TWiT 1095: Horses and Sailboats - Folding Phones Get Cute and Expensive in a Race With Apple
Summary
Leo Laporte hosts Abrar Al-Hidi and Mike Elgin to discuss Q3 earnings from Apple, Google, Meta, and Microsoft, noting Apple’s new leasing program and rumored foldable iPhone. They review the Samsung Galaxy Z Fold 8, analyze Chinese AI phones that bypass app stores, and debate the future of AR glasses versus smartphones. The episode also touches on Amazon’s satellite plans and Apple’s struggle with AI-driven bug reports.
Topics discussed
Introduction and guest welcome
Personal anecdotes: Tea, toast, and travel
Apple earnings and iPhone sales analysis
Samsung foldable phones and Apple's future devices
Apple's AI strategy and device ecosystem
Buy Now Pay Later and subscription models
AI bug hunting and software security flaws
Google vs Reddit AI scraping lawsuit
Big Tech earnings and data center expansion
AI energy consumption and Chinese models
Meta's AI glasses and Amazon's satellite plans
Cybersecurity threats and infrastructure vulnerabilities
Duct tape stories and water system security
Zoox autonomous vehicles in Las Vegas
Puppetry, Emmys, and creative tech
Anthropic AI safety and open weights debate
Math problems and hardware Bitcoin wallet flaws
The 'Friend' AI device and YouTube on TV
Neuromation robo-taxis and future of mobility
Listen ad-free on Castria