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Andrew
We've all watched Hot Ones enough.
David
We shouldn't.
Andrew
I have. Not everyone, but David has watched Hot Ones enough that we should.
David
The only episode I watched was the one where what's his name, like, you better be careful.
Adam
David is right there.
Andrew
Marquez has been on it twice.
David
I think I watched that one. Wait, twice I watched one. I didn't know. You went on again.
Marques
Unbelievable. I talked so much about you on that episode. That's crazy.
Adam
He was like, my good friend David.
Marques
There was a whole section where Sean is like, I heard you're friends with David. You should totally watch it, dude.
David
All right, that's cool. Keep it up.
Marques
Yo, what's up, people of the Internet? Welcome back to another episode of the Waveform podcast.
Adam
We're your hosts.
Marques
I'm Marques.
Andrew
I'm Andrew.
David
And I'm David.
Marques
And this week, we've got a regularly scheduled. I said else is going to.
Ellis
I am going to interrupt you. That's right, because.
David
And I'm wrong, Burgundy.
Ellis
And I'm interrupting you because this episode is not like normal episodes. Do you guys know why this is a very special episode?
Marques
Is it because it's the last one?
Ellis
It is coincidentally the last episode of the year, but that's not what's regularly scheduled.
Andrew
Of the year.
Marques
Yeah, but that's not what he means.
David
Hit it, Rich.
Ellis
Oh, no, guys. This episode is being taped at 5pm which means this is the first ever episode of.
Andrew
Oh, Waveform After Dark.
Marques
After Dark. Thank you, Rich.
Ellis
You can get the lights again.
Andrew
I was wondering why Rich is here. I was like, this is a long clip for you.
Ellis
That was it.
Marques
Should we talk about why we're here at 5pm yes, we should.
David
That was a good transition.
Marques
Okay, so today I got to finally get Some hands on time with this thing right here, which is the Samsung Galaxy Z Tri Fold. This morning we went into the city, got some info from Samsung on what it was about and got to shoot some footage of it. And then we got back to the studio and the one that I bought from Korea had also arrived the same day. And that is this one right here.
David
So how much did it cost you from Korea? Do you know how much it costs?
Marques
So I'm gonna get my invoice later. So I don't actually know, but I hear it's somewhere between 2,500 and $3,000. Dang. It's an expensive phone, but I've watched other people's videos on it and I've seen photos of it and it looks like such a chunk and I keep thinking, oh, it's kind of a gimmick, like whatever. Samsung's doing the trifold thing, but it's obviously not going to be reasonable to use. And then I picked it up and held it and I used it with the screen closed, which is basically the same as the Z Fold seven. And it's fine. And then I opened it and it's a whole tablet on the inside. And I'm starting to think this is actually kind of a nice, like a really nice phone this year. It's obviously super expensive, but I'm holding up to the camera for the video viewers. This thing is a full diagonal 10 inch tablet on the inside and I like it more than I thought I would.
David
So are we gonna get rid of short form video now that we're gonna be able to have landscapes in our pockets?
Andrew
No, because like you said, you said this before. You can put, you can put three short form videos across it and play it like a slot machine.
Marques
Wait, can you actually, I mean, you can.
Andrew
It's literally short form slots.
Ellis
And if you get all three screens showing the same short, like if before you page, then you win
Andrew
and you can't stop until that happens.
David
Yeah, instead of it being like a seven, a cherry, like three or four things, it's millions of videos that you have to get lined up.
Marques
So yeah, you can do three things side by side.
David
If you get all three videos being the same, then Neil Moynihan has to step down and you become the CEO of YouTube.
Adam
His name is Neil.
David
Neil.
Ellis
Not Moynihan Station.
David
Sorry, Neil. I love Moynihan Station. That's beautiful.
Marques
So there's a couple quirks about this I'll go through. So the basic specs are actually kind of fine. They're just like a one year old flagship. Samsung is using the Snapdragon 8 Elite for Galaxy. So not 8 Elite Gen 5, but 8 Elite for Galaxy. The only spec is 512 gigs of storage and 16 gigs of RAM. So that's pretty sweet. The outside screen, like I said, is the exact same as Z Fold seven.
Andrew
Wait, real quick, is there a one terabyte version? I thought on the Samsung Press Mobile
Marques
something maybe that's not coming to the US because I was told it's only one spec 512.
Andrew
Okay. There might be somewhere where you can get a one terabyte version.
Marques
Oh, okay. Even better. But yeah, the outside screen, the COVID screen is just your classic 21 by. What is it? 21 by 9? I think it's a widescreen, obviously. Definitely 2600 nits, 120 hertz. Why am I. It's hard to talk. I've been talking all day. It's been a long day. It's been a long day. But then you open the phone. Oh. On the back has the cameras, same as The Z Fold 7 as well. So 200 megapixel primary and then an ultra wide and a 3x telephoto.
David
So mid.
Marques
Great. Okay. Yeah. But then you open it and it's like. It's a tablet.
David
So dope.
Marques
It's all the things you can watch full screen videos, you can game. You can have apps side by side and they're not actually cramped. That's huge. You can type on a full size keyboard. You have decks all the time even without being connected to a monitor. You can also connect it to a monitor, mouse and keyboard and use it as a second display.
Andrew
Can I ask a stupid question?
Marques
Go for it.
Andrew
What does dex not on a monitor even mean? Because isn't the whole point of dex that it goes on windows? It's just like. It's just more computer.
David
Like I guess.
Marques
Yeah, yeah.
Andrew
But on the screen. Okay, fair.
Marques
No, that's a very valid question.
David
Yeah. So it's like full. It's full screen apps that give.
Marques
What's a computer different.
David
Like, like if you're in the files app, it'll show the full tree structure and then you can resize windows and you can keep them in certain areas. It's literally a desktop.
Andrew
Everything's computer.
David
Everything's computer. I know.
Ellis
It's just an iPad.
David
Well, it's a Samsung Galaxy Tab.
Andrew
Oh wait, that's kind of.
Marques
I've got three windows open here. And then I go, you know what, I want to go to a new Space.
David
Whoa.
Marques
And do three more windows and then move back.
Andrew
I'm going to say something real quick. Those creases are pretty rough right now. Those are not good.
Marques
So the creases are rough and whatever. It's like. It's kind of similar to the early generations of other phones with crease where when I'm looking at it and using it, the content is more than enough to distract me from the crease. But if I am analyzing the hardware. Yeah, it's so obvious. The creases. The creases are two different sizes because there are two different hinge ratios because the left side is the inside fold and the outside folds around the inside fold. So it's even bigger. So, yeah, there is a lot going on with the hardware engineering, but I found that actually using the phone and just watching videos and like typing and emailing and all that stuff is really solid.
David
Question.
Marques
Yeah.
David
Considering the square aspect ratio of a bi fold is kind of lame for watching videos and doesn't really do anything for you, in my humblest opinion. How much of a 16 by 9 video fits full screen on this? How many. How many black borders?
Marques
There's small black borders, so the whole thing wide open is 16 by 11. So it's pretty close to like, if you watch. I don't know if you can find a 16 by 9 YouTube video, but our videos are two by one. And there's reasonable black bars, but it's way bigger than a full slab. And if you go, yeah, 16 by 9 videos, you're even smaller black bars top and bottom.
David
So it's like it's most of the display though.
Marques
You'd say, yeah, it's pretty nice. Apps that use the whole screen, like gaming or whatever.
Andrew
The split screen keyboard is literally, there's no keyboard on the middle panel that's so wide.
Marques
That's so fun. Samsung's tablets do that too, so they just treat it like it makes sense.
Andrew
It's just really jarring to see a whole panel with.
David
I do love the idea of, like being on an airplane and being able to play like a PlayStation 2 game with a controller. Like, is that not awesome?
Marques
God, that's.
David
Is that not awesome? God of War.
Marques
Yeah, I'm. I'm preemptively thinking about what the comments will be like. We just published our video. My hands on with it. I think one common concern or question that I have is like, all right, I already have a tablet. Like, why is this better than a tablet? It's not. It's just that it can fit in Your pocket? Yeah, that's like the main, like obviously if you already have a phone and a tablet, this isn't for you. But the person who wants to have a phone and a tablet but take it in their pocket with them. Yeah, this does that.
David
I mean you have to have a bag to carry a tablet with you basically.
Marques
And you don't with this with a 10 inch screen.
David
Yeah, that is pretty amazing.
Marques
So that's sweet. It has a cellular connection all the time which is nice for a tablet. It's thinner probably than the tablet you're thinking of. But the other thing is it's definitely a smaller battery than the tablet you're thinking of. Most 10 inch tablets have like an 8000 milliamp hour battery roughly. Even Samsung's like S10 tab. S10 has a roughly 8000 milliamp hour battery. This has a 5600 milliamp hour battery. Is that YouTube's desktop site?
Andrew
No, that's actually I'm trying to find a 16 by 9 video. So that's your iPhone 5s review.
Marques
Is that a 16 by 9 video?
Adam
I'm.
Andrew
I was guessing. We switched to 2 by 1 when Brandon and Vin convinced us to. Yeah, like 2018. So that's pretty good.
David
And then you can enlarge it and then it's.
Marques
Yes. And that looks awesome.
David
Looks pretty good.
Andrew
That's pretty. Oh no, that's definitely cutting a lot off the sides when it's full screen.
Marques
It is when you full screen. But yeah.
Adam
What is the IP rating of this?
Andrew
48.
Marques
IP 48 which is also the same as the Z Fold 7 so you can drop some water on it, next to it, around it.
Adam
That's impressive for a gen 1.
Andrew
A dust particle or like piece of sand being folded in not once but now twice.
Marques
Probably that.
Andrew
Yeah.
Marques
Probably don't get dust particles.
David
I'm concerned about that. That's going to be the longevity test for, for people that have this early.
Marques
Yeah. I think this is fair to consider it a first gen product. Like it's a first gen tri fold. So it's first gen something. I think I'll turn location lock off. Rotation, rock, rotate rotation. I turn the. I turn rotation lock off. I've said so many words today.
David
Have you seen that trend that's been going around that's like it's on the TV and it goes rock sock, rock sock box, rock sock. I feel like you could not do that. Right.
Marques
I'd be very bad at it right now.
Adam
Marques, are you going to daily this?
Marques
I've Been thinking about it. I imported it from Korea, so I'm not exactly sure what the Banzer situation is going to be looking like. But on this, on this phone, I think I would like to daily it. I think I can get my esim in there and try it.
David
Oh, it's not. Landscape lock is not. Oh, wait, yes it was.
Marques
Hold on.
Andrew
Almost did it daily because we almost
David
just lost it on the floor.
Ellis
The amount of products that we've like taken out the box and dropped on
David
this podcast is like Linus, watch out. All right, cool.
Marques
Yeah, I am more of a fan than I expected to be. I really think there's a big difference between the on screen presence and the in hand presence of this phone for sure, which is so hard to convey in video because you're watching this on a screen. So it's like it probably doesn't translate very well. But you'll have to take my word for it.
David
I can't wait till there's another Chinese version of this. But it has better batteries and it's got like 12,000 milliamp hours or something.
Marques
Seems like that's en route. I mean, are we talking about this later? But isn't there some more steam for this iPhone fold this year?
David
Yeah, it's coming out next year.
Marques
People think it's going to be like kind of a squat regular size phone and then it opens up to be wider than it is tall. Which makes sense because the whole idea with all these square folds is you don't really get a ton out of a lot of media situations.
David
Is that a new leak that just came out?
Andrew
I saw someone posting it, but it looks rumors so poorly.
Marques
Like I don't think it's rendered.
Andrew
It felt. I just like glazed.
Adam
So it like opens up into like an iPad mini, like turned on its side basically Kind of.
Ellis
Yeah.
Marques
I think I saw somebody did a mock up of basically like imagine like the first gen pixel fold, like that sort of passport size. But then you open it and it's wider screen and that makes it better for watching videos on the inside, which I could see that being a highlight, you know, of this phone.
Adam
Okay, question for you guys about this. Fast forward 10 years. Are we using smart glasses or are we using folds like this that unfold into like a giant tablet?
David
This. I mean we'll have smart glasses as well.
Marques
You said 10 years or five years.
Adam
I say 10 years. Let's do 10 years.
David
I think that not everyone is going to. If you're. If you don't have a prescription, you'll Use smart glasses as sunglasses. If you do have a prescription, people will start using smart glasses on the daily. But I don't think it's going to replace their phone. I think it's just going to be the meta Ray ban style. You know, it'll have a display, it'll give you notifications. But yeah, I don't know, I probably won't wear it because I have perfect vision.
Ellis
I think show off. I think there's like a degree where like we're now that we're hitting like max dopamine technology. You know, we're finding that like outside of video games and vertical video, like people don't really spend like that much time using tech. So I think the value prop of a device that can't really do vertical video that well or game very well. Like I don't know if people are gonna wear no. No smart glasses.
Marques
Oh, like I don't know.
Andrew
But I would argue smart glasses. That's kind of the point of it is it's just it's there when you need it and because it's so convenient that it's there the times you do need it and you don't have to pull something out of your pocket or it's just like. Right.
Marques
Fun fact.
Andrew
I ain't trying to waste time pulling out my pocket. I don't even. I use wireless charging. I'm efficiency major right here.
Marques
Wow. You can doom scroll Instagram reels on the meta on the highway.
Ellis
That's right, yeah.
Adam
Oh God.
David
That's one of their use cases.
Marques
Yeah, I just looked it up. We went from not having any foldables to having foldables the way we have them now in about eight years.
David
Has it been that long?
Marques
Like The Z fold one is 2019 and we had foldables for maybe a year or two before that. So like 2017 to 2025.
Andrew
And it's progressed so much that even this triple folding. Well, the tri fold is thinner than the Z fold five. It was that thick for that long. Like when it's folded up. When it's folded up, it is thinner than the Z fold 5. When the Z fold 5 unfolded, it's
Adam
thinner than the iPhone Air. We put it up to the. To Brandon's thin Air.
Andrew
The panels are three different sizes. Are they all smaller than it?
David
Well, you know, they're also as thin as it's.
Andrew
Yeah. If you can't fit it through a slot.
Marques
That is one of the interesting things about this phone is each one of these panels is a slightly different thickness. 3.9 millimeters on the left, 4.2 millimeters in the middle, 4.0 millimeters on the right to fit battery and USB type C and, you know, speakers and all the things happening in this phone, that's just how it. But yeah, they're all thinner than the iPhone air. And then you fold it up and it's thinner than Z fold 1, 2, 3, 4, and 5. Kind of crazy.
Andrew
I think I just realized a very small mistake we made in the video.
Marques
I cut that out. I'm thinking the same thing because you
Andrew
said the middle panel for USB C, but it's the middle panel when it's folded, when it's unfolded, it's the right panel.
Adam
Yep.
David
Oh, God.
Marques
I caught that and cut it out.
Andrew
I. Yeah, I never would have thought of that.
David
These are harder to describe when you have 3D space.
Marques
Audio people are like, I don't understand.
Andrew
Well, yeah, audio people. When you're unfolding it, they kind of looks. Yeah, not doing that.
David
The phone's USB C port is on the bottom when it is folded up. But because the bottom is actually the middle, the rightmost.
Marques
Wait, never mind. It's the rightmost panel is the USB C port.
David
It's the rightmost panel, which is the bottom when it's folded.
Andrew
What is.
Ellis
You ever bought like a. Like a fish from a fishmonger? It kind of unfolds like that. Like, you lay it down, you go one and then two, and then you got your fish.
Andrew
I actually fillet it. Isn't there? Like, is it on Reddit or something when you, like, retire a phrase? Because it perfectly hits like you found the perfect description for that.
Marques
Yeah.
Andrew
I think we can retire fingerprint magnet with this phone because lord, the amount of fingerprints on the surface area of this phone, it's crazy.
Adam
You gotta wear gloves.
Marques
It's like black and gray carbon fiber mimicking fiberglass composite. It's smooth. And I think it makes sense in here because you have to make something smooth with a little bit of a bezel that you can then safely close the outside screen over.
David
Yeah.
Marques
So no real texture, but yeah, very much a fingerprint mat.
David
Did you get the kickstand case with it?
Marques
The case that comes with it is just a sort of a back, spine, and back cover case. So that's the Samsung case. It also comes with a 45 watt charger in the box. It's crazy.
Andrew
Throw you a little bone for $3,000.
Marques
Yeah, yeah, yeah.
Adam
That wobble is crazy.
David
The wobble.
Adam
I just saw you put it down.
Marques
I mentioned it in the video I got, every time I mentioned it, people are like, you put a case on it. Okay, so fine. So you'll put a case on. It'll be fine. But this is one of the biggest wobblers of all time.
David
The case that comes with is thin enough. It's still gonna wobble like this.
Marques
It wobbles a lot less. I tried it. I actually think that they thought about that when they made the case for this.
Andrew
They should bring back the bikini case for this.
Marques
The bikini cases, actually, it was kind of iconic.
Andrew
It was iconic. Ellis doesn't remember it. Search Galaxy S8 bikini. Was it S8 Galaxy S. Can I hold it?
David
I for one. And I'm excited for you to test this so that I can decide whether or not I definitely will not.
Ellis
I did it wrong and it yelled at me.
Andrew
Oh, I did want to see that.
David
It yells. It vibrates at you.
Marques
It vibrates strongly.
Andrew
Can I see that?
David
So you.
Ellis
Can I break it? Is it bad?
Marques
I haven't.
David
It's bad. If you break it.
Marques
Nothing's really happening. I mean, if you try to, like, smush it, probably not.
Adam
Because
David
you can do that. You can do it the wrong way.
Ellis
Yelling at me.
Andrew
No, it does.
Marques
When the screen does it. Yeah. Stop.
Andrew
Okay.
Marques
Yeah. It doesn't like.
David
It doesn't like it.
Marques
It yells at you. But otherwise, yeah, very intuitive.
David
Well, I'm excited to see whether or not you actually get value out of this. This is what I have considered like the dream device for a very, very long time. And if I could have something that I could just carry a little bit. A little keyboard with me and a little mouse with me and I could just write on Google. All I want to do is write on Google Docs. That's all I want to do without having to carry a laptop. So if this can do that, I'm very happy.
Andrew
I just like that the light phone and this came out in the same year.
Marques
Wow.
David
Maximalist and minimalist.
Ellis
I do maintain, like, the most fun I've ever had on a foldable is E reading with one page on each side. And I don't know what that would
David
be like because it looks like a real book.
Ellis
It feels like a real book.
Andrew
A real book couldn't even do this.
David
Can this do three pages?
Ellis
Yeah, yeah.
David
Four dimensional book right here.
Ellis
Yeah.
David
Okay, great.
Andrew
So, yeah, that was our. We have the Z fold in. In house. For real? For real. On God. Final MP4.
David
Last week's episode we titled the Galaxy Z Fold. The Galaxy Z tri fold is here for real. For Real on God. What are we supposed to title this week's episode?
Andrew
Final MP4.
David
I like that.
Andrew
No, I think. Yeah. All right. That title went hard last week also. CTR was fantastic.
David
It was early. Speaking of the things that you can do on the Galaxy Z Trifold, if there is. If. If there was this new social media app coming out that is supposed to replace Twitter, you could run it on one of the three screens.
Adam
Was that a. Was that a segue?
David
That's what I was trying to do.
Marques
Oh, yeah. C plus.
Adam
Yeah. What I expect.
David
Come on.
Ellis
It was.
Marques
All right.
David
All right.
Andrew
Segway Wordle last night.
Marques
Yeah, I think it was Segway.
Andrew
It was either Segway or Suede Segue. I think I guessed to Suede first.
David
Wow.
Marques
Well, what is the social media.
David
All right, let me tell you about this.
Marques
Yeah.
David
Okay.
Marques
So federated.
David
No, it's not. And this is why.
Ellis
No point.
David
This is why I'm like, if you're going to make a social media app in the future, just stop non federating them. Come on, guys. So what is it?
Marques
We're in 2020.
David
Okay. So a couple of weeks ago, this startup popped up called Operation Bluebird. And effectively what they're trying to do is get the Twitter name back because they are making the claim that X abandons the Twitter name when they switched everything to X. Which I would, you know, agree with.
Marques
I would disagree.
Andrew
Really?
Marques
Dude, I think they very hastily changed some things like the URL and the logo to X. But for a long time, pieces of the UI in the settings still said Twitter.
David
Correct. But that was them being like, lazy.
Andrew
Yeah, I like agree with both of you. I think it is still everywhere and is still almost considered Twitter for the most part. But I think the owners of Twitter,
David
they said, yeah, it's not Twitter anymore.
Andrew
And like, they make fun of people for calling it Twitter still.
David
And like, Elon replied to you on X, you said, I'm still calling it Twitter, and Elon said, you won't. Yeah, well, is that. That's got to be used in the litigation.
Marques
We're still calling it Twitter today.
David
That's got to be used in litigation.
Ellis
Yeah.
David
Anyway, so last week they filed a petition to the U.S. patent Office to cancel X's ownership of the trademarks for Twitter and Tweet.
Marques
Trademark.
David
Yeah, trademark. Because X had made it clear that they didn't have any intention to use the Twitter name anymore.
Marques
Okay, Right.
David
X has now sued them, which they didn't need to do. They could have just filed a motion to cancel the trademark infringe the trademark cancellation.
Adam
I'm sorry, what's X? You keep saying X.
David
Okay, here's another problem. When I'm trying to Google something on the X platform, it's impossible because you just write X in Google after and nothing comes up.
Marques
Twitter doesn't try to search Twitter and you're using, like, Google space X. Yeah,
David
it doesn't do anything.
Marques
It's a possible space x dot com. Does that work?
David
You could probably do a site space.
Adam
X is a different company.
Andrew
Yeah.
Marques
Look what.
Andrew
Look what happened.
David
Yeah, it's bad.
Adam
Yeah.
David
Anyway, they're suing. Trying to stop them from doing this. They're arguing that as of December 14, more than 4 million users came to X by typing in twitter.com. that's really.
Ellis
I'm one of them.
Marques
I am one of them, too.
Andrew
Everyone has all uses.
Ellis
This is so frustrating because I want to stick it to the man and call it Twitter, but I'm actually on the platform.
David
Well, you want them to lose the.
Ellis
Yeah, I want them to get.
Adam
And I'm.
Ellis
I'm helping them not do that.
David
I mean, they were big about changing it to X. So, you know, commit.
Marques
You know, this is such a weird thing because, like, if you. Even if you. Like if I own a trademark or whatever and I stop using it. Yeah. That doesn't mean people immediately sue me to cancel my ownership.
David
If you have no intention to use it in the future, then they can file to cancel your ownership.
Marques
Interesting. So it's up to them to determine if I intend to use it in the future or not.
Andrew
It's like the guy who got Lambo.com?
Marques
yeah, actually, that's actually a lot like that.
David
Wow. Yes.
Andrew
How long has it been called X?
David
I think since 2021, right?
Andrew
No, no, no.
Ellis
It was after I started working here.
David
2022, I think it was 2023 when I turned out.
Marques
Yeah.
David
Oh, wow.
Marques
Okay.
David
Well, anyway, this Bluebird startup has this site called Twitter New up right now, where you can sign up, you can reserve your handle in case they ever actually do get the Twitter name.
Marques
That's brutal.
David
Right now they don't have it, so it's kind of a. If we do, I just don't think that they're ever going to make it to be able to be exactly like old Twitter was unless they literally copied the source code. And the reason that old Twitter was able to be old Twitter was because Jack Dorsey did not care about it making money. That's the only reason that it was the way it was for so long.
Ellis
I don't know.
Adam
If he didn't care about it, he just wasn't good at it.
David
Well, he had like. Yeah, no, I mean, he had like, majority ownership and, like, he didn't have to. He didn't have to, like, go by the whims of some investors, you know, to try to, like, inshitify it.
Andrew
Well, until he sold it.
Marques
Yeah.
Andrew
And then.
David
Yeah, yeah, yeah.
Marques
I will say that there will never be another OG Twitter. Like, that was an era that came and went and now there are things that are trying to be it and it's not gonna happen again.
David
It's not gonna happen again.
Marques
And it's almost cringy that this new startup is trying to be the new Twitter. Like, I don't really think that's a good goal to have, but I just
Ellis
got Elon Musk on Twitter, not new.
Marques
Oh, my God.
David
I take it back. I take it back. When you reserved it.
Marques
Yeah.
David
And it said nobody had already reserved it.
Adam
Nope.
David
That's insane.
Andrew
This is one of those things where the Twitter new thing is. It's like, I don't care. This is stupid. But it's really funny to watch X, like squirm a bit and be like, no, no, no, just kidding. We do really want it.
Marques
Yeah.
Andrew
I mean, even though we've told everyone we don't.
Marques
I still use twitter.com to go to X. Oh, yes.
Andrew
So do I.
Marques
So, yeah, there's just too many.
David
There's too many microchasms of the Internet at this point. And being able to have like one central social, social media site where things are happening is just not possible anymore, isn't it?
Ellis
I think you mean microcosm.
Andrew
I think you mean micro contrast.
Ellis
Yeah, they don't know that reference yet.
David
Yeah, that'll be next week.
Marques
That's funny. Yeah, Yeah, I. Yeah, well, I don't know. They're going to try, but I kind of think that we're just going to keep using the things we use.
David
Which, which way do you think that they're going to rule?
Marques
What's your prediction ruling? I think because twitter.com still links to x.com they'll probably go, ah, well, seems like that's still in use. That might be enough. But I'm not a lawyer, so this isn't legal advice.
David
But I'm not a rapper.
Marques
That's funny. All right, well, let's take a quick break. When we come back, we still got more to talk about end of the year type news. But before we take a break. Yes, trivia time, guys.
Ellis
Let's get the energy up. Come on. It's 5pm I know it's 5:30. It's 6pm we gotta get hype. Before I do trivia, I just need to issue a correction from last week because last week I got mad and called out a a company that sort of sounds like Buy Mommy for raising the price on my domain. And this is really embarrassing because a very nice fan wrote to me who runs a website called Domain Details which posts helpful information and stuff about websites and whatnot. And he explained to me that it actually wasn't godaddy that raised the price, it was the registry, which is really embarrassing.
David
Donuts Inc.
Ellis
I don't know who does Vin Donuts is the big one. Yeah, it's pretty embarrassing because we did like three hours of podcasts on how this all works and I still got it wrong. And if you want to know what a domain registry is, you can go to domain details.com or listen to our two part series on how the Internet works. Yeah, David and I and Adam go to Virginia.
David
We did. We shared two beds for three people.
Ellis
Yes.
David
And they did have an indoor pool.
Ellis
Watch the episode to find out.
Andrew
Really weird. You all slept in the same bed?
Ellis
Two of us did. And if you want to find out which two of us slept in the same bed, you'll have to go and listen to the episode.
David
Yeah, we had two beds for three people and we only used one.
Adam
I mean this is Waveform after dark.
Andrew
Yeah, it's true.
Ellis
Wait for map to dark.
David
Okay guys, next we're going to kiss in the Vision Pro. Anyway, 6:00pm what's the question? All of it.
Ellis
All of it's making it.
David
Come on.
Ellis
What three letters represent both a Chinese tech conglomerate and the initials of an American blues legend?
Marques
I'm going to write down what I
Andrew
think think it is the blues legend. It's their initials.
Ellis
It's the initials of their stage name, not their birth name. I did not know that.
David
Conglomerate or company.
Marques
Is that going to help us at all?
David
It would.
Marques
Okay.
David
It would.
Marques
Cuz.
David
I know.
Ellis
I feel. I feel like if I tell you which one. I mean, I did already say.
David
You said conglomerate.
Adam
Yeah.
David
So.
Marques
But I.
Ellis
That might, you know, that kind of makes it a little easy.
Marques
Why.
Andrew
But that's the question.
David
That's just the question.
Adam
We'll be right back after the break.
Marques
What?
Ellis
So everyone knows our politics are divided. There's left versus right and dividing lines on age, gender or race. But maybe our biggest divide in our politics is isn't about identity at all
Adam
it's insiders versus outsiders. At least that's what Congressman Ro Khanna would say.
Andrew
The real issue is two tiers of justice in America.
Ellis
The real issue is people with power and wealth using it to be above
Andrew
the law and escape even investigation or prosecution.
Ellis
And it's only gotten more noticeable in recent months, as issues like the Epstein
Adam
files and artificial intelligence have seemed to pit the elites against everybody else. California Congressman Ro Khanna takes on the Epstein class today.
Ellis
Explain in your feed every weekday and now on Saturdays too.
Marques
Oh, yeah. Waveform After Dark. Whose voice is that?
Andrew
It's always Elsa's voice.
David
I like the. Like, the tone at the end. Like, it's nice.
Marques
Bravo.
Andrew
Is that the PS3? Startup music.
Ellis
What do you think I'm doing in the audio room all day, man?
David
Making that.
Marques
All right, so Instagram launched a new app.
David
Yeah.
Marques
But only on Fire tv. So it's for tv, but it's not Instagram tv. Correct. It's for Fire tv. Fire tv. So I'm assuming this just lets me doom scroll on my TV now.
David
Yes.
Marques
Sick. I've been waiting for that.
David
But worse.
Marques
You know what's crazy? I have the YouTube app on my Samsung TV at home and you can doom scroll shorts on it and I've done it. That's all.
Ellis
No, me too.
David
Wait, did you do it on purpose?
Marques
No. Well, I didn't enter the carousel on purpose, but once I entered the carousel, I was like, I wonder if I can. Oh, no, hold on.
David
And you're like, yeah, yeah, YouTube.
Andrew
I have a feature idea. Let you rotate 90 degrees so you can lay down on the couch, use all of your landscape screen real estate and doom scroll that way.
Marques
Whoa. Really efficient.
David
So new Instagram TV app. It's not the igtv though. We might be too old for this. You might be too young for this, if you're listening. But Instagram did launch a thing called igtv before reels were a thing that failed spectacularly. But it was also like you had to turn your phone sideways. It was around the Quibi days, if you know what that means.
Marques
Remember when we asked was just vertical video. Yeah. Yeah. Well, people sometimes like me uploaded horizontal. But remember when we used to ask the question, is this like a product or a feature?
David
Yes.
Marques
In hindsight, it was so obvious that Vertical video was just a feature of Instagram and they should have built it in.
David
Yeah.
Marques
But it really to them was so vastly different that it was an entirely separate product.
David
Yeah.
Marques
Which is crazy.
Ellis
Am I crazy? Because you guys have talked about this. You guys talked about this a few times, and I feel like I'm having, like, a Mandela effect because I only remember IGTV as being a button in the bottom of the Instagram.
Marques
They put a button in the Instagram app that launched the other app.
Ellis
That's what that button did.
Marques
It launched the igtv app.
Ellis
I never pressed it.
Marques
They eventually, obviously, moved it in to just be a section of Instagram, but there was probably a couple months there where it was a whole separate thing.
David
Yeah, they had a crazy launch party for that too. It was a whole thing.
Andrew
The logo is kind of fire.
David
Yeah. Well, now. Yeah, it kind of looks like mtv. Oh, that's the other.
Andrew
I think that's the fake logo.
David
Okay, so this app is currently only launching on Amazon Fire TV devices, which is a very, very niche collaboration. Look, I think that short form videos a scourge on humanity and is melting our brains. However.
Marques
Whoa.
David
This is my, like, hey, subscribe to Waveform shorts. Yeah, well. Well, you can't subscribe to the shorts. You can only.
Adam
You can try.
David
You can subscribe to clips. But that's not. That's not.
Ellis
We don't. Yeah, we haven't done it.
David
That's not vertical.
Ellis
A year vertical.
David
Short form content.
Ellis
Well, that was embarrassing.
David
Yeah.
Marques
So.
David
However. And this is only like a 2% however, this is a. Like, I still think this is bad, but, you know, if you're watching it on tv, there's a much higher chance that you're watching it with somebody else. And I think that considering people send reels to each other so much because they want, like, we have a whole reels channel in Instagram where we just send it. It's a studio channel where we just send it to each other. Yeah. The social aspect of watching video together is very strong. And considering the content quality of many reels has gotten very high, I think having your friend, your partner, your dog on the couch with you, your cat to watch your reels with you, there could be 2% value in that.
Marques
You know, this social video watching experience.
Andrew
Yeah.
Marques
Yeah.
Andrew
You're saying Lane and I should sit on the couch and watch reels together.
Marques
I mean, there is obviously, to an extent, people already do this with every other form of video. It's just adding short form, vertical video to the list of things that you watch.
David
Yeah.
Marques
I mean, which, fine.
David
If I'm gonna be forced to watch reels, I'd rather watch it on my TV with somebody than with. Than on my phone.
Adam
I was just gonna say we're already forced to watch reels. So would you rather have this split off into its own IGTV app that has reels?
Marques
Yes. Right.
David
But they'll never do that.
Marques
Yeah. At this point, yeah. It's better for us because we're less likely to open it and therefore less likely to get addicted. And we can go over there intentionally when we want that. Brain rot and then we come back. But obviously that's the opposite of what they want. They want us to just stumble into short form video and just start scrolling.
David
Yeah.
Marques
Which is hilarious because you used to just swipe over on Instagram and that would be your inbox. Now you swipe over, it's just reels.
David
Yeah.
Marques
Convenient.
Andrew
I mean, if they swap them into separate apps, I would download Instagram again, but I un downloaded it because I was so tired of reels and like looking through it.
David
So does your brain feel better?
Andrew
Hell yeah. For a lot of reasons.
Marques
Wrinklier
David
much. Wrinkler again.
Marques
Yeah.
David
Well, anyway, OpenAI has also launched a new image generator model which is best for enterprise use, they say. And I think the only reason that they're saying that is because they just did a $1 billion deal with Disney. We didn't talk about this last week, but OpenAI struck a $1 billion investment deal with Disney where Disney now gets to use Sora very, very extensively. And there will be Disney characters in Sora. And I've already seen what some people are doing with it, and it's not good. It's pretty bad.
Andrew
The last thing I would want is my children's based animated characters to the heathens of the Internet.
David
The reason that Disney said they want to do this is because they are going to add like short form generative video feeds to Disney plus, which if you really.
Adam
What does that even mean?
David
If you really.
Ellis
They're gonna do the Sora app to
David
Disney plus, They're gonna have like generated Disney videos on the Disney plus app that are generated with Sora.
Marques
User generated?
David
I don't think so. I think, like, by Disney people. Yeah, it's horror. It's really bad.
Adam
So instead of hiring animators to do that, they're just gonna have Sora do it?
Andrew
Yeah, they're a lean team over.
David
They're a lean team over at Disney.
Marques
Really weird.
Ellis
This is a company that's known for A, like, bespoke making everything by hand. Like with armies of artists and engineers and imagineers and animators and B, suing the bejesus out of anyone who uses any of their ip.
David
Yeah, yeah.
Ellis
And now they. And now They've now they've gone and done this.
David
Yeah. So I, I think that OpenAI needed to make the new image model to compete with Gemini because Gemini 3's image model was really, really, really good. And that's the reason they did it. But the reason that they're saying it's best for enterprise use, I think is just because they made this deal with Disney and we didn't also did not talk about this. But last week, the day after they announced the $1 billion investment deal with Disney, they also sued Google for massive copyright. Copyright infringement on a massive scale.
Adam
Oh, I thought it was the same
David
day it was the day after. Basically. Yeah.
Marques
They're just trying to get everyone to
David
pay them, you know, or to work with them in different ways.
Ellis
Disney pay. Like they're trying to get Google to receive a billion dollars. Like what's the.
David
Well, what's to work with them in some way. I don't know. I think they're like, these companies are just going to steal our ip no matter. You can go on Gemini right now and just generate Disney characters. So I think that they're like all these companies are stealing our ip no matter what. We should figure out a way for this to work for both of us because otherwise, you know, it's just gonna happen. Yeah. Sorry to depress you on a Tuesday night.
Andrew
Wednesday night, this kind of stuff hits way worse at 6:00pm yeah,
David
well, in more positive news, that happens in the morning.
Andrew
Nice.
David
Google has launched a new CC feature in labs.
Adam
See, that's the kind of high quality segues I'm looking for. Thank you.
David
You're welcome, Adam. And effectively, I think you would actually like this a lot more.
Marques
Cause I'm on the waitlist.
David
Oh, you're on the waitlist.
Adam
Yeah.
David
Well, you do like it a lot. It plugs into your calendar, your Gmail and your Google Drive to basically give you a morning briefing of everything you've got going on during the day, things that you might want to schedule, that you might want to take a look at. It's basically a Gemini sort of butler assistant thing. But in your email, I have a
Marques
theory about this that's going to be extremely niche and only apply to a few people.
David
Do it.
Marques
So for those of you who are like me, who every morning ask, hey G, how's my day? Or what's my day like? And then Google Assistant goes through and does the normal routine of like, here's your A, here's your B, here's your commute or whatever, whatever you put in for it to tell you it does that this is that. And I think when the teams that make these two separate products realize, like they meet each other. When these teams meet each other on Google campus one day, they're going to combine them and they will give me like an AI, like, good version of this at some point. But they have to meet first. So hopefully one of them is watching this podcast and they realize that they exist.
David
It's almost like they have a video conferencing app that's called the exact thing
Andrew
Starlink, Google Hangouts meet.
Marques
Yeah. Yeah.
David
So I don't know, I mean, I'm curious how it might use like your Google Drive to let you know what you need to do that day. I can see the calendar making sense. I can see your email making sense. Google Drive seems strange. Unless there's some enterprise Google Drive feature with like due dates that I don't know about.
Marques
Could be fun. If it knows, like which video script Google Doc I've been working on. And it's like, oh, you're gonna need a link to this doc today. Yeah, it'd be cool if it just
David
like opened all the tabs you needed at once.
Marques
That'd be fire.
David
That'd be fire.
Andrew
Starline is what I meant to say. Oh, so I'm an idiot.
David
I was like, starlink.
Marques
I remember Starline.
David
Yeah. So it is in beta right now in Google Labs and for Gemini Ultra and paid users in the US And Canada. I think Google's just trying to put Gemini in every little aspect of people's lives. Even people, like people who live in their email inbox, which is a lot of people.
Marques
It's me.
David
Well, you also live in a. Inside a camera.
Adam
You also don't use Gmail.
Marques
I don't use gmail.com, but I use Gmail.
Adam
I thought you used Superhuman.
Marques
Well, yeah.
David
Yes.
Marques
Which syncs Gmail.
Adam
Yeah, but I mean, like, well, you, you wouldn't get this feature, would you?
Marques
Unless you're using it.
David
I think you get it as it
Marques
arrives as an email.
Adam
Oh, I thought it was like a pop up in the email app or something.
Marques
I mean, ideally it's reading all the emails or whatever from my account and then just shows up in as another email. Yeah, maybe.
David
What's interesting, if you want to talk to cc, you can email cc or you can reply to one of the emails it sends you and it'll send you an email back. So it's kind of like.
Marques
And then it turns into a chatbot and then it's Gemini and Then suddenly you're in the Gemini app.
David
Yeah, yeah.
Ellis
Now I'm confused. The. The AI's name is CC. Or you. You CC it in.
David
The product name is called cc as a play on words to the fact that it's through your email.
Ellis
Okay, but you're not actually cc.
David
You're not carbon copying anything.
Adam
Yeah, I thought it was closed captioning.
Ellis
No, I thought it was the famous Yankees closed captioning.
Andrew
That's just simple.
Ellis
He gets it.
David
I don't know what that is.
Andrew
F1 driver.
Marques
Anyway, speaking of things that are former. Damn. You said former.
Adam
Yeah. That's Sad.
Marques
The Ford F150 Lightning is discontinued. What? Isn't that crazy?
David
Only as we know it, though.
Marques
As we know it. So the Ford F150 Lightning was one of the original, like competitor EVs to Tesla. Tesla's doing their thing for a while and then we got a couple big like new EV competitors. There was like the Mach E. There was. Oh, what was the other? I'm gonna remember them, actually. F150 Lightning was the pickup truck and then Rivian R1T came along and Jaguar. I pace. I remember this era. Every new EV got compared to The Tesla and F150 was one of them. Where we went, ah, that's good. That's one of the things that Tesla doesn't have and that people are going to want. And they basically just made an F150 with all the same benefits and accessories and every module would fit. It's just with an electric powertrain instead of gas. And it sold okay. I see them on the road once. Yeah, I see them. But it didn't sell to the rate that Ford was hoping that they would. And so despite their best efforts and their refreshes and their special matte black version that they brought to the studio here, not enough sales, so they're discontinuing it. That said, they are still going to continue to do like hybrid stuff with F150 platform. Yeah, there's lots of versions of F150, obviously. And they're going to do, I guess they're trying to do a version that drives on electric motors as the powertrain, but is fueled by a gas generator that fills battery and then powers the powertrain. So it's more of like a Fisker type setup.
Andrew
Rivero.
Marques
Yeah, exactly.
David
They said they can get up to 700 miles on that.
Andrew
Yeah, I was confused by that because there's like no information. But 700 got thrown around in like every article that I saw. But I Guess, believe it or not, I'm assuming there's still battery involved into it. And the gasoline engine is a.
Marques
Is a generator.
Andrew
Is a generator that's extending range in quick scenarios. Sounds like a really cool way to have two things to go wrong in your car. The gas engine.
Marques
Well, that's what people say about hybrids. It's more complicated, but it is. You do have the upside of more range.
Andrew
So, yeah, I see it as a pickup truck, especially at the F150 range of, you know, the most popular vehicle in America. This making way more sense.
David
I mean, you get the torque of an electric car, which is great.
Andrew
It's weird, though, because is that that torque's not always the same kind of torque they want when it comes to towing. Right.
Marques
Yeah. I don't know how this will do with towing. I'm not a towing expert, but I kind of feel like the F150 lighting was weak with towing. And that was one reason why a lot of F150 owners wouldn't have wanted it as much. But it was really good at a lot of other stuff. Obviously not as much range when you're towing or in general, groceries.
Andrew
Tough to tow.
Marques
Yeah, that's the thing. It's like there's two types of F150 owners. There's the ones that buy an F150 because they need an F150, and then there's the people who buy an F150 just because that's what I want. People who Everyone else has a truck. I want a truck, too. And it's a popular. Here's the truck you get.
David
I might have to help my friend move one day.
Adam
Yeah. I had multiple people in my life that were excited for this truck just because of the giant battery that they could use in case, like, the power goes out in the house.
Marques
Like, that was the killer feature. Yeah, that was a really nice trick
Adam
everyone was excited about.
Marques
Yeah. So power vehicle to grid power is still like sort of a niche feature that a couple big battery EVs will do. I don't know. I'm going to mess up the list if I try to name them. But there are a couple that also still do this where they can be your house's battery backup in a pinch. Pretty sick. It'll be like 150 kilowatt hours. Lasts you for days. But yeah, now that this truck is discontinued, that's one less option that's not really good for anyone.
Andrew
Yeah, agreed. Can I say there's a quote from Jim Farley that I really dislike CEO
Marques
for CEO of Ford. What do you say?
Andrew
This is a customer driven shift to create a stronger, more resilient and more profitable Ford.
Marques
Is he implying that the customers are driving a more profitable Ford? Like we want that?
Andrew
No, I think it's just, I don't care about any of you. We're going to make as much profit which every company ever. But just like I'm trying to read
Marques
into this because it's a CEO statement, customer driven shift implies people weren't buying the electric ones. So this is customer driven. You guys are doing this to create a stronger, more resilient and more profitable ford. So the EVs were smaller margins and less profitable and what we're going to switch to and pivot to will be more profitable for Ford.
Andrew
Do we all care that Ford is more profitable?
Marques
Well, it's the CEO, he's talking to shareholders. Yeah.
Ellis
And to be clear, customers were not driving the F150 lighting, but it was a great truck.
Marques
Customer driven truck. Yeah.
Andrew
We don't have this.
Adam
So the EU also this week just announced like a plan to stop doing electric vehicles and stuff like that.
Andrew
Well, no, to stop the plan to stop gasoline.
Marques
They removed their mandate for all new vehicle sales to be electric by I believe 2035.
Adam
Thank you for putting into words my incoherent thought.
Marques
I got you.
Adam
But my question is, is this more of a trend now? Are we like reversing the whole ev?
Andrew
Well, I think the bigger thing is right now is we're losing or have lost the US EV tax credit. And I think that's lost. I think everybody understands that that is for EVs in general hurting sales pretty hard.
Marques
It's interesting.
Ellis
Just to be clear, I don't think this has that much to do with the F150 thing because it's really hard to buy an F150 in Europe, period.
Andrew
I think he's just saying the trend like we're seeing all these 2030 promises are probably just going to be that they were promises three or four years ago.
Marques
If you're, if you're paying enough attention to this industry, there is definitely a trend. It's kind of like reading between the lines. I remember like we saw Porsche promise that the 718 Cayman was going to be EV in its next refresh. And then they kind of went, and also a gas one and oh, I, I was expecting that to be fully electric. But like we see stuff like that happening. We see companies who are going, ah, we're going to go, we're Going to have all these electric cars and we're going to go fully electric by this year. And then quietly, they're just not doing it.
David
Yeah.
Marques
So customer driven. Probably. And also just being realistic. Like I'm reading up on this and by reading up, I mean I googled EU electric mandate and the AI overview is telling me that the recent change removes the hard 2035 band on New cars that are gas powered, but they are still allowing up to 10% of sales to be combustion engines. So it's like instead of 100, it'll be 90. Just slowly walking it back to be more realistic and more aligned with 10%.
Adam
Yeah.
Marques
Versus zero. Yeah. So I agree that it's a trend. It's a slow iceberg movement type of trend where it doesn't look like a disaster, but it just feels like we're calibrating to what's realistic. Mm. And customer trends and profit.
Andrew
Well. Yeah. But the realism is based on company profits profit.
Marques
Well, if you're not. If nobody's buying EVs and the government incentives go away and sales drop, it's like you can't make people buy EVs if they don't want them.
David
Well, that's why we were incentivizing people to buy EVs.
Marques
We're incentivizing them because they're more expensive per car.
David
Yeah.
Marques
So it's like if I want someone to choose the ev, it needs to be the correct choice for them. They don't get to just force people into buying EVs. So if it was, oh, $7,000 less. Well, now it makes it a better buy. I'm going to choose the ev. But now that that incentive goes away in this specific case in the U.S. it's like, now the gas car is a better buy. I'm going to buy the gas car and the hybrid and Toyota's sitting there going, yes, more Prius buyers for us.
Andrew
It's true.
David
So that's true. That's just how Toyota sitting in the middle ground forever with the Prius was probably their best call because they just knew that no one was ever going to like fully switch one way or the other.
Marques
They're hybrid kings. They are.
Andrew
I'll throw one more thing out there.
Marques
Yeah.
Andrew
Because I already can feel all the truck people yelling at me. I figured, why not have all the Tesla people yell at me also, let's go all in. Even though the F150 Lightning literally is a car that Ford says this isn't worth producing anymore and still outsold the Cybertruck in 2025.
Marques
Yeah, but have you tried, have you
Ellis
tried version 14, Andrew? Have you tried version 14, bro?
Marques
Yeah, it's funny that like Tesla sells well.
Andrew
Tesla only has a lot of nuance to that and I don't care.
Adam
Yeah, the joke is funny.
Marques
They have four or five models. Ford F150 is the most popular vehicle in America. So the fact that one of the trims didn't sell well and got discontinued is kind of not huge news. But it is what it is. Speaking of EV trucks. Oh, so easy. There we go.
Andrew
Because I wrote it in the outline.
Marques
Oh, you did? I didn't even see that. I saw Rivian in Bold and I was like, I got this. But yes, speaking of EV trucks, Rivian had an event this past week and it was really interesting because I couldn't tell who the event was for. The first part of it was this really engaging and interesting like AI chat from rj, who's a CEO, talking about how they're going to be making their own silicon and their Generation 3 platformer vehicles is going to be fully self driving on millions of miles of roads. And I was like, whoa, that's really interesting. But this is also their Autonomy day event. So then it transferred into this really, really long, very detailed and honestly complex but explanations of how they're doing these things and the neural nets and the advantages of their approach, mixing in lidar with radar, with cameras, why they believe this is the right solution for the future. And it feels like they were talking to engineers, shareholders, engineers, types. Yeah.
Adam
You know who they were talking to?
Marques
Yeah. And the comments section was people watching a live stream on twitter.com or YouTube. So it was like people who are terminally online and maybe a little bit too in the bubble and they were like, this isn't close to what Tesla's doing. And then they had hands on after which was allowing people to ride in these new self driving Rivians. And so there's some footage online of these, these, these rides and some of them look okay, some of them look like they had some errors and misses, which is normal. They didn't do like a closed course thing. So there's a lot going on. My takeaway, which is very much just from my own perspective because I own a generation 1 Rivian was. I'm glad I didn't buy a gen 2 Rivian because none of those are going to get the new Silicon. It's the Gen 3 which is basically R2.
Adam
Did they announce new silicon?
Marques
Sorry, yeah, you kind of have to be in the Lingo, Rivian has R1 which is the first generation of their vehicles and then they have R1, R2 which is the SUV like second generation thing. And then they have R3 which is even smaller. But they also have generation 1 which is Rivian, R1T and R1S and then generation 2 which is also Rivian two R1S and R1T and then generation 3 which is R2.
Andrew
And presumably there'll be an R1 gen
Marques
3 and R3 and probably, probably an R1 gen 3 and R 3 will be gen 3. So the takeaway here is R2 is the first gen 3 vehicle that will have the silicon in it, that will have all the full self driving that they're talking about, all these new capabilities. It'll have lidar up at the top and they talked about how smoothly integrated that lidar box is. And the Gen 2 vehicles now that are like a slight Update to my Gen 1 R1 are not going to get all of that.
David
Dang sad for those people.
Marques
Yeah, they might get some of that, but they won't have the silicon. Obviously. They're already shipping anyway. Yeah, it's interesting. They're promising a lot. It's kind of hard to take all their word for it because you see these.
Andrew
I love how much they promised.
Marques
They promise a lot.
Andrew
Felt really Tesla Y. Yeah.
Marques
And I, you know, I feel like that's a combo of like maybe a little bit of fundraising and talking to the public about like, oh yeah, we are super AI first and self driving and all that stuff. And then people who invest and have lots of money to give. Rivian might go, huh, seems about right. And be more down. Whatever. I don't think it's going to sell them any R1s though because it doesn't have the stuff that they're talking about.
David
To Tesla's credit, them going all in on the cameras. It was like now for their customers, their customers get to theoretically use more of the self driving features as they get updated. Because all of the Teslas for a very long time have cameras.
Marques
Yeah.
David
And so they're not gonna need like new sensors and stuff. There's like. Yeah, they've switched out the, the boxes,
Marques
they've changed the sensors, the cameras.
David
Yeah, but they're not, there's no like hard limit on like your Model 3 can do it. And yeah, there is no.
Andrew
I think there is, I think hardware version, like a joke.
David
Right. But haven't they not updated the hardware versions in like a while?
Marques
There was at least one statement on stage that Elon sort of skirted around, he'd said oh yeah, all model threes are going to have full self driving. And then you hear someone in the crowd go like what about Hardware 3? And he kind of just goes, let's not pay attention to nuance. Like he literally says, like let's not get nuanced because he knows that this is for a certain X date and forward version of Tesla and it's not actually all Model 3s that are going to get all these features.
David
Got it.
Marques
But if you just kind of avoid nuance, it seems like a nice thing to say. I don't know if there's a lawsuit about that, but it's like the same thing is going to happen with everyone who has updated hardware in their cars. They build new capabilities around the updated hardware and so everyone who's on previous gens, like me, a first gen Rivian buyer who spent tons of money on a truck to support this early thing, I'm not getting any of these features so.
David
Oh well, too bad they can't just like update the box.
Adam
What features did they announce though?
Marques
So Rivian's main thing was their current driver assist feature. I'm not going to try to name them because they all have different pilot auto type names or whatever, but the current driver assist feature is something like 100,000 fully lined highways, 135,000 miles of
Andrew
roads that is getting updated to 3.5 million miles of roads. I think the quote the one guy said later was if it has clearly marked painted lines you can drive on it. To which every comment I saw from that is like, well where I live doesn't have that. So like, like I'm not coming to work.
Marques
Yeah, there's a lot more roads in the US but it's like the current driver assist that I try to use doesn't work on neighborhood streets, doesn't work on lots of regular roads that you think it should work on. It works okay on a lot highways, but it's like just a regular road with lines on it. It wouldn't work. So this theoretically multiplies by several orders of magnitude how many roads it can drive hands free on. Whether you choose to use that or not, or if you were planning on using it for everything, there's still a long way to go for them but.
Andrew
And then the next, the next level of things they're doing for the Gen
David
Gen, 3 Gen Senwang, that's a different company
Andrew
universe. But yeah, in 2026 they're claiming point to point. So like Put it address to address and I'll drive you the whole way. And then Gen 3 architecture is eyes off. So he's claiming you can like read a book and do stuff like that. And then after that would be personal level four. This is the level of promising where I was like I don't like this. This is way too much. That's also just out of Rivan's hands for quite a bit of it in terms of regulations.
David
Yeah.
Andrew
And that's a lot to promise.
David
Yeah.
Andrew
There are long. My question is if you're doing eyes off but you also can only do it on marked roads. If you are eyes off and it GPS doesn't know the road has lines or not and you get to a unlined road, what happens?
David
It'll just beep at you.
Marques
Probably beeps at you and says take over.
David
Yeah. Cuz it, it's probably not like you can sit in the back seat.
Andrew
No, no, you can't beep in the back. But like if you're reading a book like he said and in a split sec if you're going 60 and now the road doesn't have lines on it anymore, what is your ditching the book and grabbing the wheel doesn't test just like slow down. Does it slow?
Marques
Slowly slows down until it basically does it pull over?
Andrew
Okay, that sounds unsafe for other people driving on the roads to just have a car slow.
Marques
Better than barreling down a road that you don't have.
Andrew
So that's also true. Hey listen, I'm not the one who made the problem here.
David
What happens it accelerates, goes even faster.
Marques
I think one of the most interesting battlegrounds on the Internet, which has been hilarious and this may just be comment farming, but I think it's hilarious is the lidar versus no lidar battle in the self driving world. And really it's just people who listen to what Tesla Elon says, which is lidar stupid, you don't need it. Or what a lot of others like Jaguar with the I pace and Waymo and obviously with Rivian now are doing which is adding lidar to the suite of sensors to help augment the downsides of vision only. Right. And the argument is like vision only can do a lot if your systems are really good, if your AI is really good. But there is this really, really, really, really, really long tail of edge cases of things that are kind of weird to solve for with vision. Fog, fog and rain and all that other stuff, but also just weird stuff that happens on the road and lidar can see further and has obviously a better long distance vision than just the cameras. And so I guess what RJ was saying on stage with Rivian's event is lidar has come down enough in price that this is not prohibitively expensive. We're going to do this. We're going to build this into all of our data. And so the camps are people who say, this is doomed. You're just adding noise to your neural nets. Or this is actually better than not having it. Of course you should add it. They fight a lot on Twitter.
Andrew
Marques. People have been driving cars for millions of years without LIDAR in their eyes. I don't know what you need LIDAR for.
Marques
Well, that goes to my humanoid robot argument too, which is people going that human robots should be human shaped. I'm like, you just inherited all of the blind spots and all of the downsides of humans, including drivers. Of course human drivers are worse than robot drivers. We have no eyes in the back of our head.
Andrew
Do you know what the best part about this episode is?
Marques
What?
Andrew
We get to leave for two weeks. Not read any of the comments because it's going to be a.
Marques
It's going to have comments of every episode.
Ellis
Can some machine learning engineer please explain to me why all the AI companies were like, no, we need to steal everything because the more information we have to give to the models, the smarter they're going to be. And that somehow doesn't apply to cars. Like, like, oh no, that's too much information. Get the LIDAR out of here. No radar, just, just camera. That's too much. It's like, how does that make any sense?
David
Well, they are, to be fair, they are working on ways to not just feed more data to the language models. Like they're, they're working on ways around that.
Andrew
After they stole everything.
David
Yeah, yeah, yeah, after they stole everything.
Andrew
One other thing they did announce Rivian assistant.
Marques
This is interesting.
Andrew
Which was kind of like, yeah, exactly what you imagine is your own in car assistant. But one thing I thought that was interesting is RJ shows a way that you can, like, obviously you can do vehicular commands in terms of, with your car. That definitely sounds like breaking a lock like a charge manslaughter.
Marques
But you, you said vehicular commands like turn on my heated.
Andrew
I didn't say that out loud,
Marques
but
Andrew
it also, like, it could make changes to Google Calendar and other Google things which if you're partnering with Google somehow or connecting with Google, give me Android Auto. You can do it.
Marques
Coward.
Andrew
Just do it. It makes no sense to not do It.
Marques
Wait, I'm trying to think. Okay. What their logic would be like if I asked them right now what they say. Because the lot. Okay. I use Rivian software. Rivian gets all the data about how I use the car. If I have Android Auto, I will just use that. And so I won't put all my navigation data or anything else like that into Rivian system. So Rivian system can't learn and get better. So what they do is they plug in certain parts of Google's ecosystem so that I keep using Rivian software, but that I can still interact with Google services. That's probably what they would say.
Andrew
I don't care.
Marques
But yeah, I. I will definitely use it to do things in the car and I will definitely not use it to change my calendar. I do not trust that. Do you trust that? Would you ask your car to change your calendar?
Adam
Absolutely.
Marques
I feel like I wouldn't trust that. No.
Adam
No way.
David
I like having my calendar in my car.
Marques
Yeah. But on like something I can see and like do with my hands, I guess, theoretically. Theoretically.
David
It's self driving.
Marques
Yeah. Is it going to show me my calendar?
Adam
We're just old.
David
Yeah.
Adam
I need to physically see myself moving it. I don't know if I would trust like some automated system to do it just for me.
David
I don't even trust Google Assistant to do that. Yeah, the automated system. No, but if it showed like a little calendar widget on your screen and
Marques
then I could see the box move, I guess I trust it then. Yeah, I'm a very visual learner.
Ellis
I don't want my car to have any thoughts. I don't want my car to have to think about where to turn. I don't want my car to have to think about my calendar. I don't want my car to think at all.
Marques
Just APIs.
Ellis
I want it to go pedal down and go, go forward. I want car to go. I want car to go, go and beep, beep.
Marques
And that's.
Ellis
That's like good enough.
Andrew
No brakes, just horn. I think we knew. I think we need an ad break. Let's trivia.
David
I'm really. Wait. I'm really curious what the last. No, it's okay.
Marques
This is.
David
This is a trivia question.
Andrew
Oh, okay.
David
I'm just really curious what the last trivia question of the year is gonna be. Better be good.
Marques
Oh, I really want to get.
Adam
Don't you want to know? All right, so this is a bit of a teaser for this next segment coming up.
David
Oh, but
Adam
I'm looking at Ellis as I say this. Question number two of this episode, last one of the year. What is the Scoville rating of da bomb?
Marques
Super hot question. Closest without. Closest without going over scope.
Andrew
I think we should just do Delta. We've all watched. We've all watched Hot Ones enough. I've noticed everyone but David watched Hot Ones enough. Though we should.
David
The only Hot Ones episode I watched was the one where what's his name, like, you better be careful.
Andrew
David Marquez has been on it twice.
David
I think I watched that one. Wait. Twice I watched one. I didn't know you went on again, David.
Adam
Just leave. Just leave.
Marques
Unbelievable. I talked so much about you on that episode. That's crazy.
Adam
He was like, my good friend David.
Marques
There was a whole section where Sean is like, I heard you're friends with David. You should totally watch it, dude. It was so good.
David
All right, that's cool. I'll queue it up anyway. I'll queue it up on one of my three screens.
Marques
Well, think about this one. Answers will be at the end like usual. We'll be right back. A Wheel After Dark.
Ellis
Oh, yeah. And we're back.
Marques
I was petting Zuri. Okay. Sorry. She's just sitting right here next to me.
David
My shirt's back on now.
Marques
So, 2025. How do we end the last episode of this calendar year of our regular scheduled programming? How should we end this?
Andrew
Well, Adam was nice enough to go back and look at all the predictions we made at the start of the year and kind of has a little recap going, too. So I think we just jump straight into what we predicted.
David
Is this waveform wrapped kind of.
Andrew
Kind of, sort of.
Marques
I hope I got everything right.
Andrew
You didn't.
David
Damn. All right, what did we say?
Andrew
Do you want to go through these, Adam? You wrote them all down. We'll just react to them. Yeah.
Adam
Also, quick note. This is the last regularly scheduled program of this year. We will have a bonus episode next week at the time of you listening to this. So if you're traveling for the holidays. Yeah. Next Tuesday, there will be an episode.
Marques
Yes.
Adam
Okay.
Andrew
23rd.
Adam
Yeah, 23rd. Random 2025 predictions. The first one was, will the S25 have QI2 wireless charging? David said yes.
Marques
QI2, meaning with the magnets?
Adam
Yeah, with the magnets.
Marques
With the magnets.
Andrew
That was QI2 as we knew it before.
David
Wait, the first two episodes of the
Marques
year were us debating this.
Andrew
Cheetu got it.
David
I was like, five times. And they kept changing the spec.
Andrew
They're like, choo, choo.
Marques
As we predicted.
Ellis
Cheetu ready?
Adam
Andrew Also said yes, Marques said no, I said no, Ellis said yes.
Marques
So I got that right.
Adam
So Marques and I got it correct.
Marques
Whatever. The only phones that had Chi2 were just the Pixel and the iPhone.
Adam
Speaking of Pixel, that was the next one. Marquez.
David
Was it only the Pixel?
Marques
Pixel, hmd, Skyline, whatever. Well, yeah, that's it.
Adam
Marques, you said that 2025 would be the year of the Pixel 10.
Marques
Oh, oh no.
Adam
How do you feel about that? You shut me down last week with my hot take.
Marques
I remember what I was thinking when I said that and it had a lot to do with Tensor and that did not happen.
David
Yeah, damn.
Adam
You were saying that this year it would take a big leap and then next year in the, in the 11, we would get a big visual refresh.
Marques
I don't know why I have that
Andrew
much faith that might be true.
David
Because 10.
Marques
Yeah, I mean this would have been
David
a great year to do it.
Adam
Yeah, well, that was the question. David, you said because it's the 10, do you think they're going to do something big? And Marques is like nah, but.
Andrew
Oh wait, he said nah or he
Adam
said yeah, he said it wouldn't. They wouldn't do anything big to the hardware. It would be the same hardware and Tensor is going to be a huge leap and it's going to be the year of the Pixel 10.
David
It should have been.
Marques
It ended up being that Pixel Snap was a bigger deal than any of the rest of the stuff. Yeah, yeah, true.
Andrew
Unfortunately we like Pixel Snap.
David
Yeah, it's called 10, sir. Right. And then it's pixel 10. Come on, guys.
Marques
Tensor with the 10.
Ellis
How many hot dogs would you like?
Andrew
Tensor?
David
Exactly like how many?
Andrew
It's always hot dogs.
Marques
Always hot dogs.
Adam
Okay, then we had our hot takes predictions.
Marques
Okay.
Adam
Which? All right, mine. I'm just gonna get it out the way. Now you can all laugh at me.
David
We only did two predictions.
Adam
Well, no, that was the.
Andrew
Those are just like random, random things that I picked.
Adam
We had a bunch that episode, but those were the ones I felt like were worth. Okay, yeah, retalking about. Yeah, random hot take predictions. Mine was that someone will get the, the AI wearable right this year.
Marques
How do you feel about that one?
Ellis
The Pebble?
Andrew
The what?
Adam
It's not out yet.
David
It's not AI.
Ellis
When does anything ever come out anymore? Okay, like, come on.
Adam
Yeah, I don't feel great about that one. But it's in 2026.
Andrew
I don't know. Mark has had like three different AI wearables on the testing desk that just Collects.
Marques
No.
Andrew
Because they're so boring.
Marques
Because I don't. I cannot confirm or deny this about the pocket one that I got or the friend one that I got. I got to try those things.
Andrew
I can confirm they did not get it right. I've seen Friend Definitely did not get it right.
David
I've seen those subway ads.
Ellis
It was, like, everywhere.
Andrew
On which one?
David
Friend.
Ellis
Friend.
David
They booked out the entire New York subway.
Andrew
Did they spend any money on the hardware or just a website domain?
David
It's the size of an air. It's just a airtag. Yeah, that's all it is.
Marques
Kind of looks like it, yeah.
Ellis
Business yet?
Adam
No.
David
No.
Andrew
He was whining on Twitter the other day, though.
Adam
I mean, turns out when you're just, like, a Chat GPT rapper, you don't have to spend.
Andrew
That was the Tweet I saw.
Marques
Hey, 20% of the people on this podcast are paying customers of Chat GPT for Friend. Friend.
Andrew
You bought the.
David
You pay for.
Andrew
You can buy the friend you pay
Marques
for sitting on my desk, and you're paying for this.
Andrew
You know what's funny? I don't think that's. I don't think that's a different AI necklace. I'm pretty sure.
Marques
Oh, the one that I have.
David
Yeah.
Marques
Whoops. There's another one that kind of looks like the. Oh, God. All right, well, I'll test them all later.
David
That just shows that Adam was especially wrong.
Andrew
I want to confirm that, but I'm pretty sure it's something else.
Marques
I'll go back and find that. Cannot confirm or deny.
Adam
Well, the next one was Andrew's rabbit will survive and Release the rabbit. R2.
Andrew
I was close.
Adam
You're close. They are not out of business yet.
Andrew
Yeah, because they didn't have to pay any employees.
David
If they haven't paid any of their employees, are they still.
Andrew
Technically still alive and teased a new one.
Marques
Exactly. Okay.
Ellis
Oh, my God.
David
Are we gonna. I got closer than that. Another CES where a bunch of influencers, like, talk about how cool it is and ends up being.
Andrew
Can they afford a plane ticket to ces?
David
They'll get flown out there.
Adam
Fighting words, Andrew. David, you said.
David
Yeah, this is.
Adam
This is a little crazy. You said, I think humane gets sold in 2025.
Marques
Correct?
Andrew
Correct.
Adam
But you also said, probably not to HP.
Andrew
How did you do that? Did he really say that?
Ellis
It did seem a little obvious because, like, HP Humane pin, you know, a little on the nose.
David
Thank you, Alice. Did I say that?
Marques
You did.
Adam
I think it was because it was around the time that rumors first started Popping up. It hadn't happened yet, but it was like, around the time that there were rumors, I think.
David
I think I was just thinking that would just be. That would be too funny. It would be too depressing and funny. Wow.
Adam
Andrew also asked if one had inevitably sold if it would be more or less than Juan Soto's contract. Not even player of the mets, which was $765 million. They sold for about 116 million. So not close.
David
That's still too much.
Adam
Although his contract was for 15 years. So, you know, they made that in like, what, three.
David
Are they making the AI for the printers better over there?
Adam
Do you have an HP printer?
Marques
Yeah. What's going on over there at hp?
David
What?
Andrew
Who?
Adam
They're just printing money.
Marques
HP decided to buy Humane. I have so many questions.
David
Yeah, I know, right?
Marques
That are not yet answered about that.
David
It's probably the. They did invent some sort of projector technology.
Adam
Hey, printer.
Andrew
Hey, printer. Connect to WI fi again, please, for the love of God.
Marques
HP makes laptops still Dragonfly. Yeah, they make a lot of Chromebooks.
Adam
The next hot take was Marquez. You said the browser wars are back.
David
True.
Marques
I got that. Right.
Adam
Yep. Definitely, I got that.
David
But there are so many browsers useless.
Andrew
He also didn't expect the main browser war to be the company killing their own browser and starting another one and causing a giant side.
Marques
We got side plots. We got main plots. We got ChatGPT threatening Google threatening Perplex.
David
We got a whole bunch threatening.
Marques
Well, existing enough for a little Code Red action. I feel like that's.
David
Oh, I thought you meant, like, Atlas.
Marques
No, the. Alice. Well, I mean, that's one of the things. And yeah, the browser wars are back.
Andrew
I thought you meant they sent a threat to the other. I would have.
David
Shocked. Yeah.
Marques
Little lunch with Sundar.
Andrew
And that's it.
Adam
Yeah, that's. Oh, wait, no, there's one more. Ellis, you said last year that Microsoft will not be adding live translation to any of their products in 2025. You also said that if they do, you will sit at the big table and apologize while eating the bomb.
David
Da bomb.
Ellis
Sorry.
Adam
Da bomb.
David
Did Microsoft.
Andrew
Technically.
Ellis
Microsoft Teams. But did they really.
Andrew
Interpreter mode? Well, I don't. I haven't heard anything about. We've joked about the live translation thing all year.
Ellis
We're like, I'm pretty sure I'm wrong. Like, even if I did just say Microsoft, like, my whole thing was like, this is. This is not real. And as the reason I say I'm pretty sure I'm. I'm wrong is because, like, earlier we're talking about this, and I was like, yeah, because now the Pixel Buds and the AirPods both have live translation. And everyone was like, but. But do they. And I was like, no, they. They do. Right. Who's used it? And no one in the office had used it.
David
Yeah.
Marques
And it still, like, doesn't mean it doesn't exist.
Andrew
No, I agree. I feel like it got added to everything and I haven't heard a peep about any of it, but now I.
Marques
The Pixel has it for phone calls now.
Andrew
Have you heard a single person.
Marques
That doesn't mean it doesn't work.
Andrew
I'm just saying.
Marques
Yeah, I use it.
Andrew
I just thought if it would be, like, real, like, life changing, we would have heard about it a little more.
Ellis
Anyway, this is all the same.
David
How much do you speak a different language?
Marques
Yeah, we don't. We don't use that. Doesn't mean it's not good for people who do speak another language. Like, I use it. I remember when the Pixel came out, everyone was trying this demo in all of our first hands on in our reviews, and they literally would call us and have someone in another room speak another language to us. And we would hear the translation in English. We'd speak back. It would translate and it would work. And I haven't used it since then because I don't need to make phone calls to people who I don't speak to in different languages. But it works.
David
Yeah.
Ellis
I am a man of my word. After we finish the next part of Waveform Wrapped, I will take a seat at the big table. I will issue my apology, stick around, and I will. I will Debom.
Andrew
You should do the readout with. You should do the bomb and then do the readout.
David
But you got to let.
Ellis
I was going to do dabob and then read you guys a trivia question.
Andrew
Okay.
Marques
I like that better.
David
Yeah.
Ellis
Because, man, that waiting music is gonna feel.
David
Are you gonna do a spoonful?
Ellis
I don't know.
Marques
I think a dab is plenty.
Ellis
I'm gonna do a dab. I also. It's dinner time and I haven't eaten, so I'm probably gonna, like, put it on.
Marques
This is bad.
Ellis
A Pringle. We do have milk in the office.
David
Can you scar your stomach lining?
Marques
That's called an ulcer.
Ellis
Yeah.
Marques
You can sit there for a while
David
until you cover it with other food. No, we're gonna.
Marques
Yeah.
Adam
I'm sorry.
Marques
I did hot ones on an empty stomach.
Adam
It was bad.
David
You did hot ones.
Marques
I feel like every time I Say it. I'm like, maybe I'm flexing. Maybe this is just unnecessary.
Adam
Yeah.
Andrew
Yeah.
David
I did watch one of them.
Ellis
Yeah.
Adam
Did you?
David
I did.
Adam
Okay.
Ellis
Which one?
Marques
The.
Andrew
I don't know.
David
One of the two. I think it was the first one.
Marques
Anyway.
Ellis
Yeah.
David
So I've been here a long time.
Ellis
I think it's safe to say that while some of us were kind of right, I was the most wrong.
David
It's okay, Alice. I think you had a fair data, you know, because they have announced live translation like 50 times over the last 10 years.
Ellis
I had 11 years to make this bet, and the one year I make it is the year I. Yeah.
David
Probably not best to guess the year that like all the LLMs actually started working.
Adam
Well, that was our. Our predictions. So now looking back at this past year, what do you think was the story of the year? If you had to pick one, what's the theme?
Marques
Tech story of the year.
Andrew
I like your list. And just liquid asses in the middle of it.
David
Damn. There was actually a lot of stuff.
Andrew
Do you want to read. Just read this list, Adam.
Marques
These are all things that happened this year.
Adam
There's all stuff that happened in 2025.
Marques
Okay.
Adam
Nintendo Switch 2.
David
Let's go.
Adam
Nintendo Switch to. Nintendo Switch to TikTok. Got sold. Question mark.
David
Sort of.
Marques
Kind of maybe.
David
Yeah.
Adam
The first waveform live stream which Alice added.
David
I completely forgot.
Andrew
I think another one of those has to happen in 2023 somehow at least one.
Adam
The Galaxy S25 happened. I feel like Galaxy and iPhone just by themselves are big things of the year in tech.
Andrew
I guess I would argue s lineup
David
basically not news this year. Didn't do anything.
Adam
Is that news? Okay, next. Apple Vision Pro turned one. Don't remember Deep Seek. Remember that?
David
Yeah.
Adam
The whole industry shook. That was this year.
Marques
Yeah. Yeah.
Andrew
That was crazy.
Ellis
Do we ever find out if that was cap or not?
Marques
Like, I don't know. I don't think.
David
I don't think it was. They just released some new stuff last week.
Adam
Then there was the iPhone E which confused us all.
Marques
Woof.
Adam
And got bust of the year.
David
Yeah, I forgot about that.
Adam
Yeah. Sigma B.F. camera.
Marques
Remember that?
David
Oh, the Sigma boyfriend. Yeah.
Andrew
That was this year coolest thing for two weeks.
Marques
And yeah, metal baby.
David
Hey, two weeks is longer than a lot of stories last.
Andrew
True.
Adam
Yeah, that's true. Yeah. Live at south by.
Andrew
That was fun.
Adam
Our first show. That was cool. The Dodge EV Charger room.
David
Room.
Andrew
That was this year.
Adam
That was this year.
Marques
With loudest EV of all time. That Marquez really hated the fratsonic chambered exhaust man. You could hear us pull up from outside the studio.
Ellis
That was the muscle car that was too heavy to do burnouts.
Marques
Yeah. Not enough power. Yeah, yeah. Unfortunate.
Adam
Damn iPhone Air happened.
David
Big story.
Adam
Yeah.
David
Big Story and iPhone are getting discontinued. Allegedly.
Adam
Liquid ass. Of course.
David
Yeah.
Marques
An orange iPhone might be the story. That might be cool.
Adam
What? Liquid glass?
Marques
Yeah, it's wonderful.
Adam
Yeah. Well, there was also the Jimmy Fallon Pixel 10 event.
Marques
That's the one.
Adam
Meta AI glasses part.
David
Part 2 or 3.
Adam
Whatever. Humanoid robots coming back.
David
Oh, that was a lot. Yeah.
Adam
Steam Machine and Steam Frame announced, which everyone yelled at me because they said people were actually excited for the Steam comics.
Andrew
Oh, the frame. Yeah. I think people are excited for the frame. I don't care that much, but I'm excited for the Steam Machine.
David
I had a lot of normies hit me up and say they were stoked on the Steam Machine. Yeah, it was kind of surprising.
Andrew
Yeah, I think.
Ellis
Kind of surprising. Kind of surprising that normies care about Steam hardware. Really?
David
Yes.
Marques
Yeah. Yeah.
Ellis
Was I not just saying this?
Andrew
Elliot's grandma has never heard of Steam Machine or the Steam Deck.
Ellis
I don't know.
Andrew
He's in our Discord server. Sorry, dude.
David
He's the guy whose grandma thought that the fold was AI.
Marques
Yeah, we.
Andrew
Someone doesn't watch the video.
Adam
Airdrop coming to Android.
David
Come on. I think that might have been one
Marques
of the best Titanic news.
Andrew
Yeah, we'd know more about it if they got Jimmy Fallon to announce it.
Adam
Xiaomi 17 Pro.
Marques
Max, that did happen.
Adam
I don't think I pronounced that correctly. Xiaomi.
Andrew
That was right. Xiaomi.
David
Xiaomi.
Adam
Xiaomi. The Xiaomi SU7. That happened this year.
Ellis
Wait, I'm pretty sure it's SU7. So I made a SU7 joke once around the office, and no one is referred to as the SU7.
Andrew
Well, that's why it's the SU7.
Adam
And so.
Ellis
Oh, perfect.
David
I mean.
Marques
I mean, I'm sure it's not pronounced that way in every market, but it's literally SU7. Like, how else would you pronounce it? Maybe you're not supposed to ever pronounce it SU7, but I naturally just started saying Sioux. So, SUE7.
Adam
Or was it today's episode with the Trifold?
Marques
Is that the story of the Trifold is pretty crazy?
Andrew
No, I like the story of the top three.
Marques
I have a Mount Rushmore.
David
I have a tough crazy one.
Marques
I'll take that.
David
I'll take this.
Marques
I have a Mount Rushmore for this year.
Ellis
There are four heads on Mount Rushmore.
David
Yes, I have a top four.
Marques
I was adjusting.
Adam
Sorry.
Marques
I had three and now I have four. So I have a Mount Rushmore for this year.
Andrew
The last one, George Washington.
Marques
My Mount Rushmore for waveform and for stories of 2025. Number one is liquid glass.
Andrew
Okay.
Marques
Yeah, it's liquid glass. Not even necessarily number one. It's just on the mountain. Yeah, Liquid glass. Number two, live at south by Southwest. Oh, I have to throw that on the Mount Rushmore. That was pretty bomb.
David
It's pretty bomb.
Marques
Number three, sue seven.
David
SU seven.
Marques
I didn't even do that.
Andrew
Let's kick it off.
David
We're too old for this, dude.
Marques
Shouldn't be. And number four, let's throw. Let's throw Meta AI Glasses on there.
David
Hot take.
Marques
I think that was really interesting. Switch 2 did kind of make a repeating. Yeah, I could make an argument for that. All right, throw the Switch 2 in there. Switch 2 is in there over the Meta AI glasses.
Andrew
Thank goodness.
Marques
But I did find. I got more people asking me in real life about the AI glasses.
Andrew
I'm not going to do a Mount Rushmore. But I think the coolest full circle thing is we got Project Muhan in like January, and we went to that event and they like, teased the trifold in that little, like, timeline, and we got it right at the end of the year.
David
Yeah.
Andrew
Which is kind of cool.
Marques
Just barely slipped it in by the end. Yeah.
Ellis
It's sick.
David
I think that, you know, Liquid Ass being such a. Like a story that was just so prevalent throughout the entire year. Like, people have still are talking about this and. And now a lot of the normies are updating their phones and they're all like, what the is this? Nobody likes it. Notably, a lot of the Apple executives have moved on to other companies. The design chief that made Liquid Glass left for Meta, so he's gonna make stories. You know, everything over there is going to be horrible now, even worse than already is. So I feel like. Yeah, I feel like Liquid glass has been the most, like, it's been a story all year. You know, I mean, we. It got announced in June of. Was that this year? No. Last year? No. This year?
Marques
No, this year. This summer.
David
This year.
Marques
They showed it off this summer.
David
This. They showed it off this summer.
Marques
Coming to an iPhone near you now it's coming to everything.
Andrew
Maybe, but we're going to change it a few times.
David
Yeah. So. And considering all the other companies like copy liquid glass and to for their UIs in China, I would say that's one. One of the big ones. I do have a. Sorry, I can't say this on my.
Marques
Guess.
Adam
I'll.
David
I'll.
Ellis
I'll just bleep it.
David
It'll just be one.
Marques
Bleep it. Yeah.
David
So.
Ellis
The fleet is still going.
Andrew
Just flip it.
David
When TikTok got, like, banned for the night.
Andrew
That's so true.
David
Right?
Andrew
Good one.
Marques
Oh, I forgot about that. I do, too. They're like, wow, I can picture. And you had. And then we started scrolling.
Ellis
Like.
Andrew
No, like, I know this is a finite scroll right now.
Marques
Like, does. Yeah, that did happen.
Adam
I remember reaching the end.
Marques
That was like, crashed. And I was like, oh, my God, that was January.
David
I remember walking out of a bar with, like, my friend, and he opens his phone, he goes, oh, my God. Tick tock is gone. Yeah. It was like a.
Marques
It kind of staggered because I remember I was still scrolling, but my friend stopped scrolling. So they came over and watched me
David
give me my dopamine.
Andrew
All the. The video content was like, this could be gone. It was basically people saying, like, goodbye and where else to find me.
David
Yeah, yeah. On Red Note.
Marques
And then
Adam
forgot about that.
David
Twelve hours later, it was back.
Marques
Yeah. The next day, scrolling.
Adam
Did it cross any of your minds? Because it crossed my mind because I'm, like, logged into TikTok and, you know, all that stuff on my phone for, like, the Waveform podcast. Did it cross your minds that we should say goodbye on TikTok? On TikTok. No, it didn't cross.
Marques
We're not like TikTok neither. I think it was the TikTok creators, those who have no other channels anywhere, who were like, I need to, like, take these people with me somewhere. Like, the panic in the strategy of I'm just gonna spam, like, please go follow me on Instagram now was very real. We have a diversified audience on a couple platforms. Our TikTok going away would kind of suck, but wouldn't be the end of the world, so we didn't feel the need to take it back.
David
Yeah.
Marques
But it would have been pretty wild if it went away. Yeah.
David
Dua Lipa interviewing Tim Cookos last year, right?
Andrew
Yeah.
David
I guess that won't be on my Mount Rushmore.
Marques
I would have made it.
Adam
That's on my Mount Rushmore, period.
Marques
This year, I interviewed Tim Cook and he just didn't answer any of the questions.
David
That was this year.
Marques
Yeah.
David
Oh, my God.
Marques
Remember? Really? I was like, you want to do a blind ranking of some Apple stuff? And he was like, what's that? I was like, this is not caloric.
David
The magic mouse.
Marques
Yeah. Yeah, I forgot that moment is on my Mount Rushmore of this year.
David
Yeah.
Marques
Where I could see the clip as it was happening. The ergonomics.
David
Ergonomics, yeah.
Ellis
This year just felt like a bunch of nonsense to me. I don't know. Like. Yeah, I. It's hard for me to make my Mount Rushmore. You know, I like. Like, Samsung put out some really great stuff. Orange iPhone was great.
David
You know, what did Samsung put out that was good?
Ellis
Well, we don't know if it's good yet, but they did it. You know, they said. They said they were gonna do it and they. Then they did it.
David
Yeah, they did do it.
Ellis
Yeah. You know, even. Even Meta said they were gonna do a thing and they did.
Marques
I have a hot take.
Ellis
They also.
David
It's cooking.
Ellis
Yeah.
David
Honestly.
Ellis
Honestly, my Mount Rushmore is all of the unsealed documents from the Meta lawsuit that Reute has reported on. I don't know if there's four of
David
them, but, man, there's definitely at least four.
Ellis
Yeah.
David
Yeah. And the Nintendo Switch 2.
Ellis
And the Nintendo Switch 2. A device I don't own and I've never played.
David
Yeah.
Marques
But it.
David
There was a lot of hype for a lot of months.
Andrew
Marquez, what's your hot take? We're also going to start the next year with predictions again. We'll do that next episode in a couple weeks.
David
Next episode? The week.
Andrew
Oh, yeah, you're right. Next regularly scheduled.
David
Yeah, in the new year.
Marques
I was just gonna say Samsung ships a car in three years.
David
Whoa, whoa.
Adam
Where did that come from?
Andrew
What?
Marques
Xiaomi just shipped a car.
Adam
Do you know something we don't?
David
Yeah, but Xiaomi is Chinese.
Marques
Yeah.
David
And China, like, pumps money into car companies.
Marques
Yeah. Samsung's gonna show up.
Adam
Samsung, like, owns something.
Marques
They're also gonna, like, collab. Yeah, they have a lot of funding. They're gonna collab. They're gonna scrap a bunch of stuff together, a bunch of metal, a bunch of collaborative companies, and they're gonna make a car.
David
Do you think they're just gonna collab with Kia?
Marques
Yeah. It'll insert Korean. Yeah, sure.
Andrew
Yeah.
Marques
But it'll have a Samsung logo somewhere in there.
Ellis
Samsung sold their car division to Renault a bunch of years ago and it got rebranded to just Renault Korea. They still have a minority stake in it, but it seems like Samsung's auto business is now mostly a Renault thing, and Geely also has a minority stake in it.
David
Did the twerking hamster in the. Dude, did that happen this year?
Ellis
No, that was last year.
David
Really? Yeah.
Andrew
I think that might have Been two years ago. I think that might been have in two years.
David
That would have been on my Rushmore for me for sure as long I'm
Marques
really hoping, I'm really hoping I get one more trivia point this year. It's been so long since I got a point in trivia. It might have been before Thanksgiving.
Andrew
Last guy might have been when the corgi was twerking on the Mini Cooper.
David
That's true.
Marques
So I say we do the trivia.
Adam
Trivia, dude.
Ellis
Trivia, dude.
Adam
But first Ellis has to.
Ellis
It's what's.
David
Okay, it's us.
Adam
Sorry, Ellis was just shaking the.
Ellis
Shaking off the.
David
Wait. You're holding a computer with two hands, Marques. Wait, where'd your computer go?
Marques
It's in my hand.
David
I always use a phone.
Marques
It's in my pocket. Now where'd you.
David
Sorry.
Marques
Sorry.
Adam
It's time for Ellis to eat the bomb, guys.
Ellis
Okay, so as promised, at the beginning of the year I said live translation wasn't going to be a thing because every tech company had been announcing it every year for the past decade. And lo and behold, the year I played place, my bet is the year it all comes out. And so as promised, I will be doing da bomb on a spoon. I have with me some aids, a glass of milk, some extra toasty Cheez its and string cheese. This is just what I ran and got from the save you. There's some solidified stuff at the top so I'm just going to get. Get that out of the way because I feel like that's going to be extra concentrated. My heart is like already racing.
David
I'm nervous for you.
Ellis
I've had da bomb before. Have I had it raw on an empty stomach?
David
No, no, it's like you have an ulcer probably is. This still smells horrible.
Adam
It smells like battery acid.
Marques
Yeah, it tastes like. I'll just let you experience it.
David
You know what battery acid tastes like?
Marques
It tastes like what you imagine battery acid tastes like. I don't have to taste battery acid to tell people this tastes like battery acid. Fair enough, fair enough.
Ellis
Okay, just.
Marques
That is a whole dab. Ladies and gentlemen. Ellis is being very brave right now.
Adam
I was worried.
David
I'm worried, I'm worried.
Andrew
I'm gonna.
Ellis
Am I allowed to. Am I allowed to coat my palate
David
with cheese at first?
Marques
Sure gonna save you, bro.
Adam
It's not gonna help.
David
Is there anything. Okay, I need like a safe word for you. Like is there something where like if you actually need.
Adam
Once he does ambulance.
David
I don't know. What am I Supposed to do if you like are gonna.
Andrew
They don't come after 7pm yeah, so I'm nervous.
Ellis
I will say I am a spicy food expert.
Marques
Won't save you.
Ellis
And something I do know about spicy food is that the trick is small bites and that is impossible on a spoon. So I'm just going to touch this chopstick to my tongue a few times as a ramp up and then we're going to dive in.
Adam
No, the trick is glass of water.
Ellis
I never apologize. The whole thing. I never apologize. Computer programmers of the world. Software developers. Machine learning engineers. AI venture capitalists. Apple, Google, Microsoft executives. Mag 7 employees. I'm sorry, I thought y' all were full of. I thought y' all were mad full of. And taking billions of dollars from people who are also filled to sell people stuff that didn't work. And I still think that's what's going on.
David
Welcome to America.
Ellis
I was wrong. And now I'm going to pay the price. So let's get a little warm up going. All right, do it.
Marques
It doesn't work that way. It's just like getting stabbed by a thousand tiny knives, basically.
Andrew
I thought I was smart.
Ellis
Yeah, baby.
Marques
Yeah.
Adam
All right, give him the first question.
David
Did you do it?
Andrew
No.
Marques
You should prepare exactly what you plan to say because I know it's gonna be harder.
David
You can back out, Ellis.
Marques
No.
Ellis
Man of my word. Thank you, Marquez.
Marques
You're in. I wrote down the answer already.
David
Oh, I forget the question. What was it? Oh, you're gonna say it. Is that the whole amount?
Marques
Yep.
Ellis
That's enough.
Marques
He did it.
Adam
He took a spoonful.
Andrew
Careful around the eyes.
Ellis
Marcus Brownlee. Andrew Mangadelli.
David
Yeah.
Ellis
David. Mel.
Adam
It gets worse when you talk.
Ellis
Oh, yeah?
David
Yep.
Ellis
What three letters represent both a Chinese tech conglomerate. No, Chinese tech conglomerate. And an American blues guitar legend.
Andrew
Oh, I. I don't usually do trivia from here. I can see Marquez bored. I was never gonna guess that, so I'm just not going to guess.
Marques
Ah, damn.
Ellis
I'm so sorry.
Andrew
We've never done this before.
Adam
Ellis is at the big table and Andrew is next to me at the producer table, which has a great view of Marquesa's board so that the work.
Marques
Didn't think about that one.
Andrew
I kind of thought that bomb was going to be like too old, but.
Ellis
Oh, it did say refrigerate after O. And it has been on our table unrefrigerated for like two years.
Andrew
It seems like it's getting in pretty good though.
Ellis
Okay, Marquez, what did you put? I put ecl and what American blues legend has at the initials up?
Marques
I don't know.
David
Tom, Clara?
Marques
I don't know. I hadn't thought that far ahead.
Andrew
David, what'd you put?
David
I put bbk.
Andrew
Okay.
Ellis
That's right.
Adam
What's the point?
David
What,
Ellis
what, what blues guitar legend?
David
B.B. king.
Adam
B.B.
Ellis
king is correct. Good job.
David
Thanks.
Ellis
Can you play the after dark music or something?
Marques
Yeah, baby. I'm ready for the next one.
Adam
Next question.
Marques
Okay.
Adam
What is the Scoville rating of the bomb that Ellis just inhaled?
David
And it's Delta. Wait, Andrew didn't answer.
Andrew
I don't know.
Adam
He's not gonna answer because he saw Marquez this board.
Marques
Actually I'm. I'm changing.
Ellis
We're.
Andrew
Are we doing prices right or Delta? Oh, we are doing Delta. Okay, cool.
David
I prefer United.
Marques
Just kidding. I don't.
Ellis
All right, we're good.
David
Okay,
Adam
wait, real quick before we flip, am I wrong? Quick update on the score. Oh, Marques has 10. David, after that correct question. Well after that correct answer with 12, Andrew with 14.
Marques
I need.
Adam
All right, slip him. And Reed, what do you got?
Marques
Please be.
David
Oh my goodness.
Adam
Andrew, what'd you say?
Marques
Big range.
Andrew
2.3 million.
Adam
Marques?
Marques
835,000.
Ellis
David, 35,000.
David
10,000.
Adam
Y' all really gonna make me do some crazy math.
David
Yeah.
Andrew
Is it like one point something?
Adam
It's 135k. So Marquez is closest.
Ellis
Wait, wait, wait, wait, wait, wait.
Marques
No, I'm further.
Adam
Wait, no. David tells us you can even kind of see it.
Marques
I wrote, I thought it was 135, 000 and I was right. And then I erased it and wrote 835000 because I doubted myself. I almost.
David
Never doubt yourself, Marquez. Never doubt yourself.
Marques
It's going to be a whole year before I get a point. This is tough.
Adam
Ellis, how are you doing over there?
Ellis
Actually pretty good. It's just my lips at this point. I mean I say that and then I'm sure it's going to come back.
Adam
It also like it will on the toilet later.
Ellis
It somehow regardless is in my nose. Didn't touch my nose, but.
Andrew
Wow, that's a wrap.
Adam
That's hot man.
Marques
Congrats on, on keeping it to your word. Hopefully the bets that we make next year.
Ellis
No, I already know next year. None of those humanoid robots are coming. And if one of them does, I'm doing this again, baby.
Marques
I love it.
Andrew
Do it.
David
Do two of them next time. If one of them comes out.
Marques
Okay, that's perfect. I like that. That's a great place to end it.
Andrew
Humanoid robot can serve you the spoonful of last.
Ellis
Yeah, that's actually. That's what we'll do. If one of these humanoid robots actually comes out and it actually works, that robot can come on the show and spoon me another man.
Marques
Dabom from the same bottle.
David
Smells so bad even from here.
Adam
Please take us out.
Marques
Thanks for watching. Thanks for listening, for all of 2025. See you on the other side. 2026 is gonna be sick.
Ellis
Do it.
David
Except for next week's episode.
Andrew
We'll also one more bonus episode next week.
David
Yeah.
Ellis
Play After Dark 3.
David
There's a third one.
Ellis
Waveform is produced by Adam Molina and Ellis Roven. We're part of the Vox Media podcast. Podcast network. We're vain. Still wrote the music. This has been 2025 on Waveform. Let's get it.
Marques
Whoops. Just fade to black.
Andrew
All right, for this clip's outro, Alice is going to be taking another hit of da bomb. Ellis, where'd you go?
Marques
Close your eyes. Exhale. Feel your body relax. And let go of whatever you're carrying today.
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Marques
And breathe.
David
Oh, sorry.
Sponsor/Ad Voice
I almost couldn't breathe when I saw the discount they gave me on my first order. Oh, sorry.
Marques
Namaste.
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Marques
Experian.
This special Waveform "After Dark" episode brings a spirited year-end rewind to 2025’s most impactful, strange, and hilarious tech stories. The crew unboxes and live-reviews the Samsung Galaxy Z Tri Fold, debates the “new Twitter” trademark battle, reviews end-of-year hardware launches and failures, revisits their (sometimes cringingly wrong) predictions from January, and crowns the year’s biggest stories and trends in tech. The lighter segment includes hot wings, spicy trivia, and a “hot sauce of shame” payoff for a lost tech bet. The episode is loaded with group banter, sharp insights, a parade of notable quotes, and a hard-earned, laugh-filled look back on an eventful tech year.
[02:09]
Quote:
“This episode is being taped at 5pm which means this is the first ever episode of... Waveform After Dark.”
— Ellis, [02:09]
[02:39 – 19:23]
Quotes:
“It’s a full diagonal 10 inch tablet on the inside and I like it more than I thought I would.”
— Marques, [03:22]
“I really think there’s a big difference between the on-screen presence and the in-hand presence of this phone for sure, which is so hard to convey in video...”
— Marques, [11:23]
Notable Moment:
Timestamps:
[20:30 – 25:54]
Quotes:
“It’s almost cringy that this new startup is trying to be the new Twitter. Like, I don’t really think that’s a good goal to have.”
— Marques, [24:53]
Timestamp:
[30:16 – 35:09]
Quote:
“The social aspect of watching video together is very strong…there could be 2% value in that.”
— David, [33:53]
[35:09 – 37:54]
Quote:
“This is a company that's known for bespoke making everything by hand… and now they've gone and done this.”
— Ellis, [36:29]
[38:06 – 41:41]
[41:47 – 49:54]
Quotes:
“...The EVs were smaller margins and less profitable and what we're going to switch to and pivot to will be more profitable for Ford.”
— Marques, [45:42]
“If nobody's buying EVs and the government incentives go away and sales drop, it's like you can't make people buy EVs if they don't want them.”
— Marques, [48:31]
[50:11 – 59:55]
Quotes:
“They promise a lot…this is way too much. That's also just out of Rivian's hands for quite a bit of it in terms of regulations.”
— Andrew, [56:47]
“I think one of the most interesting battlegrounds on the internet [is] the lidar versus no lidar battle in the self driving world.”
— Marques, [58:40]
[64:20 – 75:11]
Quotes:
“That just shows that Adam was especially wrong.”
— Andrew, [68:56]
“I am a man of my word. After we finish the next part of Waveform Wrapped, I will... stick around, and I will... Da Bomb.”
— Ellis, [73:28]
[75:11 – 85:36]
Quotes:
“Honestly, my Mount Rushmore is all of the unsealed documents from the Meta lawsuit.”
— Ellis, [85:03]
“This year, I interviewed Tim Cook and he just didn’t answer any of the questions.”
— Marques, [84:08]
[87:01 – 94:00]
Quote:
“I never apologize... I was wrong. And now I’m going to pay the price. So let’s get a little warm up going.”
— Ellis, [89:09]
Timestamp:
[90:15 – end]
| Segment | Start Time | |------------------------------------------------|--------------| | After Dark setup, Hot Ones jokes | 00:50 | | Galaxy Z Tri Fold hands-on | 02:39 | | Foldable quirks / specs | 05:00 | | Trifold usability & battery tradeoffs | 09:16 | | Future of folds vs smart glasses | 12:49 | | Twitter/X/Bluebird legal saga | 20:30 | | Instagram/Fire TV, short-form video reflection | 30:16 | | OpenAI/Disney deal, Sora | 35:09 | | Google CC, AI assistant | 38:06 | | Ford F150 Lightning discontinued | 41:47 | | EV trend reversals | 46:39 | | Rivian autonomy event | 50:11 | | Lidar vs. cameras debate | 58:40 | | Prediction recap and punishment setup | 64:20 | | Big stories / Mount Rushmore debate | 75:11 | | Da Bomb hot sauce punishment | 87:01 | | Show outro / wrap-up | 94:00 |
Waveform After Dark’s 2025 rewind is everything the audience expects—tech nerd arguments, big laughs, biting honesty, and inside jokes, brought home by the year’s most memorable gadgets and misadventures. Whether you crave hard tech analysis or just want to feel like you’re in the room with Marques and friends, you won’t want to miss this one.