02:59:01 · John Coogan, Alex Hawkinson, Jordi Hays
[02:59:01] S1: big enough. Yeah. Yeah. Exactly. Yeah. I'd I'd love your take on Sonos. We've been talking about Sonos a ton. What do you think they need to do to, make the make the app open faster? I opened the Sonos app. It takes me ninety seconds to adjust the volume and I'm like, I don't know how I haven't churned. Maybe I should but Well, I'll be [02:59:20] S2: negative on Sonos but I've gone through two like hopeful waves of buying it completely in my house and then Yep. Eventually. [02:59:26] S1: Same thing. [02:59:27] S2: Yeah. And, it's in the orphan stage right now. I think I just donated a bunch of, like, great gear. [02:59:32] S1: Okay. Yeah. [02:59:33] S2: It's the most they have, like, the best sound and all that stuff, but talk about, like, missing the software opportunity [02:59:39] S1: Yeah. [02:59:39] S2: Like, every stage in the company. [02:59:41] S1: Totally. [02:59:41] S2: And, you know, I just don't see you know, it's sort of Alexa sort of faded out in a way. Apple Home, it's not going anywhere. The Google Home stuff hasn't really like, Sonos has this opportunity to, like, own they could be the thing that, like, unlocks things like ChatGPT. [02:59:57] S0: Well, yeah, John's [02:59:57] S1: idea John's [02:59:58] S2: idea is that they should buy [03:00:00] S1: My idea was was Sonos is trading at what, like, billion market cap or something? Yeah. My idea was OpenAI literally bought them. [03:00:07] S0: They shipped, like, 5,000,000 devices.
03:00:07 · Jordi Hays, John Coogan, Alex Hawkinson, Zak Kukoff
[03:00:07] S0: They shipped, like, 5,000,000 devices. [03:00:08] S1: They shipped a ton of devices. And OpenAI has fantastic engineers. Whatever the engineering problem is [03:00:13] S0: Yeah. [03:00:13] S1: They can fix it, I believe. I don't know. It's a wild it's a wild theory. [03:00:16] S2: License Scarlett's voice this time and, like, you know Yeah. That that would [03:00:20] S0: be cool. Super properly. [03:00:22] S1: See, not the not the not the dumbest crackpot theory we've ever come up with. But we we will leave the the the wild riffing to the next one. Thank you so much for hopping on. Congratulations on the back [03:00:33] S0: of Really, really tremendous progress. [03:00:36] S1: Great news. Good luck out there. [03:00:37] S0: We'll talk [03:00:37] S1: to you soon. [03:00:39] S0: Talk soon. [03:00:40] S1: Have a good one. Up next, we have Chris from Waves coming in [03:00:46] S0: Chris. [03:00:46] S1: The studio. Some funny. [03:00:48] S0: Blobs. Went viral yesterday. We should play his video maybe before he joins. Let's try [03:00:54] S1: pull up the video that went viral yesterday about waves, the the glasses. Okay. I'm hearing it. Let's bring it up. Let's see it. [03:01:04] S5: Is the spot. The [03:01:11] S1: cinematography on the Star Wars ads is getting insane. It feels like noise cancellation. It sounds like the audio is switching. A banana. [03:01:37] S0: Get the fuck out.
03:01:37 · Jordi Hays, John Coogan, Alex Hawkinson, Chris Samra
[03:01:37] S0: Get the fuck out. [03:01:38] S1: So when he's tapping it, is he starting a livestream or just taking a Clipping? Clipping. Oh, clipping. I'm not late, am I? Wait. This is this is beam. This is what Casey Neistat was describing. Ten ten seconds or [03:01:56] S0: Yeah. The bars for startup launch videos is 10 x. [03:02:00] S1: It's insane. [03:02:02] S0: Getting project x vibes. You remember that movie? [03:02:05] S1: Yeah. Yeah. Your average, like, the public company has trouble producing marketing videos at this level. [03:02:12] S2: Whoops. [03:02:12] S1: This is remarkable. Here we go. Oh, no. [03:02:17] S0: What you got? Woah. [03:02:21] S1: Now we're getting into FPV, hardcore Henry. Somebody just pulled [03:02:25] S0: a gun at a house party, I guess. It's wild. [03:02:28] S1: Yeah. If you have a life like that, maybe you do need to be recording all the time. Hey. Does she have it on too? It recording? Recording me? Oh, there you go. Okay. Oh, records from the [03:02:42] S0: center. Okay. [03:02:43] S1: Cool. Let's bring him in. I'm excited to talk to him about waves. Welcome. [03:02:48] S0: What's going on? The man the man that kicked the hornet's nest. [03:02:54] S1: How are doing? How's the last How's the foot? [03:02:56] S0: The last twenty four hours stung. I mean, a lot of [03:02:59] S9: been wild, man. Yeah. Been amazing. It's really really awesome just [03:03:03] S0: to be Before we start sorry. Are you recording this? No. No. No. Okay. [03:03:07] S1: You can. You're live. We're recording recording it. [03:03:10] S9: Yeah. No. These are cosmetic.
03:03:10 · Chris Samra, Jordi Hays, John Coogan
[03:03:10] S9: Yeah. No. These are cosmetic. [03:03:11] S0: They Okay. [03:03:12] S9: They they're not [03:03:13] S1: Not not live. So, yeah, this is kind of like a typical hardware prelaunch vision statement, collect preorders, and then start manufacturing, I assume. Yep. Very cool. What what was the key takeaway? What was the good response? What was the stuff that you think you need to address? How has the overall response been? What have you, like, learned? What did you expect versus surprised you? [03:03:35] S9: So I'll talk about the good and the bad. I think, you know, we we have hundreds of creators in our inbox right now. It is it is really popping off. I mean Yeah. I think, you know, Twitter is is very much like a tech forward audience but even with that, I think with the virality, we were really able to lock in our ICP here. We have some of the biggest names in IRL that want to work with us. I can't name names right now, but, it is very exciting. The downside, I mean, like, I think I think we we we got a lot of feedback about privacy. [03:04:07] S1: Yep. [03:04:07] S9: And, you know, I think we're we're still pretty set on our stance here. Like, we're gonna ship with an indicator light, but in the conversations that we had with content creators, a lot of them emphasized the fact that, like, you know, they they want something that allows them to capture candid authentic moments because those go the most viral. [03:04:28] S1: Mhmm.
03:04:28 · John Coogan, Chris Samra, Jordi Hays
[03:04:28] S1: Mhmm. [03:04:29] S9: And if in certain situations that means them being able to disable the lights, we wanna give that option to them. So yeah. [03:04:38] S0: And that's distinctly, we were just talking with Casey Neistat. He said that if you try to cover the indicator light on the meta Ray Bans, then stops filming. Yeah. And so do you think part of your opportunity is that you're willing to go and do something that Zuck won't? [03:04:54] S1: Counter positioned. [03:04:55] S9: I think so. Like, I mean, I I don't think meta realizes where the puck is going. I think they're they're way too focused on, like, adding AI and waveguide displays and trying to go after a bigger market that we don't really know is going to fully adopt just yet. What we're seeing now is, like, the most retentive Ray Ban's users are content creators. And what are they doing? They're posting social content on Reels and TikTok. They're posting prank videos, Riz videos, like social interactions, interviews, things like that. Right? And all of them that we talk to are just like, we wanna take this and we wanna go live. Like instead of me flirting with somebody on a short clip, I wanna actually live stream a date and have a chat, tell me what to say and what to do. Right? So we just wanna be able to enable those kinds of content to to exist. [03:05:43] S1: How is the actual live streaming infrastructure? I assume this pairs with your iPhone somehow to pass to to like some sort of stream key to or whatever. Yeah?
03:05:43 · John Coogan, Chris Samra, Jordi Hays
[03:05:43] S1: How is the actual live streaming infrastructure? I assume this pairs with your iPhone somehow to pass to to like some sort of stream key to or whatever. Yeah? [03:05:52] S9: Exactly. It's just RTMP. So we stream to the phone and then phone streams to either the the streamers back end and then to Twitter Kick or just straight to the streaming service. [03:06:02] S1: Yeah. Is there any like pushback from Apple on this type of thing? Are they pretty open with those particular APIs? It's effectively just a camera. [03:06:11] S9: Yeah. Are apps that exist already that let you this just [03:06:14] S1: a different camera. [03:06:15] S0: Yeah. What about the how do you evaluate like the technical risk? The the glasses look great. Small. They're very and they look really tiny. You're trying to pack a lot in there. Maybe the the actual quality of the video matters less early than just the ability to have that FPV view. [03:06:36] S9: So I'm pretty confident that, you know, we'll be able to hit a pretty similar quality to a Meta Ray Banz or a Meta Oakley. We we have good connects in Shenzhen that have set us up with some really good suppliers. And, you know, I think, like, if if the issue is, like, can we fit it in these frames? The answer is yes. Mhmm. Like, the way we've sized it is is kind of unique in that. I almost call these, like, the hockey stick temples because Sure. We keep it thin in the front and then, like, thicker in the back. So PCB, internal battery, and then swappable battery.