01:40:24 · Brian Manning, John Coogan
[01:40:24] S4: Yeah. And I... You probably asked the most important question because satellites by themselves, unless you have something and actually pick up and use the signal, they're they're just making noise in space. Right? And they're they're kind of pointless. Yeah. And that's, you know, one of the the magic of Starlink is that you can go by just a terminal and that it is easy to to access. Similarly, you know, GPS, we made the strategic decision early on to not try and build our own chipsets. So there's there's 2,000,000,000 plus chips being sold every single year. They're integrated into every, you know, phone, train, ship, truck, watch, etcetera. And so that being said, that the US government kinda has built the biggest freemium opportunity in history. Sure. Where they got 7,000,000,000 users hooked on a free service and they never made an upgrade tier for it. Yep. One of the things that we cracked and what has really, I think, driven a lot of the excitement and and why a lot of customers are working with us is that we designed the entire signal and system around the user equipment. [01:41:15] S0: Got it.
01:41:15 · John Coogan, Brian Manning
[01:41:15] S0: Got it. [01:41:15] S4: So we didn't start with a satellite and say, hey, OEMs, figure out how to use this. We started with user equipment and said, alright, how do we integrate our service and how do we design the entire network so that it is just a software update away? Software update. And that it makes it that easy to integrate with everything. And we've we've demonstrated that on, you know, everything from the tiny little chips that go into dog collars to, you know, the big military receivers and aviation ones now. It's exciting to see them roll out. [01:41:39] S0: That is amazing strategy. I love it. Crazy. Any any power implications? If I turn this on, does my battery draw, you know, burn through quicker? [01:41:50] S4: Yep. So what we've actually seen is that it gets better. And so our our signal... [01:41:55] S0: So there is such a thing as free lunch. This is amazing. You gotta work hard. But then then the user gets a free lunch. [01:42:01] S4: Our our signal is so much stronger. It's just easier to pick up and a lot of the battery draw that comes with GPS is you're to pick up and find a signal that's a trillion times weaker than a WiFi signal. Yeah. Like it's phenomenal. You can even see the thing at all. [01:42:14] S0: That's amazing. [01:42:15] S4: But ours, like, we've demonstrated how much it can punch through jammers. We can even... We've done testing to show it can get indoors. So we're starting to break that indoor outdoor barrier. And a side effect of that is it it actually can reduce battery drain because it's just easier to pick up.
01:42:15 · Brian Manning, John Coogan, Jordi Hays
[01:42:15] S4: But ours, like, we've demonstrated how much it can punch through jammers. We can even... We've done testing to show it can get indoors. So we're starting to break that indoor outdoor barrier. And a side effect of that is it it actually can reduce battery drain because it's just easier to pick up. [01:42:30] S0: That's amazing. Did we already hit the gong? We've hit the gong several times. I... I'm gonna hit it again. We do [01:42:35] S4: it, but why not? There it is. [01:42:38] S0: Thank you so much for coming on the show. [01:42:41] S1: Crazy update. [01:42:41] S0: Thank you [01:42:42] S4: so much, guys. Really, really [01:42:43] S0: exciting stuff. Thank you so much for hopping on the show with us. This is team. Fantastic. We'll talk to you soon. Goodbye. Let me tell you about Figma. Agents meet the canvas. Your AI agents can now create and modify your Figma files with design system context. You know who's got a download Figma, set up an account? Anyone with an iPhone app who wants it to run on the iPhone Duo. You've seen these screenshots of all the apps that are not optimized for the Duo yet. The YouTube app is looking kinda rough. They they did stretch out the screen, but it still has this bar... This black bar on the right side. It's a new design challenge. [01:43:19] S1: So [01:43:19] S0: Very doable to solve, but... [01:43:22] S1: Yeah. As Apple Yeah. How do you release a device without having... [01:43:28] S0: Especially in the era of of AI agents.
01:43:28 · John Coogan, Jordi Hays
[01:43:28] S0: Especially in the era of of AI agents. [01:43:30] S1: All... No. Not not even that. Okay. Okay. You're launching this device. It's the biggest update to the iPhone [01:43:35] S0: Mhmm. [01:43:35] S1: Since the iPhone got lighter, faster, faster, stronger, blah blah blah. Yeah. It actually is new. It actually is the biggest update to the iPhone in... Since the original iPhone. [01:43:45] S0: Yeah. [01:43:45] S1: Yeah. Right? Yeah. And you don't bother to make sure that YouTube and Instagram and Spotify [01:43:53] S0: Well, do you think it's do you think it's the opposite? Do you... Because what happened with the Apple Vision Pro was Apple said we have this amazing new VR device. Developers are gonna be able to build apps for it. There's a there's a developer program where you can get the software a little bit early, optimize things. And basically, every tech company was like, no. Like, we are not jumping on your new ecosystem. Go kick rocks because Yeah. But they were like, you're gonna take 30. We don't wanna do you the favor. You're gonna have to suffer from Okay. [01:44:26] S1: An extension of the iPhone. Yeah. Update No. I to the iPhone. Yeah. Most popular consumer... The the the number one hit product in the history of consumer hit products. [01:44:36] S0: So why do you think it happened? Do you think that [01:44:38] S1: I just think [01:44:38] S0: it's Do think that the developers of the YouTube iOS team didn't get devices early enough or they didn't get software preview?
01:44:38 · John Coogan, Jordi Hays
[01:44:38] S0: it's Do think that the developers of the YouTube iOS team didn't get devices early enough or they didn't get software preview? [01:44:44] S1: The germinator had said that people had had access to the device for about a month. [01:44:47] S0: The device and [01:44:48] S1: You're a big developer, so so [01:44:50] S0: And maybe an emulator too. [01:44:51] S1: It's like on one hand on one hand, it's the fault of of the big companies. Mhmm. But on the other hand, I think Apple has to like take the responsibility for it because it's your product that you're selling to customers and they're having a bad experience. Yeah. So I think it comes down, the buck stops with Apple. Mhmm. But overall, it's just like such a embarrassing launch for Apple. People have even been poking at the the like iOS, like issues with the actual [01:45:20] S0: The actual software. Like native [01:45:21] S1: Native software. Software. [01:45:22] S0: Which is not optimized yet. [01:45:23] S1: Is not great. Like, you know, you have a... If you're running a timer with Yeah. A certain angle, you can only see one of the numbers. Weird. So the whole thing was just completely botched and it's super embarrassing because now a million people have seen like, hey, if you buy the iPhone Duo, it's gonna be this like clunky experience. And all this stuff will get fixed in the next couple weeks, but massive unforced error. [01:45:47] S0: We have a take here from [01:45:50] S1: Like, I don't [01:45:50] S0: even think this
01:45:50 · John Coogan, Jordi Hays
[01:45:50] S0: even think this [01:45:50] S1: doesn't... What it comes down to, it doesn't reflect badly on, like, Spotify. [01:45:55] S0: Okay. I thought Spotify was the one that was optimized correctly. Maybe. But Spotify's looking good. [01:46:00] S1: Every single one of them looks bad. [01:46:01] S0: People are people are [01:46:02] S1: So it doesn't look that bad for all the different And [01:46:05] S0: they're also dunking on Apple. Like, this is from TechDroider, which I assume is an Android publication, so they're bound to take a victory lap here. But they say, Apple literally mocked other foldables at its launch event saying vertical scrolling feels compromised, and watching movies means dealing with oversized black bars that make the screen much smaller. Now look at Apple doing the same thing, and suddenly Apple fans and some influencers are defending it. LMAO, the hypocrisy is unreal. But, I mean, it is a good point. Like, to release something that drops black bars on day one is is a rough, rough Here's [01:46:42] S1: the one market. Yeah. That I was referencing. [01:46:45] S0: Yeah. [01:46:46] S1: This is Apple software call... Quality in 2026. This is supposed to be a fifteen minute timer. [01:46:51] S0: Oh, and it's not rendering properly. That's very odd. [01:46:55] S1: Again, it's like... [01:46:56] S0: Well, is it scrolling? Oh, I guess even if it's scrolling, that's like a weird feature. But... Yeah. Mean... Let's just do fifteen m instead of fifteen min.