苹果2025年度回顾

显然，房间里最大的问题就是，这标志着Mac Pro的终结。

And obviously, the big, you know, elephant in the room is, well, this was the death knell for the Mac Pro.

他们当时不会告诉你。

They wouldn't they wouldn't tell you at the time.

现在他们也不会告诉你，但现在已经快到年底了，他们对Mac Pro依然没有任何动作。

They won't tell you now, but we're at the end of the year and they still haven't done anything with the Mac Pro.

他们已经发布了两款新的芯片，分别用于Mac Studio，但并没有用在Mac Pro上。

And they've released two new chips now that are in the Mac Studio and they're not were not added to the Mac Pro.

所以我不知道这会有什么结果。

So I I don't know what's gonna happen with that.

也许在年底前，他们会通过一次年终新闻稿宣布它彻底停产，但看起来它似乎没有未来了。

Maybe it'll be dead before the end of the year with one of their, like, last Friday of the year press releases, But it just doesn't seem like he's got a future.

而且

And the

M4 Ultra，古尔曼说已经彻底取消了。

m four Ultra, Gurman has said has scrapped altogether.

所以直到M5之前都不会有新的Ultra芯片，不会。

So there won't be a new Ultra chip until the m five no.

是的。

Yeah.

M5。

M five.

对。

Yeah.

M5代。

M five generation.

所以，是的，可能还会出M5 Ultra，但那要等到2026年了，

So, yeah, there could still be an m five ultra, but it wouldn't be until neck until 2026,

我觉得，科默特说过。

I think, Kermit said.

因为今年的更新是M4 Max或者M3 Ultra。

Because this year's update was m four max or m three ultra.

是的。

Yes.

没错。

That's right.

当时他们在就此事进行公关简报时，甚至暗示不会每年都推出Ultra版本。

And the way they even mentioned it at the time when they were doing PR briefings about it was they were kind of implying there's not gonna be an Ultra every year.

你还记得他们当时这么说吗？

Remember when they said that?

是的。

Yeah.

所以听起来现在他们的做法基本上是，至少我会跳过一年。

So it sounds like now they're basically going for, like, at least I will skip one year out.

所以我们不会推出M4 Ultra，但会推出M5 Ultra。

And so we're not doing the m four Ultra, but we're gonna do an m five Ultra.

此外，三月苹果宣布将为RCS消息服务提供端到端加密支持。

Also in March, Apple announced that it would bring support for end to end encryption for RCS messaging.

而这一点被写在笔记里的最大原因是，我们仍在等待这件事发生。

And the biggest reason this is in the note is that we're still waiting on this.

这件事还没有发生。

It has not happened.

他们在宣布这项功能时，并没有承诺会在年底前完成。

They didn't promise before the end of the year when they announced this.

是的。

Yeah.

我认为在目前已发布的26.3测试版中，有更多代码迹象表明他们正在开发这项功能。

I believe in the 26.3 betas, which are out now, there's more code evidence that they're working on it.

但这并不像一个正式发布的功能，所以仍然有待官方公布。

But it's not like an official feature or anything, so it's still to be to be announced.

我认为，今年另一个关键事件是，三月苹果宣布推迟了更个性化的Siri功能。

Then what I think is one of the defining stories of the year, in March, Apple announced the delays of the more personalized Siri features.

他们通过一份给Daring Fireball的John Gruber的声明公布了这一消息。

They announced it in a statement to John Gruber at Daring Fireball.

所以他们只是需要多一点时间来完善它，比如个人上下文、应用内操作等功能。

So they needed just a bit more time to get it right, and that was things like the personal context, the in app actions.

我记得当我们讨论这个时，声明中最奇怪的部分是，我们预计将在未来一年内推出这些功能。

And I remember when we talked about this, the weirdest part of the statement was that we anticipate rolling them out in the coming year.

当时，我们根本不知道‘未来一年’是指2025年之前，还是指从3月7日宣布之日起的12个月？

At the time, we had no idea did in the coming year mean before the 2025?

它是指从宣布那天算起的12个月日历，还是别的意思？

Did it mean on a twelve month calendar for March 7 when this was announced or what?

而现在，是否

And now Did

是在2026年12月？

it in December 2026?

没错。

Exactly.

而现在

And now

苹果公司表示，克雷格·费德里吉和格雷格·贾西亚都说过，这项功能将在2026年推出。

Apple has said, Craig Federighi, Greg Jaswiak have said, it is coming in 2026.

传言和预期都表明，它将随iOS 26.4一同发布，大约在2026年3月。

The rumors, the expectations are that it'll come with iOS twenty six point four, which would be about March 2026.

但苹果并未明确说明这究竟是iOS 26还是iOS 27，我仍然认为这些功能，或者至少其中一部分，很可能要等到iOS 27才会上线。

But Apple has not said one way or the other whether this is iOS 26, iOS 27, and I still think there's a real chance that these features or at least some of these features don't ship until iOS 27.

是的。

Yeah.

我的意思是，他们似乎瞄准的是26.4版本，但这么早就宣布的话就太傻了。

I mean, it seems to be they're aiming for twenty six point four, but they'd be stupid to announce that early.

他们已经给自己留了2026年这个时间窗口，所以他们会继续开发。

They might they've given themselves 2026, so they'll they'll work on them.

他们会努力在下一个周期之前推出这些功能。

They'll try and get them out before the next cycle.

这大概就是他们的期望，但如果没赶上，那也没办法。

That's probably what they're hoping for, but if it doesn't happen, it doesn't happen.

而且，是的，你说得完全对。

And, yeah, you're completely right.

这可能是苹果在2025年最重要的新闻，因为它导致了罗克韦尔、迈克·罗克韦尔和费德里希接手了Siri部门以及苹果大部分的AI业务。

This is probably the story of the year for Apple in 2025 because it of what it invoked in the you know, it led to Rockwell, Mike Rockwell, and Federighi taking over the Siri division and much of Apple's AI story.

整个夏天，人们都在讨论苹果现在处境艰难。

Throughout the summer, there was the whole idea about, like, Apple is on the rocks now.

他们在人工智能领域全面落后。

They're completely behind on AI in general.

你记得埃迪·Q在法庭上作证时说，iPhone未来十年是否还存在都未可知。

You had Eddie Q make that testimony in court where he's like, it's not guaranteed the iPhone will be around in the next ten years.

所有这些言论，都是因为他们曾承诺推出AI功能，结果却未能兑现。

Like, you know, all that all that kind of stuff, all butterflies from the fact that they promised features that were AI.

去年在WWDC上，他们仿佛那些功能已经万事俱备，随时可以发布，结果现在却陷入困境，根本无法上线。

At WWC last in 2024 as if they were, like, readying out the door, and then it comes you know, the chickens come home to roast and they can't ship the thing.

还有人质疑，苹果的市场营销是否超前于产品工程的实际进展？去年，这些功能究竟是如何在没有任何前提条件的情况下被公开宣布的？

And there's, like, answer y comments about whether Apple's marketing got ahead of what the product engineering was gonna happen, like, how did these features get to the point of being announced without qualifiers, really, last year?

所有这些情况也在发生，因为苹果是否在向投资者压力屈服？毕竟整个市场都在推动AI，而苹果却被认为落后了，因此他们想展示一些令人印象深刻的东西，即使还没准备好交付。

Like, all of that goes on as well with the was Apple caving to investor pressure because the rest of the market was pushing on AI, and Apple was, quote unquote, behind, and so they wanted to show something impressive even if they weren't ready to deliver it.

你知道，费德里吉对此略有反驳，他说：这些功能其实已经能运行了，但我们意识到无法按时交付。

Know, You Federighi pushes back on that a bit, he's like, oh, these features were working, but we realized we couldn't deliver them.

没错，就是这样。

You You you exactly.

这有点像在玩文字游戏。

It's a bit of weasel words.

事实是，他们没能按照最初承诺的时间框架交付这些功能，现在可能要再等十八个月，甚至两年才能推出。

The reality is they couldn't ship them in the time frame they originally said they were going to, and now they might not ship for, like, eighteen months until eighteen months or two years later.

而解决这些问题的方案，至少部分涉及与谷歌Gemini的合作来运行模型，这在2024年WWC上绝对没有计划过。

And the solution to these problems, at least partly, involves a partnership with Google Gemini to run models, and that was definitely not planned Yeah.

在2024年的WWC上。

In WWC twenty twenty four.

对吧？

Right?

那根本就没在计划之内。

It that just wasn't part of the equation.

我听说有些人说，他们现在不得不从设备端模型转向服务器模型，以便让功能正常运行。

I've heard some people say, well, they're now they're now having to, like, change from an on device model to a server model because to make it work.

这从来就不是他们承诺过的。

That that that was never promised.

他们在2024年WWC上承诺的是，会提供设备端AI模型和私有云计算，并且两者协同工作来实现这些功能。

What they promised in WWC twenty twenty four, they would have on device AI models, and they would have private cloud compute, and they would work together to deliver these features.

我仍然认为这会实现，因为他们会把Gemini模型运行在苹果的私有云计算基础设施上，两者协同为你提供服务。

And I still think that's what's gonna happen because they're gonna run, you know, the the Gemini model on Apple private cloud compute infrastructure, and they're gonna work together to deliver your data.

设备端模型将能够整合你的个人上下文和信息，而服务器端模型则会据此执行操作。

The on device model will be able to collate your personal context and information, and then the server model will act on it.

到目前为止，他们架构的这一部分并没有改变，至少和传闻中的相比是这样。

So that part of their structure so far hasn't changed, at least compared to what's rumored.

对吧？

Right?

他们从未承诺过所有这些功能都将 exclusively 在设备上运行。

They were never they were never promising they were gonna do all these features on device exclusively.

他们承诺了一些功能会在设备上运行，比如通知摘要之类的东西，而且他们确实实现了。

They promised some dev some feature to be on on device, I e, you know, notification summaries and things like that, and they delivered that.

但 Siri 相关的功能从未被展示为仅限于设备端的体验。

But the the Siri stuff was never shown to be an on device only experience.

但我认为，他们当时以为能用自己的内部模型实现，显然这没有成功，他们不得不与 Gemini 达成合作。

But I think they thought back then they'd be able to deliver it using their own internal models, and obviously, that hasn't happened, and they've had to make a they've had to strike a deal with with Gemini.

但也许，他们能做的最好的事是第一次就做对，而次好的事是做得太糟，以至于狠狠教训了他们，迫使他们进行基础设施变革、领导层更替和管理重组，而这些现在正在带来成果。

And but in, you know, somewhat the maybe the the the best thing they could have done is get it right first time, and the second best thing they could have done is get it so wrong that it actually, like, kicked them in the teeth and they actually it forced the the infrastructure change and the leadership change and the management reorganization that is actually now delivering results.

因为即使在大语言模型革命之前，Siri 就已经是在靠老本吃饭了。

Because Siri, even before the LLM revolution, was kind of coasting on the rocks.

我认为现在，它正被全速推进，成为公司内最重要的优先事项之一。

And I think right now, it is being pushed on all cylinders, one of the biggest priorities inside the company.

迈克·洛克威尔似乎是个明星，表现得很出色。

Mike Rockwell seems to be a rock star and doing well.

显然，发布26.4版本并搭载全新Siri将是对这一点的重大考验。

And obviously, the release of twenty six point four with the new Siri will be a big test for that.

但我认为，自Siri推出以来，苹果从未为其提供足够的资源、优先级和资金。

But I don't think Apple has given the resources, the prioritization, and the money to the Siri project since it came out.

对吧？

Right?

是的。

And Yeah.

正是这件事迫使他们重新审视并彻底解决这个问题。

This was the thing that really forced them to look at it again and sort it out.

Siri一直在Eddie Q的团队、Federighi的团队和John Giandria的部门之间来回调动。

It's ping pong between being in Eddie Q's group, being Federighi's group, to being under, you know, John Giandria's division for a while.

而现在，他们实际上已经加倍甚至三倍地投入了资源。

Like and now they've, like, actually doubled down and tripled down.

对于Federighi和Rockwell来说，这已经成为头号优先事项，他们似乎正全速推进。

It's like a number one priority for Federighi and Rockwell, and they seem to be pushing all steam ahead.

让它运行起来。

Make it work.

我们一直看到各种报告，比如，我们并不在意这项技术是否在这里发明。

We've had all those reports about, like, you know, we don't care about whether the technology was invented here or not.

我们只做实际可行的事情。

We're doing what's practical.

我们致力于向客户交付功能。

We're doing to deliver the features to customers.

看起来他们彻底重新规划了实现这一目标的所有方式。

And it seems like they've basically revamped all of the way that they were gonna make this happen.

至少目前来看，它有望在2026年春季发布。

And at least right now, it seems on track for a spring twenty twenty six launch.

我仍然认为，这是一次贯穿公司上下、直至高管层的多重失败。

I continue to think that this was a failure at multiple points inside the company going all the way up the executive chain.

我觉得很有趣的是，我们看到了Siri机器学习部门、整个AI部门、约翰·G、安德莉亚、克雷格·费德里吉等所有这些变动与重组，就像你提到的那样。

And I think it's fascinating that we've seen all of the change and reorganization in the Siri ML, that whole AI division, John G and Andrea, the Craig Federighi, all of that, like you mentioned.

我们还没看到，至少没有报道过任何关于营销结构、营销团队或营销计划的变动。

The one thing we haven't seen or at least hasn't been reported on is any sort of change to marketing structure or the marketing team or marketing plans.

比如，从iOS 26来看，显然他们没有提前公布任何功能，这是受到iOS 18 Siri功能延期影响而明显调整的策略。

Like, you can see with iOS 26, obviously, they didn't preannounce any features, and that was a clear change in strategy inspired by the delay of the iOS 18 Siri features.

但这一领域并没有出现太大的震荡。

But there hasn't really been a big shakeup in that area.

在某种程度上，我认为公司这一部分同样负有责任，甚至可能比其他部分更应为这些功能的广泛失败负责。

And to a degree, I think that area of the company is just as responsible, if not a little bit more responsible, for the widespread failure of those features.

他们不仅决定在WWDC上公布这些功能，还紧接着发布了iPhone 16。

The decision not only to announce them at WWDC, but then to launch the iPhone was the iPhone sixteen Sixteen.

iPhone 16 Pro，

16 Pro,

基本上是这样。

basically.

宣传口号是‘从零开始打造’

Slogan was like built from the ground up

伴随着Apple Intelligence。

with Apple Intelligence.

他们给纽约市的Apple Cube商店外部增添了Apple Intelligence的光效。

They gave the Cube store in New York City an Apple Intelligence glow around the outside.

请记住，当时不仅更个性化的上下文功能尚未发布，整个Apple Intelligence都尚未上线。

And keep in mind that at this point, not only had the more personalized context features not shipped, Apple Intelligence period had not shipped.

在2024年9月iPhone 16发布时，Apple Intelligence尚未可用。

Apple Intelligence was not available when the iPhone 16 launched in September 2024.

第一批功能直到10月才推出。

The first features didn't come until October.

第二轮功能则是在12月推出。

And then the second round feature is December.

我知道，事后回头看，你可能会说这是一个糟糕的决定。

And I know like you can look back in hindsight and say, was a terrible decision.

但我认为，当时大多数人也会觉得，这样做风险很大。

But I think at that point, most people could have said, that seems risky to do that.

但不知出于什么原因，苹果的市场营销部门还是这么做了。

But Apple marketing, for whatever reason, did it anyway.

这真是我完全无法理解、也永远无法理解的事情。

And that's just something that I do not understand and will never understand.

是的。

Yeah.

我的意思是，这里的市场营销带来了许多影响，而这些影响似乎并未像你所说的那样公开受到批评。

I mean, the the marketing has a lot of implications here that I don't think have been publicly borne out in terms of criticism, like you said.

对我来说，最大的问题是，他们真的投放了一则广告，哦，是的。

And the biggest one for me is they literally ran an ad Oh, yeah.

广告中展示了与贝拉·拉姆齐相关的个人上下文功能。

With showing the personal context feature with Bella Ramsey.

其他功能则明显即将上线。

The other stuff, it was, like, clearly shipping soon.

对吧？

Right?

它并没有计划在九月发布。

It wasn't making it September.

它明显是要上线了。

It was clearly shipping.

不管Siri的情况如何，他们到九月时肯定已经知道今年不会发布这个功能了。

Whatever was the state of the Siri thing, you they have to have known by September that they weren't gonna ship it that year.

嗯。

And Mhmm.

即便如此，这个功能看起来更加不靠谱了。

Even then, it seemed even more tenuous.

那为什么还要推出一个展示这个功能的广告活动呢？

So why on earth was there an ad campaign showing that feature?

干脆别放这个广告了。

Just don't have that ad.

那样会顺畅得多。

It'd be a lot be a lot smoother.

是的。

Yes.

他们本该提到WBC的。

They would have talked about WBC.

那可就让他们颜面尽失了。

That would have been some egg on their face.

但从实际用户每天看到的内容来看，比如在商店、线上、YouTube上的营销广告，别展示那些还没上线的功能。

But in terms of what actual customers see on a daily basis, you know, the the marketing advertising in stores on online on YouTube, Like, don't show features that aren't shipping.

这毫无必要地造成了信任和好感的严重流失。

That was such a loss of trust and a loss of goodwill for no good reason.

那只是一个二十秒的广告。

It was like a twenty second ad.

对。

Yeah.

我的意思是，那个广告确实很有吸引力，我能理解他们为什么想这么做，因为最初发布时，其他苹果智能功能都像是别人两年前就做过的东西。

I mean, there was a compelling advert, and I I can see why they went they wanted to do it because it was like the other Apple intelligence features in the initial launch are like things other companies did two years earlier.

对吧？

Right?

他们只是把这些功能带到iPhone和操作系统中。

They're just bringing them to the iPhone in into the OS.

Siri的相关功能才是真正让他们脱颖而出、显得与众不同之处。

The the Siri stuff was really the stuff that was making them stand out and look different.

而亚马逊那边，我想想，谁来着？

And it was like I think the better Amazon was like, who you know, remind me who this is?

比如，手机自动识别出对方的名字，在她入座前就告诉了她。

And, like, the phone found out the contact's name and told her before she got sat down at the table.

这是个很棒的想法，但显然完全不切实际，短期内根本不可能实现。

Like, a great idea, but clearly, it was completely impractical and not ready to go anytime soon at all.

所以我不知道这个广告是怎么获得批准发布的。

So I don't know how that got the green light to be to be released as an advert.

所以这绝对是营销团队犯过的最愚蠢的决定。

So that was, like, the biggest stupid decision that the marketing team made.

再说一遍，以事后诸葛亮的眼光看，2020年什么的都无所谓了。

And again, hindsight, 2020 blah blah whatever.

我认为很明显，苹果公司在内部完全处于恐慌状态，并且屈服于投资者的压力。

I think it's clear that Apple was in a position of complete panic both internally and caving to investor pressure.

我认为他们担心iPhone 16没有什么太强的卖点。

I think they were worried the iPhone 16 didn't have a lot of selling points.

所以他们那个AI的故事就顺势被

And so they the I the AI story kind of got

掺和进去了。

glommed into that.

但人们还是买了iPhone 16，所有迹象都表明，购买iPhone 17的人比以往任何时候都多。

But people still bought the iPhone 16 and all indications are more people than ever buying the iPhone 17.

苹果公司慌了，这让他们陷入了一种不熟悉的境地——落后了，急着想尽快赶上来。

Apple panicked and they were that put them in a position that they're not used to being in, which is behind and wanting to catch up as fast as possible.

结果他们搞砸了。

And they just botched it.

他们彻底搞砸了。

They completely botched it.

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你可以在iPhone、iPad、Mac上免费试用一个月，还可以通过他们本月刚推出的全新网页界面使用Copilot Money。

You can get Copilot money with a one month free trial on iPhone, iPad, Mac, and through a brand new web interface that they just launched this month.

这意味着无论使用何种设备，每个人现在都能获得清晰美观的财务视图。

This means everyone can now get a beautiful view of their money, whatever device they're using.

通过智能自动化功能掌控你的财务状况，所有功能都以隐私为核心构建。

Get in control of your finances with features powered by smart automations, and it's all built with privacy at the center.

查看你的消费不同视图，自动整理所有订阅，设置并追踪储蓄目标，等等。

See different views on your spending, automatically organize all your subscriptions, set up and track savings goals, and more.

为2026年设定预算，以清晰的状态迎接新年。

Set a budget for 2026 and start the new year with clarity.

你已经试过Copilot Money了。

You've tried Copilot Money.

对吧，Chance？

Right, Chance?

我试过。

I have.

我不只是试过它。

I've not just tried it.

到目前为止，我已经用了好几年的Copilot Money来管理我的所有财务，简直无法想象没有它的生活。

I've used Copilot Money for years at this point to manage all of my finances, and I couldn't imagine life without it.

我最喜欢Copilot Money的地方是它的设计，它把我的所有财务信息简化成一个易于使用且易于理解的界面。

My favorite thing about Copilot Money is the design and how it distills all of my financial information into an easy to use and an easy to understand interface.

所以我可以打开 Copilot Money 应用，快速查看我的预算类别、现金流、投资、储蓄，以及所有构成健康财务生活的内容，而不会感到不知所措。

So I can open the Copilot Money app and quickly look at my budget categories, my cash flow, investments, savings, and everything else that goes into a healthy financial life without feeling overwhelmed.

而且正如我所说，它的设计非常出色，获得苹果设计奖提名是有道理的。

And the design, like I said, is just excellent, and it was an Apple Design Awards finalist for a reason.

因此，Copilot Money 是我用来过上更健康财务生活的工具，你也应该试试。

So Copilot Money is what I use to live a healthier financial life and you should too.

此外，他们为 iPhone、iPad 和 Mac 提供了优雅的原生应用，

Again, they have elegant native apps for iPhone, iPad, and Mac, and

以及全新的网页应用体验供你尝试。

a brand new web app experience to try.

现在，限时优惠，通过访问 copilot.money 注册，首年可享 26% 折扣，并使用我们的优惠码 nine to five Mac 额外赠送两个月。

Right now, for a limited time, get 26% off your first year when you sign up at copilot.money, and get two months free with our code nine to five Mac.

就是 copilot.money，优惠码：nine to five Mac。

That's copilot.money, promo code nine to five Mac.

感谢 Copilot Money 对本节目的赞助。

Thanks to Copilot Money for sponsoring the show.

四月，有报道称苹果的智能家居中枢因我们刚刚讨论的Siri延迟而推迟。

April, the first reports that Apple's smart home hub was delayed because of the Siri delays that we just talked about.

这是一款马克·古尔曼多次报道过的壁挂式家庭安全智能音箱面板设备。

So this was the wall mounted home security smart speaker panel thing that Mark Gurman has reported on multiple times.

他说，这款设备可以固定在墙上。

He said that it can be affixed to a wall.

它也可以放在类似音箱底座上使用。

It can be placed on like a speaker base.

这款设备原计划在四月或五月发布。

This was expected to launch in April, May.

但同样因为Siri的延迟，它目前处于停滞状态。

But again, because of those personal Siri delays, it's basically sitting in limbo.

我认为，这是苹果硬件团队有产品已准备就绪，却因软件问题——尤其是Apple Intelligence问题——而受阻的多个例子之一。

It's one of the several examples I think of Apple's hardware team having something ready to go and being held up by software problems or, in particular, Apple intelligence problems.

是的。

Yep.

我仍然期待这款产品。

I'm still looking forward to this product.

我仍然担心它会成为一款典型的苹果智能家居产品——价格过高，功能过于小众，销量不会很好，然后被苹果忽视五年。

I still worry that it will be a classic Apple smart home entrant, which will be too expensive for what it is and too niche, but so it won't sell very many, and then they will ignore it for another five years.

但我想要一个，所以我们还在等。

But I want one, and so we're still kinda waiting.

我不知道。

I don't know

如果我们当时知道这东西会卖多少钱就好了，但此后有报道称苹果的目标价格是399美元左右，这个价格似乎偏高。

if we knew at the time how much this thing would cost, but we've had reports since then saying Apple was targeting, like, $3.99 or something in that that price range, which seems high.

我不认为它们会卖得很好，但希望苹果能坚持这个产品类别，即使销量不是成千上万甚至上百万台。

And I don't think they're going to sell very many of these, but hopefully, they can stick to the product category even if they're not selling tens, hundreds, millions of units.

四月，我们首次听到了关于第20周年iPhone的传闻，那款全玻璃机身的iPhone将在2027年发布，也就是后年。

April, we got the first rumors about the twentieth anniversary iPhone, the all glass iPhone, which would be in 2027, so the year after next.

关于这款手机的传闻仍然众说纷纭，但当时是古尔曼称，这是iPhone 19 Pro的一次大胆全新设计。

The rumors about this phone are still a little bit all over the place, but at the time, it was Gurman who said it was a bold new design for the iPhone 19 Pro.

全玻璃机身，传闻称可能采用屏下Face ID和屏下前置摄像头，但这将成为iPhone历史上一个关键的转折点，实现史蒂夫·乔布斯和乔尼·艾夫一直以来的愿望，那就是

All glass, there's rumors of maybe, maybe not under display face ID and under display front facing camera, but a clear pivotal point in the history of the iPhone kind of accomplishing what Steve Jobs and Johnny Iffe wanted all along, which is just

那一整块玻璃。

that single pane of glass.

是的。

Yeah.

这是iPhone 10的再版。

This is the iPhone 10 take two.

对吧？

Right?

这可能会是一款昂贵的机型，他们大概只会推出一款这样的产品。

Probably gonna be an expensive model that they'll probably only have one of them in the lineup.

对吧？

Right?

他们可能会推出一款，也许甚至称之为iPhone Ultra，然后单独作为一个型号，外观类似于当年iPhone 10的做法，再在下面保留基础款的iPhone 18、iPhone 19之类的。

They'll do, like maybe they even call it the iPhone Ultra at that point and have, like, a separate model, which is this new look similar to what they did for the iPhone 10, then they have the base iPhone 18, iPhone, you know, 19 or whatever below that.

但这听起来真的很酷。

But it sounds really cool.

我的意思是，玻璃向侧面弯曲，这样手机的边缘也都是玻璃的。

I mean, glass that's folding over to the side, so, like, the the edges of the phone would be glass as well.

所以如果真有边框的话，边框也会在侧面。

So you get, like the bezel will be on the side if there's any bezel at all.

从正面看，它看起来就像一块完整的屏幕，可能只有一个摄像头的开孔，但希望没有。

So from the front, it will just look like full screen, maybe with a camera cut out, but hopefully not.

至少屏幕末端的面容识别似乎已经比较确定了。

At least with face at the end of the screen, that seems pretty confirmed.

前置摄像头的情况还不清楚。

It's unclear about the front camera.

但这款手机听起来太棒了，我迫不及待想看到它。

But this phone sounds awesome, and I can't wait to see it.

显然，这还得等一段时间。

Obviously, it's still a while away.

明年，他们将推出折叠屏手机。

Next year, they're gonna do the foldable.

那将是2026年的重头戏。

That will be the big thing for '26.

但到了2027年，我们将看到Gerben所描述的Glasswing手机。

But then for '27, we've got what is what Gerben described as the Glasswing phone.

这可能会让我比平时更早升级，因为听起来太棒了。

So that will probably force an upgrade for me sooner than my usual schedule because it sounds amazing.

即使它像Pro Max那样大，比如6.9英寸的屏幕，你也会升级吗？

Will you upgrade even if it's, like, the pro max size, like, the 6.9 inch screen?

因为你觉得iPhone

Because that's so you think the iPhone

是个问题。

is an issue.

好吧。

Okay.

是的。

Yeah.

Air机型已经实实在在地达到了我手中能舒适握持的极限。

The Air is literally the the reaching the limit of what I like to hold in my hand.

甚至Air机型对我来说可能都太大了。

Even the Air's, like, too big, probably to my liking.

所以，如果它是Pro Max的尺寸，我想我就不会换了。

So, yeah, if it's if it's pro max size, then, I guess not.

但即使

But Even if

即使它是全玻璃的、最漂亮的iPhone，是只有苹果才能做到的设计，你也会因为这零点三英寸的差别而放弃它，听起来是这样。

it's all glass, the most beautiful iPhone, something only Apple could do, you'd pass up on it because of that point three inch difference sounds like

不过，这距离很小。

a small distance, though.

但当你握在手里时，它会显得笨重得多。

But when you hold it in your hand, it's like a lot more ungainly.

还取决于重量和厚度。

Depends on the weight and the thickness too.

是的。

Yeah.

Air 确实是我认为手机尺寸的极限了。

The Air really does feel like the limit for me in terms of how big a phone can be.

因为就连 Air 相比以前的基础款手机也大了不少。

Because even the Air is a big step up from the what what the base phones used to be.

我的意思是，是的。

I mean Yeah.

iPhone 10 是 5.8 英寸。

The iPhone 10 was 5.8.

有一段时间，手机都是 6.1 英寸。

For the phones for a while, it was 6.1.

目前非 Max 版本的手机是 6.3 英寸。

The current non Max phones are 6.3.

显然，这些部分被更窄的边框抵消了，但手机的宽度和长度确实也增加了。

Obviously, some of that was offset by making the bezels thinner, but the phones did also get bigger in width and length.

而Air是6.5、6.6，Max则大约是6.9。

And the Air is 6.5, 6.6, and the Max is about 6.9.

所以，在Air尺寸和Max尺寸之间还有另一个明显的差距。

So that there's another big step out there between the Air size and the Max size.

所以，如果真是Max Glasswing，那肯定会让我犹豫。

So if it is a Max Glasswing, that would definitely be pause.

让我犹豫一下。

Give me pause.

我们还有两年时间才需要太担心这个问题。

We got we got two more years before I have worry about that too much.

我甚至都不打算去总结下一点了。

Then I'm not even gonna attempt to really summarize this next bullet point.

我只想说，四月是关税月。

I'm just going to say that April was the tariff month.

当时所有报告都称苹果因美国关税而大量囤积iPhone和Mac电脑。

It was one of the all of the reports of Apple stockpiling iPhones and Macs because of US tariffs.

苹果把一飞机一飞机的iPhone从印度飞往美国，却无济于事。

Apple flying planes of iPhones from India to The United States to no.

把iPhone从中国飞往美国，赶在贸易截止日期、关税截止日期前运入，然后将销往美国的iPhone生产转移到印度。

Flying planes of iPhones from China to The United States to get in under the trade deadline, the tariff deadline, then moving production of iPhones bound for The US to India.

一团乱麻。

A whole mess.

我认为在四月，苹果已经争取到了不少豁免，但即便到今天，他们仍在支付关税成本。

I think at the April, Apple had secured quite a few exemptions, but even today, they're still paying tariff costs.

蒂姆·库克仍在竭尽全力避免这些关税成本，比如频繁造访白宫，向白宫新舞厅捐款，还送给特朗普一个‘全玻璃金奖’之类的玩意儿。

And Tim Cook is still trying his best to avoid those tariff costs with trips to the White House, donating to the new ballroom at the White House, giving Trump the speaking of all glass, the all glass gold award thingy.

哦，是的。

Oh, yeah.

忘了这茬了。

Forgot about that.

是的。

Yeah.

这一年关税相关的事情真是够混乱的，没错。

Been a wild year for the tariffs and yeah.

我想就这些了，没什么好说的了。

I don't I think that's about all there is to say.

这本没必要。

It wasn't necessary.

正如他们在财报电话会议中所说，他们每个季度仍因关税损失十亿美元。

They're they're still losing a billion dollars a quarter to tariff costs as they say on their earnings calls.

显然，在三月和四月，风险本可能高达数百亿美元的成本。

Obviously, in March, April, the risk was it was gonna be tens of billions of costs.

对吧？

Right?

是的。

Yeah.

那并没有发生。

That didn't transpire.

不管怎么说，这都是蒂姆·库克和苹果供应链比其他任何公司都更好地应对了这一局面的例子。

And say what you will, but this is an example of Tim Cook and Apple supply chain weathering a situation better than any other company could.

五月，苹果诉Epic案中的一项裁决允许任何应用包含指向网页购买的链接，且无需支付佣金。

In May, a ruling in the Apple versus Epic trial that let any app include links to web purchases without commission.

我认为这里的背景是，就在本月，我认为该案的一位法官表示，苹果实际上可以收取佣金。

I think the context here is that just this month, I think the a judge in that case said that, well, Apple can actually charge a commission.

认为苹果不能收取任何佣金的规则是不公平的。

The the rule is saying they can't charge any commission is unfair.

法官让Epic和苹果回家，说你们俩自己协商出一个数字。

And the judge sent Epic and Apple home and said, you two come up with a number.

我不认为这种情况会发生。

I don't think that's going to happen.

我认为这件事会再次回到法庭，由法庭来确定一个数字。

I think it's gonna go back to the court, and the court's going to come up with a number.

但通过链接跳转购买的0%佣金在某个时候会改变。

But the 0% commission on link out purchases will change at some point.

但目前这仍然是现状。

But that is still how it is today.

我们真的看到大型公司大规模采用这种模式了吗？

And have we really seen a sea change in, like, big companies adopting this in a big way?

我不这么认为。

I don't really think so.

比如，亚马逊Kindle现在就有外部链接，这确实是个变化。

Like, Amazon Kindle has a link out right now, so that's a change.

哦，Spotify也这么做了。

Oh, That's And Spotify did it too.

是的。

Yeah.

已经有一些例子了。

There's been a few.

我认为这是那种情况，这些公司已经这么做了，去购买Kindle电子书的人会想，哦，我现在可以直接点击链接去买我的书了。

I think it's one of those things where we don't like, these companies have done it and people who go to buy a Kindle book are like, oh, I can just tap the link now to go buy my book.

这比以前更方便了。

It's easier than it was before.

我认为这对苹果的利润根本没有产生巨大影响。

I don't think it's had a huge impact on Apple's bottom line at all.

是的。

Yeah.

也许这是

Maybe it's

我们并没有看到成千上万的开发者突然在购买时转向，我的意思是，我想这些事情都是先缓慢发生，然后突然加速的。

We haven't seen like thousands of developers suddenly drop in at purchase to to I the mean, I guess these things are things that happen slowly and then quickly.

所以，如果这些规则在未来三年内保持不变，你可能会看到更多迁移现象。

So maybe if these rules stayed as they were, you know, over the next three years, you'd see more of a migration.

但正如你刚才提到的，这些规则仍在变动中，所以谁知道最终会变成什么样呢。

But as you just mentioned, the rules are still in flux, so who knows what's gonna what's gonna end up.

但确实，我不认为有人真的在说这是应用商店的终结，或者马里服务收入的终结。

But, yeah, it's not like I think there was some people positioning as, like, the end of the App Store, the end of services revenue in Mali.

对吧？

Right?

这种情况并没有发生。

That hasn't happened.

他们仍然从

They're still making loads of money from

应用商店的抽成中赚取大量收入。

the App Store commission.

Spotify 曾在五月份表示，由于这些应用商店的变更，高级订阅量出现了激增。

Spotify did say in towards the May that premium subscriptions have spiked thanks to those App Store changes.

所以也许 Spotify、Amazon、Epic 等公司确实获得了一些好处，但绝对没有导致我们所熟知的应用商店模式崩溃。

So maybe Spotify, Amazon, Epic, etcetera are seeing some benefits, but definitely hasn't led to the breakdown of the App Store model as we know it.

这仍然是今年最奇怪的故事之一。

This is still one of the weirdest stories of the year.

五月时，发现了一个苹果的快照网站，感觉就是这种，我不知道怎么说。

In May, an Apple snapshot website was discovered, and it's like this I don't know.

你打开后，一眼就能看到你的最爱内容。

It's like you go and it shows your favorites at a glance.

就像一个由20位名人组成的轮播图。

Like a carousel of 20 celebrities.

这只是一个无法加快滚动速度的滚动轮播。

And it's just a scrolling carousel, which you can't speed up the pace at which it scrolls.

你只能坐在那里，看着这些名人缓缓划过。

You just sit there and watch these celebrities slowly go by.

然后你可以点击其中一位，看到一个实际上相当有用的信息页面，展示该人物在Apple Music、Apple TV和Apple Podcasts等平台上的全部内容。

And then you can click on one of them and see like a actually kind of useful page showing showing all of that person's content on Apple Music and Apple TV and Apple Podcasts, etcetera.

目前仍然没有明确解释这个功能的存在目的和用途。

There's still no really explanation about why this exists and what it's for.

是的。

Yeah.

非常奇怪。

Very odd.

这就像你搜索名人名字时在Spotlight中预期会看到的东西，然后被引导到一个网页分享。

It's it's like a it's kinda like the thing you'd expect to see if you search, like, a celebrity's name in Spotlight or something, and then they take you to, a web page to share.

但据我所知，这种整合尚未实现。

But as far as I can tell, that that integration hasn't happened yet.

我也还没见过任何名人真的与苹果合作开展广告活动，分享这个链接来展示他们在苹果各服务中的全部内容。

I also haven't really seen a celebrity, like, do an advertising campaign with Apple where they share a link to this page and show all their content across Apple services.

这是一件非常奇怪、孤立的事情。

This is a very weird, isolated thing.

大概是有服务部门的某个人说，我们需要这个功能来做点什么。

Presumably, someone inside the services division said that we need this for something.

也许只是为了向好莱坞的经纪人展示一下，我们能在苹果各服务上为你们做些什么，但显然他们并没有把它做成一个公开功能，尽管它有一个公开的URL。

Maybe it's just to show off to people's agents in Hollywood or something, you know, that this is what we can do for you across Apple services, but they certainly haven't made it like a public thing even though it lives a public URL.

是的。

Yeah.

如果你在Mac上通过Spotlight搜索名人姓名，至少现在仍然只会显示。

If you search a celebrity's name and spotlight on the Mac, at least, it still just pulls up.

维基百科。

Wikipedia.

完全来自维基百科和一些新闻头条。

Be completely sourced from Wikipedia and a few news headlines.

是的。

Yeah.

那里完全没有整合。

No no integration there.

非常奇怪。

Very odd.

May最早透露了iPhone Air电池盒的传闻。

May brought the first rumors about the iPhone Air's battery case.

这则报道基本上称，为了解决iPhone Air的电池问题，苹果将重新推出电池配件。

So this was a report from the information, basically saying that to address the iPhone Air's battery concern, Apple would bring back the battery pack accessory.

果然，它确实发生了。

And sure enough, it did.

我想，这是我们第一次意识到，由于iPhone Air超薄的设计特点，它的电池续航会存在局限性。

I guess this was the first like, we knew the iPhone Air would have battery life limitations just because of the nature of the ultra thin thin form factor.

我想，这是第一份真正凸显出其电池续航局限性有多严重或多显著的报道。

I guess this was the first report to really highlight how bad or how dramatic those battery life limitations would be.

这引发了一种担忧：天啊。

This kind of kick started up a, oh, dear.

iPhone Air的电池续航真的会很差吗？

Is the AIR actually gonna have really bad battery life kind of dealio?

而且，它会不会因为电池不足而变得不堪使用？

And, like, is it gonna be crippled by its lack of battery?

实际上，我认为不会。

In practice, I would say no.

Air的电池虽然不如其他手机，但也没差太多。

The the battery on the Air is not as good as the other phones, but it's not miles behind.

情况更糟一些，但我认为还能应付。

It's worse, but it I think it's manageable.

只要回看几年前的iPhone，你会发现电池续航大概也差不多，就是基础款Pro的水平。所以五月时这个传闻闹得沸沸扬扬，但实际并没有演变成大问题——是的，他们确实推出了电池外壳，但你根本不需要它。

And you only have to go back a couple years of iPhone, and it's probably about the same, you know, as the base end Pro So the frenzy in May when this rumor popped up didn't really play out because, yes, they did make a battery case, but you don't really need it.

日常使用中，我不用电池外壳。我有Anker的，就像我们节目里聊过的，也有苹果的，因为我之前做过对比测试。

Like, day to day, I don't I don't I have a battery case, and I I have the Anker one as we talked about on the show, and I have the Apple one because I did that, like, comparison thing.

明年我去日本的时候，可能会带着它们一起去。

And I'll probably when I go to Japan next year, I'll take them with me.

但平日里，我根本用不着。

But, you know, day to day, I don't use it.

只要记得提前规划，iPhone Air的电池续航完全够用。

I think the iPhone Air battery life is fine as long as you remember to plan for it.

比如上个周末，周六我们照常去超市购物、遛狗、办些杂事，然后回家放松了一下。

Like, last weekend, last Saturday, we did our normal day where we, like, went to the grocery store, walked the dogs, just knocked out some errands and chores, then came home and just kinda chilled for a bit.

到了周六晚上，我们计划出门去餐厅，顺便看印第安纳大学对俄亥俄州立大学的橄榄球比赛。

Then Saturday night, we had plans to go out to a restaurant and watch the IU Ohio State football game.

我到餐厅时发现我的iPhone Air只剩9%的电量了，因为一整天我照常活动，却没想起来充电，也没为当晚外出做准备。

I got to the restaurant and realized that my iPhone air was at like 9%, just because I had gone about my normal day and hadn't thought to plug it in and prepare to be away from home that night.

这真的是我唯一一次遇到这种情况——如果我用的是Pro或Pro Max手机，电池肯定还够用。

That's really the only instance I've had where if I had a Pro or Pro Max phone batteries, my battery still would have been fine.

解决办法是，我没带充电宝或MagSafe电池，于是从车里找了一根USB-C到USB-C的线，用艾米莉的iPhone 17 Pro Max给我的iPhone Air充电——多亏了USB-C的便利，这完全可行。

And the solution to the problem, because I didn't bring a battery pack or this MagSafe battery, was to get a USB C to USB C cable from the car and charge my iPhone air with Emily's iPhone 17 Pro Max because of the wonder of USB c that is possible.

我们看看下一个是什么。

Let's see what's next.

CarPlay Ultra在2022年WWDC上发布后，直到今年五月才正式推出，我想是这样。

Oh, CarPlay Ultra was officially launched in May after being announced at WWDC in 2022, I think.

听起来没错。

Sounds right.

是的。

Yeah.

长远来看。

Long run.

第一个合作伙伴是阿斯顿·马丁。

The first partner was Aston Martin.

唯一的合作伙伴，阿斯顿·马丁。

The only partner, Aston Martin.

仍然是唯一的合作伙伴，阿斯顿·马丁。

Still the only partner, Aston Martin.

苹果仍表示，还有其他汽车制造商已承诺支持CarPlay Ultra。

Apple still says there are other automakers who have committed to supporting CarPlay Ultra.

还有一些汽车制造商最初承诺支持CarPlay Ultra，但后来退出了。

There are also other automakers who are initially committed to supporting CarPlay Ultra who have bailed.

梅赛德斯-奔驰就是其中之一。

Mercedes Benz is one of them.

CarPlay Ultra在理论上看起来很漂亮，效果很棒。

CarPlay Ultra again is, in theory, looks beautiful, looks great.

但实际采用率并不高，除非你愿意花一大笔钱——我甚至都说不出阿斯顿·马丁要多少钱，但肯定很贵。

The adoption just is not there unless you wanna spend however I don't I couldn't even tell you how much an Aston Martin costs, but a lot of money.

直接买一辆吧

Just get it

多一些车企加入后，这才会成为真正的事物。

on more calls, then it would be a real thing.

我觉得这个故事有趣的地方在于，至少让我们看到了苹果和阿斯顿·马丁是如何合作，优化界面以契合阿斯顿·马丁的设计理念的。

I guess the interesting part about this story was at least seeing how Apple and Aston Martin had worked together to kind of optimize the interface to match the Aston Martin design ethos.

你可以明显看出，这里的界面设计与苹果在2022年WWDC上展示的CarPlay Ultra版本有很大不同。

And you can clearly tell that the design here is quite a bit different than the version of CarPlay Ultra Apple showed at WWDC in 2022.

或者至少是2022年下一代CarPlay的主打画面。

Or at least the hero shot from 2022 of next gen CarPlay.

是的。

Yes.

我原本以为会是那种非常现代的设计，有一块宽大的屏幕横跨整个仪表板。

I thought, like, really modern kind of design with a big wide screen that goes across the dashboard.

对吧？

Right?

而阿斯顿·马丁这款车并不是那样的。

And, what the Aston Martin car is is not like that.

但公平地说，在2022年WWDC的演示中，他们展示了其他一些更接近Mhmm风格的CarPlay Ultra版本。

But to be fair in the WWC twenty twenty two, like, presentations, they showed other versions of CarPlay Ultra that look closer to Mhmm.

阿斯顿·马丁的设计是基于车辆的功能和能力来打造的。

The Aston Martin kind of to style based on the features and capabilities of the vehicle.

因此，你真正需要的是让CarPlay Ultra能在更多车型上使用，以便在这些表面上得以实现。

And so what you really need is for CarPlay Ultra to be available on more vehicles so it it can be expressed on those surfaces.

对吧？

Right?

所以，阿斯顿·马丁的车其实并没有很大的中控屏幕。

And so you need like, the the Aston Martin cars don't have big screens on the dashboard, really.

它们只有两个小屏幕。

They just got, two little screens.

所以我觉得CarPlay Ultra的功能其实已经具备了。

And so I think the Carpe Ultra features are kind of there.

他们只需要硬件能够支持推送即可。

They just need hardware to be able to push it on.

目前的传闻认为，现代IONIQ 3——他们即将推出的更实惠的电动车——可能会成为下一款搭载CarPlay Ultra的车型，但这一点尚未得到证实或官方宣布。

The current rumor, think, is that the Hyundai Ioniq three, which is their new more affordable EV coming soon, that that could be the next car with CarPlay Ultra, but that hasn't been confirmed or officially announced.

这一说法基于Top Gear的一份报道。

It's based on a report from Top Gear.

不过，今年CarPlay的好消息是，我们所有人正在使用的CarPlay 1.0在iOS 26中确实获得了一些设计更新和新功能。至少在一段时间里，苹果似乎正打算放弃CarPlay 1.0，全力投入CarPlay Ultra，但看来他们最终意识到，这在近期内根本不可能实现。

I will say the good bit of CarPlay news this year though was seeing CarPlay one point o, the CarPlay that all of us have, actually did get some design changes and new features as part of iOS 26, which at least for a little bit there, it was really starting to feel like Apple was abandoning CarPlay one point o and going all in on CarPlay Ultra, but that just didn't seem I think they realized that that just wasn't going to happen on any near near term timeline.

是的。

Yeah.

六月，说到iOS 26，WWDC上的iOS 26，以及苹果所有软件更新，还有Liquid Glass新设计。

Then June, speaking of iOS 26, WWDC iOS 26, all of Apple software updates, Liquid Glass, the new design.

你对‘是的’有什么想说的吗？

What do you want to say about Yeah.

我们不想再重复‘是的’了。

We don't wanna re Yeah.

把我们过去六个月讨论过的内容都再覆盖一遍，你知道的。

Cover everything we covered last, you know, six months.

但我觉得回看六个月前，设计已经

But I think looking back six months ago, the design has been

基本上是成功的。

mostly a success.

是的。

Yeah.

而且他们宣布的所有功能都已经上线了。

And all of the features they announced have shipped.

是的。

Yeah.

我的意思是，显然他们宣布的功能比原本准备好的要少，担心重蹈三月的覆辙。

I mean, obviously they obviously announced fewer features than they had ready to go worried about repeating what they did in March.

但至少可以说他们吸取了教训。

But at least you can say they learned.

他们吸取了教训。

They learned their lesson.

是的。

Yeah.

‘26 年的版本是一次重大改版。

The the '26 was a big redesign.

非常显著。

Dramatic.

改变了很多应用，比如你懂的，不一定改变了导航方式，但他们把搜索栏从屏幕顶部移到了底部。

Changed a lot of the apps with different ways of you know, maybe not the navigation necessarily, but they moved search bars from the top of the screen to the bottom.

标签栏有了全新的悬浮外观，加上玻璃效果，确实是一次全面的改版。

Tab bars have that whole new floating look and the glass effects and, you know, a pretty comprehensive redesign, really.

这可能比我当初在一二三月讨论传闻时以为他们会做的还要多。

Probably more than I thought they were gonna do when we were kinda talking about the rumors in, you know, January, February, March.

还没达到 iOS 七的水平或极端程度，毕竟 iOS 七那种程度的改变，只有在他们把整个界面都重新用拟物化纹理重做一遍时才可能发生。

Not quite to the height or extremes of iOS seven, just because that was such a like, the only way you get a a change as big as iOS seven is if they went back to, like, skeuomorphic textures all over the shop.

因为它仍然是扁平化设计，对吧？尽管到处都有三维玻璃效果。

Because it's still a flat design, right, even though it's got, you know, three d glass effects around the shop, around the around the place.

但确实，这个设计发布时几乎没有改动，相当有戏剧性。

But, yeah, a pretty dramatic design that shipped with few changes.

对吧？

Right?

比如，他们确实调整了对比度计算，让内容在夏天变得更易读了。

Like, yes, they changed the contrast calculations, they made stuff a bit more readable over the summer.

而且，显然他们后来添加了那个清晰色调的开关，最近才加的。

And, obviously, they added that, you know, clear tinted toggle and more recently.

但整体来看，你看看WWC早期的视频，最终发布的产品和那时展示的几乎一模一样。

But as an overall look, you look at those WWC first videos, what shipped is pretty close to that.

它在九月发布时几乎没有遇到反对声音。

And it shipped in September with little pushback.

更大的争议主要集中在iPadOS上，比如移除了分屏功能，而不是iPhone上的液态玻璃设计被用户负面评价。

The bigger the bigger complaints were around, like, iPadOS in terms of removing split view, feel like, than in terms of the liquid glass design being received badly on iPhone.

相机应用得到了巨大的改动。

The camera app got a huge change.

相机是iPhone上最受欢迎的应用之一。

The camera is one of the most popular apps on the iPhone.

他们改动了很多地方，隐藏了许多我原本以为会引起争议的功能，但发布后却没有任何不良后果。

They changed a lot of it, hiding a lot of stuff that I thought might be controversial, and it's basically shipped without consequence.

而且我听不到任何人抱怨它。

And no one I don't hear anybody complain about it.

所以我认为iOS 16必须被视为一次成功。

So I think you have to take iOS 26 as a success.

是的。

Yeah.

人们似乎最不满的是Mac OS，仅仅因为。

It's really just Mac OS that people seem most upset about just because Yeah.

Mac上的一些设计改动不如iPhone上那么合理，有些改动感觉只是为了宣称Mac也有液态玻璃而强行加入的。

Some of the design changes there don't make as much sense as to do on the iPhone, and some of it feels like it was shoehorned in just to say the Mac had liquid glass.

但总的来说，我认为这可能是苹果近年来最连贯、最成功的一次WWDC，不仅顺利推出了液态玻璃设计，而且没有像过去那样宣布大量功能，却依然交付了所有功能，并且还推出了一定数量的新特性。

But all in all, I think this was probably Apple's most cohesive, most successful WWDC in a while, just to get in terms of rolling out that liquid glass design and rolling out not as many or announcing not as many features that they have in the past, but shipping everything and still shipping a decent number of new features.

如果每一次WWDC都能像WWDC 2025这样顺畅、精致，我想苹果和我都会非常满意。

So if every WWDC was as smooth and polished as WWDC twenty twenty five, I think Apple and me, I'd be very happy.

本周的Happy Hour同样由Gusto赞助。

Happy Hour this week is also sponsored by Gusto.

小企业的生活意味着要不断奔波，自己摸索各种事情。

The small business life means a lot of hustling and figuring things out on your own.

文书工作、表格和琐碎事务占用了你一整天的时间，而你本应专注于真正的企业运营。

Paperwork and forms and busy work eat up your days when you really wanna be focusing on your actual business.

你不想在晚上还要猜测税务表格或寻找入职文件。

You don't wanna be spending your evenings guessing at tax forms and finding onboarding documents.

Gusto帮你处理所有这些事务，让你能专心做真正热爱的工作。

Gusto handles all of that so you can spend your time doing the work that you actually love.

Gusto是一款专为中小企业打造的在线薪酬与福利软件。

Gusto is an online payroll and benefits software built for small businesses.

所有功能集成在一个平台，支持远程使用，且极其易用。

It's all in one, remote friendly, and incredibly easy to use.

因此，你可以随时随地支付工资、招聘、入职和管理员工。

So you can pay, hire, onboard, and support your team from anywhere.

这包括自动报税、简化直接存款、健康福利、工伤保险、401(k)计划等。

That includes things like automatic payroll tax filing, simplifying direct deposits, health benefits, worker comp, four zero one k, and more.

Gusto 提供了适合几乎每种预算的选项，让一切变得简单。

Gusto makes it simple with options for nearly every budget.

通过自动化工具处理录用信、入职材料、直接存款等，你可以节省大量时间。

You can save time with automated tools for offer letters, onboarding materials, direct deposits, and more.

而且切换起来快速又简单。

And it's quick and easy to switch.

只需导入你现有的数据，就能快速上手运行。

Just transfer your existing data to get up and running fast.

Gusto 提供按月付费的无限次工资发放服务，无隐藏费用或意外开支。

And Gusto lets you do unlimited payroll runs for one monthly price with no hidden fees or surprises.

现在就前往 gusto.com/happyhour 试用 Gusto，首次发放工资即可享受三个月免费服务。

So try Gusto today at gusto.com/happyhour and get three months free when you run your first payroll.

在 gusto.com/happyhour 上，首次发放工资即可免费使用三个月的工资处理服务。

That's three months free of free payroll at gusto.com/happyhour.

再强调一次，gusto.com/happyhour。

One more time, gusto.com/happyhour.

感谢 Gusto 对本节目的赞助。

Thanks to Gusto for sponsoring the show.

今年七月，郭明錤首次发布报告，称苹果计划推出一款搭载 iPhone 处理器的廉价 MacBook。

In July, Ming Chi Kuo had his first report on Apple's plans to release a cheaper MacBook powered by an iPhone processor.

此前 Digitimes 已有相关报道，但这次是郭明錤也加入了讨论。

This had previously been reported by Digitimes, but this was Kuo getting in on the fun.

A18 Pro 芯片，目前普遍预期这款芯片仍会推出，很可能在 2026 年初面世。

The a 18 pro chip, the current expectation is that this is still coming and likely coming in early twenty twenty six.

此外，马克·古尔曼也已证实了这一消息。

It's also since been corroborated by Mark Gurman.

到目前为止，这看起来像是2026年肯定会发布的产品。

Seems like this is a surefire 2026 product launch at this point.

对。

Yep.

关键问题是，它到底会便宜到什么程度？

The the big question is exactly how cheap is it gonna be?

我觉得我们在这一点上有点分歧。

Which I think we disagree on that a little bit.

是的。

Yeah.

你觉得他们会

You think you they're gonna

更激进一些。

be more aggressive.

对吧？

Right?

我觉得5.99美元或6美元可以。

I think $5.99 or 6 Okay.

90 对。

90 Yeah.

我们显然还是有分歧。

We definitely still disagree.

当你

When you're

我觉得价格更接近707.99美元。

like I'm much more in the $707.99 range.

5.99美元太便宜了。

$5.99 is way too cheap.

6.99美元看起来可行。

$6.99 seems feasible.

是的。

Yeah.

而7.99美元看起来很实际。

And $7.99 seems practical.

我认为通过苹果销售的价格会是7.99美元，然后在其他地方会打折。

I think it'll be $7.99 sold through Apple, and then it'll be discounted at various other places.

是的。

Yeah.

这很公平。

That's fair.

对。

Yeah.

通过苹果销售是7.99美元，教育优惠价是6.99美元。

$7.99 sold through Apple, $6.99 for education.

这看起来很有可能。

That that seems likely.

这意味着沃尔玛也会以700美元左右的价格销售，是的。

Which means Walmart will sell it for, like, 700 as well Yeah.

针对普通用户。

For regular people.

是的。

Yeah.

然后是欧盟对App Store规则的重大争议性全面调整。

Then, the big controversial sweeping changes to the App Store rules in the European Union.

同样，我们不需要逐案分析，但本质上是取消了初始获取费用，采用两级服务费结构，然后要么收取核心技术费用，要么收取核心技术佣金。

Again, not something that we need to dissect on a case by case basis, but essentially a breakdown of the initial acquisition fee, a two tiered store services fee, and then either a core technology fee or a core technology commission.

这又是欧盟对App Store监管的又一回合，苹果与欧盟在此问题上反复拉锯。

Then yet another installment in the EU saga of regulation for the App Store that Apple and the EU go back and forth on.

而今年七月这项公告的有趣之处在于，他们表示明年将再次调整，把所有规则统一成一个结构。

And the fun thing about this announcement in July was they said they're gonna change it again for next year because they're gonna unify it all onto one structure.

对吧？

Right?

而目前，是一个两级结构，你可以选择这种方式，或者选择旧方式。

Whereas right now, got a two tier structure where you can do this thing or you can do the old thing.

他们表示，从2026年起，将统一这一结构。

And they said from 2026, they're gonna unify it.

所以做好准备吧。

So get ready.

不久之后，欧盟的App Store佣金将再次推出另一种多层级收费结构。

There'll be another multi tiered fee structure for Appsule Commission in the EU coming not too long away.

然后，杰夫·威廉姆斯在七月正式宣布退休，称这是早已规划好的继任安排，他立即辞去了苹果首席运营官的职务，由萨比·汗接任，之后将逐步移交其他职责，并在年底彻底退休——他上个月确实这么做了。

Then Jeff Williams officially announced his retirement in July, saying that it was a long planned succession, and he was stepping down immediately as Apple chief operating officer with Sabee Khan taking over, then would gradually hand off his other responsibilities and retire once and for all at the end of the year, which he did last month.

但有趣的是，我认为几周前，迪士尼宣布杰夫·威廉姆斯加入了他们的董事会。

Interestingly though, was it I think a couple weeks ago, Disney announced that Jeff Williams was joining their board of directors.

嗯。

So Mhmm.

他基本上已经退休了，但还是在做点副业。

He's retired for the most part, but he's got a little side hustle going on still.

是的。

Yeah.

担任董事会成员比担任苹果的首席运营官压力小得多，参与度也低得多。

Mean, board of directors is a lot less stress, less involved job than being the COO of of Apple.

所以我认为这仍然算得上是退休。

So I I still count that as a retirement.

是的。

Yeah.

担任董事会成员是一项轻松得多的工作。

Being on the board is a lot less lower effort job.

显然，如果蒂姆·库克突然去世，杰夫·威廉姆斯本会接任首席执行官。

Obviously, Jeff Williams was gonna be the CEO if Tim Cook randomly died.

对吧？

Right?

他显然是第一顺位接班人，但他年纪也大了。

Like, that he was obviously the number one backup plan, but he was old too.

所以约翰·特纳的安排似乎是更长远的计划。

So the John Turners thing seems to be the longer term plan.

杰夫·威廉姆斯，我不知道如果蒂姆·库克突然被公交车撞了，他们现在会怎么办。

Jeff Williams, I don't know what they would do right now if Tim Cook suddenly had got hit by a bus or something.

他们会直接把特纳里斯召进来吗？

Would they just bring Turnis in anyway?

但你知道，备用计划中的二号接班人已经不再属于苹果了。

But he you know, the backup plan, the number two protege is is no longer Apple.

蒂姆·库克的接班人本质上就是杰夫·威廉姆斯。

The Tim Cook clone was Jeff Williams, essentially.

最终在七月，AppleCare One推出，只需每月20美元即可为三台设备提供AppleCare保障。

Then finally in July, AppleCare one launched as a way to get AppleCare coverage on three devices for $20 a month.

之后每增加一台设备只需5.99美元。

And then you can add each additional device for $5.99.

5.99美元。

$5.99.

是的。

Yeah.