Jason Snell on Apple TV+, gifts for users, and the soul-sucking term ARPU

Jason Snell:

In the regular phone call with Wall Street analysts, Apple CEO Tim Cook tried very hard to get investors excited about Apple’s opportunities to make lots of money while not making it seem like Apple’s lost its soul in the process.

And:

Consider the soul-sucking term ARPU. It stands for Average Revenue Per User (or, alternately, Unit), and it’s a useful-yet-noxious lens through which businesses can view their customers. Of course, businesses should be aware about how much revenue their customers are generating—the issue is more that focusing on ARPU is often a sign that a business is on a path that will attempt to wring every last penny out of its customers.

Jason does a nice job explaining the balance Apple finds between being purely focused on ARPU, and prioritizing a positive customer experience. Part of that balance is the. “gift” of Apple TV+:

The analysts wanted to understand why Apple, after spending billions of dollars on developing a bunch of new premium television content, was going to give it away to purchasers of Apple hardware for a year.

And Tim’s reply:

Yeah, it’s it’s a gift to our users, and from a business point of view, we’re really proud of the content, we’d like as many people as possible to to view it. And so this allows us to focus on maximizing subscribers, particularly in the early going.

Read the whole article. It’s interesting, and really frames the competing pressures of maximizing revenue, quickly building up a subscriber base from nothing, and finding a way to keep customers happy, all at the same time.

Apple commits $2.5 billion to combat housing crisis in California

Apple:

Apple today announced a comprehensive $2.5 billion plan to help address the housing availability and affordability crisis in California. As costs skyrocket for renters and potential homebuyers — and as the availability of affordable housing fails to keep pace with the region’s growth — community members like teachers, firefighters, first responders and service workers are increasingly having to make the difficult choice to leave behind the community they have long called home. Nearly 30,000 people left San Francisco between April and June of this year and homeownership in the Bay Area is at a seven-year low.

First things first: Bravo. I’m guessing we’re going to see a wave of responses to this announcement, some of it snarky, some calling for the money to be spent in different ways. But no matter the takes, Apple didn’t have to do this. That’s a big chunk of change for anyone to spend for the public good.

The breakdown:

  • $1B, affordable housing investment fund
  • $1B, first-time homebuyer mortgage assistance fund
  • $300M, Apple-owned and available land for affordable housing
  • $150M, Bay Area housing fund
  • $50M, to support vulnerable populations

Well done, Apple.

Apple’s Halloween Messages support message

[VIDEO] The content is useful, if not already well known. But the tone of this video (embedded in main Loop post) is just spot on and, in my opinion, worth watching all the way to the end. Great music, great voiceover.

Get an Apple TV 4K for $90, while supplies last

That seems an impossibly good deal, 50% off from AT&T.

Is there a catch? Not seeing it. But it does make me think this is cheaper than a year of Apple TV+, assuming this qualifies for the free year. And it also makes me wonder if this is an indicator of new hardware coming.

How to watch Apple TV+, a growing reviews thread, and other useful links

Apple TV+ is out, at least in the US. Here are a few links you might find useful:

  • Start off by launching the TV app on your Apple TV or iOS device. Or, in Mac Safari, jump to the main Apple TV+ page.

  • Follow the headline link to Apple’s main Apple TV+ support page. Lots of detail there, answers to most common questions.

  • This Reddit page is dedicated to reviews, broken down by Apple TV+ show. The goal is to keep it spoiler free, but caveat emptor.

  • This review from the New York Times appreciates The Morning Show, and just glows about For All Mankind. As to See, they couldn’t suspend their disbelief. I say, watch for yourself, and give these shows time.

  • Here’s Apple’s official Apple TV+ press release. They seem quite fond of it. 😊

A reminder: Buying a new Apple TV, Mac, or iOS device gives you a free year of Apple TV+.

Google acquires FitBit

Google Blog:

Fitbit has been a true pioneer in the industry and has created engaging products, experiences and a vibrant community of users. By working closely with Fitbit’s team of experts, and bringing together the best AI, software and hardware, we can help spur innovation in wearables and build products to benefit even more people around the world.

And:

Similar to our other products, with wearables, we will be transparent about the data we collect and why. We will never sell personal information to anyone. Fitbit health and wellness data will not be used for Google ads.

FitBit occupies a niche outside the traditional ecosystems, a space between Apple Watch and Google’s Wear OS. FitBit runs its own operating system, FitBit OS. My guess is, FitBit will migrate that OS to Wear OS over time, but as is, the Google wearables universe is now slightly more fragmented.

Bottom line, FitBit has chosen sides. Resistance is futile.

AirPods Pro impressions from NYC

This is a nice little writeup from a Redditor who picked up AirPods Pro from a New York City Apple Store.

Read the whole thing, but two snippets I had to post:

If you buy them in-store, set them up next to the line of display iPhones. Absolutely hilarious to watch a full line of iPhones pop up the setup box in sync. When you press connect on yours, all the other ones will switch to “Not your AirPods Pro.” If that’s not a “pro” experience, I don’t know what is lol.

I definitely want to see a video of this. If you are at an Apple Store and have a way to capture this, please do send it my way.

And this on sound quality, vs AirPods:

It’s actually a bigger step up than I thought previously (I was mostly paying attention to ANC quality). The seal makes a big difference but honestly the drivers are just better.

Was wondering if the drivers are new, and if they made a difference. If you care about the subtlety of the AirPods sound, here’s another, more detailed take on the difference.

Inside the iPhone 11 camera

This is from the Halide blog. It goes deep, and is full of fascinating insight into the new camera system. Or, rather, the emergence of the incredibly important role that machine learning has taken on in the iPhone 11 camera.

If you are at all interested in the iPhone camera, set aside a few minutes and make your way through this.

AirPods Pro teardown

Watch the 3D X-ray video in step 3. Very cool.

Looks like the battery is deep in a well of glue and solder, so about the same repairability as previous AirPods generations. Which is to say, 0/10. Feh.

Apple posts two more Apple TV+ clips, big day is tomorrow

[VIDEO] Both videos are embedded in the main Loop post. The first one, from the show Servant, is just a mood snippet, very short.

The second is an introduction to the world and characters of See. What I find most intriguing about See is that they are building a world, just as they built a world for Game of Thrones. I’m more inclined to forgive sloppy writing or plot point holes in the early days if the world being built is immersive enough.

Tomorrow is the big day.

Apple is laying the groundwork for an iPhone subscription

Kif Leswing, CNBC:

Under the argument for an iPhone subscription, which some people call Apple Prime after the Amazon program of the same name, Apple would bundle hardware upgrades with services like iCloud storage or Apple TV+ content and hardware for a single monthly fee. This would let it switch iPhone sales from a transactional model to a subscription model, potentially driving the stock price up without having to increase product sales or prices dramatically.

And:

″In terms of hardware as a service or as a bundle, if you will, there are customers today that essentially view the hardware like that because they’re on upgrade plans and so forth,” Cook said during an earnings call. “So to some degree that exists today.”

And, most importantly:

“My perspective is that will grow in the future to larger numbers. It will grow disproportionately”

I had the chance to be on John Gruber’s show (recorded yesterday, guessing it’ll drop today or tomorrow, assuming John is not too horrified with the results), and we were talking about this, peripherally. John mentioned the future possibility of Apple Prime, a concept similar to Amazon Prime. From the article:

Under the argument for an iPhone subscription, which some people call Apple Prime after the Amazon program of the same name, Apple would bundle hardware upgrades with services like iCloud storage or Apple TV+ content and hardware for a single monthly fee.

I suspect we’ll all eventually be subscribing from a menu of services, including column A, software, column B, traditional services, and column C, hardware. Intriguing.

Gruber: AirPods Pro first impressions

John Gruber:

Wearing noise-canceling earbuds on the subway and walking through the city is going to take some getting used to. It’s so good you really do lose sense of your surrounding aural environment.

And that’s a good thing. Combines with:

The “Transparency” mode is interesting and a little mind-bending. It really does make it possible to conduct a conversation while still enjoying the benefits of noise cancellation.

And:

Transparency lets you hear parts of the world around you. One obvious use case for this: jogging or running and maybe just plain walking on streets where you want to hear the sounds of traffic.

To me, this is a huge benefit. Traditional noise-canceling means, when walking, you won’t hear that car horn (or, at least it won’t be alarmingly loud, which is what you want in a car horn) or other sound of warning.

Another bit I like:

The force sensor — the flat section on the earbuds stem that faces forward when in your ear — is effectively a button. But it’s not a button. It doesn’t actually move, and it doesn’t provide haptic feedback. But it acts like a button and — most importantly — sounds like a button. When you press it, the AirPod Pro plays a click.

This is a great review. If you are considering AirPods Pro, John does a nice job painting a picture of what they’re like in real life.

Google brings its ‘.new’ domains to the rest of the web

Take a minute to open up a new browser window and enter the address:

doc.new

If you are a user of Google docs, you’ll create a new document. You can also use:

sheet.new

That’ll create a new spreadsheet.

If this is new to you (it’s been this way for about a year), no surprise, it’s not well publicized.

With that as the baseline, read the linked article to see all of new “.new” coming. The two biggest are “word.new” to create a new Word document, and “playlist.new” to create a new Spotify playlist.

Interesting that Apple is not a player here.

Apple resumes human reviews of Siri audio with iPhone update

Mae Anderson, AP:

Apple is giving consumers notice when installing the update, iOS 13.2. Individuals can choose “Not Now” to decline audio storage and review. Users who enable this can turn it off later in the settings. Apple also specifies that Siri data is not associated with a user’s Apple ID.

One of the little publicized changes that came with iOS 13.2. Most likely because the HomePod change and bricking monopolized the news.

Personally, I opted in. Comes down to trust. I trust Apple with my privacy.

iOS 13.2 emoji changelog

Lots of changes. Worth the time to scroll through the linked post just to get a sense of what’s new.

$4.99/month Apple Music student subscription now bundles Apple TV+ for free

Benjamin Mayo, 9to5Mac:

In a surprise announcement, Apple has announced its first bundle deal for Apple TV+. For subscribers to Apple Music on the student plan, $4.99 per month, Apple will giveaway Apple TV+ at no additional charge.

My favorite bit:

The news was announced on Hailee Steinfeld’s Instagram page, who stars in Dickinson. Apple TV+ launches this Friday.

Not clear if this is intentional experimentation, or different approaches taken by different teams, but Apple is clearly using a variety of approaches to get the word out on new product.

First take on AirPods Pro in the wild

[VIDEO] MKBHD unboxes his brand new AirPods Pro, offers up his impressions after one day of use. Video embedded in main Loop post.

The Apple TV+ reviews are rolling in

Take all the reviews with a grain of salt. This is Apple TV+’s maiden voyage.

My two cents? Like all networks, there will be a range of quality in the collection of Apple TV+ shows. There are stinkers on Netflix. There will be stinkers here. But Apple is no doubt in this for the long haul. No matter how they do, they will profit from these early experiences.

Try the free trial, binge, see if anything clicks for you. That’s my plan.

Apple’s brand new, “exploding” AirPods Pro ad

[VIDEO] There it is, at 35 seconds in (video embedded in main Loop post). The exploded view, showing all the pieces that come together to make the new noise cancelling, water splash resistant, AirPods Pro.

The first time I saw this image, I had a brief moment of hope that I’d be able to take these apart myself and swap the batteries. But I’m going to assume that all these pieces are glued tightly together, with the exception of the click-in-place rubber ear-tips.

As to splash-resistance, the AirPods Pro are rated at IPX4, which you can read all about here.

Steve Jobs’ 1985 Playboy interview

Fascinating interview. A slice of history, for sure, but my favorite bits of this read are when Steve explains concepts. He was so very good at translating the abstract into something you could wrap your head around.

Wonderful read.

Samsung’s “space contraption”

[VIDEO] This is a crazy story. Samsung created the SpaceSelfie mission:

Samsung Electronics Co. Ltd today announced a bold, out-of-this-world mission as it launches the Galaxy S10 5G 65,000 feet above the earth to give consumers the chance to get their face in space.

But what made the news is not the mission, but the mysterious blinking object that fell from space and landed in a Michigan couple’s yard.

Read the article (headline link) and watch the video embedded in the main Loop post. I love the references to the “space contraption”.

[H/T Robert Walter]

Evolution of the scrollbar

The scrollbar page is interesting, but wish there was more detail and a more fluid navigation system.

That said, don’t miss the infomesh.org link (Information mesh was the one of the names in Tim Berners Lee’s original World Wide Web proposal). I especially liked the hackers.exe timeline.

[H/T @tperfitt]

Apple shares new Privacy on iPhone ad

[VIDEO] I love this ad. Beautifully filmed, with no mention of Apple or iPhone until the close.

The message is powerfully crafted and presented. Well done. Watch it. Embedded in main Loop post.

Apple revamping smart home efforts after falling behind Amazon, Google

Mark Gurman, Bloomberg:

Apple Inc. is ramping up hiring for a team that is working on new smart-home software and devices in an effort to catch up in a field where Google and Amazon.com Inc. have dominated, according to people with knowledge of the matter.

Two elements at work here. First is HomeKit:

The overhaul is designed to spur more outside accessory and appliance makers to connect smart-home products such as lights and garage doors with the iPhone and Apple’s voice-activated digital assistant, Siri.

Not sure I’d use the phrase “falling behind” to describe HomeKit. Over the weekend, got a tour of some new home construction that was built from the ground up with HomeKit compatibility, including smart locks, smart music systems, and smart light switches throughout the house. The sense I get is that new construction offers HomeKit compatibility as a matter of course.

But where the phrase “falling behind” seems appropriate:

The team also is exploring the possibility of building new home devices beyond the HomePod speaker.

There’s the rub. Amazon and Alexa have a clear lead here, with huge inroads into your home. HomePod still feels like a one-off, not a seamless part of a house wide ecosystem. Feels like HomePod and HomeKit are crafted by two separate product teams, where all Alexa products feel much more cohesive, unified.

All the Apple Support videos

You know those videos that Apple posts showing “How to share your ETA in Maps”, or “How to use your iPad as a second display with Sidecar”?

Apple has a searchable YouTube channel with all of these videos. So if you come across one in, say, a Twitter ad, and want to share it, follow the headline link and track it down.

The channel goes back about a year.

Six reasons why iOS 13 and Catalina are so buggy

David Shayer, TidBITS:

iOS 13 and macOS 10.15 Catalina have been unusually buggy releases for Apple. The betas started out buggy at WWDC in June, which is not unexpected, but even after Apple removed some features from the final releases in September, more problems have forced the company to publish quick updates. Why? Based on my 18 years of experience working as an Apple software engineer, I have a few ideas.

Who is David Shayer? From the bio:

David Shayer was an Apple software engineer for 18 years. He worked on the iPod, the Apple Watch, and Apple’s bug-tracking system Radar, among other projects.

My default when I hit posts like these is to take everything with a grain of salt, set skepticism on high. Read the pundit takes, read the bio (look for an axe to grind), and read the comments below the post.

This one passes the vast majority of those tests. This doesn’t feel like post-Apple spite, but rather a knowledgable take on problems, with thoughts on where things are going wrong.

Apple is a fast moving train, steadily producing and refining immensely complex products. Apple is dancing to the opposing forces of satisfying shareholder demands for ever-increasing growth, and user demands to stop and fix the bugs. Short of halting forward progress and retooling, there’s no easy answer here.

The one where Apple tried to buy its way into Hollywood

Bloomberg:

Van Amburg and Erlicht promised to make two seasons of Aniston and Witherspoon’s show without shooting a pilot episode first, and they offered more than $250 million, including more than $1 million per episode for each actress, according to people familiar with the terms. This was unprecedented. At the time, the biggest TV stars earned about $500,000 each per episode.

And:

At Apple’s first Hollywood premiere, in October, Van Amburg and Erlicht addressed the sense of whiplash head-on. “Zack and I knew how to create a premium, high-quality, great show,” Erlicht said. “What, in retrospect, we didn’t know how to do was create from scratch a premium service at Apple.”

Another behind the scenes take on Apple TV+. Snarky headline. Interesting read. Apple is eating an incredibly steep learning curve here. Launch is about a week away.

Selena Gomez shoots new music video entirely on iPhone 11 Pro

[VIDEO] Sure, this is great marketing, a win-win for Apple and Selena Gomez, but it also stands on its own. Yet another example of how far Apple’s iPhone camera efforts have come (video embedded in main Loop post).

Filming a movie, or a review, or an ad on an iPhone is no longer a compromise. It’s a cost effective solution.