Apple's Ecosystem Shifts: Regulation, Monetization, and High-Performance Computing
TL;DR
- Apple's new iOS 26.3 will enable proximity pairing for third-party devices in the EU, potentially expanding device interoperability and user convenience within the region.
- Italy's $115 million fine on Apple for App Tracking Transparency practices suggests a growing global regulatory trend challenging platform dominance and data control.
- The discontinuation of Apple Maps' Flyover city tours indicates a strategic shift, potentially prioritizing resources for newer features or different mapping experiences.
- Apple's decision to increase App Store search ads signifies a move towards greater monetization of its ecosystem, potentially impacting app discovery and developer costs.
- The potential for foldable iPhones to feature a smaller form factor when closed suggests a design compromise, balancing portability with expanded screen functionality.
- Apple's exploration of RDMA over Thunderbolt 5 for Mac Studio, with claims of 1.5 TB of VRAM, points to a future of high-performance, interconnected computing for demanding tasks.
- The restoration of an Apple developer's account after a gift card compromise highlights the critical importance of account security and the potential for severe disruption when compromised.
Deep Dive
Alex Lindsay, a founding panelist of MacBreak Weekly, is leaving the show and TWiT to join Apple in a partnership management role for the 3D ecosystem, starting in January. This transition marks the end of an era for the podcast, as Lindsay has been a consistent presence for nearly 20 years. His departure is framed as a significant loss for the show, acknowledging his foundational role and extensive contributions. Lindsay expressed excitement about the opportunity to influence the future of 3D technology, a field he has long advocated for and criticized when he felt it was underutilized. He also clarified that his other venture, Office Hours, will continue in a modified format, with him hosting fewer days but the community maintaining daily programming.
The episode also covered several Apple-related news items. First, a developer's Apple ID was restored after a significant incident where they lost access to their account and purchases due to a compromised gift card, highlighting the devastating consequences of account loss and the eventual intervention of Apple's executive relations team. This story underscores Apple's customer service capabilities when issues gain public attention, though the lengthy resolution process also suggests internal system complexities.
In regulatory news, Apple agreed to allow third-party App Store alternatives in Brazil, following similar mandates in Japan and the EU. This indicates a global trend of regulators pushing for more open app distribution models, forcing Apple to cede some control. While Apple accepts these changes, the implementation involves fees that developers must navigate, suggesting a continued tension between Apple's ecosystem control and regulatory demands. The discussion also touched upon the lack of widespread user demand for these changes in the US, contrasting it with the lobbying efforts of developers in other regions.
Additionally, Apple is increasing ads in App Store search results, a move that drew criticism for potentially exacerbating existing issues with app discovery and leading to user confusion and accidental purchases. The panel expressed concern that this monetization strategy, within a closed ecosystem, could further complicate the user experience and create a "protection racket" dynamic for developers needing to pay for visibility of their own branded apps.
Finally, the episode explored Apple's potential for high-performance computing with its Mac Studio and Mac Mini clusters connected via Thunderbolt 5. This strategy is seen as a way for Apple to compete in AI and rendering tasks without relying on traditional discrete GPUs, leveraging its silicon advantage. The discussion also touched on the evolving landscape of visual effects, with AI expected to impact areas like background generation and extras, while human performance and directorial intent remain crucial for key acting roles. The episode concluded with the panel's "Picks of the Week," including recommendations for home automation (Homey Pro), holiday music (Ella Fitzgerald), and historical podcasts (The Rest Is History).
Action Items
- Audit App Store search results: Identify 5-10 instances of misleading ad placements and propose a mitigation strategy to prevent user confusion.
- Develop a framework for evaluating Apple's App Tracking Transparency (ATT) implementation: Analyze its impact on third-party developers versus Apple's own services.
- Create a runbook for managing Apple ID account recovery: Document 3-5 critical steps to prevent future developer access issues.
- Analyze Apple's approach to foldable device design: Evaluate the trade-offs between form factor and user experience for 2-3 key features.
- Investigate the impact of AI-generated video on VFX workflows: Identify 3-5 specific areas where AI could automate or replace traditional VFX tasks.
Key Quotes
"I will be transitioning to Apple's developer relations so I'll be part of I'll be the partnership manager for the 3D ecosystem starting in January."
Alex Lindsay explains his upcoming career change, moving from his role on MacBreak Weekly to a position at Apple focused on their 3D ecosystem. This signifies a significant shift in his professional life and his direct involvement with the company's future technologies.
"I think that there's such a huge opportunity in the with 3D whether it's gazzy and splat or photogrammetry or how we use 3D inside of uh um inside of what we what we do and I and I uh uh everything you know usdz all these things and I felt like I can't keep on complaining about it if I was offered something and I didn't."
Lindsay elaborates on his motivation for joining Apple, highlighting the vast potential he sees in 3D technologies like photogrammetry and USDZ. He expresses a desire to be part of the solution rather than just a critic, indicating a proactive approach to shaping the future of 3D integration.
"So, we've been uh getting that working and and uh, you know, we had some really big success in both uh, you know, getting all the theaters ready to go for to start concerts early next year as well as we've kind of figured out how to I got a lot of time in an AMC theater and we figured out how to do how to stream uh live stereoscopic you know concerts you know to a screen without, you know, without reinventing without making it too complicated."
Lindsay discusses the successful completion of the Arena One project, which involved preparing theaters for live concerts and developing a method for streaming live stereoscopic concerts. This highlights his technical achievements in creating complex live event experiences.
"The Italian regulators, again, this is Autorità Garante della Concorrenza e del Mercato, say that Apple uses 'its absolute dominance in its dealings with developers to require them to comply with App Tracking Transparency,' here's maybe the hook: while Apple itself does not."
The text reports on Italy's fine against Apple for anti-competitive practices related to App Tracking Transparency. Italian regulators argue that Apple imposes these rules on developers while not adhering to them itself, suggesting a double standard.
"The danger for them is that the process will go down the path everybody in the drone world knows who they are they hate them like so so they're going into a market now they've created a situation where uh they've that everyone is going to pile on as soon as they release their drones."
This quote expresses concern about the potential negative reception for American drone companies attempting to enter the market after DJI has been restricted. The speaker suggests that the drone community's existing dissatisfaction with DJI's actions could lead to backlash against any new American competitors.
"The addition of the fact that their search is bizarrely awful, I think that the overall problem is is that it just reduces I mean from a not from a moral perspective but really just from a pure business perspective it just reduces the amount of enjoyment there is in buying new apps."
The speaker criticizes the App Store's search functionality, stating that its poor performance diminishes the user experience of discovering and purchasing new applications. This suggests that the current state of the App Store's search negatively impacts both user enjoyment and potentially developer sales.
Resources
External Resources
Books
- "Automatic Noodle" by Annely Newitz - Mentioned as a cozy sci-fi novella about robots wanting to make noodles.
- "Moonbound" by Robin Sloane - Described as a weird sci-fi story set in the far future with dragons on the moon, AI robots, and fantasy tropes.
- "Learning Cocoa with Objective-C" by Dr. Paris Buttfield-Addison - Mentioned as one of the books he has written.
Articles & Papers
- "20 years of digital life gone in an instant thanks to Apple" (heyparis.com) - Blog post detailing the experience of losing an Apple account.
People
- Alex Lindsay - Departing host, joining Apple as a partnership manager for the 3D ecosystem.
- Andy Ihnatko - Host.
- Jason Snell - Host.
- Leo Laporte - Host.
- Serenity Caldwell - Former MacBreak host, now at Apple.
- Nathan Alvarez - Former MacBreak host, now at Apple.
- Giles - Former MacBreak host, now at Apple.
- Tim Cook - CEO of Apple.
- Craig Federighi - Apple executive.
- Eddie Cue - Apple executive.
- Johnny Ive - Former Apple executive.
- Dr. Paris Buttfield-Addison - Club member, author, and Apple developer event host, who experienced an Apple account issue.
- Daren Oki - Club member who 3D printed a foldable phone based on specs.
- Jeff Gearling - Mentioned in relation to an article about RDMA over Thunderbolt 5.
- Cory Doctorow - Mentioned in relation to the "mad king's kill switch" concept.
- Tim Sweeney - Mentioned in relation to Epic Games' stance on Apple's app store policies.
- Rhea Seehorn - Star of "Plorbus," mentioned for her performance.
- Gary Oldman - Actor, mentioned in relation to "Slow Horses."
- Noah Wyle - Actor, mentioned for his role in "The Pit."
- David Mitchell - Actor, mentioned for his role in "Ludwig."
- Matthew Good - Actor, mentioned for his performance in "Department Q."
- Todd Vaziri - VFX professional, mentioned for his insights on visual effects and AI.
- Richard Linklater - Director, mentioned for his movie "Nouvelle Vague."
- Guy Ritchie - Director, mentioned for the Sherlock Holmes remakes.
- Wanzie Robles - Producer of "Broadboard."
- Brent Buy - Ronin 40 operator.
- Dave - Mentioned as a possible camera operator who connected Alex Lindsay to Tech TV.
Organizations & Institutions
- Apple - Company where Alex Lindsay is taking a new job, and subject of various news items.
- MacBreak Weekly - The podcast itself.
- TWiT (This Week in Tech) - The network hosting MacBreak Weekly.
- Office Hours Global - Alex Lindsay's ongoing project.
- Tech TV - Early platform where Alex Lindsay appeared.
- Apple Developer Relations - Department Alex Lindsay is joining.
- 3D Ecosystem - Area Alex Lindsay will manage partnerships for at Apple.
- Apple Maps - Mentioned for the removal of its Flyover tour feature.
- Epic Games - Mentioned in relation to Tim Sweeney's comments on app stores.
- Spotify - Mentioned in relation to app store policies.
- Netflix - Mentioned in relation to app store policies and "Plorbus."
- YouTube - Platform where tech sites posted about Mac Studios clusters, and where "A Christmas Carol" read by Patrick Stewart is available.
- Twitch - Streaming platform.
- X (formerly Twitter) - Streaming platform.
- Facebook - Streaming platform.
- LinkedIn - Streaming platform.
- Kick - Streaming platform.
- Club TWiT Discord - Community forum for TWiT members.
- Ilm (Industrial Light & Magic) - VFX company where Todd Vaziri works.
- F1 (Formula 1) - Mentioned in relation to the movie "Formula 1" and DJI Ronin 40 usage.
- Mercedes - Formula 1 team, mentioned in relation to Lewis Hamilton.
- Ferrari - Formula 1 team, mentioned in relation to Fernando Alonso.
- Red Bull - Formula 1 team, mentioned in relation to Sergio Perez.
- S.A.G. (Screen Actors Guild) - Mentioned in relation to concerns about AI and extras.
- FCC (Federal Communications Commission) - Mentioned in relation to foreign-made drones.
- Department of Defense - Mentioned in relation to drone regulations.
- Department of Homeland Security - Mentioned in relation to drone regulations.
- Trump White House - Mentioned in relation to an executive order on drone dominance.
- AMD - Mentioned in relation to its Strix Halo processor.
- Nvidia - Mentioned in relation to AI and Mac ecosystem.
- Linux - Mentioned as an alternative for rendering power.
- TNT - Network airing "The Pit."
- HBO Max - Streaming service airing "The Pit."
- BBC - Network airing "Ludwig."
- BritBox - Streaming service airing "Ludwig."
- Netflix - Streaming service airing "Department Q."
- Quantas - Airline, mentioned in relation to pajamas.
- Tasmanian Devils - Mentioned in relation to a fundraising gallery show.
- O'Reilly Media - Publisher, mentioned in relation to Dr. Paris Buttfield-Addison's books.
- Mibo - Company acquired by Google, where Dr. Paris Buttfield-Addison worked.
- Tech TV - Early platform where Alex Lindsay appeared.
- Apple TV+ - Streaming service.
- Hulu - Streaming service.
- Amazon Prime Video - Streaming service.
- Disney+ - Streaming service.
- Max - Streaming service.
- Paramount+ - Streaming service.
- Peacock - Streaming service.
- Apple Music - Mentioned in relation to app store policies.
- Apple TV+ - Mentioned in relation to app store policies.
- Google Play Store - Mentioned in relation to app store policies and scams.
- Ulysses - Markdown text editor app.
- The Register - Publication that covered Dr. Paris Buttfield-Addison's Apple account issue.
- Hacker News - Mentioned in relation to comments on Apple's account issues.
- The Pit - TV show.
- Ludwig - TV show.
- Department Q - TV show.
- Severance - TV show.
- Slow Horses - TV show.
- The Pit - TV show.
- Star Trek: The Original Series - TV show.
- Star Trek: The Next Generation - TV show.
- Plorbus - TV show.
- Breaking Bad - TV show.
- Better Call Saul - TV show.
- Nouvelle Vague - Movie.
- Memoirs of a Teenage Amnesiac - Movie.
- Last Frontier - TV show.
- Sherlock Holmes remakes - Movies.
- Droid Shots in Star Wars - Mentioned in relation to VFX.
Tools & Software
- Xcode - Apple's development environment.
- Stream Deck - Mentioned in relation to the Broadboard app.
- Wacom Tablet - Used for drawing and telestration.
- Wacom One - Specific model of Wacom tablet.
- Cintiq - High-end drawing tablet.
- Mac Mini - Apple computer used for local AI models and rendering.
- Mac Studio - Apple computer used for local AI models and rendering.
- 8 Bit - Video processing device.
- Lumikey - Device used for keying.
- Home Assistant - Home automation platform.
- Homey Pro - Home automation hardware.
- Homey Mini - Home automation hardware.
- HomeKit - Apple's home automation framework.
- Zigbee - Home automation protocol.
- Z-Wave - Home automation protocol.
- Matter - Home automation protocol.
- Thread - Home automation protocol.
- HomePod - Apple smart speaker.
- Audible - Audiobook platform.
- iCloud - Apple's cloud storage service.
- App Store - Apple's digital storefront.
- Google Play Store - Google's digital storefront.
- X Grid - Rendering software.
- Easy Rig - Support system for camera equipment.
- Vision Pro - Apple's mixed-reality headset.
- Aura Frames - Digital picture frame company.
- Aura Ink - Aura's cordless color e-paper frame.
- Calmtech Institute - Mentioned in relation to Aura Ink.
Websites & Online Resources
- officehours.global - Website for Alex Lindsay's project.
- heyparis.com - Blog of Dr. Paris Buttfield-Addison.
- auraframes.com/ink - Website for Aura Ink frames.
- twit.tv/club - Website for Club TWiT membership.
- twit.tv/mbw - Website for MacBreak Weekly episodes.
Podcasts & Audio
- MacBreak Weekly - The podcast itself.
- Office Hours - Podcast/show.
- The Rest is History - Podcast hosted by two British historians.
- Triode - Radio from around the world, mentioned for playing a Christmas vinyl channel.
Other Resources
- usdz - Apple's file format for 3D.
- Photogrammetry - 3D scanning technique.
- Gazzy and Splat - Mentioned in relation to 3D.
- App Tracking Transparency (ATT) - Apple's privacy feature.
- AI Generated Video - Mentioned as a future impact on VFX.
- Flyover feature - Feature in Apple Maps.
- Immersive Video Content - Content for VR/AR headsets.
- 8K per eye - Resolution specification for Vision Pro.
- 120 frames per second - Frame rate specification.
- HDR (High Dynamic Range) - Video technology.
- Deu Mall - Plot point in "Plorbus."
- Mad King's Kill Switch - Concept by Cory Doctorow regarding app control.
- RDMA over Thunderbolt 5 - Technology discussed by Jeff Gearling.
- Local AI Models - AI models run on personal devices.
- Unified RAM - Type of RAM used in Apple Silicon.
- Strix Halo - AMD processor.