00:03:00 · John Coogan
[00:03:00] S0: Yeah. Or maybe it was damaged. Possible that like as it as it hit the ground, was just actually taken out. But I'm fascinated by this. I wonder how many like, this video was taken clearly in, the third row of an auditorium. Are people going to see robot dance shows? Was this an introduction to a tech conference? Like, I need so much more context here to really understand what's going on. Aaron Chen posted the full the the the first video, Aaron Chen AI. They had the chance to stop this when the robot almost fell, but then it really fell, but the show must go on. So who will dance on the floor in the round? Beware. Well, certainly solvable with enough time, but not quite there yet. If you're thinking of shelling out big dollars for a robot dance show, maybe make sure there's a refund policy in case the robot absolutely collapses. That would not be good. Anyway, Google IO. A bunch of different announcements. Brandon Grell on our team posted on the TBPN newsletter some reactions, sort of bucketed it into four key areas. Intelligent Eyewear, this is an interesting one. I want to go into this. Gemini Omni, we talked about the videos. We played a little bit of that yesterday. Upgrades to Gemini LLMs, those have been mixed reactions from developers. We'll go through that. And then Anti Gravity, which is an interesting place with an interesting history. So let's start with intelligent eyewear. If you had to pick, Warby Parker, Gentle Monster. Have you heard of Gentle Monster before? I've heard of Warby Parker. I know the story. I I I I'm a fan of
00:04:36 · Jordi Hays, John Coogan
[00:04:36] S1: Heard of it. [00:04:37] S0: Of the business story. [00:04:38] S1: Not super familiar. [00:04:39] S0: I I haven't worn glasses in a very long time, so I'm not really in the market. But the Warby Parkers, I've always I've always enjoyed the way they thought about the brand, and I've also been impressed by the way they built that business. They were early to the d to c boom. And then didn't some of the founders move over to Harry's? Is that the same team? Or is that a different Maybe. I'm thinking of? [00:04:56] S1: They were certainly when I when I think of d to c, I think of Warby. Yeah. I think of Allbirds. Yeah. I think of Everlane. [00:05:03] S0: Yes. But when you think of two the last two out of those three, the market caps are sub 100,000,000. Allbirds was trading at, what, 20,000,000 or something and then spiked because of the AI thing. But Allbirds, Everlane, not really sustainable businesses. Worry Parker, the other hand, current market [00:05:23] S1: Allbirds has [00:05:25] S0: pretty much been 3 and a half billion. [00:05:27] S1: Allbirds has pretty much been down only. [00:05:29] S0: Down only. This is the pump, the AI pump. On there. [00:05:32] S1: Neo Cloud, no surprises there. [00:05:35] S0: Well, have they given us an update on how they are rolling out Kubernetes? How it's going, building their Neo Cloud? Did they get allocation? Are they racking Cerebras? Are they racking GB two hundreds? What are they racking? And how fast are they getting power?
00:05:35 · John Coogan, Jordi Hays
[00:05:35] S0: Well, have they given us an update on how they are rolling out Kubernetes? How it's going, building their Neo Cloud? Did they get allocation? Are they racking Cerebras? Are they racking GB two hundreds? What are they racking? And how fast are they getting power? [00:05:48] S1: It would be it would be funny if Jensen ends up having to talk about Allbirds on their earnings call today. [00:05:54] S0: Didn't they [00:05:55] S1: There's a new [00:05:55] S0: Yeah. Didn't they also like fully rebrand the name? It was gonna be like Bird AI or All AI? Like [00:06:01] S1: Yes. They they were moving still all exists. Okay. But they basically kept the public Mhmm. Entity Yeah. And that's what they're building, the Neo Cloud there. So Fun. Well Lots of fun.
00:06:01 · Jordi Hays, John Coogan
[00:06:01] S1: Yes. They they were moving still all exists. Okay. But they basically kept the public Mhmm. Entity Yeah. And that's what they're building, the Neo Cloud there. So Fun. Well Lots of fun. [00:06:14] S0: Warby Parker, resilient. I mean, in 2021, it was a $6,000,000,000 company. Now it's a $3,000,000,000 company. Not the best scenario, but surprisingly resilient, I think, a time when a lot of people wrote off a lot of the stand alone direct to consumers, like either get rolled into a bigger company or go or like face the fate of the public markets. But Warby Parker has a deal with Google and Samsung. Google says, we're partnering with Samsung, Gentle Monster and Warby Parker on new intelligent eyewear. Here's a sneak peek at two designs from this fall's upcoming collections. And people are this is I like futurinomics from Sam. Kind of crazy that you can wear your favorite MAG seven on your face now. You can. The Gentle Monster one does a really good job of hiding the camera. I I imagine that it will have a light to tell you if it's recording, but if someone wore these from a distance also, Meta Ray Bans have done sort of the hard work of becoming the first face computer. So when you see Ray Bans and they're a little thick, you start immediately thinking, oh, should I be looking for a camera lens? Am I being recorded? But the Gentle Monster design, that silhouette, doesn't scream technology. It doesn't scream wearable face camera. And so these are gonna be a little bit more stealthy. Warby Parkers look nice. But the camera bump Yeah. On
00:07:40 · Jordi Hays, John Coogan
[00:07:40] S1: on Warby Parker you know, it makes a lot of sense that that that Google's and the metas have to go and partner on different silhouettes. Yeah. My expectation, my uninformed expectation is that Apple will just make Apple glasses. Right? They will probably I I it's hard to see them taking the route at least early on of partnering and allowing another company to influence the design language. But it makes a lot of sense that Meta would partner with Luxottica. [00:08:14] S0: Okay. Firstly, look look at the camera bump on this. If you zoom in as far as you can, I don't know if we can zoom in any further, but the the camera is actually not flush with the frames? It's actually protruding a little bit. Yeah. You can see it right there. Interesting design choice. I wonder how that will catch the light, how that will reflect in in in the real world. Is that true about Apple? I thought that they had a partnership. I thought someone I saw this on the timeline that Apple would be partnering with someone on frames. Maybe that was just a rumor. I don't know where it went. Okay. So, yes. I Apple has Carl Zeiss, which I guess is like a glass manufacturer. I don't know. Is do do they do they make glasses? Glasses? [00:09:02] S1: Karl Zeiss, a g German, manufacturer of optical systems. Oh, they make eyewear. Have an eyewear Founded in Germany in 1846. [00:09:10] S0: Okay. [00:09:10] S1: So By optician Karl Zeiss.
00:09:10 · Jordi Hays, John Coogan
[00:09:10] S1: So By optician Karl Zeiss. [00:09:12] S0: The Zeiss eyewear collection. I don't know. But this is all from a joke from Abdu says, okay. So Apple has Carl Zeiss, Meta has Ray Bans and Oakley. Google has Gentle Monster and Warby Parker. Boring. Which company is going to be bold enough to slap wearable technology into some three m safety glasses? Would you rock these, Jordy? Three ms safety glasses? Know what you're talking about. Right? You're working with a buzz saw I [00:09:37] S1: do know. [00:09:37] S0: Dust in your [00:09:38] S1: eyes? But these these look cool. These are sporty. I'm I'm much more likely to just commit to the bit. [00:09:44] S0: Just go full full cyberpunk. [00:09:46] S1: Full clank. [00:09:47] S0: Full yeah. Full you you'd clank out. Full full cyberpunk. I think that's I think that might be the move. I don't know. For some company, a challenger company could potentially do that, maybe friend or something. Anyway, what else? So Warby Parker traded down on the news, which Shiel Mona was surprised by. Why is Warby Parker down 14%? They announced a partnership at Google IO that's been in the works for a while. Is it because they aren't available yet? And our friend, Rat King, Mike Isaac says, okay, Google AI glasses with Warby Parker are officially coming for Meta Ray Ban. Google also said it would bring Gemini to glasses this fall with Samsung Electronics and and the eyewear companies, Warby Parker and Gentle Monster. The glasses which work similarly to Meta Ray Ban smart glasses come with a camera, microphone