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[1492.92 --> 1493.96] is that a lot of
[1493.96 --> 1494.58] like it's all about
[1494.58 --> 1495.30] positioning right
[1495.30 --> 1495.96] the reason Apple
[1495.96 --> 1496.78] can get away with it
[1496.78 --> 1497.78] is because the iPhone
[1497.78 --> 1498.92] is a top tier device
[1498.92 --> 1500.72] so the carrier
[1500.72 --> 1502.48] is not expected
[1502.48 --> 1503.50] to you know
[1503.50 --> 1504.48] sell it for
[1504.48 --> 1505.46] zero dollars
[1505.46 --> 1506.08] on contract
[1506.08 --> 1507.42] and then subsidize
[1507.42 --> 1508.24] it with like
[1508.24 --> 1509.40] cloud storage
[1509.40 --> 1511.18] and like a TV
[1511.18 --> 1511.74] subscription
[1511.74 --> 1512.36] and an NBA
[1512.36 --> 1512.90] subscription
[1512.90 --> 1513.34] and all that
[1513.34 --> 1513.92] kind of crap
[1513.92 --> 1514.38] all that kind
[1514.38 --> 1515.30] of add-on stuff
[1515.30 --> 1516.78] that they can use
[1516.78 --> 1517.78] to subsidize
[1517.78 --> 1518.82] the cost of that
[1518.82 --> 1520.00] hardware in the first place
[1520.00 --> 1520.92] plus there's competition
[1520.92 --> 1521.88] because if you're
[1521.88 --> 1522.46] an Android device
[1522.46 --> 1523.66] if you're the V30
[1523.66 --> 1524.04] they're like
[1524.04 --> 1524.62] well we don't like
[1524.62 --> 1524.98] your terms
[1524.98 --> 1525.48] we're just gonna
[1525.48 --> 1526.64] have the P20
[1526.64 --> 1528.14] see ya
[1528.14 --> 1528.54] yeah
[1528.54 --> 1529.38] just another
[1529.38 --> 1530.40] flagship Android
[1530.40 --> 1530.88] yep
[1530.88 --> 1532.84] so I think that
[1532.84 --> 1533.50] Apple's in a fairly
[1533.50 --> 1534.44] unique position there
[1534.44 --> 1536.54] but I do also
[1536.54 --> 1537.70] think that carriers
[1537.70 --> 1538.60] like Samsung
[1538.60 --> 1540.58] should be in a position
[1540.58 --> 1541.56] where we shouldn't
[1541.56 --> 1541.94] have to deal
[1541.94 --> 1542.52] with that anymore
[1542.52 --> 1544.20] so I'd like to see
[1544.20 --> 1545.08] them push back harder
[1545.08 --> 1545.62] like one thing
[1545.62 --> 1546.20] that has really
[1546.20 --> 1547.14] irked me about Samsung
[1547.14 --> 1547.92] over the last couple
[1547.92 --> 1548.48] of generations
[1548.48 --> 1549.60] I actually don't know
[1549.60 --> 1550.52] if the Note 9 did it
[1550.52 --> 1551.14] I'd have to put in
[1551.14 --> 1551.68] a different sim
[1551.68 --> 1552.28] to find out
[1552.28 --> 1553.52] but immediately
[1553.52 --> 1554.58] when you put in a sim
[1554.58 --> 1555.34] it comes unlocked
[1555.34 --> 1556.36] you put in a sim
[1556.36 --> 1557.66] and it locks to that carrier
[1557.66 --> 1558.58] oh that's weak
[1558.58 --> 1559.04] which to me is
[1559.04 --> 1560.28] completely unacceptable
[1560.28 --> 1561.16] that's weak dude
[1561.16 --> 1562.66] you know what I learned today
[1562.66 --> 1563.10] yeah
[1563.10 --> 1563.64] you know
[1563.64 --> 1566.08] Samsung has the greatest
[1566.08 --> 1566.54] market share
[1566.54 --> 1567.32] obviously globally
[1567.32 --> 1567.90] but even
[1567.90 --> 1569.60] in North America
[1569.60 --> 1570.84] they have like 35%
[1570.84 --> 1571.96] there's more people
[1571.96 --> 1572.38] in North America
[1572.38 --> 1573.02] with Samsungs
[1573.02 --> 1573.60] than iPhones
[1573.60 --> 1574.74] but today I learned
[1574.74 --> 1575.86] that in China
[1575.86 --> 1576.42] their penetration
[1576.42 --> 1577.66] is only like 5%
[1577.66 --> 1579.46] that's interesting
[1579.46 --> 1580.20] in China
[1580.20 --> 1581.40] it's all Chinese phones
[1581.40 --> 1583.54] isn't that crazy
[1583.54 --> 1585.14] the thing that really
[1585.14 --> 1585.92] baffles me
[1585.92 --> 1586.70] is that
[1586.70 --> 1588.70] especially a couple
[1588.70 --> 1589.72] generations ago
[1589.72 --> 1591.78] the cameras