03:06:36 · Chris Samra, John Coogan, Jordi Hays
[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. [03:07:09] S1: That'll be the swappable. Temples. So Yeah. They two different batteries? You can swap one and then swap the other and then swap the other. [03:07:16] S9: Only one swappable battery. [03:07:17] S1: Okay. [03:07:18] S9: But we'll we'll pack it with two. So, like, while while you're using one, the other one's charging. [03:07:23] S1: Got it. [03:07:23] S9: So you can just flip flop. And it's hot swappable, so you don't have to stop your stream. [03:07:27] S1: You don't have to stop your stream because there's enough battery juice in the actual glasses that when you take the battery out, you have a minute to swap the next one or something. [03:07:33] S0: Exactly. Yeah. [03:07:34] S1: That makes a ton of sense. [03:07:35] S0: What were you doing before this?
03:07:35 · Jordi Hays, Chris Samra, John Coogan
[03:07:35] S0: What were you doing before this? [03:07:37] S9: So I originally started this company with my cofounder to do sub vocal speech recognition. We did a lot of stuff with, like, neurotech and just, like, ML research. And I think we were caught in this loop where, like, we wanted to make a cool gadget, but we were way too research focused and not market focused. [03:07:55] S0: Mhmm. [03:07:55] S9: And we just decided to do a full one eighty and just, you know, I'm I'm very inspired by what Roy Lee has done and what Avi has done with their products. And I I just think that, like, you know, really focusing on a retentive user, so I e a content creator, but then also making a gadget that's just cool, and nice to wear and doesn't look like a super bulky thing and just I think that's that's the goal for me. [03:08:21] S1: So Sub vocal. So you were thinking like hardware device that I can whisper and it picks up what I'm saying? [03:08:27] S9: Or just mouth out words. Yeah. [03:08:28] S1: Just mouth out words. That's pretty cool. Yeah. Interesting. [03:08:31] S0: How much did you spend on the launch video? Yeah. It's very well well produced. [03:08:35] S1: That thing looks amazing. [03:08:36] S9: So I mean, we have a we have the next Spielberg on our team, Donald is is an amazing individual. We we actually filmed it in Canada. So Cool. For context, my cofounder and I were both Canadian. Yeah. We filmed it in Vancouver. It was around, I'd say USD, like, maybe $50.60 k. [03:08:55] S1: Wow. Solid. Yeah. I mean, we invited you. I mean, it looks like Super Bowl quality.
03:08:55 · John Coogan, Jordi Hays, Chris Samra
[03:08:55] S1: Wow. Solid. Yeah. I mean, we invited you. I mean, it looks like Super Bowl quality. [03:08:59] S0: Well, yeah. And there's so many different actors. I'm assuming you just like actually had to hire a bunch of people. [03:09:05] S1: Now now none of the footage is from the same sensor that will be in the actual camera. So there'll probably be some sort of disconnect there. But hopefully people are happy with the final sensor. Do you [03:09:15] S0: have [03:09:15] S1: any goals? Like, you know, we shoot on FX3. I like the full frame look. I like a 12 megapixel, you know, four k. Obviously, can't stuff all that into, you know, something the size of a little smartphone camera. Where where are the break points in terms of quantitative metrics for a camera to get good enough that people will actually share it? Because even with the Meta Ray bans, the the pictures and images I was taking and videos, they weren't jumping out to me as like, yeah, these are really great to post right now. [03:09:46] S9: Yeah. I think a big thing with with the metas is just image stabilization. Like, if you're like walking around while while you're taking the video, there's like almost like a bobbing effect. And I think there's a lot of work that needs to be done there. Low light is another thing. I mean, you're kind of working against the volume that you have to fit the sensor. So you you are already constrained with how much light that you can actually capture.
03:09:46 · Chris Samra, John Coogan, Jordi Hays, Zak Kukoff
[03:09:46] S9: Yeah. I think a big thing with with the metas is just image stabilization. Like, if you're like walking around while while you're taking the video, there's like almost like a bobbing effect. And I think there's a lot of work that needs to be done there. Low light is another thing. I mean, you're kind of working against the volume that you have to fit the sensor. So you you are already constrained with how much light that you can actually capture. [03:10:09] S1: Yeah. But, you know Dark party scene you filmed, that would be extremely rough, dude. Yep. Kind of a wild choice, not the sunny day. But it tells a better story, so I I I get why you did it. And, obviously, this stuff will get better, but there are, like, laws of physics around, like, you just can't fit a medium format sensor in [03:10:28] S0: In a pair of glasses. [03:10:29] S1: Unless it's an eye patch. Maybe maybe that's the future. You just put the full sensor right there. Probably. [03:10:34] S0: What how do you expect the what do you expect the go to market to look like? I imagine you could partner with a bunch of just big streamers and really focus on delivering value for them and then if it working well for them, then you would have like the next 100,000 people ready to go. Is that how you're thinking? [03:10:49] S9: That's exactly what we're doing. Yeah. So we're we're already talking to big IRL streamers about partnerships. [03:10:56] S5: Yeah.
03:10:56 · Zak Kukoff, Chris Samra, John Coogan, Jordi Hays
[03:10:56] S5: Yeah. [03:10:56] S9: We're going to Shenzhen in a couple of weeks just to get the beta device ready, and then we're gonna test it on a 100 different creators and just get their feedback, iterate, improve the user experience. And then, you know, we were trying to do mass production q one next year. And I think, like, you know, there's kind of just like an infinite marketing glitch here. It's like, if we give these streamers early access to just show what this kind of content can look like, it'll just inspire other creators and wanna be creators to to buy this product. [03:11:27] S1: Yeah. Is there I feel [03:11:28] S0: like there's like gonna be a whole new like you could create a whole new class of IRL creators. I can imagine somebody that's high they just do hiking or they just ski Yep. Or they, you know, they and I'm sure people do that already but if you make it really truly seamless Yep. And I can imagine creators that yeah, are more like the like like these like ambient videos and music on YouTube where there's [03:11:52] S1: not Study really with me Yeah. That type of thing. Yeah. Yeah. Kind of crossover. [03:11:55] S0: Interesting. We'll get it set up. We'll get glasses on Ben, our producer. We'll have a Ben cam feed. [03:12:00] S9: Awesome. Hey. We'd love we'd [03:12:02] S0: love to do a [03:12:02] S9: pair when we have one.
03:12:02 · Chris Samra, John Coogan
[03:12:02] S9: pair when we have one. [03:12:03] S1: Yeah. For sure. On on kind of like pricing and technology, one thing that I thought was interesting about the Vision Pro was that it was like almost an order of magnitude more expensive than the Quest, but it was very clear that Apple was able to spare no expense, get the best screen and they jumped forward a lot in terms of just quality. Didn't really hit the mark in terms of retention. But when I think about a streamer, most people who are doing it professionally spending $3,000 on a Sony camera is totally reasonable. Is there a world where instead of Metas Ray Bans, which are in the couple $100 mark, you go to a couple thousand dollars and you're buying and you're providing a more prosumer, more professional level product, and that actually acts as differentiation and then maybe you go down the price ladder over time. Are you looking into that? Is that is that even something you could do? [03:12:50] S9: Oh, absolutely. Like, I think right now, we're we're gonna stay sort of like in the mid market, but we we would ideally want to find like bigger, like, creator groups and like I mean, like, imagine like could I almost imagine having, like, a super pro version that's, like, 1,500, $2,000, and, like, mister beast uses it for beast games. You get the POV of, like, every single contestant in beast games. Dude, that would go crazy. Yeah. And like, I I that's something I would really wanna see.