667: Wisdom and Treachery
Episode
115 min
Read time
2 min
Topics
Productivity, Health & Wellness, Fundraising & VC
AI-Generated Summary
Key Takeaways
- ✓iPad Drawing Surface Optimization: Nano texture glass provides better image quality and light reflection than screen protectors, but Paper-like brand screen film combined with Paper-like Apple Pencil tips delivers superior writing feel for small handwriting. The $700 premium for nano texture cannot match aftermarket solutions for pencil-focused workflows despite Apple's integrated approach.
- ✓Apple N1 WiFi Chip Performance: Ookla speed test data across five weeks shows iPhone 17's custom N1 chip delivers higher download and upload speeds than iPhone 16's Broadcom chip in every percentile across virtually every region. The improvement appears most significant in bottom tenth percentile performance, raising the floor more than the ceiling while presumably reducing power consumption.
- ✓CEO Succession Timeline Conflict: Mark Gurman directly contradicts Financial Times report predicting Tim Cook departure by June, stating he would be shocked if Cook steps down within that timeframe. Gurman claims four-author Financial Times piece lacks credible sourcing despite publication's reputation, though his rebuttal only addresses the six-month window specifically, leaving longer timelines possible.
- ✓Third-Party Code Integration Strategy: Minimize dependencies by writing custom implementations for core functionality under 200 lines of code, reserving third-party libraries for complex UI components, established payment systems like Stripe, or non-differentiating features. This approach reduces server costs, maintains full code knowledge for debugging, and eliminates update dependencies that create maintenance burden over multi-year periods.
- ✓Apple Fitness Plus Viability: The $10 monthly service faces high churn rates and limited revenue upside despite loyal user base, prompting management restructuring under health chief Sumbul Desai. The service costs little to operate for a $4 trillion company, making shutdown unlikely despite weak performance, though future depends on demonstrating improved engagement metrics under new leadership structure.
What It Covers
Marco returns his $700 iPad Pro with nano texture after testing reveals third-party screen protectors provide superior Apple Pencil feel. Discussion covers Apple's N1 WiFi chip performance, Tim Cook succession timeline disputes, and Johnny Ive's collaboration with Sam Altman on mysterious AI hardware.
Key Questions Answered
- •iPad Drawing Surface Optimization: Nano texture glass provides better image quality and light reflection than screen protectors, but Paper-like brand screen film combined with Paper-like Apple Pencil tips delivers superior writing feel for small handwriting. The $700 premium for nano texture cannot match aftermarket solutions for pencil-focused workflows despite Apple's integrated approach.
- •Apple N1 WiFi Chip Performance: Ookla speed test data across five weeks shows iPhone 17's custom N1 chip delivers higher download and upload speeds than iPhone 16's Broadcom chip in every percentile across virtually every region. The improvement appears most significant in bottom tenth percentile performance, raising the floor more than the ceiling while presumably reducing power consumption.
- •CEO Succession Timeline Conflict: Mark Gurman directly contradicts Financial Times report predicting Tim Cook departure by June, stating he would be shocked if Cook steps down within that timeframe. Gurman claims four-author Financial Times piece lacks credible sourcing despite publication's reputation, though his rebuttal only addresses the six-month window specifically, leaving longer timelines possible.
- •Third-Party Code Integration Strategy: Minimize dependencies by writing custom implementations for core functionality under 200 lines of code, reserving third-party libraries for complex UI components, established payment systems like Stripe, or non-differentiating features. This approach reduces server costs, maintains full code knowledge for debugging, and eliminates update dependencies that create maintenance burden over multi-year periods.
- •Apple Fitness Plus Viability: The $10 monthly service faces high churn rates and limited revenue upside despite loyal user base, prompting management restructuring under health chief Sumbul Desai. The service costs little to operate for a $4 trillion company, making shutdown unlikely despite weak performance, though future depends on demonstrating improved engagement metrics under new leadership structure.
Notable Moment
Marco describes his restaurant tipping philosophy of leaving 50% gratuities when possible, explaining servers absorb blame for kitchen delays and food quality issues beyond their control while working constantly on their feet. He frames generous tipping as paying forward his career luck to workers where the money means more to them than to him.
Episode Transcript
So I bought an iPad, of course. Of course you did. What'd you buy? Take a guess. The big expensive one with the nano texture on it with, too much SSD space that you're never gonna use? That's right. And I already returned it. Oh, no. Seriously? Why? So I when I had said in the last couple episodes, I had said that I'd try one in the store, which is true. And I like, I because I was wondering, like, does the pencil texture feel better on it? And the answer is yes. But it does not feel $700 better on it. Basically, the, the app that I was discussing in the member special, one of the feasibility tests I wanted to do required the OLED screen. So I was like, alright. Let me let me, you know, do some kind of Black Friday deal this year and get myself one of the new iPads, except there was no deal on that version, of course. I was gonna say, there's not a lot of Black Friday deals on the one that nobody should buy. No. There are there are not. But, anyway, I realized that, like, you know, once I had it, like, in my office for testing against my, you know, old iPad that has the, the rock paper pencil screen protector on it, I realized that even though the nanotexture is better for the pen input, it is not better than the rock paper pencil. It's a continuum that you're optimizing for with that. Like, the Nanotexture, the screen looked better for images on the screen, for video, for content. Like, the screen looked better, less fuzzy, less distorted than any of the screen protectors. It also reflected even less light than anything. Like, you would think that those would go hand in hand, but they don't necessarily. So nanotexture was significantly better, in my opinion, for everything except pencil use. Maybe you should wait until you record the next episode of ATP before you return products because here we have a just in time toot from Brian who suggests that you check out pen tips at pen.tips for different tips for the Apple Pencil, I think. I actually had the Nanotexture iPad for about ten days, I think. And, I did try both pen tips and the paper like Apple Pencil tips, because I thought maybe that combination would be better. So, basically, there's this whole industry out there of third party Apple Pencil tips. And they have various goals in mind. The one that comes with the rock paper pencil is a metal little ball, like a ballpoint pen. That one, I don't really like that much, to be honest. When I'm using the rock paper pencil screen printer, I just use a regular Apple Pencil tip. Or, I I tried the the pen dot tips ones. Now, they have a bunch of different versions. I only tried one one variant of it. So, maybe …
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Books, tools, and gear mentioned in this episode
SignalCast may earn commission on purchases via these links. As an Amazon Associate, SignalCast earns from qualifying purchases.
Tools
by Ookla
“Ookla speed test data across five weeks shows iPhone 17's custom N1 chip delivers higher download and upload speeds than iPhone 16's Broadcom chip.”
by Stripe
“Minimize dependencies by writing custom implementations for core functionality under 200 lines of code, reserving third-party libraries for complex UI components, established payment systems like Stripe, or non-differentiating features.”
Gear
by Apple
“Marco returns his $700 iPad Pro with nano texture after testing reveals third-party screen protectors provide superior Apple Pencil feel.”
Products
- Paper-like screen filmRecommended
by Paper-like
“Paper-like brand screen film combined with Paper-like Apple Pencil tips delivers superior writing feel for small handwriting.”
- Paper-like Apple Pencil tipsRecommended
by Paper-like
“Paper-like brand screen film combined with Paper-like Apple Pencil tips delivers superior writing feel for small handwriting.”
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