Tue. 11/12 – Apple Into The Smarthome
Techmeme Ride Home
Brian McCullough
4.7 • 984 Ratings
🗓️ 12 November 2024
⏱️ 21 minutes
🧾️ Download transcript
Summary
Looks like Apple wants to get serious about smarthome tech. The EU gets Meta to change, but has another requested change from Apple. Signal has some new features. Netflix’s ad-tier continues to win. And a deeper dive into how AI can leap this scaling wall it seems to have run into. Here’s what you missed today in the world of tech.
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Links:
- Kuo: Apple to release its own smart home camera in 2026, with AI features (9to5Mac)
- In Europe, Instagram Ads Are About to Get Less Personal (WSJ)
- Apple Gets EU Warning to Stop Geo-Blocking on App, ITunes Stores (Bloomberg)
- Nvidia’s new app replacement for GeForce Experience is now out of beta (The Verge)
- Signal calls now work a lot more like Meet and Zoom (The Verge)
- Netflix Says Ad Tier Reaches 70 Million Users Globally (Variety)
- OpenAI and others seek new path to smarter AI as current methods hit limitations (Reuters)
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Transcript
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| 0:00.0 | Welcome to the Tech Memm right home for Tuesday, November 12th, 2024. I'm Brian McCullough today. |
| 0:08.9 | Looks like Apple wants to get serious about smart home tech. The EU gets meta to change, but has another |
| 0:15.0 | requested change from Apple. Signal has some new features. Netflix's ad tier continues to win, |
| 0:20.7 | and a deeper dive into how AI can |
| 0:22.8 | leap this scaling while it seems to have run into. Here's what you miss today in the world of tech. |
| 0:33.2 | Ming Chi Kuo says that Apple has scheduled production of a smart home IP camera for 2026 and is aiming for more than 2 million in annual shipments. |
| 0:45.6 | Quoting, see what I did there. The smart home IP camera scheduled for production in 20, is designed to integrate seamlessly with other Apple |
| 0:55.0 | hardware products via wireless connectivity. Current global smart home IP camera shipments are in the |
| 1:00.1 | range of 30 to 40 million units per year, with Apple's long-term goal of annual shipments of |
| 1:05.7 | 10-plus million units for this product line. This strategic move demonstrates Apple's continued |
| 1:10.7 | exploration of |
| 1:11.5 | growth opportunities in the home market. I believe the user experience will be significantly enhanced |
| 1:16.0 | by Apple's great ecosystem and deep integration with Apple Intelligence and Siri. Following the |
| 1:21.2 | success of the Apple Watch, AirPods are being repositioned to focus on health management with future |
| 1:27.1 | models integrating more health management with future models integrating |
| 1:27.7 | more health management features. This strategic positioning is expected to drive AirPods |
| 1:32.5 | shipments from approximately 48 million units in 2023 to 53 to 55 million in 2024, 58 to |
| 1:39.1 | 62 million in 2025 and 65 to 68 million in 2026. Goer Tech is positioned to secure the NPI for the new |
| 1:47.2 | 2026 AirPods model and serve as the primary supplier, end quote. And quoting 9 to 5 Mac. |
| 1:54.2 | We have heard for a while that Apple is plotting a more serious attempt to crack the smart |
| 1:57.7 | home space with intermittent rumors about Apple designing its own accessories. |
| 2:02.0 | However, it's unclear at this stage what unique functionality Apple could offer through a first-party |
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