Jony Ive's funky Ferrari

29 May 2026 · 1 h 24 min · 29 chapters

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In short

The Vergecast discusses Ferrari’s first EV, the Luce, designed with Jony Ive (LoveFrom) and Mark Newsome, and the backlash over whether it still looks and feels like a Ferrari. The episode also pivots to broader AI-content and AI-search concerns, using Google Search’s “AI overviews” and YouTube’s AI labeling changes as examples.

Guests

Nilay Patel and David Pierce (hosts). Brendan Carr is mentioned as another guest for upcoming segments, but no interview content appears in this transcript.

Guest backgrounds (from context)

Nilay Patel and David Pierce are Verge/Vox Media journalists/podcast hosts covering tech and consumer products; they discuss car design, EV adoption, and platform AI policies from a media/consumer-tech perspective.

Key claims

Ferrari’s EV is seen as “a Nissan Leaf” or “Honda concept EV” externally despite a striking, Apple-like interior. Luca di Montezemolo criticizes it as risking “destroying a legend,” wanting the prancing horse removed, and claiming China won’t copy it. The hosts argue U.S. EV adoption improves when EVs keep familiar car forms (e.g., Cadillac Lyriq/Vistiq), and that AI search can feel random and confidently wrong.

Notable examples

Ferrari Luce vs Nissan Leaf/Honda Accord comparisons; Charles Leclerc and Lewis Hamilton promo video; Montezemolo clip; DuckDuckGo iOS installs up 33% after Google AI search changes; YouTube moving AI labels to the main stage.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Hosts' Banter and Studio Update

0:45 to 1:20

The hosts discuss the podcast's new look and future plans.

“If you haven't been watching this podcast on YouTube recently, I encourage you to watch it once, only for the just unbelievable studio glow up that Nilay continues to undergo.”

Transition to News: Ferrari Luce

1:20 to 2:28

The hosts segue into discussing the new Ferrari and its significance.

“There's a new Ferrari that I'm confident we're going to spend somewhere between two and three hours.”

Ferrari's First EV: The Luce

2:28 to 4:57

Exploration of the Ferrari Luce and its implications for the brand.

“I think clearly the story of the week, you would have thought it was the Pope having 42 ,000 words of feelings about AI, but my guy got just immediately news bumped by the Ferrari Luce.”

Design Critique: Looks Like a Honda?

4:57 to 6:25

The hosts critique the design and appearance of the Ferrari Luce.

“And the answer, you know, from Ferrari's point of view is like to be on the cutting edge, to build a thing that only Ferrari can build using the technology.”

Media Reactions and Influencer Opinions

6:25 to 9:09

Discussion on media responses to the Ferrari Luce reveal and influencer experiences.

“some of these pictures before, But it looks like an EV way more than it looks like a Ferrari, if that makes sense.”

Comparisons and Cultural Reception

9:09 to 12:15

The hosts compare the Ferrari Luce to other vehicles and discuss cultural perceptions.

“Like, at most, you're supposed to do Christian Bale and Batman and pile two models in the front seat and drive away.”

Former Ferrari President's Take

12:15 to 14:00

Analyzing comments from Ferrari's former president about the Luce.

“Like the idea that you look at this car and it is not a Ferrari has really bummed a lot of people out.”

Debating Ferrari's New Design

14:00 to 18:42

The hosts discuss the implications of a new Ferrari's design and its market impact.

“And then at the very end there, he says this is definitely a car that at least the Chinese won't copy.”

EVs vs. Traditional Cars

18:42 to 21:48

The conversation shifts to the preferences of consumers between EVs and traditional gasoline cars.

“I actually disagree with you about the US EV thing.”

The Role of Design Constraints

21:48 to 23:09

Exploring how design constraints shape the identity of high-end vehicles like Ferrari.

“There are so many little details about this car that are sexy, but it is not a sexy car.”
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Public Reaction to the Luce Ferrari

23:09 to 26:40

The hosts reflect on public opinions about the Luce Ferrari and the expectations of its design.

“But the whole in this case is much less than the sum of all of those things.”

AI Backlash and User Behavior

27:28 to 28:00

Discussion on consumer backlash against AI and shifts in user behavior regarding search engines.

“DuckDuckGo, a search engine competitor that is sort of proudly not being overrun by AI, this is now a marketing thing.”

The Rise of Alternative Browsers

28:00 to 29:09

Explore the increasing popularity of browsers like Vivaldi and DuckDuckGo as users seek alternatives to Google.

“Like there's this browser, the Vivaldi browser that is all over all of my feeds now.”

Google Search's Changing Nature

29:10 to 30:24

Discuss the evolving behavior of Google Search and the implications of AI-driven results.

“Like maybe you go and install DuckDuckGo, but Google search might not be affected.”

Personal Context in Search

30:25 to 33:11

Examine the impact of personal context on search results and the unpredictability of AI-generated answers.

“It's such an interesting question because there's also a version of this, like a big thing that Google does, right, is make a lot of money when you do a bad job of searching.”

The Beta Testing of AI Products

33:12 to 34:53

Analyze how users are engaged in beta testing for AI products and the implications for their quality.

“you can see how it will get useful, right?”

Search Queries and Quality Measurement

34:54 to 36:34

Delve into how Google measures search quality and the challenges in assessing individual search results.

“Did you see the clip where I showed sooner of the search results?”

Future of Search and Consumer Expectations

36:35 to 42:00

Discuss the future of search and how personal data influences purchasing decisions, alongside consumer expectations.

“And he's like, you know, we actually have a very scientific way of measuring this to make sure it's good.”

The Shortcomings of AI Products

42:00 to 43:38

Explore the challenges of delivering effective AI solutions in consumer products.

“So you get to try on 50 different codes and see if that's the Chromebook that's best for you.”

YouTube's AI Content Labels

43:38 to 46:08

Discuss the implications of YouTube's new labeling for AI-generated content.

“But can I read you a quote from YouTube's announcement?”

The Paradox of AI and User Experience

46:08 to 49:09

Analyze the conflict between AI advancements and user preferences on platforms.

“And so everyone starts to understand the rules of the game and everyone has aligned incentives to play the game.”

The Pope's Message on Humanity and AI

49:09 to 52:19

Examine the Pope's assertion on the importance of humanity in the age of AI.

“Like, that's just where this industry is going.”

AI in Business Productivity: A Critical View

52:19 to 55:26

Delve into the disconnect between AI usage and productivity in businesses.

“You know the guy who can sell me the parking lot behind my head.”

Brendan Carr's Dummy: A Press Release About a Hat

57:29 to 1:02:39

Discussion about Brendan Carr's recent press release and its implications for infrastructure workers.

“Hypedesk is off this week, which means it is time, Nilay, once again, for America's favorite podcast within a podcast.”

Meta's Subscription Model and Its Implications

1:02:40 to 1:09:22

Exploration of Meta's new subscription services and their impact on users and businesses.

“as mostly just a very sophisticated merch operation.”

Sony's Bravia TVs and the Future of Display Technology

1:09:22 to 1:10:02

Insights into Sony's new Bravia TVs and the evolution of display technology.

“Sony is, they put out the Bravia 7-2 and the Bravia 9-2, which are horrible names because they're not really 2s.”

The Future of TV Display Technology

1:10:02 to 1:14:23

Learn about the evolution and potential of RGB LED backlighting in TVs.

“They're the first generation of Sony's new RGB LED backlighting, which is probably the future of every TV that isn't an OLED.”

Roku's New Homepage and User Experience

1:14:24 to 1:16:20

Discussion on Roku's changes to its interface and the challenges of user experience.

“Have you seen this new, this is a total diversion, but have you seen the new Roku homepage that just came out?”

The Rising Costs of Technology

1:16:21 to 1:21:46

An update on the increasing prices of technology products and their implications.

“This is just David's occasional, everything is getting more expensive update.”
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Transcript

Automatic transcript. May contain errors.

0:00Support for the show comes from Ring. There's the peace of mind that comes from knowing your home is secured. And then there's the peace of mind knowing you've got what it takes to be a hosting hero. And a Ring video doorbell gives you both. Greet guests from anywhere and see what's happening at the front door in clear 4K video with Wired Doorbell Pro. Shop cameras, doorbells, and more right now at ring.com.

0:30David Pierce:Hello and welcome to The Vergecast, the flagship podcast of Vox Media. Again, every week. For the last time. For the foreseeable future. I'm your friend David Pierce. Nilay Patel is here. What's up? If you haven't been watching this podcast on YouTube recently, I encourage you to watch it once, only for the just unbelievable studio glow up that Nilay continues to undergo. We added one light on the advice of a video professional instead of me just YOLOing it myself. And now I look incredible. It's literally like it hurts my feelings how good you look on. And the people have been noticing. Like don't get it twisted.

1:08David Pierce:The people have been noticing. Every time someone says I look hot, I send it to Becky. And she just says don't get ahead of yourself. It's good. We all need to have our things going for us. We have a lot of stuff to talk about. There's a new Ferrari that I'm confident we're going to spend somewhere between two and three hours. having feelings about. Speaking of things that think they're hot but aren't. Nilay Patel, the Ferrari Luce of the Vergecast. We're going to get into that and why that's the meanest thing I've ever said to you in very short order. We got Brendan Carr to talk about. We got a lot of stuff to talk about.

1:42David Pierce:Also, real quick, this is the end of a Vergecast era. As of Monday, we become a daily show, and it's important to me that everybody knows that essentially nothing is going to change. But so much of our news lately is like nothing will change. Yeah. We remain The Verge cast. We have a really fun slate of stuff set up for next week. You will see, I promise, how much we are committed to this continuing to be The Verge cast, even as we do more of it and get to move faster and try new things. It's all going to be very exciting. But we remain The Verge cast. I've heard some people who are like, David, don't ruin the show, which is also a fun fact.

2:16David Pierce:when I joined The Verge, Dieter Bohm called me and said, David, don't ruin the show. And four years later, I think I've kind of ruined it, but it's, you know, we're doing our best. But in a fun way. Exactly. But let's get to the news. I think clearly the story of the week, you would have thought it was the Pope having 42 ,000 words of feelings about AI, but my guy got just immediately news bumped by the Ferrari Luce. What is going on in Italy? He asked. What's wrong over there? Everyone has lost their minds in Italy, is what's happening. So the Luce, just to very briefly set the scene here, is Ferrari's first EV.

2:59David Pierce:This is a company that a decade or so ago said it would never do electric cars, that has kind of poo-pooed this whole idea for a very long time, tapped Johnny Ive and his company Love From to do a lot of the design work. This is a big deal for Ferrari, right? I guess, like, let's actually just start there. I think how important is the idea of Ferrari's first EV to the car world in general at this moment? Five years ago when this started, I think it was very important. In 2026, it is not important. Interesting. Is how I would describe this. Explain. So, you know, I'm not a Ferrari person. Lots of people have lots of feelings about Ferraris.

3:36I'm a car person and I know enough about Ferrari to know that Ferrari has increasingly become like not just a luxury brand, but like a club for rich people to be in. So you can't buy a new Ferrari unless you already have a Ferrari. Like that's just how it works. Like it's becoming increasingly exclusive to own a Ferrari in ways that like some people really don't like. Like Jay Leno is like an enormous car guy. He doesn't have any Ferraris because he thinks that exclusivity is weird and bad. you can go watch videos of him talking about that at length. The reason all the crypto bros have Lamborghinis is because Ferrari won't sell them Ferraris.

4:14Like, no amount of money can buy you a Ferrari. Right. It will definitely get you a Lamborghini, and thus we have Lambos. So this company is just like, it's repositioned itself in like very specific ways. People really like the cars. There's obviously, Ferrari has a brand. It has an ethos. It has a look, which is very important. And so the idea that it needed an EV always struck me as odd. Because it's not like it's chasing market share. Sure. Right? It's not like, oh, we need an EV to compete with Tesla. It's like, no, to buy a Ferrari, you have to have a Ferrari. And there's a long waiting list of people with Ferraris.

4:47Ferraris also come with terms of service. So if you buy a new Ferrari, you're not allowed to resell it because you signed a terms of service and they will repossess the car. Like, it's just like, this is not a company that needs to chase market share. Right. So why do an EV? And the answer, you know, from Ferrari's point of view is like to be on the cutting edge, to build a thing that only Ferrari can build using the technology. of today. And then you sort of add Johnny Ive and Mark Newsome to the mix and you're like, all the announcements are like, this will be the pinnacle of what a car can be.

5:15And that's, I would say that's where the hype was.

5:18David Pierce:Okay. This also helps me understand the thing that the car actually is too, because they did all of this material. They filmed a bunch of things with Charles Leclerc and Lewis Hamilton, who are the Ferrari Formula One drivers. You could not have made more out of this release if you're a Ferrari, right? They clearly mean this to be a moment, I think, for the reasons you're describing. But also, I think the overwhelming question coming out of this release has been what on earth is this car? What did Ferrari do here? And I think you would go into it thinking, okay, you could probably sit most people down and ask them what a Ferrari looks like and get an answer, right?

6:03David Pierce:Like they have a specific shape, a specific vibe, a specific sort of emotional response. David, what color is a Ferrari? Red. Like a Ferrari is a Ferrari. See what I mean? Yeah, like this is what I mean. I am not a car guy and I could pick a Ferrari out of a lineup of a thousand cars. This car looks absolutely nothing like it. It's also blue. I suspect most people have seen some of these pictures before, But it looks like an EV way more than it looks like a Ferrari, if that makes sense. It looks like anything but a Ferrari. Yes. It's full of like smooth lines and everything is very like sort of space agey.

6:43David Pierce:And they're doing the thing where they want it all to feel like one piece. It's very Johnny Ive unibody aluminum. Like the guy who made a MacBook made this car and you can see it. Like you really can see it. And everybody, I feel so bad for the influencers who went on this trip, by the way. So just, you know, here's just a little media gossip that David never wants to do. But I think people like the inside baseball. To go to the Luce reveal, Ferrari had to fly you out. This is against our policy. So we like tore ourselves into pieces trying to figure out how to go on this trip in a way that would comply with our ethics policy.

7:17And all the answers are like, you will, we will just pay out of pocket for a trip to Italy to see a car, which we could not justify. like just as much as this car was we couldn't do it everyone else who went went on a paid junket and so all of the videos you can see there's just pressure to like go along and no one can just say the thing they're thinking which is what what is this thing and then all of that content goes on the internet and everyone's like this thing sucks and i feel i mean i you know i don't feel bad for johnny ive but like this the the thing that he wanted out in the world is like this is what the Apple car could have been.

7:54Right? You see that was seeded to so much media. Like, so much of the framing of all the videos was, if you wanted to know what an Apple car could have been, like the ultimate car, like this is it. And I have to say the interior, which they announced first, looks incredible. Yes. Right? The switch gear and the handles on the screen to move it around and how the key works and it changes color as you put it in the center console to start the car. The rear seat switch gear particularly is like incredibly beautiful. And all of that is great. And you get outside the car and you're like, why does this Ferrari look like a Honda concept EV?

8:27Why does it look like anything but a Ferrari? And we're at the point in this cycle where like former Apple executives are texting me to be like, this is Johnny Hyatt on his own supply. Because there's no love lost between that group of people. Yeah, of course. Right? And it's like, yeah, if you leave him to his own devices and you get lost in the sauce, you end up with Ferrari making a Ferrari that everybody hates. If this thing, TC wrote for us, TC Sadek wrote for us, if this was a Volkswagen, everyone would be losing their minds and this was the most beautiful car I've ever made. But it's a Ferrari.

8:58Right. It has no sharp lines. It has some of the weirdest headlights I've ever seen, quite honestly. And like, none of it screams Ferrari. And it has five seats for some reason. Like, why did you make a five-seat sedan? It's a Ferrari. Like, at most, you're supposed to do Christian Bale and Batman and pile two models in the front seat and drive away. Sure. Ferrari. It's just unclear what the purpose of this car is and who it's for, except for Johnny Ive to be like, this is the car I could have made.

9:26David Pierce:Yeah. I think the, is it Ferrari? Like, what do we do with the Ferrari of it all? I think is a really interesting question. But I think on the spectrum of, would we all be freaking out if this is a Volkswagen? Not entirely sure. I agree. Well, if it was a$700 ,000 Volkswagen. But like, let me let me just show you some of the comparisons that people have been making. Like to your point about the there is the car that it is inside and there is the car that it is outside. There's a great shout out to pretend world on our website. Dom on our team pulled this out in our daily newsletter. Pretend world said what's crazy is that some of the exterior exterior details are really stunning.

10:06David Pierce:The top down images are super cool. Some of the rear details are beautiful. Then it's suddenly a Nissan Leaf. that's tough man that's rough but here like people put out pictures of the luce versus the honda accord which i would say have a fair amount in common and there is something to the similarity of the basic shape and vibe of this car i cannot describe to you how much it looks like a slightly fancier nissan leaf like right down to the sort of aqua blue color choice it's just it's a fancy leaf and i think the leaf has gotten way hotter so like kudos to the leaf for the glow up it has gone under but like just just the fact that this is immediately a car people see as other cars is such a weird ferrari choice like yeah some there there is the the luce versus the apple magic mouse boy are they the same shape there's like all the mark newsom car designs He's the other principal designer I love from.

11:08It looks exactly like that. There's Honda EV concepts that it looks like. Particularly the rear looks like a lot of other cars. You know, we talked for a long time about the Apple car. Johnny Ive worked on the Apple car for a decade. That project came to nothing. And the challenge in my mind for Ive was if you're going to make a car, you have to make the most popular category of car, which means you're making a midsize crossover, which means Johnny Ive has to design a car that looks like a shoe. Every midsize crossover looks the same. Like, everyone's seen that one picture where it's like all the cars look the same.

11:38Like, the Ford Mustang Mach-E looks exactly like the Mazda CX-5, looks exactly like the BMW X3. Like, that's the shape of a car now because that's the most popular category of cars. And yes, they're more or less expensive. And you just see that he got to Ferrari and he didn't embrace the fact that Ferraris don't have to look like anything except Ferraris. He tried to make a car. and that means the car looks like all the other cars, even with some Ferrari attention to detail. And it's like, you should have just made a Ferrari. I think the saddest outcome here is that people are using AI to redesign Johnny Ive cars.

12:15It's tough, dude. And the AI is doing a better job. I don't want to feel that way. Do you want to feel that way?

12:21David Pierce:No. But the thing I think is most interesting about this, and it's worth saying that there have been people who like this car, I'm sure, But there are a lot of people steeped in the tradition of Ferrari who think this is a problem, right? Like the idea that you look at this car and it is not a Ferrari has really bummed a lot of people out. Like there's this clip that's been going around. Let me just play this for you. It's from the former president of Ferrari, Luca di Montezemolo. Very good. and I'm going to play you the YouTube dubbed version of this audio, which is itself just a terrific piece of this whole thing.

12:59David Pierce:YouTube will now auto-dub this video, which is in Italian, into English. So please understand, this is not what this man sounds like. But I'm just going to play you this clip. The power of AI. And he's asked about this car kind of just offhandedly. And I would just say you can tell pretty quickly, is not thrilled with what this thing is. we risk destroying a legend but we can do it i hope that at least the little horse is removed from that car what should we do with china what should we do with china what should we do with china this is definitely a car that at least the chinese will not copy they will not that's brutal so the audio is incredible but there there are three things that he says there He says they risk destroying a legend.

13:48David Pierce:I've also seen it translated as myth. That like this risks tearing down the whole thing that is Ferrari. Thing number two, he says, I hope they at least take the prancing horse off that car. Which is just a knife. And then at the very end there, he says this is definitely a car that at least the Chinese won't copy. I don't know if I believe that. I disagree with him there. But like you couldn't say a series of meaner things about Ferrari than those three things in a row. Like, that is such a devastating take on what this car is that not only he's not even worried about, like, is this a cool car that's fast and going to be fun and people are going to like he's like, this is a threat to Ferrari.

14:26David Pierce:Like, yeah. Damn. I mean, the stock price went down on the day. Yeah. Again, it's very funny because Ferrari does not try to sell as many cars as it can. Yeah. That's just not been the business it's been in forever. It has been in the, you have to be on a wait list and know a guy who knows a guy who is approved to sell you a Ferrari so that you can buy another Ferrari. Or if you want to buy the new hot Ferrari, you've got to buy four of our shit Ferraris that no one wants to buy. Like, that is just the way that market works. And it's just funny that they put out this car. I think they really wanted to be like, we got Johnny Ive and Mark Newsom to make us a car.

15:02And it is an ultimate statement of what a car can be. Like, only Ferrari can make a car like this. And then they made a Nissan Leaf. and I just don't know what to do with that. There's a lot, like if this was an Apple car, let me just ask you directly. Yeah. If this was an Apple car, would you be like, this is hot?

15:21David Pierce:No, because I think, I think in general, my bias on this is I am deeply tired of this idea that everybody looks at EV and decides we have to completely change the look and feel and experience of being in a car because it's an electric car. And I think overwhelmingly what we're hearing, especially in the United States, is that people don't want that, that actually people like their cars and like the way it feels to be in a car. And that this idea that we literally have to reinvent every single piece of the experience because there's a battery in there now is just wrong. Like it's just actively not what people want.

15:58David Pierce:And I think you look at other places around the world and I think the EV picture is a little rosier, right? Like in China, EVs have been much more successful. that's in large part because they're super super super cheap and and ultra subsidized by the right and you look in places like europe where they've been more successful that's also because the government regulation is vastly more ev friendly and pushing much harder away from combustion engines i think in an interesting way the u.s has become the market that is the most sort of live and let live right like it is it is you everybody just has to compete on their merits and by and large, people are saying they don't want EVs.

16:35David Pierce:And I think that's in part because they don't want cars that look and work like this. People don't want to drive spaceships. People like the way that combustion engines feel. They like the sound of their cars. Can I just play you one, actually to this point? So I mentioned Lewis Hamilton and Charles Leclerc, the Formula One drivers. They did one of the jobs of being a Formula One driver is to be like a brand ambassador. That's a huge part of what these folks do. So they made like a sort of loving, introduction video where they drive the car, they talk about it. Even they cannot articulate why this car exists in the way that it does.

17:09David Pierce:Let me just play this clip for you. The design is very, very different to whatever we've seen from Ferrari in the past, but I think it's very futuristic. It's very Ferrari-like to look towards the future and to innovate. In terms of the attention to detail, you can tell that it's very Ferrari. Everything's soft and smooth, you know? Like, the feeling is really nice, like, quality-wise. I like the glass gear stick. And the key as well? The key is very cool. The key is very cool. Yeah. They're talking, like, if your introduction video is them agreeing on how cool the key is, you've missed something important about what your car is supposed to be.

17:44David Pierce:Sure. Like you said, there are a ton of details about this car that are very cool. No disagreement. But it's not a Ferrari. It's not a Ferrari. If you were only just listening to that audio, I encourage you to go watch that video. just on the main Ferrari social channel, which, by the way, all of their videos are getting roasted in the comments about how bad the car. So I feel bad. But, like, that video is just on the main Ferrari social channel. So you can watch, like, Lewis and Charles, like, try to be excited about the car. Like, it's just all over their faces. And then they're in the car, and, you know, they do, like, hot laps in the car.

18:20And it's very funny to see literal Formula One drivers have to pretend the car is shockingly fast. Because it's just, like, Like, they're Formula One drivers. It's not as fast as their day job. Right.

18:33David Pierce:It's literally illegal for it to be as fast as their day jobs. I don't know, guys. Like, there's a lot of fast cars out there. Like, you can watch them drive around Monaco in much faster cars. Here's what I'll say. I actually disagree with you about the US EV thing. And I'll give you one tiny example. We have a Cadillac Vistic. It's the three-row Cadillac EV SUV. It looks just like an Escalade, like a baby Escalade. Everyone loves this car. Like, we got a great deal on it. at sort of the end of the Biden administration where all the credits were flying and the dealers were trying to move all the cars because they thought the market was collapsed.

19:03Great. We pay as much for that car as we did our old Jeep because it was such a great deal at the time. Everyone loves this car. Like, we park it and people are like, what's that? And like, I'm like, it's electric. And they're like, oh. And that's really not the point of the story. The point of the story is - No, but that is the point of the story. It looks like an Escalade, but it happens to have a battery is the correct answer. Everyone's into it because gas prices are out of control. Right? And so like, everyone's like, oh, that's great. and now used EVs are really cheap but the real turn is we're about a year into having this car right and Becky drove my gas car which I never drive which like lives in the driveway in like case of emergency like start engine and we we just needed to be in different places for one of the rare occasions we needed to be in different places and she drove my car and she came back and I was like was it fun?

19:48did you have fun? she's like your car is basically a go-kart after driving this giant SUV and I was like did you go fast? she's like I didn't go fast and in fact I hate driving gas cars now because I love driving the EV and I don't want to go back. And this is, by and large, what all the car executives will tell you, right? That once you, like, live the lifestyle and you never go to the gas station anymore and you drive the car and you feel the acceleration and the instant torque and the blah, blah, blah, blah, blah, you're not going to go back to a gas car. They just can't get enough people into the EVs.

20:14And so, like, the Rivian R2, the big argument for this car, which is on its way out, plug Wasim, who is the head of Rivian Software, was just on Decoder where you're talking about the R2. It's on their platform. His whole argument is like once you have the mainstream car that looks like the SUV Americans want to buy, they will go into the car and then I will deliver them a software experience that's superior to the gas car because it's a little computer and it can run Rivian Assistant with the power of AI. And just like every episode of Decoder, we talk to the power of AI.

20:41David Pierce:Yeah, I think two thirds of that is correct. And then you hit voice assistant powered user interface and the whole car explodes. It all falls apart. But I think what you have really identified is people love Teslas because the software in Teslas is great. Right? The software experience of being in a Tesla, of having that all be one experience of over-the-ear updates, this is why people love their Teslas. Most other car makers are like, it's electric and it has bad software. And that's the experience most people are having. And they don't want the other stuff. Maybe. Maybe. But it's also, it's electric, it has bad software, and isn't it cool how much it looks like a spaceship?

21:17David Pierce:it's like no yeah people like ferraris because ferraris are hot dude like yeah this this car is many things it is not sexy like there's nothing sexy about the ferrari luce ferrari that like a fundamental fact of ferrari is that it makes sexy cars dude like what was the last thing johnny i've made that was sexy terrific question i will say i did have feelings when he grabbed the handle on the center console thing and turned it. That's hot. There are so many little details about this car that are sexy, but it is not a sexy car. I would argue that the iPhone 4 was the last, like, oh, that's sexy.

21:58Maybe. But you know how I feel about the iPhone 4. Like Apple design for the past, I don't know, five years, a decade, has been totally sex-free.

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22:07David Pierce:Yes. Yeah, for sure. But like, yeah, and I think the idea that this is Johnny Ive high on his own supply, I actually think is maybe the Occam's Razor explanation of why this car is the way that it is, both good and bad. Because there are, I think, he talked a lot. He did a long interview with Cleo Abram on her YouTube channel as part of this and talked a lot about not wanting to give up on digital screens and that kind of interactive interface, but also not wanting to have everything be a touchscreen. And there are a lot of details in this car that are really cool mixes of analog and digital experiences, right?

22:42David Pierce:Like the key is a good example. You put the key and you push it down. And he got really excited about how the color of the key sort of moves over to the gear shift as a way of communicating like the car is now on. And there are little details like that all over the car that are genuinely very cool and interesting. And I think if you look at Ferrari as sort of a tip of the spear of car design, and eventually this all trickles down into Camry's, I don't know if that's actually how it works, but there's something potentially exciting there. But the whole in this case is much less than the sum of all of those things.

23:13David Pierce:And I think that's what people are really responding to. Yeah, it needs to look like a Ferrari. Like, you know, the Johnny Ive design aesthetic is it's inevitable. And, you know, as I always say, the limitations become the defining feature of the product. And here it's like Ferraris aren't supposed to have limitations. Do you think it would have been more interesting in that respect if Johnny Ive had had to design a Camry that had to cost like a Camry as opposed to? Because in this case, this is the most expensive Ferrari ever. Like this is truly no holds barred, do whatever you want. And I think there are clearly some ways in which he got it right and some ways in which he got it wrong.

23:47David Pierce:But I think if you were like, Johnny, you have to make a car that is$35 ,000. This might have been a vastly more interesting project. Oh, without question. Again, the limitations, Johnny Ive overcoming constraint limitation is the superpower. Yeah. And it is true of every product he's ever made that has been a hit, right? the constraint and limitation of the first iMac was the CRT display, and he made that thing the star of the show. And that just goes on through all of the products. The AirPods needed to have antennas in them, now we have little stems. You just see him do it every time. He makes the thing that makes the product design hard into the star of the show.

24:23And with Ferrari, usually the star of the show is the V12 engine, which you do not have in this case. So what are you going to do?

24:31David Pierce:Yeah. Right? Like, I think the constraint of a Toyota Camry would have been much more interesting. And that was the promise of the Apple car. You know what a more interestingly designed car is? Like, as we're speaking, pre-orders for the Slate truck have opened up, which is just basically like an EV battery and motor in a box. Yeah, it's like barely a car. It's like$40 ,000. And you're like, this is a fascinating design object because it is so utilitarian and it is so designed for you to do whatever you want. with. And you're like, oh, this is a much more interesting product because the way it is designed is to not have any opinions at all, really.

25:11And it's funny, just like put the two things next to each other and see how people react, maybe probably to the price of the Slate truck. But also the idea that you can like take off the roof and put on a different roof and make it whatever car you want. And like, that's a lot different vibe than this blue blob is the future of Ferrari.

25:29David Pierce:and represents the absolute pinnacle of car design, right? Like there is a self-satisfaction that comes with Ferrari that I think also kind of rubbed people the wrong way on this one. There's like, by definition of the fact that it's Ferrari, we are correct, right? You have to think everyone at Ferrari knew. I wonder. Like imagine the meetings where they're like, we're going to have the social plan. We're going to get Lewis and Charles in and we're going to do a social video. And the social video producer is like, guys, I don't know we should do that. But in Italian, like, oh no. at some point they forgot to put the car designer in a room with johnny until it was too late and then they're like oh god he thinks he made a car it's honestly it's very possible mama mia i'm curious to know by the way what all of you think of this car i think especially now that the the news has died down a little bit everybody's had time to like look at the pictures digest it um if you love the luce in particular i want to hear from you first cast of the verge.com 866-VERGE-11.

26:26David Pierce:Tell a, tell a Neelai and I why we're wrong and why Johnny Ive is right. I, I'm, I'm genuinely curious. Excited for Johnny Ive to call. Steve from Detroit to be like, look, it was inevitable. All right, we just take a break and then we have a bunch of AI news to talk about. We'll be right back. Support for the show comes from Ring. You want your house to be secured while you're away. But even when you're home, wouldn't it be nice to see what's happening? With a Ring camera, You can do both. Keep track of packages and see who's at the door in clear 4K video with Wired Doorbell Pro. And you can make sure your yard is safe day or night with the Outdoor Cam Plus, which delivers a wide field of view and enhanced video clarity with Retinal 2K Video.

27:12Your door, your yard, your home. With Ring, it's protected. Shop cameras, doorbells, and more right now at ring.com.

27:28David Pierce:all right we're back uh neil it's it's now time for us to talk about a thing we keep talking about which is that most people seem to hate ai a whole lot and and that every time ai things happen the overwhelming response is no thank you yeah please make it stop um one interesting bit of data we talked a lot about google io last week the the all this new ai search stuff google is changing the search bar to make it an AI product in a very real way. DuckDuckGo, a search engine competitor that is sort of proudly not being overrun by AI, this is now a marketing thing. Like there's this browser, the Vivaldi browser that is all over all of my feeds now.

28:11David Pierce:And its entire pitch is we are the non-AI browser and it's working like it's bananas. But anyway, DuckDuckGo said that its own iOS app installs went up by 33 % week over week in the US. after this stuff came out. And there's just nothing to attribute that to except people are trying to run away from Google. And that is going to be a very small number up 33 % to another very small number for DuckDuckGo because Google won this market a long time ago and continues to own it. But like the attrition there is real and people starting to look for something else is real. I think leaving Google is one of the hardest user behaviors on the internet and people are starting to do it.

28:52So it's interesting to pull apart iOS installs and search behavior, right? So if you open the Google app on your phone and it's just loaded with prompts to use Gemini products and don't you want to read, tint your photos like bright blue because AI can let you do that now? Like maybe you go and install DuckDuckGo, but Google search might not be affected. And also the amount of DuckDuckGo installs was small, as you're pointing out. Right. So I see it. I'm very careful not to overread what one number means in the context of how big Google Search is. Yeah. That's not to say I don't think Google Search is getting weirder and goofier and it's less predictable, which I think is really bad.

29:35Yeah. Like the new intelligent search box can just lead you down infinite rabbit holes. like you know that do you have this behavior where like you do a search and you kind of click one result and that leads you to another result and you kind of remember the pattern in your brain and so you're like i need to recreate that pattern to get back to where i was going the new google search does not let you do that no it is much more whole cloth every time it's random every time now it can like might make you an app like there's something about that change where you know they wanted to be so intelligent and talk to you in multimodal that you can't pattern match your way towards like, I've used these keywords to get here in this path.

30:13I think they ought to change that. I do think that's like beyond just the AI of it all. Breaking that behavior is dangerous for Google because then you can go get that anywhere else.

30:24David Pierce:Yeah. The idea of when I search something, the same thing should probably happen every time. Yeah. It's such an interesting question because there's also a version of this, like a big thing that Google does, right, is make a lot of money when you do a bad job of searching. Because until now, you've had to go back to the top and start over. And actually, this has become a huge problem for Google over the years, because it had a lot of incentives to not be a very good search engine, because you would do more queries. And everything at Google has always been about query growth. And one way to get you to do more queries is to not give you the correct answer the first time.

30:59David Pierce:But in this case, this idea of it feeling like a grab bag does just make the experience worse. Like I no longer go to Google sort of confident in what's going to happen, right? Even if the answer was, we're going to have an AI overview for every single thing that you search and then a bunch of links on the right side. And then if you want to make more stuff, if that was just the sort of most common denominator Google experience, that would makes sense. It's not. You just, you search and you just have no idea. Do you have personal context turned on here, Google? I do. So the thing I've discovered with that is because it's constantly remembering other things you've searched and like reading your Gmail and doing all the personal context stuff.

31:40Not only are the answers getting less predictable, they're getting more like confidently wrong about me. Yeah. And so, um, Oh, have you noticed Google also pretends it lives where you live? Oh, that's interesting. No. So maybe this is just a silly example, but we swapped out our air conditioners for heat pumps. And so like, you know, just Googling what model, like how does it work? Should I use my Ecobee's with it? Like all this stuff. And by the end, it's like, you know, where we live in Westchester County, like this is a great model. And then like the third search is like, since you already bought those heat pumps, like I didn't buy shit.

32:11Like, what are you talking about? You know, it's like, you're not my friend. Like, I just need to get down the path. And there were some parts of it that were really useful, like spectacularly useful. Like, we have solar panels in the house now, and we're going to switch to these heat pumps. The gas prices are really expensive, but we sized the solar panels before we had the thing. Can you run the math for me? Like, am I going to save money because the air conditioning is more efficient, blah, blah. Like, real dad stuff. Yeah. Like, no one in this house wants to talk to me about this at all, but Gemini does.

32:44You know, this is the promise of it. I'm not even sure that's true, but it can't not. No, Gemini's like, you know, you and me, buddy, living in Westchester. And it, like, did it. It, like, figured out the math for me, and I checked it a bunch of different ways, and it actually had gotten it right. And all this is really useful. But then the next time I ran a search, it was just talking about this other interaction that I'd had.

33:03David Pierce:Right. And, like, that's the personal context. So it's, like, even the other search, which in my mind is totally unrelated, is, like, infected with my own history. and it, like, none of that, you can see how it will get useful, right? Sundar was just on Decoder and he's like, these things are going to come together. Like, the idea that you have the canvas where you make the apps and the AI mode in search, we get the answers, and then Gemini Spark, the agent platform. And so eventually you're going to say, I'm looking for this. And it goes off and just buys it for you instead of showing you a search result.

33:33Or it books you the service appointment on your behalf. Or it makes you the vacation planning app and you pick the places you want to go on what schedule and then it goes and books them for you. This is all obviously going to come together. But the thing you're going to do is what you're describing. You're going to destabilize the actual experience. It will be more random every time.

33:49David Pierce:Yeah. Well, and I think, again, you're describing what I think of as the this is the worst it will ever be fallacy, which is how everybody defends everything, right? Like, isn't it wild that this is the worst this is ever going to be? Like, as if the march of progress was linear and inevitable and perfect forever and ever. But what Sundar Pichai told you, it cast another way is we are running beta tests on every Google user on the internet until we figure out how to make this product actually good. We are going to subject you to the bad version of this in order to figure out how to make the good version of this.

34:29David Pierce:And that's what's happening. And I think that's what a lot of people are reacting to with these AI products is you're actually telling me this product isn't any good. But you're saying you have to use it so that we can make it good. Right. Like, because we can't unless we make you use it. So we are going to basically, you know, sit you down and tape your eyes open so that you have to use this product so that we get what we need in order to make it good. And nowhere in that trade is Google today is a good product. Did you see the clip where I showed sooner of the search results? They don't like it.

35:02When I do this, I love doing it. And I always do best Chromebook. This is best Chromebook, right? Yeah. Yeah. It's just a useful search. right like google should know like if you are the company that makes chromebooks you should know which one is the best one yes like you know in a lot of ways you should not need the web to tell you which one is the best one um and it's just a really commercial query right like the wirecutter built an entire business on the back of ranking for best chromebook everybody wants to win that rank we do it like everybody does it and there's you can put shopping links in there so just how you organize a page, a search results page for best Chromebook, to me, in my mind, just demonstrates a lot about the priorities of the product.

35:43I showed Sundar, and he said this really interesting thing. He said, that page is more opinionated than it should be. This AI result is more because it just told me an answer, which is not the same answer as Wirecutter, which is not the same answer as Tom's guide. I found that really interesting. The Google answer is different than the other ones. It told you a Lenovo laptop,

35:59David Pierce:right? I did. It was an expensive one, too. Yeah. It's also not the one it just tells me right now. Yeah. Weird, right? It says the Acer some of the time. Weird. It's weird, right? That like Google is not even consistent in knowing which was the best crime book. This is not the important thing. I recognize that it's not a subjective answer and you can make that page a billion different ways. But if you go watch the video of me interviewing Sundar, you see me hand him the phone and he knows it's coming because I do it all the time every time I talk to him. And he's like, great, out of trillions of queries, we're going to look at this one.

36:33And then I ask him, like, is this good? And he's like, you know, we actually have a very scientific way of measuring this to make sure it's good. And like we do it statistically. And I have just been thinking about that answer for a long time. right that google has reduced quality to some set of metrics that are in response to how people behave when they encounter the thing right right like you show up in the search result there's not a box that says i think this sucks there's just whatever you do next right right you don't get to shout into the microphone like it's weird that all the answers are different there's just whatever you do next and somehow that's supposed to reveal like your emotional reaction to the design of this page, to how the page was constructed, to the idea that the AI overview confidently tells you a different answer depending on who you are, what part of the world you're in, or your own search history.

37:24There's no way for you to communicate that to Google. And so Google's measuring all this stuff. And they're saying no individual search result is indicative of the whole product because there's trillions of search queries and we have this scientific process for measuring quality. But then you look at any individual search result, I can't actually tell you if this is good or bad. Only in aggregate and only based on my next click do you have a sense of this is good or bad. And there's something about this AI world, it's what you're talking about, like it's bad until you tell us to make it's good.

37:55And then there's me being like, I don't know that you can measure this this way, if at all. Like, is this good? Are we having good experiences with these tools? Is not measurable based on the next click of billions of people.

38:12David Pierce:No, which is why you land on things like query growth based on the idea that if people do more Google searches, they must love Google. Despite the fact that there's actually like a complete logical leap in there that suggests that maybe if you'd done it correctly, I would have gotten the answer the first time and I wouldn't have had to do more queries. That like actually maybe success looks like me doing fewer queries. It looks like growth and ad revenue. And so you pick all of these things to manage against rather than how do we make sure the pages are good? Because that involves some kind of actual practical decision.

38:47David Pierce:And Google is very aggressive about what it doesn't want on its pages. And I think it's got increasingly vocal about the stuff it doesn't want on its pages. They're picking fights with SEO farms. They've been fighting that fight loudly for years to varying degrees of success. but the idea of like, what is this supposed to be? No one will ever tell you. And I don't know that they know the answer. But if you think about it, like again, cast this out even further. You and I both Google best Chromebook, right? The next step of this, according to Google, is that it will buy me that Chromebook or that it should be able to, right?

39:24David Pierce:That I just say, buy me the best Chromebook and it should appear at my door in two days. That is everybody's idea of the future. If it's telling you and me different things, is that a success or a failure? And why is it telling us different things? And based on what criteria is it? Like all of this stuff is such a mess. Let me answer that in the good way or in the bad way. The good way, the positive vision for you Google best Chromebook and it determines a different answer for you and me and then it goes off and buys you the one that told you that it was the best. There's a positive vision for that, which is Google has enough context about you.

40:03It knows how you use the web. It knows what apps and services you use. It is in your Gmail. Like it, it has a sense of like what kinds of web pages you go to. Are you in Canva all day? Are you just reading documents? Like whatever thing that you're doing, it knows which Chromebook is best for you. Right. And that is actually a different answer than what Chromebook is best for me because I'm, I don't know, playing open web GL games. I don't even know what that technology is anymore. It's not OpenWebGL. Because I'm playing browser-based games all day. Sure. And editing video in, like, browser cap cut or whatever nonsense exists, right?

40:37Like, and so I have a different answer. And I need longer battery life and a faster processor, whatever it is. And so when I Google best Chromebook, it's tailoring the answer to me. I think that breaks people's fundamental expectations of what should happen when you begin the research process to buy anything. Right? Like I ask you what the best Chromebook is and maybe you know me and you're like, I just tell everyone to get this. For$200 more, you can buy a MacBook Air. Like end of story. But actually, if you know me a little bit more, maybe that's a different answer. And that's a different conversation you have with a person.

41:09I think most people Google best Chromebook and they expect to find like four different people or four different websites, like doing the testing and saying why, and they get to read it and make their own determination and that fills them with a sense of agency and then like you're done. And I don't think this is just about Chromebooks. There's sort of this concept in marketing right now about like terminal products where everything is marketed as I did the research so you don't have to and I, so I made the coffee maker. I made the last coffee maker you'll ever have to buy and it's because like choice is overwhelming and everything is actually the same microwave from China.

41:42That's what this represents. Like terminal marketing. Right? Like we're at the end of the line and Google's just going to tell you which one to buy because there's only one choice anyway. And I think, you know, pendulums swing back and forth. Like, maybe that's where we are now. It's not where we're going to be in the future. And AI mode doesn't have an answer to that other world where actually you do want a lot of choices. So you get to try on 50 different codes and see if that's the Chromebook that's best for you. Right.

42:06David Pierce:It's also important to say that even the first thing you described, even if that's exactly the future you want, not remotely close to being the case. Like, this idea of you have perfect data about me so you can make correct purchasing decisions about me is it can't tell you with any confidence what kind of toilet paper you like. Forget any of the rest of this. Like, none of that is close to coming to pass. And this is what I mean. Again, we're being served what everyone understands to be the bad version of this product because there's no way for them to build the good one otherwise. And no one has figured out how to ship just the good thing in the middle.

42:41David Pierce:Like, there are vanishingly few small scope good AI products. And there are infinite, bad, hugely ambitious AI products. You don't think that YouTube translation of the Italian president was good? Listen, did it say a bunch of English words? It sure did. It sure did. Speaking of YouTube, actually, there's some interesting YouTube stuff happening right now, too. And this is another thing we keep talking about is this endless back and forth between the platforms, which are desperate to get more and more AI content onto them, and users who are more and more interested in understanding what is and is not AI content and in many ways having it removed from their systems.

43:26David Pierce:uh youtube this week took its ai labels that like this is made with ai in some meaningful way out of they were it was buried like two settings deep you had to go into like the the provenance of the video in order to find out if it was ai and is now pulling it up so that on the page either like as an overlay on youtube shorts are actually under the player in main youtube it will have a little thing that says ai i would argue that that's very good and correct and this is the right thing. But can I read you a quote from YouTube's announcement? And I want you to try and make sense of where this line is.

44:03David Pierce:Yeah. So this is from YouTube's announcement. It says, by moving these labels onto the main stage, viewers get the context they need at a glance. This is now the single label format for all photorealistic and meaningfully AI-altered generated content on YouTube. For content that is unrealistic, animated, or slightly altered, viewers can find this disclosure in the expanded description. Nilay, I would like you to explain to me where that line is, please. What is a photo? That's what it is. That's the question, right? Like, you could drive a truck through the loopholes in that paragraph. Slightly altered is very good.

44:37What counts as unrealistic? So there are rules. I will say there are rules. You know, the big photo agencies have been dealing with this in the context of Photoshop for dozens of years. You know, there are lots of photography awards that have rules about how much you're able to edit the photo and you have to submit, you know, you have to testify that you didn't submit the photo. So like if you are a Getty photographer and you go to some event and you shoot a photo of some newsworthy thing, you're not allowed to use a lot of Photoshop on that. You're allowed to crop it. You're allowed to do some amount of just like brightness and contrast editing, but you basically have to leave that photo alone, right?

45:11You're not allowed to do much, right? And these are Getty's rules forever. You can just go look at them online. These are also the rules for the times. If you're like a photo nerd, you will notice New York Times photos have insane amounts of vignette on them because that is the only thing they allow. That's interesting. Is that really why? Yep. It's just like every New York Times photo is vignetted to hell and back because that's the one knob that they give the photo editors. And so they just turn it up because it's cool. Like, I think vignettes are cool. My personal photos are vignetted to hell and back because I think that's a cool look.

45:38But there are no other choices at the Times, really. So all the photos are vignetted. It's stylistic. It's cool. So here, maybe YouTube has some rules, right? What does it mean? what's the line between unrealistic or photorealistic? You can make hyper real photos. I can turn up the saturation in HDR on a normal photo of a sunset and make it look nothing like reality in two clicks. So I'm guessing YouTube has some rules. The challenge is if you're Getty, you're in a repeat game with a bunch of photographers you pay money to. And so everyone starts to understand the rules of the game and everyone has aligned incentives to play the game.

46:15It's the same for the Times and its photographers. It's the same for our photo rules. It's all the same. If you're a YouTube, you do not have repeat relationships with people to whom you pay money. In fact, you pay almost no one any money. And so everyone has massive incentives to break the rules to make the video of the president doing something dumb and not have the label on it. Right. And this is where, like, YouTube has to auto-label this stuff, and they're starting to roll that out. And, you know, I remain ultra-skeptical that any of these auto-label or systems or auto-metadata systems are going to work.

46:46just based on the fact that YouTube already has content ID and people upload full movies to YouTube all day and all night.

46:52David Pierce:Yeah. Yeah, none of this stuff works. And then I wonder, you know, this is going to launch a million conspiracy theories from people who are wondering if my thing gets labeled AI, what does it do to the ranking algorithm? And do people, will people yell at me because I made AI stuff? Right, right. Instagram rolled out AI labels ages ago and they took them away. They were auto-detecting metadata from Photoshop that was AI generated, Even if it was just like denoise or whatever, like generative fill, which everyone uses. It was detecting that and putting the AI label on the photos and people were screaming at the photographers and Instagram took it away because everyone hates AI.

47:25So YouTube is like cruising into it.

47:27David Pierce:Yeah. I mean, again, I'm just so fascinated by this idea between you have Neil Mohan running around saying that actually what we're going to do is put more and more AI tooling into the creator studio. right that it's you can now make an ai background of your short with two clicks and you can you can dub everything with ai and you can you can do all sorts of things with ai but we actually are going to have to put this this what amounts to a warning label on that's how people are going to experience this uh is as a warning label that this thing was made with ai and i increasingly don't know how a platform or a user of that platform is supposed to hold both of those ideas in their head that like What you're giving me is an infinite new canvas on which to make cool, creative stuff that we all agree is so rad.

48:16David Pierce:And then you're going to put a surgeon general's warning on the video after I make it about how I made it with AI. How do those two things continue to coexist? It just doesn't make sense to me. The real problem these companies are going to have, all of them are going to have it. Maybe YouTube will get there first. But I know Instagram and TikTok are going to have this problem, is that they want the advertisers to make the ads with AI. and there's and then who cares about the label well it's not who cares about the label it's if you if you're the person who says I don't want to see AI stuff but they've gone and pushed all the advertisers to make infinite amounts of creative targeted specifically to people using AI blah blah blah all this stuff they're talking about and you're like I don't want AI stuff they have to make a big decision about showing it to you anyway and you can assume which decision they'll make but they're going to piss off all the users who have said I don't want the AI stuff and they are pushing all the marketers to using AI tools to make more and more creative.

49:10Like, that's just where this industry is going. So, at some point, they're like, we can auto-detect it, we'll label it, and then we'll give you the switch to not see it. But the economics of their businesses are headed in the other direction.

49:21David Pierce:Yeah. That's a good theory. All right. Do you want to talk about the Pope before we switch off of AI stuff? Do you have any Pope thoughts? I know somebody who was at the encyclical and they came back. Cool. Yeah, it was my buddy Steve from Chicago. You know, Chicago Pope. And they just, they said the Pope was very fired up about it being Christendom's responsibility to make us more human, which was interesting. I was like, what about the rest of us? Like, I'm good. I like humans. Like, cool. That is interesting. But I get it, he's the Pope. I said that to our team and everyone was like, buddy, he's the Pope.

50:03Yeah. Like, of course that's what he said. What else is he going to say? But it was funny. It was a tech friend who was there. And that's what they said.

50:10David Pierce:Yeah, I think the document is fascinating. And I think it's actually been interesting to see the way that it's being read. Because the idea that it essentially boils down to is humans matter. And we should continue to remember that humans matter, even as AI continues to be a powerful technology. and the fact that, A, that's kind of a controversial take in some circles, and that, B, most people figured out that that's the message, I think has been really fascinating. There is a fundamental a-humanity to the way a lot of people talk about AI and the way a lot of people talk about what it's going to do to people's jobs and to the way that our economy works and the way that we live our lives.

50:49David Pierce:This fundamental disregard for the fact that people are people and that actually people matter. and if you don't take that as a foundational belief of the world that people matter uh you wind up down a lot of really dark roads and i think a lot of people in ai are running down those roads right now and so it's really interesting to see the pope be like forget all this agi nonsense like stop worrying about it like we have to agree that people matter or else we're lost before we even start having this conversation i think was like 40 it was 42 000 words to say that i think was actually pretty interesting.

51:23And released alongside a co-founder of Anthropic. Yeah.

51:27David Pierce:And then a day later, he got in the Ferrari Luce. There's a video of him sort of gently getting into the driver's seat that just makes me laugh every single time I see it. I don't know why. It just kills me. Look, I'm not like, you know, I'm not Pope-pilled. Although Chicago Pope rules. And I'm still trying to buy the parking lot of the church behind my house. So, you know, if you're out there, I don't know who's out there. But if you're out there, but like the idea that you need an external source of morality in a time of extreme immorality is like, that's what the church is for. Like, that's the role that popes play and he's leaning into it.

52:01It just, it strikes me as particularly odd that like the world turns to the pope to figure out what to do about AI is just, just like, I don't know. What was the last papal encyclical that you remember? Like, what are we doing?

52:16David Pierce:Listen, my dad was a pastor growing up. That's true. You don't want to go with me on encyclicals, buddy. I can do this all day. Fair enough. You know the guy who can sell me the parking lot behind my head. One other data point that we should just mention before we get off into the lightning round is this interview that Uber's president and COO, Andrew McDonald, gave this week, where he said a little bit the quiet part out loud, right? We've talked a lot on the show about this relentless run towards token maxing, and everybody has to use more. And Jensen Wong, the CEO of NVIDIA, being like, well, I don't trust any engineer who's not using$500 ,000 worth of tokens every year.

52:56David Pierce:And Andrew McDonald, the Uber COO, basically said, we are not seeing the connection between AI usage and actual productivity. And let me just read you a chunk of this quote. He says, that link is not there yet, right? I think maybe implicitly there is more that is getting shipped, but it's very hard to draw a line between one of those stats and, okay, now we're actually producing 25 % more useful consumer features. I think over the coming quarters and years, maybe that will become clearer, but I think today it's hard, even if some of the underlying metrics are trending in a really astronomical direction.

53:26David Pierce:What he's saying there is people are doing a lot of shit and none of it adds up to anything. Yeah, that's right. I think it's funny in the context of all the tech layoffs we're seeing where they're laying off product managers and designers and all the engineers are going to report to Jack Dorsey directly. That's what the product managers and designers are for. Yeah. Right. Brian Chesky is running around being like, everybody has to be a full stack engineer all by themselves. Yeah. It's funny because, you know, I know Brian and like his whole thing is you have to, he doesn't have product managers.

53:54He has product marketing managers, the same as Apple. And he's like, the person who invents the new features has to be the person who brings it to market so that they know what people actually want. And like, you can quibble with whether or not Airbnb is successful in that. But like, I totally agree with that as a theory. Sure. Right. Like, this is obviously very successful for Apple. Apple doesn't have traditional PMs. They have marketing managers. Like Greg Joswiak is the product marketing manager of Apple. Like that's how it works. And all these companies are like, we're getting rid of all of the people whose job it is to understand the users and design things that people know how to use.

54:27And engineers just ship stuff. And you're like, yeah, it didn't work. Yeah, surprise. Like, sure, we shipped zero useful features because we've refactored the code base that a bunch of senior engineers have been complaining about for 10 years, but that didn't do anything for anyone. Yeah. I'm excited to see that. This is, you know, as the guy who hosts a podcast about org charts, we are on the cusp of some of the weirdest org charts in history. And I think that's neat in the sense that it's all been the same for a long time. Like every company is kind of a copy of Google in like very real ways.

54:59But boy, is it going to be chaos.

55:01David Pierce:Yes. Yes. And the idea that any one plus cloud code equals every skill imaginable at a company, we are very quickly going to realize is not correct. Yeah. But yeah, anyway, I just thought that was an interesting quote. There was a lot of talk about that quote, and it's just one data point, but I think we're going to hear more stuff like that. That's like, what am I spending all these tokens to actually accomplish and ship that benefits our company and our users? You know, the flip side of that is even Sam Altman is like the real differentiation is taste. Yeah. Right, which means like you have a vision of what a good thing is, and then you make that.

55:35And it's like none of these companies are firing the people with taste.

55:39David Pierce:Mm-hmm. Yeah. You are right that the org charts are about to get a lot flatter and a lot weirder. And then we're going to invent a whole new, like, you know McKinsey is out there just being like, we have to invent a new paradigm and ship it to everybody. Like, what is the open office plan of the next phase of AI? I don't even know. All right, we should take a break. And then we're going to come back and do a lightning round. Be right back. This is advertiser content from Ring. It's the night of your big dinner party. Guests are arriving in two minutes and... There's still so much to do. The piccata still needs to come out of the oven.

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57:29David Pierce:All right, we're back. Hypedesk is off this week, which means it is time, Nilay, once again, for America's favorite podcast within a podcast. I assume he's just around doing stuff Brendan Carr is a dummy

57:54David Pierce:Oh my god

58:02David Pierce:Brendan Carr sucks

58:09David Pierce:Ah, beautiful. And thematically appropriate. Why is everything so Pope-y? It is so Pope-y. Ugh. What is going on? I think Chicago Pope would approve of that. That theme comes from Scott Williams. Scott, thank you for sending it in. We have a translation. It translates to God, the machine of Brendan. From the depths my heart is grieving. And then I believe Brendan Carr sucks. Brendan Carr sucks. Very good. This is a little one. This is a tiny little Brendan Carr this week. And there's no way to say this other than our man Brendan saw fit to issue a full press release from the Federal Communications Commission about a hat.

58:53That's what happened.

58:54David Pierce:I saw a tweet about a hat. Is this a press release about a tweet about a hat? Yes. I'm just going to read you the headline of the press release from the Office of Chairman Brendan Carr. FCC Chairman Carr presents first Build America Hard Hat. Also, for some reason, he's put Build America Hard Hat in single quotes, which makes no sense to me. Wait, so the name of the hat is the Build America Hard Hat? It's not the Build America Hard Hat. It's the Build America Hard Hat hat. Yes. Presumably. Brandon. Brandon, like, use the AI to figure out your quote usage. I don't know what you're doing. Anyway, so Brandon loves to climb a tower.

59:29He loves to wear a hard hat. He loves to pretend he is a tower worker in particular. And he loves the crews. You know, the crews out there laying fiber and doing stuff. He does not love the crews to go out in the world and lay fiber for rural Americans for cheaper prices and faster speeds. He just loves the crews. But the crews being brutally exploited by our nation's telecom monopolies is of no concern to him. He loves the crews. It's just a real disconnect here. I love the crews. No follow-up questions. Exactly. Do I want you to be paid more or lay more fiber? Not at this time, but I love the crew.

1:00:02So he's always out there climbing a tower, wearing a hat. And so he issued a press release. He decided that he would give out hard hats as awards, presumably to people who already have hard hats for work. This is a weird award to give, if you just think about it. Like, it's a ceremonial hard hat. Anyway, there's this guy, Philip Morrow, Hurricane Helene, which was devastating, destroyed connectivity and roads in his area. Philip and his crew waded into the Broad River and hiked three miles from Chimney Rock to Bat Cave, and he pulled conduit through the river and restored connectivity to Chimney Rock.

1:00:34This is great. That is... Kind of badass, honestly. Above and beyond.

1:00:39David Pierce:Like, dude in a kayak just pulling coax, like that kind of rule. And so to reward him, he has been presented the first Build America hard hat, which is obviously a story about Brendan Carr having a type of hat that he rewards to infrastructure workers instead of making sure they get paid living wages doesn't have healthcare. But he got a hat. And in fact, the hat is really about Brendan and issuing a hat. The press release is, FCC Chairman Carr presents First Build America hard hat, not heroic telecom worker restores connectivity to Chimney Rock. And as a result, it's getting paid. You know what I mean?

1:01:15The press release is about the giving of the hat, not the heroic thing the guy did. You see what I'm saying? Oh, brother. Even the sub-headline of the press release doesn't have the guy's name in it. Nope. It is still about Brendan. Visited Cruz. He visited the cruise opening a new cell tower to restore and expand internet connectivity. And it's like, no, it's about the guy who dragged the conduit through the river. That's what the press release should be about is not you putting stickers on a hat. Anyway, he's a real dummy. He can't help but make it about himself. Certainly, he should be working harder to get our heroic infrastructure workers paid more and not forcing every telecom company to cancel its diversity programs because you know who the infrastructure workers are?

1:01:57They're the people of America, broadly serving the people of America. Instead, we're handing out hats. Brendan, if you can defend any of these actions or you can explain how you intend to get our nation's heroic infrastructure workers paid more and have better benefits, including better health care, you're welcome to come on the show where I think you will lose, straightforwardly. Anyway, that's been Brendan Carr's Dummy, America's favorite podcast.

1:02:20David Pierce:Can I just say one more thing before we get off of this? Brendan, in addition to all this, posted a 90-second long video about what is happening. Never hands the man the hat. In no part of the video is anyone other than Brendan holding this hat. You know there's only one hat. He's going to present the same hat to everybody. I really, very early on, I forget who it was, but somebody described the Trump administration as mostly just a very sophisticated merch operation. And I think that's not incorrect. It's a high pass. That's what we have been calling it. It's a high pass, yeah. It's a content farm.

1:02:52Exactly right. They're running like the world's greatest SEO farm.

1:02:57David Pierce:It's just ridiculous. Okay. I have two lightning round items for you. Beginning with, would you like to spend a bunch of money on meta products for a bunch of features that you don't really care about? So I'm being slightly disingenuous, but I think this is fascinating. So meta is starting to launch. This has now been widely reported and confirmed that meta is getting ready to launch subscriptions for most of its products. You're going to be able to get Instagram +, Facebook +, and WhatsApp +, which are in fact different products. But then there's also a full meta one plus that rolls all this stuff up together.

1:03:34David Pierce:The idea seems to be sort of a freemium feature set in a bunch of cases. You'll be able to change the messenger app icon if you subscribe. You'll be able to have your Facebook story last 48 hours instead of 24 hours. you'll be able to search for the particular viewers in your stories which is a thing people wanted for a really long time right like thousands of people see your story you want to be able to search to see if somebody saw it um this is a feature that is very controversial and now you can pay to have it um all of this is fine right like i think to some extent this is like normal behavior when you're not growing super fast you make people pay for more features it's fairly normal this is what happens uh it's not all that far off from like the discord nitro model where you sort of get the basics for free and then some neat add-ons the thing i think is most interesting is and i think is is frankly the real business here for meta is they're rolling out the same kinds of opportunities to creators and businesses um so you can now get meta one essential uh which gives you a a meta verified badge like this is just straight out of the x playbook right like we're going to make you pay for what you thought were normal features available to you.

1:04:47David Pierce:But then for$50 a month, you can get meta one advanced, which will, among other things, make you show up higher in search results. You can now just straight up pay for visibility on meta platforms. This is just the most naked pay us to continue to exist on this platform play you could possibly imagine. This is just pure inshittification, to borrow the phrase from Core Doctora, right? They have distribution monopolies, and now they're, you know, and I mean classic intrudification. Most people hear that word, and they just mean the thing's getting worse, and I don't like using it. His, Corey's specific definition, which he's talked about with you on the Vergecast before, is that first you squeeze the consumers, and then you squeeze the businesses.

1:05:29Right. And now they're squeezing the businesses. They're like, oh, you still want customers? You've got to pay us money to access your own customers. Like, this is the heart and soul of intrudification. I think these distribution monopolies will not last in this way. People will rebel against the idea that everything on your feed is fake because it's paid there or it's put there by Clipform, which is another episode of the show you just did with Mia. Like that is coming to its conclusion.

1:05:52David Pierce:Yeah. I mean, did you read that New York mag piece that went kind of mini viral a week ago or so? Yeah, I read that the feed is fake. Yeah. Like Mia's piece, the clippening is very good. There's like this sort of increasingly mainstream idea that actually nothing in my feed is real. And I think people have been feeling that for a while and are starting to understand how bought and paid for your feed is to the point where I think people are going to start to tune out. Like I use TikTok less and less because it has gotten to the point now where one out of two things on my feed is a TikTok shop thing.

1:06:29David Pierce:yeah for whatever reason a lot of mine is candy and i say for whatever reason i bought a bunch of candy on the tiktok shop like i did this to myself what are you doing man there was a time where you could buy swedish candy on the tiktok shop for like pennies on the dollar unbelievable uh that that those days are unfortunately over for me but i i like tiktok less now and it is it is now blindingly obvious and becoming increasingly understood how these systems work and so for me it's like if I'm meta, I'm looking at this as$50 a month. This isn't going to last forever. We're losing this thing anyway.

1:07:03David Pierce:We have to squeeze every dollar out of it we can on the way down. And so we're going to make people pay to reach their audience. Already people believe this to be true, right? We hear this from creators and advertisers all the time, that they're now being told that to get the reach you used to be able to get organically, you now have to pay. That actually the only way to reach your whole audience is to boost your stuff to get in front of them, because we control the knobs and we control the algorithms. This is just making that straightforward to pay for. Yeah. I mean, it's going to work for a minute until it doesn't work.

1:07:35You know, like, Instagram already is hyper-commercialized. Yeah. And they will be the first to tell you that all the sort of organic activity Instagram happens in DMs. Yep. So, fine. Right? You want to promote your TV show and you want people to send clips of the TV show and DMs to one another? Fine. Like, but there's just something about this that, everyone feels the pressure. Everyone feels the screws tightening. And that doesn't last forever.

1:08:00David Pierce:I think that's right. And especially, there's one other feature that I didn't mention here, which is that now if you pay, you can see a quote mini preview of stories. I'm not completely clear on what that means, but you can see them without showing up as a viewer. And there is something here that breaks a fundamental contract of Instagram if I can now watch your story without you being able to know that I watched your story. Yep. And something changes. And it even says that posters will be notified that this feature exists and that when you post, people might be able to watch you don't see it.

1:08:32David Pierce:But, like, you've now destroyed an important part of why people like stories. But, David, think of the Drake verses we're going to get out of this. You're right. It's worth it. I would pay$2.99 just for that. They should charge whatever they want and Drake will pay that money. That's largely correct. By the way, if you don't understand that reference, what I'm trying to point out is that the song Hotline Bling is entirely about Drake using Instagram. Also, Drake, legendary DM slider. Do you see what I'm saying? Yeah. Just think about what someone saw my story, but I don't know who it was. Think about what that's going to do with that man's brain.

1:09:08Like, this is...

1:09:11David Pierce:From now on, you should assume that Drake has seen your story, is what Neil is saying. Anytime you post a story, you should assume Drake is watching it. Look, David, I'm hot now, and I know Drake is coming for me. all right what do you got oh i have the nerdiest gadget in the world compared to that this is like this is a nerd stuff this is the this is what you get on the verge cast uh you get culture and technology that's the whole promise of the thing that we make if this is sony bravia core we're ending the podcast it is not sony bravia core but it is sony bravia oh god okay they do come with sony bravia core which is the highest bitrate stream you can get outside of a kaleidoscape, which review I am told is worth coming.

1:09:52Anyway. Sony is, they put out the Bravia 7-2 and the Bravia 9-2, which are horrible names because they're not really 2s. They're the first generation of Sony's new RGB LED backlighting, which is probably the future of every TV that isn't an OLED. Really? Yes. Explain. So if you think about just like, TV technology. My theory is that if you pay attention to display technology, you can see the future. Because everything in our world is made of displays. And if you know how displays work, you can see what kind of products can be built. And then you can see the future. So we've had OLEDs forever. OLEDs are in our phones.

1:10:33They're in every kind of device. And OLEDs, as I'm sure the Virgcast audience knows, all of the little dots make their own light. Like all the pixels are their own little LEDs and they make their own light. And that's why you get perfect blacks because you're going to turn them all the way off. Every other kind of TV has had some kind of backlight system. So you've got an LCD panel that makes the color, and then you've got literally, in the case of the oldest TVs, you've got fluorescent lights back there, just shining light through the pixels, and that's what you get. And so you don't get true blacks, you get grays.

1:11:00And then the next turn was LED backlights. So you got rid of the fluorescent tubes, you added LEDs, you can control the dimness of those a little bit better, you get slightly better blacks. Then you added local dimming LEDs, so you made a grid of LEDs behind the screen, and you could turn them on and off, right? So you could get something like perfect blacks where the LEDs are turned off. Then you add like lots and lots of them, and you get like thousands of zones of local dimming. And so you kind of, you're re-approximating OLED in one way. Finally, now here at the end, we're getting RGB LED TVs where the backlights have their own colors.

1:11:37So you're sending colored light through the colored panel to make even brighter, more vibrant colors. So you can outshine OLEDs. you can get way brighter than OLEDs, and you get more vibrant colors, you can get more colors, you can get not quite the contrast, you can't quit true blacks, but you get this like rich, ultra-saturated color because the backlight itself is RGB color.

1:11:56David Pierce:So instead of shining white light through a green pixel to make green, I'm shining green light through a green pixel to make better green. Yes, that's like more or less the case. Interesting, okay. There's like problems with this, like you get color, crosstalk, you can get some noise. Sony says it solved all of it, But the idea is you just get the most vibrant color possible because you're sending colored light through the colored LCD. And if I understand this is cheaper because you still have a backlight, thus you don't need millions of individual lit pixels. So the problem right now is that they are not cheaper.

1:12:28So John Higgins, who is our TV reviewer, reviewed the first TCL one, which is really expensive. These Sonys, the 65-inch is$2 ,600. You can get a 65-inch OLED on sale for$2 ,600. So they're still not much cheaper. They will obviously get cheaper over time in a way that OLEDs have just sort of remained around the same price. But you get bigger, brighter colors. Like if you're a sports fan, this is the way to go. You just get brighter color in a way that OLED can't do. And that's great for sports and great for action and all this stuff. There are reasons to get an LCD TV. But these are the first ones.

1:12:58John gave them an 8. There are flaws with them because they're first generation. But this is Sony's bet on the future of TV display technology. and I'm paying a lot of attention to it because this potentially is how we do really bright, really vibrant displays across a number of applications where you can't put an OLED for all kinds of reasons or you want more brightness. And I think there's something here. I'm still an OLED person, you know? My A95L, I still think is the best TV ever made. But you can just see how much brighter and more vibrant the TV is. And the way that John talks about it, he's like, oh, there's something here that will attract everyone because people are attracted to brightness.

1:13:40They're not attracted to like OLED black levels. They're just like, that's the brightest one. So Sony can make the brightest one with Sony's picture processing. I don't know, I'm excited about it.

1:13:48David Pierce:If it can do the brightest one that is like approachably closer to having some of the OLED features. That's the idea. That seems like a huge win. That's the idea is that you'll get some of the black levels because you have the massive local dimming in the background, but you'll get brighter colors and more vibrant colors. Okay, that's exciting. I'm telling you, you know me, I love a TV. What's this going to mean for my frame TV? I have nothing but bad news about your frame TV, David. Oh, God. Yeah, my whole life is full of nothing but bad news about my frame TV. Except that it's not a Roku, which is pretty exciting right now.

1:14:26David Pierce:Have you seen this new, this is a total diversion, but have you seen the new Roku homepage that just came out? No, I've not. But so Roku's home screen used to just be a wall of apps, right? There would be the big ass ad on the right. And then the left was just a grid of apps. Now they're splitting that so that at the top, it's content, right? It's supposed to be like movies and shows you want to watch. And then they have a row of apps they think you might want to open and then more stuff. And then you have to scroll down even further to actually get to the grid of apps. And this seems like a good idea in theory because you're like, oh, yeah, sure.

1:15:00David Pierce:Just take me to the show I want to watch. don't make me go to the app and then to the show that I want to watch. This is a thing I've been advocating for for a very long time. There are two problems with this theory. One, Roku hates you and would just love to fill every single one of those spaces with advertising and is just utterly uninterested in making a good user experience for you. Thing number two is there is no version of this that is a perfect system. So, like, this is the thing actually that annoys me the most about the frame TV is I open it up and it has that continue watching panel, but it's from like a random smattering of apps that i open sometimes and so it's like netflix is not on there hbo max doesn't show up but like do you want to see the last thing you were watching on peacock five months ago here it is it's like the this is you've you've one third solved this problem and by doing so actually made the user interface vastly more confusing uh and roku is like i have a roku tv here in the basement that i i use occasionally uh and i i I got opted into the beta of it, I guess, and was immediately like, I am no longer interested in using this television.

1:16:03Every time Roku does a software update, something catastrophic happens, is my experience.

1:16:07David Pierce:And they add more ads. Like every time Roku does anything, it's to put more ads in front of you. And they do not care about how you feel. They don't. I'm so sorry. I mean, that's more in shitification too, but straight up. Yeah. All right, I have one more for you and then we should get out of here. This is just David's occasional, everything is getting more expensive update. The prices are too damn high is the subtitle of this section of the podcast. Valve raised the price of the Steam Deck by$200. That's brutal. Valve, you know, cites all the things that everybody cites. This is about the memory shortages and the chip shortages and all this stuff is more expensive and harder and more complicated to get than ever.

1:16:46David Pierce:All of that is true. But like the thing we have said a bunch of times on this show is it's all going to get worse before it gets better. and it just continues to get worse. Yeah, brutally bad. Everything everywhere is getting more expensive. And Sean Hollister wrote a really great piece pointing out basically this marks the end of a certain kind of era of technology. He was talking about it with handheld consoles in particular because there was this sort of beautiful moment where it was like, oh my gosh, we have an increasingly mature smartphone chipset that can do more and more. These things are very powerful.

1:17:23David Pierce:were able to make what amount to full-powered handheld gaming consoles for a few hundred dollars. And they were starting to be everywhere. Like companies you can't pronounce that you've never heard of were making pretty capable handheld gaming machines. This was like a big future of Windows if they could ever figure out how to make the software. Like this is going to be a thing. And this has now been absolutely systematically priced out of being compelling at all. Yeah. And I think we're about to see a lot of those things happen, right? Like there was a really great piece I read the other day about how cheap phones are a thing that don't exist anymore.

1:17:56David Pierce:You just can't buy a cheap smartphone. And that in huge parts of the world, that's hugely, hugely problematic because there are billions of people who rely on cheap phones and cheap Internet access to live their lives. And those phones aren't literally aren't being produced anymore because the financial side of it doesn't work for anybody. So there's like, there are just bands of products that are just ceasing to exist because the price of it doesn't make any sense anymore. Yeah. And there is no sign that this is getting better anytime soon. I've been having conversations with people who are like really into politics and they all want to talk to me about data centers.

1:18:30Are data centers the big issue of the midterms and AI? And I love to say the products aren't good enough and maybe the products be good enough and I'll change people's attitudes about data centers. Everyone wants to talk to me about this and that's fine. And maybe data centers will be the big issue of the midterm. People can't afford video game consoles is like right there, right? You made it hard for people to play video games or be excited about buying new handhelds or upgrading their gaming PCs or whatever it is. It's going to be right there. It's like right there next to gas prices. And I think people forget how pervasive video games are and how pervasive cheap smartphone supply chain products are, right?

1:19:08Like everything in your life is basically a smartphone. Like everything's an Android tablet. We had the CEO of Skydio on Decoder, Adam. Really cool. You know, they're making like military drones and first responders. And we got really into the weeds of like working with the government and the military and building technology. And at the end, he let me fly one of their drones. Oh, cool. And I did one that was like totally remote. You know, it was in California. We were in New York and I did it on this laptop. And then I did one, their indoor drone, just on their controller. And their controller is legitimately a controller with just a Samsung phone in the middle in kiosk mode.

1:19:39And this is like the cutting edge drone company. And he was like, yeah, it's just easier. Like, we're going to make our own controller. It's basically an Android tablet. Like, right now we can just buy Samsung phones and put them in kiosk mode. And, like, it was, like, built in. It was, like, seamlessly integrated. But it was just obviously an Android phone, right? Huh. Like, he booted it up and it said Android on it in that way. And he was laughing. He was like, basically everything's an Android tablet. You just have to have the patience to want to build your own. But if you're busy, you just, like, go take one off the shelf.

1:20:07And that's the arrow that's coming to an end. Where it's like, oh, you can just take for granted that an Android tablet exists as a computer that can run whatever device that you're actually interested in making.

1:20:17David Pierce:Yeah, there is just none of that left. Can I just tell you how this has affected me personally this week? Yeah. 007 First Light came out. The new James Bond video game is by all accounts fabulous. Everybody loves it. I love a James Bond game. I will even play a shitty James Bond game and I have played many. The only console I have right now that will play it is a Switch 2, which I bought before it got more expensive. So I legitimately was like, okay this is a game i will play enough to be worth buying a ps5 so i will bite the bullet and go buy a ps5 did you know the ps5 is 650 now what the hell did that happen what are we doing they've raised the price i went back and found this out they raised the price twice over the past year sales have plummeted as a result uh it's i'm not spending 650 on a playstation 5 i now have to wait several months until this thing come to the switch and it sucks i hate it and I blame everybody.

1:21:09David Pierce:But also, if you have First Light and I can come to your house and play it, please let me know. That's brutal. Did you look at used ones or those going up too? They have gone up there. They're out there. And that may be where I end up. But even the prices of those have gone way up. Like it's not that much cheaper to buy a used one anymore. That's not what's supposed to happen to consoles over the course of their life cycle. No, the PS5 is like many years old now. We should be done with this. That's crazy. Makes me sad. Yeah. Anyway, everything keeps getting more expensive, which is why my advice continues to be go buy the two expensive things now because I really think it's only going to get worse.

1:21:45That's some real Jim Cramer advice to end the Vergecast. It's rough.

1:21:50David Pierce:Whatever the top of this is, it does not feel like we've hit it yet. Yeah. But also, just, you know, don't buy things. It'll be fine. All right. We should get out of here. Two bits of business. This one Monday is Daily Vergecast begins. You're going to be around a bunch on the show, including obviously on every Friday episode. But you also have this other podcast. What's on Decoder next week? Decoder next week is the CEO of the Recording Academy, Harvey Mason Jr., the guy who runs the Grammys. Boy, did we get into our feelings about AI and music. Oh, wow. Yeah. You're not supposed to be able to win a Grammy if he's AI, but AI is everywhere in music.

1:22:27So he's got a real puzzle to solve. Oh, that's fun.

1:22:30David Pierce:I like that. We're also gearing up for all of our WWDC coverage. That's in two weeks. We're like deep in developer conferences and it's Computex next week. It's Build next week. We got a lot going on. It's going to be insane. The AI things just keep happening and the people keep hitting them and we will be here talking about it. Remember, you can subscribe to The Verge for all of our ad-free podcasts. I will tell you, maybe more than any of our other shows, daily Vergecast is going to be vastly better with no ads. We are like working very hard to make sure that we make the best version of it, the ad-free show.

1:23:03David Pierce:And I think it will be worth subscribing for, just for that reason alone. But you can also get all of our other shows ad-free. If you have thoughts and feelings and want to get in touch with us about anything, you can always email us, vergecastatheverge.com or call the hotline 866-VERGE-11. We also have more hotline space in a daily Vergecast world, which is a thing I'm very excited about. Until then, the Vergecast is Verge production and part of the Vox Media Podcast Network. This show is produced by Eric Gomez, Brandon Kiefer, and Travis Larchuk. We will see you on Monday. Nilay. Rock and roll.

From the publisher

The Ferrari Luce is here, and suffice to say it is not the electric Ferrari anyone expected. Nilay and David dig into the Jony Ive-designed car, from its marvelously appointed interior to its decidedly non-Ferrari-like exterior. (You might even call it... Nissan Leaf-like.) After that, the hosts discuss some of the latest backlash against AI, Google's ongoing AI-based changes to Search, and AI content labels. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, some deeply nerdy display tech, and the incredible rising price of everything.

Further reading:

⁠Ferrari reveals its first EV, with design help from Jony Ive ⁠

⁠Jony Ive’s Ferrari looks nothing like a Ferrari ⁠

⁠This Ferrari should have been a Volkswagen ⁠

⁠Ferrari’s stock plummets after disappointing Luce unveil. ⁠

⁠‘If I were to say what I think, I would be hurting Ferrari.’ ⁠

⁠All the news about Ferrari’s polarizing Luce EV⁠

⁠YouTube is putting AI labels where you’ll actually see them⁠

⁠People sure do hate Google’s AI Search updates.⁠

⁠Pope Leo warns of the risks of AI in major papal document ⁠

⁠The Pope isn’t AGI-pilled ⁠

⁠Did the Pope use AI to write about the dangers of AI? ⁠

⁠Sony’s first RGB TV is a statement piece⁠

⁠Facebook launches a ‘Plus’ subscription that gives you extra features ⁠

⁠Valve raises Steam Deck prices by more than $200 ⁠

⁠It’s not stopping any time soon. ⁠

⁠The golden age of handheld gaming is already over⁠

Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11.

((Timestamps are approximate.)

00:01:00 Intro

00:02:00 Daily Vergecast Era

00:03:00 Ferrari First EV

00:06:00 Why Luce Looks Wrong

00:07:00 Media Junket Ethics

00:08:00 Apple Car Vibes Inside

00:10:00 Comparisons to Leaf

00:13:00 Ferrari Legend Backlash

00:16:00 EVs Should Feel Normal

00:19:00 Cadillac EV Counterpoint

00:23:00 Jony Ive Constraints Debate

00:30:00 Anti AI Search Shift

00:32:00 Google Search Randomness

00:37:00 Beta Testing Users

00:42:00 Personalized Buying Future

00:45:00 Bad AI Products Everywhere

00:46:00 YouTube AI Labels

00:49:00 Auto Detection Doubts

00:51:00 Ads Versus AI Opt Out

00:52:00 Pope On Humanity

00:55:00 Uber Questions Productivity

01:03:00 Brendan Carr’s Hard Hat

01:07:00 Meta Subscription Squeeze

01:14:00 Sony RGB Backlight TVs

01:19:00 Roku Home Screen Ads

01:21:00 Gaming Prices Spike

01:26:00 Wrap Up
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