(Preview) Nerding Out with the Neo, Claude and the Integration Question, The End of Coding Language History

你好，欢迎收看Sharp Tech的免费试听节目。

Hello, and welcome to a free preview of Sharp Tech.

你好，欢迎再次回到Sharp Tech的又一期节目。

Hello, and welcome back to another episode of Sharp Tech.

我是安德鲁·夏普，连线的另一位是本·汤普森。

I'm Andrew Sharp, and on the other line, Ben Thompson.

本，你最近怎么样？

Ben, how you doing?

我挺好的，安德鲁。

I'm doing well, Andrew.

你呢？你最近如何？

How are you?

我还行。

I'm doing okay.

心情有点复杂。

Mixed feelings.

我能不能在节目一开始，公开向比尔·毕晓普，还有现在住在东海岸的朋友们道个歉？

Can I use this platform to publicly apologize to Bill Bishop at the top of the show here and to anyone who's living on the East Coast right now?

当然可以。

Sure.

为什么？

Why?

我还以为你心情特别低落呢。

I thought I thought you were so you're so morose.

我以为这期节目会是，比如说，

I thought this was, like,

要开场了，

gonna be

是打算搞个‘F1’开场吗？

an f one opening or what?

不是。

No.

不过我对F1确实有点沮丧。

I am morose about F one, though.

我们可以在节目后面再聊这个。

We can probably hit that later in the show.

我昨天开了Sharp China，还在感叹华盛顿特区这春天的天气，真是让人意外。

I opened Sharp China yesterday, marveling at the spring weather that DC was I'm

我得提醒你一下，因为你们那边的天气通常都是我们这儿刮过去之后才到的。

gonna warn you because, you know, you get our weather after it sweeps through here.

周一那天还暖和得正好，70度，结果昨天居然下雪了。

It was a beautiful 70 degree day on Monday, and yesterday it snowed.

天哪。

Oh my god.

今天又是这样。

And that's what's happening today.

所以我在节目里说，我不会庆祝得像达阵后狂舞那样，但我觉得我们总算熬过最糟的时候了。

So I said on the show, I was like, I'm not gonna spike the foot ball, but I feel like we've turned the corner.

春天来了。

Spring is here.

大家都挺开心的。

Everyone's in a good mood.

当然了，我一说就灵验了。

And, of course, I did jinx us.

我录这段的时候，外面正在下雪。

It's currently snowing as I recorded this.

那才更糟呢。

Be worse.

这周末在威斯康星，我们要迎来零到十五英寸的降雪。

In in in Wisconsin this weekend, we are gonna get somewhere between zero and fifteen inches of snow.

你看，那样可真不妙。

See, like, that would really not great.

我们根本扛不住那样的天气。

It just would not be able to handle it.

所以我跟比尔说，我们可以把铲子收起来了。

So, and I told Bill we could safely put away the shovels.

这儿正在飘小雪。

It's flurrying here.

以华盛顿特区现在的雪况，我真没必要把铲子拿出来，不过祝你周末一路顺利。

I'm not getting the shovel out based on the snow that we're dealing with in DC, but I wish you luck on the way into the weekend.

从零到十五英寸，这范围也太悬了。

Fifteen zero to fifteen inches.

这个跨度真的让人很难想象，尤其是当你正要

That's a spectrum that's also hard to wrap your head around as you're

话说，好像会有一条降雪带在某个地方突然增强，但谁也说不准它到底会落在哪儿。

heading Well, it's like, apparently, there's gonna be this band of snow that is going to well up somewhere, and they're not quite sure where it hits.

这下可真够糟的。

It's gonna suck.

是啊。

Yeah.

我真不太想面对这个事。

I'm not not looking forward to it.

不过至少这个播客不会让人头疼。

Well, one thing that won't suck is this podcast.

所以我还挺期待的。

So I am looking forward to that.

今天主要都是男生。

And it's gonna be mostly male today.

是的。

Yeah.

没错。

That's right.

我不会再把球狠狠砸地上了。

I'm not gonna spike the football again.

看在老天的份上，我长记性了。

For the love of God, I learned my lesson.

我们先从苹果说起，菲利佩发来一条留言，他说：本和安德鲁，这个内容其实源自《Dithering Podcast》。

We'll begin with Apple and a note from Felipe who says, Ben and Andrew, this is really derived from the Dithering Podcast.

而且要说明的是

But And to

明确一下，这本来就是我们为Stratechery Plus会员准备的问答环节，根本不用道歉。

be clear, this is our q and a, opportunity for all Stratechery Plus content, so no no need to apologize.

没错。

That's right.

对。

Yes.

接着说。

Continue.

我特别喜欢收到大家对《Dithering Podcast》观点的反馈。

I I love getting responses to Dithering takes.

菲利佩写到，这个内容确实源自《Dithering Podcast》，但我认为它同样适合放在《Sharp Tech》里讨论。

This is really derived from the Dithering Podcast, Felipe writes, but the topic I thought would be appropriate for Sharp Tech as well.

这事儿跟 MacBook Neo 有关。

It's about the MacBook Neo.

本说他绝对不是目标用户，这话让我挺惊讶的。

Ben said he is absolutely not the target customer, and that made me raise my eyebrows.

本到底在工作里做什么，非得用上 M4 或 M5 芯片的 MacBook Pro，还配那么大内存？

What is it that Ben does in his workflow where he needs the awesome power of the m four or m five MacBook Pros with massive amounts of RAM as well?

据我所知，你只有在做专业级视频剪辑——我是说真正的专业，因为 Neo 剪 4K 视频完全没问题；或者玩特别吃图形性能的大型游戏；又或者在本地跑最新的开源大模型时，才需要这种强劲的性能。

As far as I can tell, you need that kind of chunky performance if you're, a, doing professional video editing, and I mean professional because I saw the Neo can edit four k video generally just fine, b, playing very graphically intensive video games, or c, running the latest open source LLMs locally on your machine.

我看不出本有什么理由非得干这些事。

I don't see by why Ben would need to do any of those.

其实，大多数知识工作者也根本不需要做这些。

In fact, I don't think most knowledge workers need to do any of those either.

现在大多数知识工作，无非就是看文章、刷视频、沟通协作、做表格、写文档、做演示文稿这些。

Most knowledge work today is about reading, watching media, communicating your work, doing spreadsheets or word processing or presentations, etcetera.

说白了，十年前我们不就一直在做这些吗？

Let's face it, we were doing all of those just fine ten years ago.

如今更强大的笔记本电脑并没有带来真正全新的能力。

There is nothing really new enabled by the more powerful laptops we have today.

我相信十年前本在工作中的效率，和现在一样，完全不依赖更强的计算性能。

I'm sure Ben was just as effective in his job ten years ago as he was today in terms of computing power.

M4或M5芯片并没有让他做分析时变得更出色。

The m four or m five doesn't enable better analysis on his part.

我这么说有错吗？

Am I wrong?

我们真的已经进入瘦客户端时代了。

We are truly in the thin client era.

就像本自己最近说的，除了合规要求，普通人到底为什么要用本地运行的有限模型呢？

As Ben himself put it recently, what on earth do people need the limited local models for other than perhaps for compliance reasons?

你怎么看？

Any thoughts?

是的，这个观点挺到位的。

Yeah, no, it's a good take.

或者说，这是个好问题。

So, or a good question, I should say.

就我的主要电脑需求而言，答案是……

The answer as far as my main computer needs.

我之前聊到 MacBook Neo 的时候，其实意思是想把它当第二台电脑买下来。

So when I was talking about the MacBook Neo, I was like, I want to buy this as a secondary computer.

我的主力机是 MacBook Pro。

My main computer is a MacBook Pro.

我用的是 M2 的 MacBook Pro，确实感觉有点吃力，但不是因为他提到的那些原因——我想要 Thunderbolt 5，是因为我接了太多外设，包括三块屏幕。

It is an M two MacBook Pro, and I do feel limited by it, but not for any of the cases he listed is I would like Thunderbolt five because I have so many peripherals plugged in my computer, including three screens.

将来我或许会升级到两台 Studio Display，那应该挺棒的。

At some point, I would maybe like to upgrade to two studio displays, which should be cool.

我现在甚至得用三个转接器，因为 Thunderbolt 的带宽不够，设备往里往外传数据都快撑不住了。

And I actually have need to have three dongles because I'm running into bandwidth limitations in terms of Thunderbolts and how much stuff can go in and out of my computer.

有意思。

Interesting.

这其实跟电脑的性能一点关系都没有

It actually has nothing to do with the performance of

主要是你的接口问题吧？

the computer.

对你来说，关键在接口数量？

About the ports for you, basically?

不只是接口数量的问题

Well, it's not just ports.

而是这些接口的传输速度

It's how fast those ports run.

明白了

Okay.

我用的是雷雳4接口

And so I have Thunderbolt four.

我连了两个雷雳4的扩展坞

I have two Thunderbolt four docks hooked up.

我之前遇到一个问题，因为连接了太多屏幕，带宽不够用，有时候我的以太网连接会突然断掉，原因挺奇怪的。

And I've actually run into an issue where because of all the screens, run into bandwidth and sometimes my my, Ethernet connection would sort of cut out and drop down because it would like run into weird things.

所以我现在用的是千兆以太网，当然，我必须得用这个。

So I actually have my Ethernet, which I have 10 or, because of course I do.

下次我去麦迪逊的时候，我们拍个Sharp Tech的独家视频，带你参观一下你的办公室，好好看看你这套有多硬核。

Next time I come to Madison, we are gonna record a Sharp Tech YouTube exclusive where we tour your office and really dive into how dorky your setup is.

我太期待了。

I can't wait.

别闹了。

No.

我现在MacBook Pro上的所有接口都用满了。

I've I have I have well, I have all the ports on the MacBook Pro being used right now.

我用了两个Thunderbolt扩展坞。

So I have two Thunderbolt docks.

还有一个10G的以太网适配器，再加一根HDMI线连着电视，我录播客的时候就看着电视。

I have a 10 g Ethernet adapter, and I have an HDMI cord to the TV that I use for, for this podcast where I'm actually looking at a TV.

我有两个摄像头。

I have two cameras.

一个用来做这个播客，另一个用在别的地方。

I have the camera I use for this podcast, another camera I use for for for other things.

所以说实话，我用这些配置主要就是干这个。

So yeah, like that, honestly, that's my main use case for all the capability.

我不需要那么强的处理器。

I don't need the processor.

但我确实买了满配的版本，96GB内存加上M2芯片，能跑本地模型。

I did buy the full RAM Kubota, so have 96 gigabytes of RAM with the M two processor, and I can run local models.

说到费利佩提到的，我经常跑本地模型吗？

To Felipe's point, do I run local models frequently?

不，其实不怎么用。

No, not really.

不过我以前写过不少关于本地模型的文章，讲清楚了它们能做什么，从这个角度说，我觉得这钱花得值。

But I I wrote sufficiently about running local models and what they were capable of back in the day that I feel I got my money's worth as far as that goes.

理论上，我是不是希望多用一些？

In theory, would I like to run more?

也许吧。

Maybe.

但总的来说，我还是更愿意用云上的那些。

But generally speaking, yeah, I'd rather use the cloud ones anyway.

如果真有需要，我确实有这个能力。

I do have that capability if I need.

所以，是的，它

So, yes, it

不过回想起来，那个阶段还挺有意思的，当初大语言模型刚出来的时候，你全身心投入开源的本地模型，一心想要自己运行本地模型。

is kind of a funny era to remember though, because early on with LLMs, you were all in on open source local models, and you wanted to have the ability to run your own local models.

我确实有。

I do.

我到现在还是有。

I do still.

说实话，我差点儿买了一台Mac Studio，当末日储备用。

You know, I almost bought a Mac Studio Doomsday prep.

就是那种

Like the

超大的，五十二吉字节的。

huge, like, five twelve gigabytes.

是的。

Yeah.

你想啊，要是哪天网络断了，但你的电脑里存着整个互联网的知识精华，那该多好。

Mean, imagine, like, if you lost Internet connectivity and you could have, like, all the world's knowledge distilled on your local computer, that would be great.

但我最后决定，还是把精力放在提升网络连接上。

I decided, you know, just get double down on my internet connectivity.

有道理。

Fair enough.

这确实是其中最耗时的部分。

It's the longest part of it.

不过说实话，我其实并不怎么需要那么强的处理能力。

But yeah, no, but yeah, I don't necessarily, I don't need the processing power by and large.

而且我现在连大部分剪辑都不自己做了。

And I don't even do most of the editing anymore.

我们有专门做剪辑的人，就是那种类型的团队。

Like I, we have an editor things on those lines.

所以嘛。

So, yeah.

所以我没必要升级 MacBook，反正现在的性能完全够用。

So I don't need the extra power and that's why I haven't upgraded the MacBook.

我倒是希望下一代能有雷雳5接口。

I would like Thunderbolt five.

确实有些扩展上的限制让我觉得不方便，但价格实在太高了，而我现在这台完全能应付，没必要换。

There are a couple edge limitations I run into and I'm limited in some expansionary stuff I want to do, but it's not worth the ridiculous price when this one's perfectly fine.

你平时在机器上玩那些图形要求很高的游戏吗？

And you're not playing any graphically intensive video games on your machines?

我

I

我理论上有一台Windows电脑，等下我想聊聊这个，因为这方面最近有个挺有意思的发展。

have a have a Windows computer for that in theory, which I actually wanna get to in a moment because I have a take, there's actually an interesting development in that regard.

不过，我的Mac上从来不玩游戏。

But no, I don't play any games on on my Mac.

好的。

Alright.

所以

So

那我们来聊聊Neo整体情况吧。

Well, let's talk about the Neo generally.

我们来谈谈Neo吧。

Let's talk about the Neo.

不行。

No.

这就是我不买这台电脑的原因，虽然我当初还挺期待的。

It's why I'm not why why I was I was looking forward to this computer, why I'm not gonna buy it.

以前我特别喜欢用一台电脑装下所有东西，那时候用Mac就是这样。

I back in the day when Mac Mac I like having one computer with all my stuff on it.

所以出门旅行的时候，我带一台MacBook就够了。

So when I go on a trip, I could take my MacBook with me.

我吸取教训了。

I learned my lesson.

我当初买了M1的13寸，现在想想，真该买16寸的。

I actually bought the M1 13 inches and I'm like, I should have got the 16 inches.

后来我换了M2，但一直没再升级。

It's like, and so I got the M2 and I haven't upgraded since then.

所有东西都留在那台机器上，用得顺手。

And I have all my stuff there.

不用折腾同步，也不用调整设置，我的环境就是我想要的样子。

I don't have to change anything or make sure everything's synced up or whatever in my environment is exactly what I want.

但与此同时，这台电脑太大了，每次拔插所有线缆、重新调整窗口位置都特别烦，就算我有个快捷方式能一键恢复布局也一样。

But at the same time, this is a very large computer and it's annoying to unplug all the cables and put my windows back where I want them, even though I have like a shortcut to put it all there or whatever.

所以我宁愿就让它放这儿，除非真要出门旅行、在路上工作。

It's like, I'd rather just leave it here unless I'm like traveling and will be working while traveling.

好几天都不带回去。

For multiple days.

没错。

Sure.

对。

Right.

但就在家附近或者城里转转，比如我经常开车送儿子去打棒球。

But just around the house or around town, like I drive my son to baseball practice all the time.

而他训练的时候，我通常就坐在车里工作。

And usually he's at baseball practice.

我坐在车里，顺便把活儿干了。

I sit in the car and I do work.

对于这种情况，MacBook Air 简直太棒了。

And for that, a MacBook Air is amazing.

非常好用。

It's fantastic.

我手上这台也是 M2 的 MacBook Air。

It's such a it's I have an M2 MacBook Air also.

所以我两台电脑都是 M2 的。

So both my computers are M2s.

这台是我自己买的。

This one I actually bought.

我记得是买了一台翻新机。

I think I got a refurbished one.

M3 的我记不清了，但用起来完全没问题。

I think the M3, I can't remember, but it was like totally fine.

当时就是一时兴起买的。

It was sort of spurred at the moment.

我真该再买一台。

Like I really should get another one.

现在想想，这电脑真的太棒了。

And then now like, it's amazing.

这是一台非常出色的电脑。

It's an amazing computer.

它又轻又薄。

It's so small and thin.

它已经磕磕碰碰好多了。

It's gotten all beat up.

在台湾的时候，我经常就把它留在车里。

Like, like in Taiwan, I would just leave it.

我管它叫我的车载电脑。

I I called it my car computer.

我平时一直把它放在车里。

I just leave it in my car all the time.

对。

Mhmm.

我插上电了。

I plugged in.

在台湾，把贵重的电脑留在车里完全没问题。

Taiwan is a good environment to just leave expensive computers sitting in the car.

那边确实完全不用担心。

It's Over totally there.

是的。

Yeah.

但我去了车那边。

But I went to the car.

我去接了我儿子，还有他的一群朋友。

I picked up my son, a bunch of his friends.

我都没注意到它掉在后排地板上了。

I didn't realize it was like down in the floor in the back seat.

被踩得够呛，反正就是那样。

It got all stomped on or whatever.

但照样用得好好的。

Still works fine.

不过也无所谓了。

But whatever.

如果真得换一个新的，那就是M2。

If I need to get a new one, it's an m two.

我可以买个新的。

I can get a new one.

没问题的。

It's fine.

我喜欢你在这儿这么淡定。

I love you just girding out here.

本特别喜欢别人问他关于科技的事。

Ben loves to be asked about his tech purposes.

会的。

Do.

我也会。

I do.

其实，在台湾因为网络连接特别好，五G信号到处都满格。

Well, actually in Taiwan, because connectivity is so good and you have like perfect five g everywhere.

我在台湾用 MacBook Air 的方式，通常是直接屏幕共享回来，或者干脆切换回自己的电脑，通过 MacBook Air 远程访问家里的机器。

What I act the way I would actually use the MacBook Air in Taiwan is I would just screen share back or I would just go back to my computer and, I just use my home computer via the MacBook Air.

但在这儿我很少这么干。

I don't do that as much here.

这里很难总是保持那么稳定的信号。

It's harder to always get as good of a signal.

不管信号怎么样。

Regardless of signal.

但主要还是，你知道的，确实如此。

But, but mostly it's, you know, yeah.

不过，总之我出门都会带着这台 MacBook Air。

I But, anyhow, I have the MacBook Air that I take with me.

它真的很好用。

It's great.

如果我出去旅行，又不打算工作，我就只带 MacBook Air。

If I travel and I'm not gonna be working, I just take the MacBook Air.

有它在，我啥都能干。

I can do everything I need with it.

特别轻便。

It's super light.

各种用途都合适。

All sorts things.

你这是在安利啊。

Your endorsement.

顺带说一句，三年前是我同事多曼说服我买 MacBook Air 的，他妹妹有一台，他就把配置给我讲了一遍。

Just for the record, I was convinced to buy a MacBook Air by our colleague, Doman, like, three years ago because his sister got one, and so he gave me the specs.

我觉得我买的是M1的MacBook Air，但那是我这十年最值的一次消费。

I think it was an m one MacBook Air, but it was one of the best purchases I've made this decade.

因为我有一台MacBook Pro，所有工作和播客录制都在上面做。

Because I've got a MacBook Pro where I do all my work, where I record all my podcasts.

它内存更大，运行起来特别流畅。

It has more RAM, and it's very performing.

MacBook Pro的屏幕最大，但我就喜欢把它固定在一个地方，不用老带着走。

I got the biggest screen on the MacBook Pro, but it's just so much easier for me to leave it in one place.

对了，这正是我接下来要买的。

Oh, that's the other thing I need.

我经常开着几十个标签页，用的又是Chrome，虽然用不着96GB内存，但确实需要很大内存。

I will regularly I have so many tabs open, and I use Chrome that, I don't need 96 gigabytes of memory, but I need a lot of memory.

内存不够的话，系统会明显变慢。

It does slow things down.

所以

So

所以我用的内存确实很多，但原因特别傻，MacBook Pro支持的内存远比Air多得多。

so I do need I I do use a lot of RAM for the stupidest reason possible, and the MacBook Pro support much more RAM than than the Air.

是的。

Yeah.

不过我现在也不确定Air到底有多少内存，但时不时我得关机重启，因为我常在Air上写东西，用久了电脑就会有点发烫。

But now I don't know how much RAM I have on the Air, but every now and then because I write on the Air, and every now and then, I just have to shut off the Air and restart it because the computer starts to overheat a little

主要是因为Chrome开了太多东西在跑。

bit because of all the stuff coming out of I think that's Chrome.

不过没错。

But, but yes.

但说到底，我根本不需要高性能，我的使用场景完全不一样。

The, but anyhow, I would love because my whole use case is I don't need power.

我最看重的就是便携性。

It's it's all about the portability.

我特别希望苹果能重新推出一款叫‘MacBook’的机型，我觉得很多苹果粉丝都在等这一款。

I would love a rehash and it, I think I speak for a lot of Apple fans that have been waiting for Apple released this Mac, they called it just MacBook.

我记得大家给它起的名字好像是ATP叫它MacBook One，因为只有一个接口，得用来充电和连所有其他设备。

I think the name that people came up with was, I think it was ATP called it MacBook One because it had one port, which you had to use for charging and anything else.

它重两磅。

It weighed two pounds.

前面的边薄得惊人。

It was so thin on the front edge.

它最大的问题之一是单手根本打不开，一抬屏幕整个机身就跟着翻起来。

It like actually the one of the biggest critiques of it was you couldn't open it with one hand because the whole thing would like flip up when you're trying to lift the wind.

铰链的阻力比电脑本身的重量还大。

Like the tension in the hinge was, was took more weight than, the weight of the computer.

我老婆当时就用过一台。

So my wife had one of these.

那时候的MacBook Air还没有Retina屏幕。

It it's amaz it was the back then, the MacBook Air did not have a retina screen.

所以如果你想要一台小巧的Retina屏电脑，它就是第一款，价格比MacBook Air贵了1300美元。

So if you want a small computer with retina screen, was the first one to have It started at $1,300 more than the MacBook Air.

那电脑简直弱得离谱。

It was hilariously underpowered.

那处理器连我平时最基础的操作都卡，但它的设计真的让人惊叹。

Like the processor in that actually would, I think, inhibit even the basic stuff that I do, but it the form factor was unbelievable.

然后你听说苹果要推出一款用iPhone芯片的电脑。

And so you hear Apple is gonna come out with a computer that uses an iPhone chip.

大家一听都说了，没错，MacBook Air确实不错。

And it's like, we everyone's like, look, yeah, MacBook Air is cool.

那能不能做个更极致的MacBook？

Can we do the MacBook?

能不能再薄一点？

Can we do even thinner?

能不能更小一些？

Could it be even smaller?

你知道吗，我觉得他们可能没在美国正式卖过，但索尼以前出过那种特别小的笔记本，虽然厚，但你想想，苹果到底能把电脑做到多小，还能保持真正的电脑性能？

Like you, you know, I don't think I don't think they're ever released in The US, but Sony used to have these tiny like laptops that were kind of thick because, but still like you could, how small could Apple make a computer that is actually still still a real computer?

而回答费利佩的问题，另一个关键因素是我有可支配收入。

And that is a computer that, and the other factor to answer Felipe's question is I have discretionary income.

如果他们推出一款超薄电脑，定价两千美元，那我反而觉得越贵越好。

So if they come out with the ultra thin computer and it costs like $2,000 and I'm like, The more that's expensive, the better.

拿去吧。

Take my yeah.

拿走我的钱吧。

Take my money.

这太棒了。

This is great.

我不是 MacBook Neo 的目标用户，因为它实际上比 MacBook Air 还厚。

The reason I'm not the target customer for the MacBook Neo is because it is actually thicker than the MacBook Air.

重量倒是差不多。

It weighs the same.

综合来看，我宁愿多花点钱，买性能更强的 MacBook Air。

And, I would rather, all things considered, pay for the better capability and performance of the MacBook Air.

我需要它吗？

Do I need it?

大概不需要。

No, probably not.

MacBook Neo 能满足绝大多数实际使用场景吗？

Is the MacBook Neo going to be fine for the vast real use cases?

几乎肯定可以。

Almost certainly.

但如果在配置基本相同的情况下——其实 again，MacBook Air 更薄一点——我大概还是会选 MacBook Air。

But if I have the choice of basically the same specs, although actually again, the MacBook Air is actually thinner, I'm probably just gonna get to get to MacBook Air.

所以，这并不是在批评 Neo，我觉得 Neo 非常棒。

So, if this is not a critique of the Neo, I think the Neo is amazing.

对。

Yeah.

说实话，看到苹果推出新策略，我觉得挺让人兴奋的。

Like, and I think it's it's quite exciting just in a, I mean, it's cool to see Apple doing a new strategy.

从17E或者16E开始，他们低端电脑的做法一直是拿旧iPhone来卖，然后一直用下去。

Like the 17E start or the 16E started it, but for ages, their low end computers would just sell old iPhones and keep them around forever.

现在看到他们真正为低端市场做设计，看看这个Neo，价格这么低，性能却这么强。

Now to see them actually designing for the low end and to look at the Neo and to see how cheap it is, how capable it is.

拆机视频挺有意思的。

The teardown videos are cool.

以前的电脑，每个部件都是能拆的，用螺丝固定得很清楚。

It's like the old computers, everything could be as modular and like screwed in.

可现在你拿任何一款苹果新品来看。

There's no, like you take a part of modern Apple device.

全是胶水粘在一起的，根本拆不了。

It's all like glue and stuck together.

这样才做得薄，电池续航也才够久。

And that's how you get it thin with long battery life.

对了，还有另一点。

Oh, that's the other thing.

Air的续航更长。

The Air has better battery life.

是的。

Yeah.

我平时把车停好后，可以插在车上充电，但我希望它能一直有电。

That is a re like for one that I leave my car and I could plug it in the car, but I want it to always

我看到Neo的时候，真的停下了，心想：这可能不太适合我，因为续航对我来说确实很重要，尤其是我整天带着笔记本满屋子走。

piece of the Neo that I made me pause and say, alright, this probably isn't for me because battery life does matter to me as particularly

我觉得续航能力

I think the battery life

是我一直随身携带、到处走动的那台笔记本。

laptop that I'm carrying all over the house the whole time.

对。

Right.

但我经常忘记插电。

Which I don't always remember to plug in.

所以本质上，Air就是我插着电、现在正在用的设备。

And it's like, basically the air, like I plug it in, I use it right now.

我正在看这台Air。

I'm looking at the air.

我用它当电脑，录节目时用来查看流程。

I use it for as my computer to look at our rundown while we're recording.

它现在还插着电。

And it's plugged in right now.

但这次是我唯一会一直插着电的时候，其他时候它就在那儿放着，完全没问题。

And this is only time I'll have it plugged in all Like the rest of the time, it's just sort of like it's around and it's totally fine.

所以，没错。

So, so yeah.

在聊苹果之前，先说个大方向，我收到一个问题，是这么说的：

Big picture before we get to Apple, I'll read I this question from

这话其实带着点调侃的意思，说我不是目标用户。

was very tongue in cheek saying I wasn't the target customer.

我觉得这台电脑太棒了。

I think it's an amazing computer.

但我现在已经不再处于那种因为便宜才买它的阶段了。

I'm just not in the buying it because it's cheap stage of my life anymore.

所以，Rav问了，Andrew和Ben，库比蒂诺那边到底在搞什么？

So Well, Rav says, Andrew and Ben, what is going on in Cupertino?

在地球上，我们人类正面临内存和存储价格每个季度上涨超过100%，投资也从消费科技转向了AI基础设施。

On Earth, we humans are grappling with memory and storage prices going up over a 100% each quarter and investment being diverted from consumer tech into AI infrastructure.

但苹果不一样。

But not at Apple.

他们打算在2026年推出一款599美元的入门级笔记本。

They're launching an entry level laptop at $599 in 2026.

作为一家大型科技公司，苹果在2026年对AI的资本支出却是零。

They're a big tech company that is spending $0 on AI CapEx in 2026.

这到底是怎么回事？

What is going on here?

苹果的飞船总部是不是真离开地球了？

Did Apple's spaceship campus actually leave Earth?

所以，这就是我们刚才十五分钟讨论的背景。

So that's the context for our last fifteen minutes here.

Neo 的价格是 599 美元。

The Neo is $599.

教育优惠价只要 4.99 美元。

And $4.99 for education.

这个价位能买到这么好的笔记本电脑，

And a really good laptop at that price,

简直让人难以置信。

which is unbelievable.

它真正占优势的是颜色。

What it does have going for is color.

颜色做得不错，苹果。

Color is good, Apple.

我们喜欢彩色的设计。

We like color.

我一直觉得特别不合理，颜色明明该是高端产品的标配，结果却只用在便宜货上。

It drives me bonkers that color was always for the cheap stuff and not for the expensive stuff.

iPhone Air 一定程度上确实有这方面的设计，但不管怎么说，这台电脑真的太棒了。

I would you know, they do have it with the iPhone air to an extent, but, no, it's an amazing computer.

简直太出色了。

It's awesome.

我们等了这么久，就盼着能有一台搭载 iPhone 芯片的电脑，现在苹果终于推出了，真是让人欣慰。

We've been waiting for, like, the iPhone chip computer, and it's it's great that Apple shipped it.

我觉得拉夫提的这个观点特别关键。

And I do think Rav raises a really important point.

供应链里头其实早就有不少议论了。

There is was a lot of muttering in the supply chain.

都说苹果被内存价格给坑了。

Oh, Apple got caught out by the memory prices.

这说明他们有多脱离现实。

This is how sort of out of touch they are.

所有迹象都表明，苹果依然牢牢掌控着自己的供应链。

All evidence is that, no, Apple is still fully in control of their supply chain.

他们很清楚自己在做什么。

They understand what they're doing.

明白了。

Alright.

免费试听部分到此结束。

And that is the end of the free preview.

如果你想继续收听本恩和我的内容，节目说明里有订阅链接，也可以直接访问 sharptech.fm。

If you'd like to hear more from Ben and I, there are links to subscribe in the show notes, or you can also go to sharptech.fm.

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Either option will get you access to a personalized feed that has all the shows we do every week plus lots more great content from Stratechery and the Stratechery Plus bundle.

赶紧去看看吧，如果有任何反馈，欢迎发邮件到 email at sharp tech dot f m。

Check it out, and if you've got feedback, please email us at email at sharp tech dot f m.