Department told Reuters that China's DeepSeq is providing, quote, support to China's military and intelligence operations. operations. The source also claimed DeepSeq has used shell companies in Southeast Asia to avoid expert controls, not only to get high-end NVIDIA chips for its sales, but also to access data centers that use those chips.

21:41Robb Dunewood: So the difference between two nanometer and seven nanometer sounds like it's five nanometer, but it's not just five. It is orders of magnitude behind. So if this being the way that it is, they're not that close to what we can do here in the United States and a few other places in South Korea and so on. Yeah, absolutely. This indicates that things slowed down once they got to that seven nanometer process. The U.S. House of Representatives, Chief Administrative Officer, and firm congressional staffers, Monday that WhatsApp is no longer allowed to be used on government devices. WhatsApp joins DeepSeek, TikTok, Microsoft Co-Pilot, and the free version of ChatGPT on the list of apps you can't use.

22:22Robb Dunewood: The memo said the Office of cybersecurity had recommended the ban due to the lack of transparency in how it protects user data, absence of stored data encryption. Microsoft Teams, Wicker, Signal, iMessage, and FaceTime are all acceptable alternatives to WhatsApp. Yeah, I think a lot of times I find myself among those who fall for the idea of like, oh, well, they just ban stuff because it's from China and they're worried. And it turns out that there are more on the ban list than you might have suggested that you might have expected. Microsoft Copilot is not one I think most people would expect to be on there, but it's not that Microsoft Copilot is insecure.

22:59It's that the way it handles the data doesn't meet the standards of the cybersecurity office. However, Microsoft Teams does. Signal does. iMessage does. And it's not that WhatsApp doesn't use end-to-end encryption. It does. It's just that the office has some questions about how it handles keys and data that WhatsApp has not answered to their satisfaction.

23:22Robb Dunewood: Yeah, that's true. I would have not expected WhatsApp to be on the list, but as we read through this and looked at it, it's like, oh, okay, this is why they're saying it's not on the list. Not that it's not secure. It's just that it doesn't meet the security that they set for. And maybe I'm wrong in this case, but not all government decisions are immediately political. I get the sense that this is not one. This is an engineer going like, yeah, we need to know this before. We shouldn't be allowing this unless we know this. This one definitely doesn't sound political. It might be in a week or two, but it doesn't sound like that.

23:52Robb Dunewood: Sure. Yeah. Yeah. Xiaomi said it's going to hold a launch event for its YU7 electric sports utility vehicle on Thursday, June 26th. If you recall, its SU7 EV faced a decline in sales after a fatal accident and some consumer backlash over quality concerns. So this is Xiaomi's chance to gain that consumer confidence back. Amazon launched the second group of 27 Kuiper satellites meant to provide satellite internet in competition with OneWeb, Starlink, and others. Amazon has 54 of the planned 3 ,236 satellites in orbit and has more than 80 launches scheduled. Yeah, it's got a ways to go before it gets all its satellites in orbit, but the point being that it's on its way.

24:35It's got that second launch that was delayed a lot up. Those are the essentials for today. Let's dive a little deeper.

24:42Robb Dunewood: Last week, we learned that Netflix had reached a deal with France's TF1 to stream its regular TV channels on Netflix. So Tom sat down with Patrick Beja, who lives in France, to talk about what the deal means to French viewers and what it might mean for the rest of us. Patrick Beja, thank you so much for taking the time to join us. Really appreciate it. It is my distinct pleasure. I wish I could do it more often. If only Netflix did groundbreaking deals with French companies more often. Yeah, come on. You'd get more chances. Exactly. Well, yeah, that's what I wanted to talk to you about. Not that you have inside info from TF1, but you are in France.

25:27And so you're more familiar with TF1 certainly than I am. Explain for those who don't know what TF1 is. How does it fit in the TV landscape there? So it is definitely the biggest channel we have here, like a regular broadcast channel. It used to be back in, I don't know, the 80s or 90s when everything was public broadcasting. It was one of them and it got sold off and it became private. 90s, I think. It is the biggest one. It's not, you know, a state-sponsored channel. It's not the BBC. It's not any of those. It's private. It has to make money. It is popular. There are a lot of like, it's not trashy, but it's definitely more on the popular side of things.

26:19It will do shows. They need to reach a certain level of audience for it to be profitable. So they have that constraint that private, you know, broadcast companies have. Got you. So if I get it right, it's as big as the BBC is in England, but its programming would be more comparable to, say, an ABC, NBC kind of thing in the US. That would be my guess. I don't know those well enough. Sure, sure. So to put it in terms everyone would understand, it's more Mr. Beast than HBO. Okay, gotcha. Actually, okay, that's good. That works. not quite as uh not quite as i don't want to say trashy but not quite as spectacular as mr beast beast but it's not like classic you hear bbc you think oh that's quality programming sure sure there are other channels that do that in france gotcha uh so as just somebody who lives in france uh you know what does it mean to you to be like oh i can get tf1 stuff on netflix now do Do you care?

27:27Does that make it easier? Or where does that hit with you? So I'm part of the people who don't really watch broadcast TV anymore. You know, I don't watch linear TV. And I think there's a large part of the population that doesn't. But I think it still brings in, into the Netflix realm of possibilities, a lot of people that aren't satisfied with just Netflix stuff. It makes what Netflix has to offer a little bit more wide, a little bit more diverse. There's a lot of programming on TF1 that you don't see on Netflix or on any of those streamers, actually. And there's stuff like, I call it kind of like hyper-local on a global scale, meaning it's just the country programming, which I feel like these companies don't have.

28:26And there's some sports deals and stuff like that that I feel Netflix benefits from. The real question is, how does TF1 benefit from this? Because they're active competitors. I assume Netflix is writing them a check. It's non-exclusive. TF1 is not going off of cable or off the air. It is also, as you told me, still operating its own streaming service. Yeah, they launched TF1 +, a very original naming scheme there, about a year ago, a little bit more. And so it's essentially a linear broadcasting or live broadcasting and replay platform. It is a freemium model, so they have a lot of free users that get a lot of ads, I suppose.

29:16and there is also a way to pay to get rid of the ads so they are competitors in essence but it's very very different programming so i suppose what tf1 gets out of it is exposure to more people convenience the check from netflix of course and maybe a positioning of you know what if one day you decide to get off netflix maybe you'd like to come to us because their offering is much cheaper it's like six euros for the ad free experience whereas of course netflix they have an ad the ad free experiences are you know like 15 20 25 bucks yeah um so there's that uh and uh i guess it is a um yeah i guess it's a way for for tf1 to uh be more present in more places And I'm not sure that someone who would have subscribed to TF1 Plus would not do it.

30:17Well, I guess maybe they would. But it's a small company. Like TF1 Plus, they tout like 4 million users a day, but that includes free users. Netflix has over 10 million in France subscribers. So if you are someone who's like, I just don't want Netflix, you could still get TF1 content through TF1 Plus or even through cable, I guess, or an antenna. Yeah, a lot of people get it like normal TV. But there's no replay, right? The TF1 Plus would be the replay offering. Yeah. And then if you're in Netflix and you come across TF1 content, maybe you'll watch it and you wouldn't have before. And then they'll get something out of that.

30:59it really is an interesting combination in the sense that Netflix had said it's never going to do linear and now it's doing linear right like it is it is carrying channels that TF1 offers not just the on-demand stuff right yeah they they are doing linear which is a whole other conversation technically like are they going to be reliable I suppose they will be But it's really interesting on the Netflix side also as a strategy, like a higher level strategy decision, because are they now going to start doing deals like this one in multiple countries? We don't know exactly what it's going to look like on the UI.

31:47Like, are you going to have a program like intermingled like Amazon Prime Video does it? Or is it going to be like a dedicated TF1 and other channels tab? We don't know. But are they going to start doing this in different countries, in many different countries? And I feel like, as I was alluding to earlier, it does give Netflix something that all the other streamers don't have. because they're all creating their own programming. And I don't know how visible this is from the US where a lot of the programming is from the US. But in European countries, they're all doing, well, in all over the world, they do have some local programming, but they're all focusing on their shows.

32:36And it feels to me a little bit like Netflix is a step forward now because they're going to have this. and it's a reason another reason for people to choose netflix over let's say you know peacock or paramount plus or whatever it does bulk up the offering a little bit yeah and netflix has been working really hard to get local content in all of its markets around the world so this is a huge influx of local yeah i feel like it's a different type of content though you know it's like produce scripted or unscripted shows but it's like the shows themselves it feels like there's less of the gooey uh stuff around the shows of course it's still going to be a lot of shows you get all kinds of programming on on tf1 you get the news you get like uh game shows you get a bunch of stuff that you don't think of when you uh think of the streamers in general you know HBO, Disney +, etc.

33:37And that, I guess, maybe some people will want. I'm not one of them, but who knows? Yeah. I think it's very curious. There was a report that a lot of public broadcasters in Europe were teaming up to create their own services. TF1 being a private broadcaster, I think is interesting because I don't know that we'll see Netflix go strike deals with public broadcasters, but they may go find private broadcasters either elsewhere in Europe or around the world to strike deals with after this. I'd be curious to see. You know, I'm not so sure they wouldn't strike deals with public broadcasters because those don't really have as much of a commercial incentive.

34:22Not incentive, but they don't have to make as much money as a private company does. And maybe being on Netflix spreads their reach in a way that is beneficial to them and in a way that, you know, is not as much of a competition to whatever TF1 is doing. And about the teaming up to do lots of different, you know, the Netflix of Europe or whatever, there are still some things that are being developed. But most of those have not been very successful. And that's an understatement. So maybe TF1 is like, okay, F it. We're going to do it with Netflix. It's happened before. I'll be interested to see if the second shoe drops, what that is.

35:09Is it an NHK or a KBS or is it more like a Channel 2 in Australia or something like that? Patrick, thank you so much for giving us the on-the-ground scene on this from Paris. I appreciate it. If folks want to find out what you're doing, I know the Phileas Club is back among the many things you do. Where should they go? Yeah, in a way it is back. It's a new format where we kind of fell into this new format. We kind of write audio letters from different places in the world to this fictional listener who's called Phileas, and we tell him whatever is happening in our corner of the world. So that's fun.

35:50And if you want to listen to that, you can find the links at notpatrick.com. Very simple. very simple indeed i gotta i gotta write a letter to phileus i've got that on my list of things to do excellent uh he will be expecting it excellent thank you again patrick appreciate it man thanks tom hey folks uh you may not know i know a lot of you do but some of you may not know we do a live stream roundtable show too it's called dtns live you can catch it every day at 4 p.m eastern just go to dailytechnewsshow.com slash live

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38:00Robb Dunewood: We end every episode of DT Ness with some shared wisdom. Today, Arthur is helping us understand. Yeah, Arthur wrote, I'm a longtime listener and supporter. I'm also the father of a child with vision issues. His school has been accommodating by providing a 16-inch MacBook Pro instead of the standard 13-inch. With the accessibility features Apple provides, he's able to be just another student. The X-Real glasses are very interesting because he could carry around a very large monitor wherever he goes. Takes support to another level for reading and everything else we do on computers, including testing.

38:34Thanks for everything you do with DTNS and keeping me up to date, Arthur. That's a great thought about using those, not just the X-Real ones, but any of those glasses that can serve as an external monitor without having to have a big old monitor in your bag.

38:48Robb Dunewood: Yeah, I actually have a cousin whose daughter, I guess that's my cousin to my cousin once removed, daughter who is vision impaired. And this could be something that would help her. I never thought about this, but I will definitely be mentioning it to my cousin to see if this is something that could actually work out for a family member. Yeah, thanks, Arthur. Appreciate the thought. What are you thinking about? We've got some insight into a story. Share it with us at feedback at dailytechnewsshow.com. Big thanks to Patrick Beja and Arthur for contributing to today's show. Thank you for being along for Daily Tech News Show.

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From the publisher

Should Apple buy Perplexity, or some other company? Plus, we check with a French TV watcher about how they feel about Netflix streaming TF1 channels.


Starring Tom Merritt, Robb Dunewood, and Patrick Beja.


Show notes can be found here.

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