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
00:10:31 · Jordi Hays, John Coogan
[00:10:31] S1: Yeah. What point at what point does Google just buy Warby Parker? Right? It's a $3,000,000,000 company. It's actually done quite well over the last six months. It's up 43% in the last six months, although it's been almost flat this year. I would say I expect that smart glasses are gonna have product market fit among people that need to wear glasses first. Right? Mhmm. If you already have to wear glasses all day long for your vision, why not throw some smart features in there? It's gonna be harder to get someone that doesn't need glasses to add a new device to their rotation. Right? Yeah. And so, know, Warby Parker's, you know, done quite well. Yeah. And has been surprisingly resilient, but they have, you know, incredible distribution. And I wouldn't be surprised if they get sniped at [00:11:26] S0: some I mean, deeper integration into a traditional, I don't know, like workflow. Like like a lot of the Google IO, we'll get into this, but was talking about Spark, the personal AI assistant. When I think [00:11:40] S1: Since Spark. It's an AI. [00:11:42] S0: I know. Know. I know. [00:11:43] S1: Oh, just look at Omni.
00:11:45 · John Coogan
[00:11:45] S0: Yeah. There's a lot of names. It's Google. There's lot of products. You're referring to, of course, Nathan Clark's post. It's in Gemini. Just created an AI studio. Oh, it's for your personal Google account. For Workspace, you need Gemini Business. No. Not Gemini Advanced. That's AI Pro now unless you need AI Ultra. Oh, agents? You do that in Spark actually. No. Not Gemini API manages and it's the typical meme. But the the interesting thing is that I I do think meta Ray Bans, like, it was always like, okay, you have a deep integration with WhatsApp. You have a deep integration Instagram DMs, maybe Facebook Messenger. Some people are still using that. But, in terms of, like, wiring into your life, there are way more people that see Google Docs, Gmail as, like, the central node in their personal life. Like, peep like, people think of, like, my the all of the stuff I have saved on my the desktop of my MacBook is, like, my core repository. A lot of people think, okay. For the important stuff, I'll put it in Google Docs or Google Drive and then most things flow through Gmail. Most things flow through iMessage. There are some people that just are like, yeah, WhatsApp is the number one screen time for me. That's where I really organize things. But Meta doesn't really have this, like, knock on effect of like, oh, yes, you've you're it's not necessarily an enterprise level productivity suite, but there are people who are like, yeah, I'm using Apple Mail, iMessage. I save my files in Apple files, Apple, you know, the the cloud storage I use. My my camera roll is super important. So an an AI agent running through the Apple ecosystem can be valuable, and an AI agent running through the Google ecosystem can be valuable. The Meta smart glasses, it's a little bit trickier to go and do anything that because you're just like sort of bumping up against the walled gardens. Right?
00:13:39 · Jordi Hays, John Coogan
[00:13:39] S1: Yeah. [00:13:39] S0: But investor Nick doesn't like them for aesthetic reasons. He says, these Google X Warby Parker glasses are horrific looking compared to these meta Ray Bans. Someone is probably going to lose their job over this. I don't know that they look that much worse. I don't know. Ray Bans are a very iconic silhouette and they do look good. So we'll see. We'll see how the response goes. Think from a product perspective, there's obviously fertile ground. On the flip side, the red the the Wayfarer is just such an iconic it's more iconic than anything Warby Parker has produced and that's just sort of the reality of brand building over a decade versus a century or something like that, however long Ray Ban's been around, a long time, right? Anyway, Genie three. You can now simulate real places by grounding Genie three experiences with Street View imagery. Google is sitting on a mother load of real world data. I was always thinking YouTube was going to be so valuable for Omni and v o three, v o four maybe in the future. I hadn't considered Street View as a trove of data. Demis seems very data pilled. He seems a lot of the MagSafe and CEOs seem very data pilled. There's that story about Mark Zuckerberg screen recording or logging all the computer use from all the Meta employees. These important trove of data are increasing in value and Street View certainly seems like it's one of them. This is cool. I wonder how interactive this will be. How how this actually instantiates into a game. It's a great demo. What does it take to
00:13:39 · John Coogan, Jordi Hays
[00:13:39] S0: But investor Nick doesn't like them for aesthetic reasons. He says, these Google X Warby Parker glasses are horrific looking compared to these meta Ray Bans. Someone is probably going to lose their job over this. I don't know that they look that much worse. I don't know. Ray Bans are a very iconic silhouette and they do look good. So we'll see. We'll see how the response goes. Think from a product perspective, there's obviously fertile ground. On the flip side, the red the the Wayfarer is just such an iconic it's more iconic than anything Warby Parker has produced and that's just sort of the reality of brand building over a decade versus a century or something like that, however long Ray Ban's been around, a long time, right? Anyway, Genie three. You can now simulate real places by grounding Genie three experiences with Street View imagery. Google is sitting on a mother load of real world data. I was always thinking YouTube was going to be so valuable for Omni and v o three, v o four maybe in the future. I hadn't considered Street View as a trove of data. Demis seems very data pilled. He seems a lot of the MagSafe and CEOs seem very data pilled. There's that story about Mark Zuckerberg screen recording or logging all the computer use from all the Meta employees. These important trove of data are increasing in value and Street View certainly seems like it's one of them. This is cool. I wonder how interactive this will be. How how this actually instantiates into a game. It's a great demo. What does it take to [00:15:16] S1: build games on top of this?