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?
00:15:16 · Jordi Hays, John Coogan, Tae Kim
[00:15:16] S1: build games on top of this? [00:15:18] S0: Yeah. I just think about, I don't know. I I mean, Dennis has a background in games and he was sort of alluding to the fact that he might go back into games at some point or or at least be able to like scratch that itch again. Famously, he wrote a programmatic code to generate vomit in a roller coaster simulator. Very fun story. But again, when I think about Roller Coaster Tycoon, was not, I think, I don't think he was actually working on that game. Was a similar theme park simulator, but we are moving back into the simulator world. But the mechanic is what is so enticing to gamers often. When I think about the games that I've spent a long time with, some of them have incredible graphics, AAA graphics. Some of them have two d graphics. But the mechanic is great. And so that is what gets me to feedback. [00:16:06] S1: The legend Bobby Chipman in the X Chat says, can't wait for smart glasses to fully replace my monitors. [00:16:12] S0: Yeah. Maybe you'll need augmented reality or something. Metaray Band display, certainly going that direction. The Orion. I've I've been surprised. Wasn't the first episode we ever did we were talking about Orion? And they still haven't shipped it. Right? I mean, they shipped their smaller version, the Metaray Band displays, which have [00:16:30] S3: Yeah.
00:16:30 · Tae Kim, John Coogan, Jordi Hays
[00:16:30] S3: Yeah. [00:16:30] S0: Sort of the Call of Duty HUD. It's not full augmented reality. Was expecting I was We we we demoed the Orion headset. And it and in it has a bit of a narrow field of view, but it really can put a screen right in front of you. And I I assumed that, everyone was saying it's really expensive, it's clunky, it's not ready for prime time. But look at how fast things are going. In a year, maybe two, we'll get it. And maybe that's coming at the next Metaconnect. Maybe this summer we'll see it. But hasn't been that many rumbles on it. Then obviously the massive pitch shift to AI CapEx might have taken a backseat. I don't know. I'm certainly hopeful. I'd like AR and VR. I think think we're we're overdue for a new fun product. I'm still waiting for the next Apple Vision Pro. Apple Vision Air, something just lighter. That's all I want. Cheaper maybe, but lighter and same screen. Screen was great. Anyway [00:17:24] S1: We know, John. [00:17:25] S0: Gemini Flash 3.5 looks pretty neat according to Tenebrous and extremely fast, but still largely the sort of incremental progress we've come to expect from Google, generally a pretty disappointing IO. Now, what's interesting is that Gemini three felt like a new base pre trained, felt like it had some of that big model smell, felt like it was really delightful to talk to. And I think a lot of people were expecting Gemini four here. We're still waiting for the next iteration here. And also Yeah. [00:17:55] S1: We're still waiting for Pro.