Prof G Markets: Apple’s Headset, Sequoia’s Big Breakup, and Hypocrisy at the PGA Tour

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  • Опубликовано: 22 ноя 2024

Комментарии • 135

  • @tonejac
    @tonejac Год назад +1

    I’d offer that this is the first opportunity for a viable replacement for a computer monitor. When you sit down to work and try to get into a productive flow this might be the ideal solution. Then take it off for everything else.

  • @jamesjpak
    @jamesjpak Год назад +1

    The look of pride on Scott's face when Ed makes his comments on the SEC/Binance news....priceless

  • @tonydevos
    @tonydevos Год назад +22

    Prof G is a hero to me. Anthony Bourdain would be prof g if he got into commentary

    • @vooteimer1234
      @vooteimer1234 Год назад

      How did you confuse this content with the Kidz bop you were looking for?

    • @Notsam12345
      @Notsam12345 Год назад

      Oh boy I have some bad news for you

    • @duncanmaclennan9624
      @duncanmaclennan9624 Год назад

      U need better role models

    • @tonydevos
      @tonydevos Год назад

      ​@@duncanmaclennan9624 mom, i met you at last! Where have you been?

    • @tonydevos
      @tonydevos Год назад

      ​@@vooteimer1234 i can tell youre an expert af kidz bop

  • @ziprun2005
    @ziprun2005 Год назад +7

    The degree of improvement this duo is over Scott's other duo can't be understated.

    • @Veryperceptivecat
      @Veryperceptivecat Год назад +2

      Kara is very experiences but also utterly insufferable. Imagine someone that makes Scott look like the responsible, level-headed adult in the room...

    • @ziprun2005
      @ziprun2005 Год назад +4

      @@Veryperceptivecat Ideologically captured, arrogent and boring.
      Ed is none of those. Instantly better pod.

    • @privacylock855
      @privacylock855 Год назад +1

      but, it can be awkwardly stated.

  • @algernoncallier9347
    @algernoncallier9347 Год назад

    Spot on with LIV. Some of the most thoughtful dialog I've heard to date.

  • @TedNemeth
    @TedNemeth Год назад

    His ability to zoom out and brilliantly comment/analyze on the big picture is really valuable. Love the show.
    Never ever…..lose the humor.

  • @Sachkisaza
    @Sachkisaza Год назад +1

    Ed's point that the SEC needs to do a mea culpa and admit that they should never have approved the listing of companies they think are illegal is spot on.

  • @SportsIncorporated
    @SportsIncorporated Год назад +13

    A $3,500 headset is meant for developers, early adopters, enterprise (that can afford it). You could have a worker maintaining a high value product/item. Say in a remote location. Where the device identifies what's being worked on. And guides the technician to perform the task using a heads up display and written or spoken instructions. The headset could be used for simulations and demos. A $3,500 headset's target audience is not the general public. Just some random thoughts.

    • @PaulMcCannWebBuilder
      @PaulMcCannWebBuilder Год назад +2

      I'm surprised they didn't understand this. I get Scott's point about stuff on your face, but this technology is about new ways to input into the human brain. It's got a long way to go, and it needs a killer app and refinement to go mainstream, which requires developers to be able to access the tech. $3500 is cheap for that access.
      Sad as it is, the next phase of human evolution is attaching an iPhone to your face.
      And it should be mentioned, the killer app for this will never be allowed by Apple, the same killer app that drove everything from VHS, to lots of internet tech like efficient streaming, and secure online payments. (Adult entertainment).

    • @ABDLLHSDDQI
      @ABDLLHSDDQI Год назад

      They marketed it as a consumer tech product and Scott has a correct assesment of you wouldn't want to put this on your face. They showed no usecase of it being for work. Hololens is fantatsic but its a work device. They were showing people enjoiying being with their kids but wearing a headset. None of this makes any sense. Xreal makes normal looking glasses that do most of what Apple showed their headset for, and it costs 1/10th the price.

    • @MB561
      @MB561 Год назад

      His co host utterly failed to mention this. Because his co host largely kisses his ass.

  • @martinmwai6392
    @martinmwai6392 Год назад +2

    My condolences to your son for being a Tottenham fan.

  • @johnnyguitar2929
    @johnnyguitar2929 Год назад +1

    I think Scott underestimates how much of an impact Apple's Vision Pro will have on the future of computing.

  • @privacylock855
    @privacylock855 Год назад +1

    Scott thinks we don't want to put things on our heads. ... While wearing headphones.

  • @jet4tv
    @jet4tv Год назад +2

    Really appreciate this podcast.
    Scott is direct, not always right, but puts it out there...
    And do think he is right about engaging with Saudi's, and India... bring home the $$$

  • @dianedean4170
    @dianedean4170 Год назад

    Scott and Ed🎉🎉 your observations are sharp and clear.
    I really appreciate your competence and intelligence. Playing hard ball means being agile in mind and body.
    Stay healthy and enjoy your day 😊

  • @MaxTyco
    @MaxTyco Год назад +1

    No gretaer podcast can weave in the innuendo of “nuts and bolts” amongst relevant and informative news amalysis.

  • @josephhuether1184
    @josephhuether1184 Год назад +1

    I agree with Scott regarding the lifestyle quality I infer from headsets but one should note that there was a time when we all enjoyed the social experience of going to a record store, enjoying cover art and generally enjoying music with friends, showing off your record collection…not to mention going to movie theaters…and that this has been totally disrupted by “personalized” entertainment devices starting with the Sony Walkman almost 50 years ago and refined to great profit by…you guessed it…Apple.

  • @paulbernard2094
    @paulbernard2094 Год назад

    Best show on RUclips!!

  • @101tangu
    @101tangu Год назад +2

    Ready for some hot takes.

  • @dougcummings6000
    @dougcummings6000 Год назад +3

    Past Apple Product Failures-
    The LISA
    The Apple Newton.
    Apple Pippin.
    Round Mouse.
    The Apple Macintosh Portable.
    The Power Mac G4 Cube.
    The U2 iPod.
    Apple eMate.
    Macintosh TV.

  • @Ollerismo
    @Ollerismo Год назад +7

    Apple on iPad: We have developed technology to not have the iPad to close to your eyes. Apple Vision Pro: We have put 4kHD screens on your pupils!

  • @DougiePlaysSoccer
    @DougiePlaysSoccer Год назад

    Totally agree with the headsets, too niche..

  • @minghengtan
    @minghengtan Год назад

    hi scott, your words are entertaining but by spending your time, what outcomes are you hoping to give to listeners?

  • @duskrider1724
    @duskrider1724 Год назад +2

    Why you gotta do Hyundai like that?? The new ones look pretty good.

  • @threemenandadollie
    @threemenandadollie Год назад

    Keep up the good work chaps -- Oliver, Liverpool fan in Virginia

  • @duudleDreamz
    @duudleDreamz Год назад +2

    Wishful thinking does not equal good future predictions. I tried the Vision Pro, amazing, getting one as soon as I can. According to Zuck (rumors) Apple is manufacturing 1 million Vision Pro units.

  • @privacylock855
    @privacylock855 Год назад +1

    America does not need another car for rich people It needs a car for the people in the middle. Put 20% down, pay it off in 3 years, and not exceed 8% of your income. And don't forget "Right to Repair".

  • @SeegerInstitute
    @SeegerInstitute Год назад

    Scott, it’s typhoid Mary… Love you

  • @pn2543
    @pn2543 Год назад

    I remember all the pundits criticizing the Ipad when it came out, no one could imagine what it was for. Its hard now to see what the Vision Thing is for, but maybe something interesting will become obvious in a year.

  • @myles4714
    @myles4714 Год назад +4

    How TF Scott going to talk about Game Stop and not Mention “Short Squeeze”? Glib

  • @mbodini
    @mbodini Год назад +1

    Hope Prof G brings back the thirst traps 🔥😂

  • @veronicamaine3813
    @veronicamaine3813 Год назад

    Think of the Vision like the Mac Pro - niche market for niche applications (at least for now). Apple is keeping this out there to see what devs will do - the iPhone wasn't great till the Apps came along. Apple is very aware that anything like this will need an app market to make it work.

  • @jasonnugent963
    @jasonnugent963 Год назад +4

    Gotta disagree with Scott about the potential success of Apple Vision Pro. What we saw at WWDC was great but we must remember this product doesn't come out for another year,. .so there's plenty of time still for Development and big-name vendors to flesh out potential ideas. (AutoCad, ArcGIS, etc,. would all look amazing on this thing). The Augmented-Reality aspect of this (being able to see both VR and Real World stuff simultaneously).. will seal the deal on this. Apple's typically support timeline is "5 to 7 years".. so I don' think it's going to go unsupported in 1 to 2 years. Improvements and software-updates to this over the next year or 2,. should be pretty amazing.

    • @jimbell6116
      @jimbell6116 Год назад

      $3500 for goggles that will leave you even more depressed and suicidal. The more time this is on your head, the more you want it all to end. The coolness factor on this is -3500. Some sexy glasses that give you the world is a decade away. This century is much sadder and alone then the last one. This doesn't change that.

    • @jasonnugent963
      @jasonnugent963 Год назад

      @@jimbell6116 This is no different than any other technology or tool,. each person still has to remember moderate and sensible use. If you allow yourself to use it for unhealthy amounts of time,. that's a human-choice failure,.. not a technology failure.

  • @richardcup66
    @richardcup66 Год назад

    This is informative and funny

  • @usazar
    @usazar Год назад

    I agree with Scott on Saudi.... No point attempting to defeat MBS when you have Desantis running amuck in Florida

  • @matthewhopkins5701
    @matthewhopkins5701 Год назад +1

    Why is there no LVMH for iphone or the app store? Billionaires and front line workers have access to the same iPhone 14 pro max. Is tech truly an equalizer?

  • @vietimports
    @vietimports Год назад

    i agree with the liv-pga assessment. if the end goal was to sell out, at least fight for a high price, admonish saudi, and get all of your players taken care of. but to invoke 9/11 and then sell out anyways is some next level tactics lmao

  • @overnightparking
    @overnightparking Год назад +1

    Well, one of us is wrong about Apple's Vision Pro headset, and I think it's you.

  • @tothphu
    @tothphu Год назад

    Scott I think you are correct Apple would have a great product releasing a car. The only problem: NO car company has spare electric car manufacturing capacity! Maybe in 10 years...
    Also phones for $2k might be Apple's thing but there will be no volumes moved at a $200k car!

  • @gabrielzalzman9089
    @gabrielzalzman9089 Год назад

    I believe The headset is a way to test a new computing interface (that’s why it’s named Spatial Computing) and not Meta’s perspective on a social VR/AR device. The price point compares more with a top line computer than where the VR/AR headset market is at…the declining sales of LapTops de -risks cannibalization and provides an exploration on a new way to engage your computing interface vs keep investing in a declining laptop market…IMO…

  • @future62
    @future62 Год назад +15

    Prof was way off base on CNN... even if the objective was to bring it back to the center, which it arguably wasn't, the execution was abysmal. The real issue is the 24/7 news model is inherently flawed.

    • @stephenmcinerney9457
      @stephenmcinerney9457 Год назад +1

      I think Prof G was just pragmatically talking about CNN as a media outlet that caters to a neutral/liberal demographic, he doesn't have any expectation that it will broadly reshape US political discourse.

    • @tonywilson4713
      @tonywilson4713 Год назад

      You're right, just repeating the news every 1/2 hour was never going to work.
      That's what Rupert Murdoch realised - sell rage and anger to a population that's angry and frustrated with their politicians.

  • @manobox
    @manobox Год назад

    How was Costa Rica, Ed??

  • @robertwinter8827
    @robertwinter8827 Год назад

    I have the biggest crush on Ed! :)

  • @IanJames56
    @IanJames56 Год назад

    I will remember your prognostication regarding Apple Vision Pro

    • @marsmotion
      @marsmotion Год назад

      And i will remember your a fan boi

  • @earthdog7900
    @earthdog7900 Год назад +1

    For everyone who wants apple to make a car, I have one question. What kind of Apps will Apple sell for the car? That is where apple makes it money, the App store. Everything they do is to keep milking the app store. Maybe there is a good subscription they could sell.

  • @anachronistofer
    @anachronistofer Год назад

    The problem with the effects of social media such as Facebook/Meta on developing minds is that while it appears empirical and compelling, it can't (yet) be provable or measured in any tangible way---whereas evidence of financial fraud (in the case of Holmes) can be. Yes, teen suicides are up, but there is no provable direct correlation of this to social media alone. There's enough cause in the age we live in to increase depression and anxiety (see: burgeoning income inequality, climate change, et al).

  • @lamplighter5545
    @lamplighter5545 Год назад +2

    To keeps things in perspective for the cost of a VisionPro, you could buy a decent older car.

  • @andybaldman
    @andybaldman Год назад

    39:55 I wonder if Scott is aware that some of these "AI Catastrophists" are people like Sam Altman and Ilya Sutskever, two of the most powerful people in AI right now.

  • @montpelier3
    @montpelier3 Год назад

    So no more Bill Maher on CNN when strike over? He was smart enough not to fuck with Fareed. TY Prof G & Ed.

  • @tonynelson5229
    @tonynelson5229 Год назад

    Isn’t buying your way to success the American Way?

    • @tonynelson5229
      @tonynelson5229 Год назад

      Oh wait. The Saudi’s did it? We can’t have that! Double standards anyone?

  • @furmanodell
    @furmanodell Год назад +2

    C'mon Scott, CNN under Zucker was a train wreck. By the time he left the ratings were in the dumpster, all the Fox shows beat them up and down the time slot, all day, every day. Even MSNBC and RUclips beat out CNN. They needed to make a change.

  • @wesluckey230
    @wesluckey230 Год назад

    This is always worth viewing for its analysis and insight. However, I think Scott has begun to take on a bit of a bias from the standpoint of a high-income consumer of luxury goods. There is nothing wrong with this, as far as it goes. But it does relate to only a portion of the marketplace. How he views products and services might be different from how Ed or some random man or woman on the street might view these.

  • @Apollo65
    @Apollo65 Год назад

    Rehash of last weeks Pivot pod

    • @EasyTiger.01343
      @EasyTiger.01343 Год назад

      Yes, but without Mrs Yappy Yappy Go Ahead. I’ll take this version every time 👍🏻👍🏻👍🏻

  • @bondi5000
    @bondi5000 Год назад

    Seems everyone who has actually tried it comes away shocked and amazed and convinced. The only doubters seem to be those who haven’t put one on yet. Maybe worth reserving judgment until
    You try one. 🤷🏻‍♂️

  • @techronin_
    @techronin_ Год назад +1

    Apple vision isn’t designed to be a fashion statement. It’s mostly an entertainment device used in the confines of your home. You may not like it, but that’s how it is.

  • @TheMonemone2
    @TheMonemone2 Год назад +2

    Prof G 's prediction and analysis to business world is usually spot on but when it's about tech, whether it's vision pro or EV industry , he just lacks the in depth knowledge to make any reasonable preduction. USD$3500 is about the same price as a high end TV or laser 4k projectors or a highend gaming PC. Vision pro is a super highend personalized TV + PC combined. It can be a personal theatre, a personal cubicle for working. When you think of it this way, it's not that expensive. But then, i am sure Apple is working on a cheaper non-Pro Vision version.

  • @GeneHogsett
    @GeneHogsett Год назад

    So Scott wants regular glasses with ar/ai called "Cyrano"

  • @spudboy007
    @spudboy007 Год назад

    Ahh.. this is late, Man City already won the treble.. :( You all should also cover Saudi Arabia and oil rich middle eastern countries trying to buy soccer/football clubs..

  • @bibbidi_bobbidi_bacons
    @bibbidi_bobbidi_bacons 4 месяца назад

    👍👍👍

  • @algernoncallier9347
    @algernoncallier9347 Год назад

    Hi guys... might be missing the point a bit on 'Apple Glass' 1.0 ...and the sad sour grapes faces? Maybe some VR trauma in there.

  • @telluwide5553
    @telluwide5553 Год назад +1

    Crypto is fools gold, period!

  • @lancefromohio
    @lancefromohio Год назад

    I really hope you got some payout on your personal rebrand of Saudi Arabia by only referring to it as "The Kingdom".

  • @AnberThe
    @AnberThe Год назад +1

    I forecast 1mill Vision Pro unit next year

  • @anachronistofer
    @anachronistofer Год назад

    I don't think Apple should manufacture cars---they should team up with an established global player like Toyota or Volkswagen a co-produce electric cars with them.

  • @sylarfx
    @sylarfx Год назад +1

    doing risky VC business in China at this point is just pure fools gold, good luck to them burning money

  • @algernoncallier9347
    @algernoncallier9347 Год назад

    The "coolest city in Latin America"... Lol. But yeah for many...

  • @migdon470
    @migdon470 Год назад

    I think the apple vr is great

  • @ArturoSanchezArtara
    @ArturoSanchezArtara Год назад +2

    Besides the usual weakly crying on crypto, it is a fine episode like every week :) thanks

  • @paxdriver
    @paxdriver Год назад

    "The term “security” means any note, stock, treasury stock, security future, security-based swap, bond, debenture, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust certificate, preorganization certificate or subscription, transferable share, investment ..."
    SEC registers so that the sec knows it's supposed to oversee it and keep watch. The registration is saying "hey, the thing we do might require oversight". Just like drug dealers like Purdue and Pfizer were IPO'd drug dealers. Jpm is a registered fraud, wells Fargo same thing. Registered companies can do illegal things, but right now they're only penalizing coinbase and binance for not regustering when they clearly knew they were trading securities because they mentioned it point blank as a risk in their IPO filing.

  • @MichaelNDickson
    @MichaelNDickson Год назад

    I’d disagree on apple being an obvious winner in the car market. I think Tesla’s edge in engineering talent and design vs the other OEM’s is being undersold here, as well as just how difficult cars are to manufacture profitably. Tesla’s the only OEM that’s figured out how to make money right now on their EV offerings, and by quite some margin.

    • @jjamesstewart
      @jjamesstewart Год назад +1

      I would have agreed with you on this 2-3 years ago, but a few things have changed my views on Tesla:
      Their margins are now more in line with other auto manufacturers, Musk has seriously harmed the brand with years of over promising and way under delivering on multiple fronts; Musk showing his true nature and poor management skills via Twitter (plus the text leaks) making some of us reconsider our existing vehicle reservations and whether we'd want to be associated with Musk; Plus Tesla-specific issues such as quality control, privacy, safety, vehicle service experience friction. So I think the magic time for Tesla is past and others in the space are iterating on their success. And that's Apple's jam: taking what someone else has done and tweaking and repackaging it to enhance the presentation and post purchace experience, increase perceived value and drive demand for being associated with them.

  • @Sweet..letssurf
    @Sweet..letssurf Год назад

    Low risk low calorie life….

  • @libaax1342
    @libaax1342 Год назад +1

    Don't forget tha Sequoia is tainted by FTX!!

  •  Год назад

    It's the coolest city in latin America and it happens to be in America?"

  • @andybaldman
    @andybaldman Год назад

    I love how Scott defends LIV buying PGA, without ever considering the fact that it won't improve the game at all. It will have the opposite effect. But as long as he'd be ok cashing their check, who the fuck cares. It's this self-focused capitalist view that ruins everything eventually.

  • @veronicamaine3813
    @veronicamaine3813 Год назад +1

    If hosting a trump townhall filled where only trump supporters are allowed to express their opinion was "moving to the middle" i d hate to know what moving to the far right looks like - what was next on the plan? talking points with Putin? Why the N*zis weren't that bad? I'm not sure the CEO knew what the middle looked like and mistook bothsidism as the middle.

  • @jwbjpb1338
    @jwbjpb1338 Год назад +1

    Sad commentary on the fact you are okay with the Saudis buying the PGA Tour and excusing their human rights nonsense. I gotta strongly disagree with you on this.

  • @investingjim2801
    @investingjim2801 Год назад +1

    This week's AI Poem: There once was a teacher so sketchy, Whose tropes were worn out and stretchy, She’d drone on and on, Till the students were gone, And the class was left feeling quite wretched.

    • @privacylock855
      @privacylock855 Год назад

      @@EasyTiger.01343 What make you think he has day job?

  • @m271-c1h
    @m271-c1h Год назад

    The jokes are just bad... anyway, another great podcast 😅

  • @z3ro5um
    @z3ro5um Год назад

    ‘Go back…’ -prof g, ‘stick with the finances, your political analysis is truly abominable.’ - me

  • @SuperCraigone
    @SuperCraigone Год назад +4

    You are in desperate need of a joke writer. DM me.

  • @duncanmaclennan9624
    @duncanmaclennan9624 Год назад +1

    I’m sick of this 58 year old divorcee championing luxury brands and bashing tech. He was wrong about Tesla, I bet he’s wrong about AR and the vision pro 22:30

  • @harrynamkoong3361
    @harrynamkoong3361 Год назад +2

    Horrendous take on Saudi and LIV/PGA golf from Scott.

  • @kennethburnside4780
    @kennethburnside4780 Год назад

    Ed is struggling with crypto and hes comparing it to cartels. Lol

  • @obviouslyadude
    @obviouslyadude Год назад +1

    Dude, if he just toned down the blatant mid life crisis and/or fusion of frattastic has been/ wannabe bad boy persona. And upped the actual academic analysis...he might get a show!
    But I'm here for the cringe. Best of luck pulling that tinder gal with an onkyfans.

  • @flyoutchase
    @flyoutchase Год назад +3

    Ed take on crypto was 🤌🏿🤌🏿🤌🏿🤌🏿

  • @MB561
    @MB561 Год назад

    The kid cohost is utterly useless as far as providing good information. He just nodd and says "yup" at whatever shirtless scotty says.