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Samsung's next-generation foldables are here | The Vergecast Livestream

The Vergecast

53m
Transcript

Original podcast

Summary

Written by a model from the transcript; not yet reviewed.

The hosts discuss Samsung's latest product rollout from their Unpacked event, focusing on the new lineup of foldable phones, watches, and the integration of AI features. They debate the practical utility of the new wide form factor foldable, the Z Fold 8, and the premium Ultra model, questioning whether these expensive devices justify their high price tags and whether new silicon-carbon battery technology is ready for mainstream adoption. The episode also explores the competitive landscape against upcoming Apple releases and the evolving role of health tracking in wearables.

  • The new wide foldable phone features a squatter form factor that feels more natural to hold and allows for easier one-handed use of the outer screen. 5:06
  • Samsung's Z Fold 8 Ultra incorporates a new silicon-carbon battery chemistry, offering increased energy density while introducing questions about long-term degradation and safety. 19:17
  • The Z Fold 8 starts at $1,900 and the Ultra model costs $2,100, making them prohibitively expensive science projects for most consumers. 9:02
  • The new Galaxy Watch Ultra features a 35% larger battery and diving-specific tracking, though its bulky aesthetic draws design criticism. 40:56

Chapters

  1. 0:01
    Intro and Ad Reads

    Hosts introduce the episode and play a series of short ad spots before diving into Samsung’s event coverage.

  2. 1:29
    Samsung Unpacked Overview

    The hosts recap the key announcements from Samsung’s Unpacked event, highlighting new phones, foldables, and accessories.

  3. 2:18
    Foldable Ranking Debate

    Neel and Nilay debate the relative merits of the wide, tall, and flip foldable phones, sharing personal rankings and user experience insights.

  4. 7:27
    Z Fold 8 Use‑Case Walk‑Through

    Nilay explains Samsung’s intended user flows for the Z Fold 8, from content consumption to productivity, and how the device’s design supports those scenarios.

  5. 10:38
    AI Integration and Gemini Demo

    The hosts discuss Samsung’s agentic AI features, the integration of Google Gemini, and how AI is positioned to change phone interaction.

  6. 44:08
    Samsung’s Ecosystem and Smart Glasses

    Discussion of Samsung’s ecosystem strategy and the lack of a compelling case for smart glasses.

Highlights

  • 2:20

    Spider-Man Product Integrationstory

    The hosts discuss a bizarre cameo during the Samsung event where the actor who plays Ned in the Spider-Man movies briefly appeared to explain product integration.

  • 3:44

    Ranking Foldable Phone Shapesinsight

    The hosts rank the new folding phone form factors from best to worst as wide foldable, flip phone, and tall foldable, noting novelty bias toward the new wide design.

  • 17:23

    The First Ultra Foldableinsight

    The Z Fold Ultra 8 is highlighted as Samsung's first foldable phone without major camera compromises, packing a 200-megapixel main camera.

  • 19:17

    Silicon-Carbon Battery Chemistrydata

    Samsung introduces silicon-carbon batteries in its new devices, marking a major shift in battery chemistry to achieve higher energy density and longer life.

  • 34:47

    Switching From iPhone to Samsungstrategy

    The guest explains that features like a simple QR code switch from iPhone to Samsung and advanced proactive AI give users reasons to switch.

  • 40:29

    Galaxy Watch Ultra Diving Featuresinsight

    The Galaxy Watch Ultra 2 targets outdoor adventurers and divers with diving accessory specs and nitrogen absorption monitoring.

Quotes

  • “Samsung did a relatively good job of that today, I think.”
    Unnamed speaker · 37:50
  • “Samsung is very determined to tell you how you use your phone in these events, which I always get a kick out of.”
    Unnamed speaker · 7:09
  • “The best and wildest technology.”
    Unnamed speaker · 37:38
  • “Not in, not in any way. It competes with keeping the money in your pocket.”
    Unnamed speaker · 44:31
  • “And that stuff is a dead end.”
    Unnamed speaker · 46:48
  • “Resolutely trying to boil everything that it collects about you into a series of scores that it can give you on your watch.”
    Unnamed speaker · 48:26
  • “And I think that that's the direction Apple is pushing too. That's the direction Samsung is going.”
    Unnamed speaker · 49:08
  • “I don't know, but I know what everyone's chasing is that.”
    Unnamed speaker · 50:32
  • Midi 0:53–1:05
  • Midi 32:04–32:45
  • Google Chrome 33:16–33:38
  • Geico 33:41–34:07
  • joinmidi.com 54:22–54:32
  • Apple Watch Series 12 54:45–55:09

About this episode

Samsung just kicked off phone season with the new Galaxy Z Fold 8, Fold 8 Ultra, and Z Flip 8, along with two new watches and a look at its smart glasses. David and Nilay talk through all the new devices, Samsung's overall case for foldable phones, and what it'll take for Samsung — or anyone — to convince people to spend $2,000 on a phone. Further reading: Samsung’s wider Z Fold 8 feels just right Samsung’s newest foldable finally feels Ultra I almost forgot Samsung’s Z Flip 8 was a foldable Samsung’s Galaxy Watch 9 and Ultra 2 bet big on battery Samsung and Google’s smart glasses get two new designs Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to [email protected] or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

0:00
53:25

11,184 words · 7 speakers

Topics

  • Samsung
  • Apple
  • Google
  • Gemini
  • Whoop
  • Galaxy watch
  • Galaxy glasses
  • Google Health
  • iPhone 11
  • OpenAI

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