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.
03:12:50 · Chris Samra, John Coogan, Jordi Hays
[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. [03:13:21] S1: Yeah. Totally. Yeah. Yeah. Mean, people do that with like the head mounted GoPros. It's a little bit awkward and just doesn't land as well, but but you can get great footage out of a out of a GoPro mounted to your forehead if you're racing around. Andrew, do have anything else, Jordi? [03:13:35] S0: No. This is great. Congratulations. Thanks for jumping on. Congrats on the launch. I think a lot a lot of the peep a lot of people's like concerns are real but I think there's ways around it it ultimately will just come down to how individual people choose to use the tech the technology. Like there's gonna be people that use this to live stream privately for their grandma. So they can grandma can feel like they're hanging out with the grandkids and there's a bunch, there's just so many like There [03:14:01] S1: are people right now who use the cameras in their iPhones to violate people's privacy at Coldplay concerts. Yeah. Like that happens. So we Yeah. It's not
03:14:01 · John Coogan, Chris Samra, Jordi Hays
[03:14:01] S1: are people right now who use the cameras in their iPhones to violate people's privacy at Coldplay concerts. Yeah. Like that happens. So we Yeah. It's not [03:14:10] S9: a device problem. I think it's more of an actor problem. You have people that are gonna do weird shit and we we don't condone that. Yeah. I think we're just gonna focus on creators that wanna make genuinely good content. I didn't I didn't get to see what Casey was saying because I was in another call. [03:14:26] S1: Yeah. [03:14:26] S9: But I would love to just pull up to New York this weekend and have a chat with him and show him the frames and get his thoughts. If that's something he's interested in, if he still likes the original vision of Beam, I would be more than happy to have a conversation. [03:14:38] S1: Yeah. I'm sure he'd have a ton of interesting feedback that you could incorporate and and twist around and just it'd be a great meeting of the minds. [03:14:46] S9: Real quick. John, just wanna say loved your videos on startups. Like, I would I would always watch your like startup history videos while eating dinner. Like, I I love a meal in YouTube. So just like that was that was should you should go back to that at some point. I I think it would be really cool. Yeah. Yeah. But TBPN is awesome, man. I love [03:15:05] S1: the show. [03:15:05] S0: This is great. [03:15:06] S1: Yeah. We're having a lot of fun.
03:15:06 · John Coogan, Jordi Hays, Chris Samra, Micky Malka
[03:15:06] S1: Yeah. We're having a lot of fun. [03:15:07] S0: Thanks, Chris. Awesome having you on and and good luck with everything. I'm sure I'm sure your round will be done by the end of the week. For sure. Good luck. Knowing how knowing how the valley moves these days. Oh, bug. Yep. Have fun out there. [03:15:19] S9: Okay. Take care guys. [03:15:19] S1: Talk to you soon. Bye. [03:15:23] S0: It's fantastic. Yeah. It all comes down to the device itself is not bad. It's how it gets used and I think there's a bunch of really cool use cases here. [03:15:32] S8: So Yeah. [03:15:34] S0: Awesome. Well [03:15:35] S1: If you want another wearable, go to bezel. Get bezel.com. Your bezel concierge is available now to source you any watch on the planet. Seriously, any watch. You know, why why why you know, who needs a camera on their face and they can have a Patek Philippe Nautilus on their wrist. [03:15:50] S0: Condo the wrist. An RM. For sure. For sure, dude. [03:15:56] S1: Brandon Jacoby, we got some trade deal news. He's starting a new decade today. More focused and motivated than ever. It's time to build. [03:16:03] S0: I Shout out to Brandon. I'm an idiot. I I I was like, you're 30? He's like, no I'm 29. I'm starting the I'm starting the thirtieth year. [03:16:14] S1: What? That's what [03:16:14] S0: he texted me. [03:16:15] S1: Is this his birthday? [03:16:17] S0: Yeah. No. This is this was him announcing his birthday. [03:16:19] S1: Okay. I thought he was going I thought he was going to a different job or I