Technology
SED News: NVIDIA Bets on Intel, Meta’s Demo Crash, and Anthropic’s Explosive Growth
In this episode of SED News, hosts Greg and Sean discuss key developments in the tech industry, including NVIDIA's $5 billion investment in Intel, Meta's recent AR glasses demo failure, and ...
SED News: NVIDIA Bets on Intel, Meta’s Demo Crash, and Anthropic’s Explosive Growth
Technology •
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Interactive Transcript
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Hello and welcome to SED news. This is a different format of software engineering daily,
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which we do monthly, where we just take a spin through the latest news headlines, things
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like the laptop and the main news. We then dive into a deeper topic during the middle,
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and then we take a look at some hack and use highlights towards the end. So as usual, we just
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like to kind of have a catch up on what's been going on on our site. So I'm Greg or Van
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and with me is Sean Falkner, say, hey, Sean. Hey there. Good to be back. How you doing?
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Yeah. Yeah. Good. Good. So what's been going on over, I guess, I always lose track of months
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these days. So your September shot, how was your September? I was on the road a bunch. So it's
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gone to Europe for 10 days, I did five cities in Europe for work while speaking customer
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engagement was fun, but it was very, very exhausting. So I'm glad to be back in the US for a
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little bit, but I do leave again for Europe next weekend. So I mean, I kind of my heavy travel
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schedule for the year. So I'm just trying to survive at the moment. Yeah. Well, we managed
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to catch you flying in for this episode. So that's much appreciated. Yeah. On my side,
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yeah, it's just been I guess sort of ramping back up month and I'll see conferences,
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et cetera, starting to tick back in. I mean, this weekend in Singapore is what's called
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token week. I have nothing to do with crypto or tokens. So it's a bit of a strange week when
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a bunch of people that look different, shall we say, to the usual Singapore population to send
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on the city. But I went to a sort of enterprise. I wouldn't say the company, but I went to sort
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of like an enterprise AI conference. And certainly, I think reception was quite muted, I would
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say they were really pushing their agents. They have special name for those agents, but if I say
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the name, then you'll know the company. So they were pushing their agents and really trying to
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sort of bring up their customers on stage to talk about what they've been doing with them,
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which just wasn't a great reception. We're talking sort of quite basic RPA type things. So it
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was certainly interesting. And I do think that's maybe just over this side of the world,
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we're not quite pushing out the that said, it's an American company. Again, I wouldn't say which one,
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but it was an American company. I'm just not sure if that's sort of the level we can be expecting
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of agent tick conferences right now. Yeah, do you think basically an experience that
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at least the part of Asia that you live in is maybe a little bit behind the United States or
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other parts of the world when it comes to AI adoption? I certainly noticed that at least in parts
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of the Europe, I was in, you know, I ran kind of a lunch in there for executives. And I started
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by asking everybody in the room, which companies were actively building something in AI right now,
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even if just POCs and demos and not a single person raised a hand. So which is quite a contrast
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from my experiences in the US. They're all very interested in this topic, but it felt like they're
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a little bit slower in the adoption curve. Yeah, no, I mean, I think that's probably a fair assessment.
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I mean, obviously, yeah, where you're based, some sort of scope in the valley, for sure,
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that has to be pretty much the place it's getting adopted first, certainly for where I look and sit
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over here. Yeah, I think it's just there's still inertia and I think people are still sort of in
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the businesses that are like, if I think of the customers that came on stage at that conference,
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let's just say like big shipping companies was something to that effect. I think there's still
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just a bit of inertia around, well, why should we change our ways of doing things just so that the
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CIO can say that they've cut costs. And I think that was the big theme of that conference was
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the CIOs saying that they could cut costs here and there and everywhere using AI. So I think that
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was an interesting theme. And we're talking like agents to help you reduce your SaaS spend and like
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having employees be able to talk to a chatbot and say, how can I reduce my spend on this platform,
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which is quite on the nose, given that this was obviously a SaaS platform in itself. So I don't
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know, it was kind of interesting. Nice. Yeah. Okay. So moving on to the main headlines, these are
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things that pop up in the main news outlets. The more niche stuff comes a bit later from the hack and
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news. So the big one that we're looking at to begin with is Nvidia investing in Intel. So we did
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look at this last month in terms of what we looked at Intel last month. They had an investment from
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the US government to the tune of sort of 10% of the company. That was on the basis of we called it
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too big to fail. It was sort of almost like too important to not do well. They weren't exactly
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failing, but they were certainly starting to lag. So that was an interesting play. But what's
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interesting here? So this is a five billion investment by Nvidia. And this has been partly in talks
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though for over a year. And so the timing of all of this is what's more into question rather than
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sort of how much and so and so forth. Because the US government sort of popped up two weeks before
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this was inked saying they'll take that 10% whereas the talks within video had been going on a long time.
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So Nvidia have made another investment as well, which we'll get onto. But I mean, what is your
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take on this one Sean? It's interesting. I think it kind of goes back to what we talked about
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last time where at least from the government side, the semiconductor industries, this critical
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infrastructure, like energy or defense now. And there's a lot of concerns over this like single
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pulling a failure in terms of the our dependence on the Taiwan chip manufacturers there. What's
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this mean if anything ever happened? So I think US wants to shore up their bets. But I think it's
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a strange day in tech when it seems like the government has moved faster than the world of technology
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in terms of their investment. I don't know if that was a catalyst for Nvidia to move forward with
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this or what like why it took so long. But in all of this between Nvidia and tell like any idea
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what's going on with AMD like where they stand with all this. That's a great question. We just
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don't seem to I mean, I guess just maybe in the slightly more US leaning press, but we don't
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seem to hear a lot really about AMD sort of exactly where are they. So I think there's maybe something
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we can look ahead maybe next month even we can try and maybe dig in a bit and see where they are
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on this one. I mean Nvidia have also made this investment 100 million into open AI. So it's kind
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of going both forks of the road here. Five billion into Intel who are what's called a fab they
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can literally make chips. There's only very few companies that can do that. I believe it's them. It's
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TSMC the Taiwanese behemoth Samsung can do it. There's probably some Poke in this relative terms
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Poke Chinese outfits that can do it. But I don't think anyone's from outside of China are using
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them. So yeah, it's I feel that's probably where the Nvidia so that they're hedging their bets a
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little bit on who might end up making some of their chips. But yeah, they're 100 million into
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open AI. What does that kind of mean? Do you think in a lot of ways? I'm sure open AI is a huge
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customer of Nvidia and their GPUs. So I saw like a meme about it where as such we Nvidia is handing
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over money to open AI and open AI is giving the money back with relationship that they have. I mean,
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I don't really have a sense for what I guess Nvidia is probably it's in their best interest
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essentially for these model companies to produce well. It's kind of like you look back at Google
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in the early days of the internet. Google did a lot of stuff the way they probably lost money
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to just get more people online because ultimately it's better for Google. The more people who are online
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because that means more people searching more ad revenue and so forth. So they'll make it up
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eventually. And I think maybe from a strategy standpoint, Nvidia is probably thinking similarly. It's
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like, okay, well, the better these model companies do, the bigger they become essentially that is
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good for our business because they're so dependent on us today. Yeah, there might also be the still
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problems with Microsoft and open AI sort of how they're going about their relationship and this
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could be a sort of technology geopolitical if you want to call it that move where open AI are saying
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or showing that they've got kind of the heavies in their corner from a hardware perspective as well.
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So there's probably a whole bunch of things at play here. So very interesting. We'll obviously see
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how this develops and yeah, we'll only be full up on AMD. Try and bring them back into the
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the foreground perhaps next month and see what we uncover there. So moving on, this could have
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been a hack and use thing, but it did hit the main headlines, which was meta's classes intro, demo,
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failure. So this is their AR classes offering. They kind of, at least from the shiny videos that
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they were showing it was Red Bull people on skateboards going downhills and I was expecting them to
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like, I don't know, head up display the speed or something, but instead of which the guy was asking
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what's the speed limit on the road, which all seemed a bit of a like damn perception, I would say
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it was one of the most death defy skateboard things and he's asking what the speed limit is. I
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mean, legal reasons, but it just didn't make a great video in my opinion. Anyway, they went onto
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a demo and this was with a chef and the chef said like, so help me put this recipe together,
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which is funny that professional chef needs that to happen, but let's roll with it. But then the
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response from the glasses was, well, you've already done blah, blah, blah. So now do this and of
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course he hadn't even started yet and he tried again. He said, no, no, I haven't started yet.
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What do I do first? And then responded again, well, you've already combined the ingredients.
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So he just said, right, back to you, Mark. And of course, the explanation given was Wi-Fi,
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which I don't think anyone's buying. Yeah. I mean, we've seen sort of AI demos fail before,
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but this seems like spectacularly bad. Yeah, I mean, there's some great spectacular failures
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of demos. This is the big one from Microsoft years ago where they had the blue screen of death during
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the demo of one of their flagship operating systems and so forth. In some ways, I have empathy for
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them having given a lot of live demos like anything can happen, but I'm not surprised that this
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makes headlines besides the fact that like it's met Zuckerberg and everyone while it's a train wreck.
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People love to see the failures, but I have a hard time. And maybe I'm just not the target
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demographic for this, but we keep trying to make these like AI powered eyeglasses work. Google
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Nader attempts. There's been other attempts. Who's this for? Does anyone actually want this? Yeah,
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maybe I'm just, let me know if I'm out on an island. You want this, but it's like,
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jobs getting this internet in a pocket Zuckerberg trying to give this internet or faces. I'm just
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why? Why do we need this? Yeah, I mean, we're actually going to get into this in a bit more detail,
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kind of in the main topic when we look at sort of where the device is effectively devices
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hardware from the big players. I'm actually going to highlight snap there as well because they've
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kind of already had a bit of a, I would say it looks very clunky. I don't know from the actual
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experience, but it looks of a very clunky AR experience, but it's that's been named I believe more
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the younger demographic, which is sort of snaps user base. So as you call out, like this is I think
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being aimed at certainly adults and which adults like actually want to have something on their face
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and I mean, I think the only version of this I can think of that would get me interested as an
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adult at least for now is I'm a cyclist and if I had my, you know, I've got quite big frame
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oakley sunglasses and if they could project say the speed or some stats because sometimes I am
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like looking dead down at the road, which is where my computer is and like that could literally
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cause me to crash if I look at it too long. So be quite nice to kind of look ahead and be able to
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see a bunch of stats that I would quite like to still be monitoring. That's it though. Like I
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don't want to walk down the street and have kind of minority report. That's John Smith over there
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or like I don't know, but I think maybe you don't want to be like a dinner party and it feeds you
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nuggets to help you with networking. So you remember people's names and little tidbits about them,
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like a politician of some sort and you have somebody in your ear, except you have you jives feeding
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you this information. Yeah. So this is also really interesting because again, we're going to get
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onto this, I think in the main topic around like the modality of the device with the AI, if you
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want to call it that, but just sort of yeah, little anecdote is like I have seen a quite high
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powered exec on, I know on LinkedIn and he said if you could give me something where I can walk
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into a room and it can tell me who all the people are, then like I'll buy that tomorrow. But I mean
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again, I think that's quite a specific, I'm not wondering into like galadineers every evening,
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needing to like remember so and so is other half and so on so forth. So I don't know, this seems
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quite niche, still quite niche. I also wonder, that's a great thing to be able to do if you can do it
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naturally or you have some other way of doing it. If you're the only person in the room that has
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the capability, but if everybody's the same and everybody has these glasses on, does it kind of
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devalue the experience that, oh, I know your name, but like clearly I got it from this device
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offended into me and you also know my name because you're also wearing the exact same hardware on
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your face. Yeah, so again, I think that's what feels strange about this like walking into like a
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networking event with a pair of glasses on, that everyone knows is that pair of glasses. I mean
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way back you just touched on it there, but yeah, Google Glass, I mean I lived in New York when
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Google Glass was released, I remember getting into a lift and elevator with someone going to
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a networking event and he was wearing Google Glass and I said, oh, is that Google Glass and he just
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went, yeah. And then I think some people might remember that people wearing these glasses got the
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slightly unaffected in a term of glass holes and unfortunately I experienced at least one version
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of that which is just sort of, well, if you're going to wear this thing on your face with a camera
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and so on, then at least be prepared to talk about it and this person wasn't. So yeah, we'll see.
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I mean, I think the big thing, people have been trying to make virtual reality on
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men and reality work for a long time and I think the most compelling example and widespread use of
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a men and reality might have been Pokemon Go. I'm like eight years ago or whatever it was when that
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blew up. And then I haven't seen a really compelling example of virtual reality as well.
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Going back to like the virtual boy Nintendo failure from like 1990, like when I was at Google,
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I saw so updated stuff that took like an hour to set up with all these cameras and things and then
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I was like, this is only marginally better than what I saw in 1990. Yeah. Well, as they say,
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we're going to touch on a coil of hardware stuff shortly. So let's just go back to the headlines
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briefly. The next one is actually in the gaming space and software engineering daily does cover
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quite a bit of gaming these days. Yeah, this is quite a big one, electronic arts. So, you know,
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they're known for the battlefield franchise, which is obviously direct competition. Or some people
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argue not, but I think it's sort of direct competition to call the GT, but obviously very different
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approaches to the same idea. And you know, they have a bunch of sports franchises as well. But anyway,
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they're being acquired for its 50 to 55 billion from a private equity, which also includes, I believe,
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the Saudi Arabian fund. So I guess what we're seeing here is this is actually coming before
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battlefield six. And there has been a lot of talk about battlefield six because the last two
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installments of battlefield were not well received by the core players. So whilst EA's stock price
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has been going up and that would indicate maybe a good time to like sell it. They're also the
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commentary here around like, but why would you sell it before this big release? And of course,
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it just maybe looks a bit like execs just sort of saying like we're not prepared to take the
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hit if it goes wrong here. So we need an out. So it does look good in the sense for gaming that
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these big private equity are like looking at this as real investments these days. But at the same time,
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the timing does seem a bit strange in relation to these big blockbuster game franchises. Any thoughts,
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Sean? Yeah, it's kind of interesting. I saw actually if you look at EA's stock price from
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January to now it went from $116 a share to 202 probably since the analysis. So it's really blowing
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up. And over the last few years has kind of been relatively the same kind of bumping up and down.
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And then it hasn't been spiked. But if you sort of project it over time, it's been steady. We
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growing. It's not like it's a completely zombie stalker or anything like that. But I'm curious with
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there's been a lot of stuff in the industry with companies kind of either staying private forever
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or even going from public to private. And I wonder if there's any of that thinking involved on the EIA
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side is, hey, let's go back to being private, run this without sort of the pressure of being a public
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company and all the things that come along with that. Yeah, it seems to just be a cycle on both sides.
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I mean, we saw, I mean, the strangest case of this was Dell, where Dell was private when public
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went back to private. And I think it's back to public again. So it's done it. Yo, yo,
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in this case, yeah, I think this has to be just down to the top leadership of EIA. I think it's
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both there's obviously a lot of expectations with reporting, et cetera. And when you're a public
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company, as well as this release, if this goes wrong, I'm sure there's a lot of stock options that
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are going to go wrong with it. So I can't just see this as, I mean, and they've obviously done
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whatever they've done to kind of structure this or make the private equity buyers feel comfortable.
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But this release is going to go well. I mean, I've seen quite a few sort of videos online,
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where they've produced these huge events, where they brought all the press down. I say press,
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but you know, we're talking like very influential gaming YouTubers to come and play the game.
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And one guy that I follow who does a lot of like gaming history, he was actually involved with
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the making of the game. They got him in on various sessions. He wasn't really allowed to talk about
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what input he was giving, but the fact that they've actually got real gamers in to come and help
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develop this game. So I think there's sort of just a lot, there's a lot writing on it, but there's
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probably a lot more, I don't play these games. If anyone listening, you're probably wondering why I'm
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talking about it, anything to do with the game itself, I don't play them, but I just find it
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interesting the business behind them. So yeah, talking of staying private, the next sort of headline
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was Anthropic series F. That was just to check the numbers on that one, 13 billion investment,
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183 billion post money. I mean, these numbers all just sound a bit kind of area faradious point.
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I think the headline here, though, it's just- Data bricks just had their huge round. I think
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their valuation was 100 billion. I mean, it's like 100 billion is a new billion. It seems like
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it's crazy. Yeah, but again, here we are, no IPO. Why do you think that is? Sean?
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I would think it seems like they're following a lot of the same strategy that Databricks and
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some of these companies have followed. If you continue to operate privately, and if only as you
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can figure out a way- now Anthropics is much younger company than Databricks, but with Databricks,
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they figured out a way that they can allow their employees to liquidate some of their assets,
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so that their options actually have value. There's a lot of advantages to continuing to stay private.
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The challenge when your public is every quarter, your report card is available for the world to see.
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And there's a lot of things that you have to do as a company to address your board of directors,
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address your public shareholders. There's a lot of scrutiny with that. If you want to be able to
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move fast and kind of independently, you have a lot more freedom to do that when you stay private.
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I think the stuff with Anthropics is insane their revenue growth. They reported 1 billion in
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revenue at the beginning of the year in 2025. Now they're 5 billion. We're like nine months in,
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so they had a 5x revenue run rate jump since the start of the year. That's insane when you're
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talking about billions of dollars. If they have a $500 million run rate in three months with
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Quad Code, that's really impressive. It's just numbers I've never seen before in my 20 years
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of working industry. Yeah, I think that's a good call out. Yeah, Quad Code has clearly contributed
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quite significantly to just that growth. Obviously, we're seeing companies like Cursor that
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back in August, they introduced Cursor CLI, sort of at least in beta, but it's very much GA now.
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So yet again, we're seeing the sort of foundation model producers being able to capture so much
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At the beginning, you'd have companies like Cursor who could leverage these models, but then
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really amplify them. And here is anthropoccoming all I'm just saying, yep, we can actually do that too.
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And I think arguably, too many developers better. And they've angled in on financial reporting,
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specialty products, which again, there are other companies, other companies trying to achieve that.
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And you just think, well, you're going to have to add something really special to then beat out
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the companies developing the models themselves. So yeah, as you say, Sean's, these numbers are like
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insane. And anthropoc's done a really good job of positioning themselves as like the enterprise
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ready AI native company, whereas open AI had a tremendous amount of success with a consumer
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facing product of chat GPT. And I think now they're trying to build that muscle within the company,
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but they're certainly playing catch up to where anthropoc started. Yeah, for sure. Just to round
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out, as you say at the end of the day, if they can raise the money and they don't need to go public,
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then that's a great place to be. Stripe has very much adopted that model for its entirety and
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doesn't look like, at least from what I understand, that's changing anytime soon. So I think it's really
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just when are we going to see some IPOs that make sense? I mean, the only one we've seen that's
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been a kind of success story recently was Figma. They were about to be bought. I don't
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be tried to buy them. And that was shot down by antitrust. And instead Figma went public. And
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that's being held a success overall. I mean, I'm sure there was the usual like pop at the beginning
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and it's gone down a bit. But overall, Figma is a very profitable business, at least from the numbers
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they put out before the IPO. So that's a great win for the average investor. Because again,
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the argument here is that the average investor is simply losing out year on year because there
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are no companies that they're allowed to participate in. And just to sort of sidebar that, I mean,
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I was just listening to the acquired the ACQ-2, which is when they interview someone and it was
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Toby Lutke from Shopify, I'm a big fan of his. And they reminded the listeners that Shopify
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went public at 1.25 billion. And that just seems insane. Because now it's now about 200 billion. But
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if you think about the fact that an average investor like you or I could have got in at the IPO
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and 200 extra money, and that's just not possible, where we're sitting right now, we're watching
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just series E series F at these valuations. Like, where's the growth for the average person going
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to come from? Yeah, I don't know. You got to go work for one of these companies. I guess
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correct. Yeah, yeah, very interesting. So I find it just a very final, we're going to hit on time
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for our headlines here. But just a final one was interesting that sort of hitting the main news now
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is sort of more, I wouldn't say niche AI, but going beyond just, oh, here's the next model. And
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whilst we journal touched on Google's Genie 3, which is like a world model, i.e. sort of where
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the training can be done, say on videos, but then the actual model itself is where you can
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if you imagine almost like a video game that then looks like video, they show an example, say,
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of driving a boat around Venice, but it really does look like, I mean, it's very photo realistic.
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So yeah, kind of interesting how these in the background really advancing, if you look at what
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Genie 2 looked like versus Genie 3, it's like PlayStation 2 versus PlayStation 3 and 4,
spk_0
like that kind of leap in those kind of advancements. Yeah, have you got any sort of touch points
spk_0
with these? I think it makes sense. Like you got to get some, especially for certain types of
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use cases or environments, there's got to be some step function jump beyond what you can do with
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a purely large language models and transformer model today, where elements are really good at
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patterns in language, but how do they understand the world around them? How do you teach them rules
spk_0
or physics? You have to use simulations of training ground. It's a little bit like using
spk_0
flight simulators to train pilots. It's kind of very similar to how humans might learn certain skills.
spk_0
Is can you put these models in certain environments where they have to learn in a sort of simulated
spk_0
environment where you can create what the consequences of doing the wrong things are? So they actually
spk_0
are able to determine sort of the patterns of these new types of environments, these sort of world
spk_0
models as they call them. Okay, so that was kind of the main headlines. We're going to move on to our
spk_0
main topic, which is just looking at where devices and hardware have netted out at the moment.
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So we're going to be looking at the big companies. I mean, this is kind of slightly anchored by
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Apple and sort of the announcements of iPhone Air that just sets the tone for like, but where are we
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going with hardware and devices? And obviously, the software developers were trying to think about
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like, what are we actually developing for into the future? You know, which, because I think a lot of
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going to be walking around with smartphones like into the future, because we're kind of all getting
spk_0
a bit fed up of them. You know, there's some really nice, I don't even want to go and dumb phones,
spk_0
they're like way paired back devices like the minimalist phone kind of looks a bit like a Kindle,
spk_0
mixed with a Blackberry, which can run like any Android app you want, but it just in a very like
spk_0
paired down monochrome kind of environment, which I think speaks to the times of yeah, we're getting
spk_0
fed up with smartphones, but yet we're still seeing a lot of developments of hardware. I realized
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we didn't really talk about our predictions from last month, but the one that I made does feed into
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this, which kind of also helps set the tone a bit, which is I predicted that based on a bunch of
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hardware bricking incidents from software updates that there would be one of those. And there wasn't
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I just said PS4 just as a joke, but what did transpire was that nest thermostats, which is on my
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Google have decided to completely just continue their support for their Gen 1 and 2 devices. Now,
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that's pretty insane because you know, these are thermostats like wired into houses. And they're
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basically saying, you know, that functionality that has to while you bought it, you know, with Wi-Fi,
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and you can like control it from wherever, oh yeah, we're going to completely discontinue support for
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that. And you just need to use it like a normal thermostat on the side of your house or a side of your
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wall. So there are big consequences here, like which which devices in hardware are we adopting
spk_0
which modalities, et cetera. So we're going to look at Apple. We're going to look at meta again. We
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have obviously talked quite a bit about them in the headlines. We're going to look at Google. We're
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going to look at Snap and just kind of like look at what's going on here. So the first company as
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sort of talked about is Apple. I think just just sort of hit the high notes here, which is iPhone
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Air has been released. People are a bit underwhelmed by it. If we then look at like where were they
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trying to go with hardware and devices that again, developers thought, okay, should I be developing
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for this? Well, the Vision Pro, I mean, you know, that was a sort of three and a half grand failure.
spk_0
It didn't really get great adoption. It was a very clunky device. I saw someone wearing it in a bar
spk_0
in New York and it just looked ridiculous. I mean, I think they were obviously just wearing it
spk_0
to show their friends and the friends were using it in a bar, but you would not take this thing
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to a bar normally. It's a pretty strange and you know, they kind of canned the Vision Pro ultimately.
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And then if we actually look at where they quite strong right now, it's actually the MacBook Pro,
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which is with their Apple Silicon or I mean, the MacBook Air as well, Apple Silicon basically where
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they've moved away and they decide to double down on their own chips, which I mean, I think it's
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been a huge advantage for software developers as much as especially running models locally as much
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as video editors, etc. And we also probably will touch on AirPods, which is another secret
spk_0
breakaway success products, which they obviously, I see secret, just I think people will maybe
spk_0
realize just how much money they probably make from AirPods and your Pro's. Yeah, so I'm going to
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say the scene there with Apple. What do you think on where is Apple right now, Sean?
spk_0
It seems like on the laptop front, they're making the right kind of moves where they're investing in,
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making their laptops, like be able to run AI models and AI workloads more efficiently locally,
spk_0
which I think makes a ton of sense. Like if that's the way the world is going and you can, you want to
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be able to do that from a demo and standpoint or even certain applications will have certain
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models probably running within them at some point, then you want to have the hardware to be able to
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support that. I think where Apple as well as a ton of these companies that are focused on
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sort of an extra iteration of hardware is they're all kind of trying to figure out what is that next
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iPhone type breakthrough of hardware. And we haven't really had that like of people have tried
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different things. We already talked about all the like glassware for failures. Is that the next
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thing? I don't think so. Maybe I'm wrong. There's a humane that tried the AI pin where I actually
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kind of like some of the thesis behind their idea, but the hardware ended up being clunky and it
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was a little slow. What was that? What was the AI pin? Oh, yes. It was this little pin that you could
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wear and it had no screen, but you could talk to it. So voice, it was voice activated. And then if
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you needed a screen, it could kind of like you could use your hand and it would draw with like a
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sort of laser pointer on your hand to show you some representation, but also like cameras in it. So
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you could just point out the whole idea was to create some sort of passive piece of hardware that
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was it is intrusive is getting your phone out to do something when you want to like snap a
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picture or you wanted to capture a moment at like a concert or something or just like, you know,
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looking at all those things through a phone and not experiencing themselves was kind of the idea
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behind it. And I like that, but there weren't even a deliver on it at least yet in terms of being
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a great goes to experiences. So a lot of these companies are struggling to try to figure out what
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that is. I wish I knew. I don't know, but I think you raised an interesting point about the air pods.
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I think with the air pods, like you see them everywhere. And I think it's somebody who maybe
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you don't know if anything about, you know, headphones and especially like headphones that don't
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have something that like really keep them in your ear. How hard that is to like really nail with
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people where you have to be able to fit this to all kinds of different people's like ear sizes.
spk_0
And have something that kind of just like universally works and stays in and connects to any device
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very quickly. That's a really, really hard thing to pull off. And I think, you know, Apple did it.
spk_0
So they did it spectacularly. And I think that's part of the reason why air pods have been so successful.
spk_0
Yeah, for sure. Yeah, I mean, I own a pair of the last gen airpods. They have done pretty well.
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I mean, the case, the case on them is that it's been the issue. They've got these little connectors
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for the charging. And in this climate, which is very humid, these connectors basically corrode
spk_0
very fast. So I've had gone through like two cases just on that basis, even trying to like
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clean the little connectors with alcohol and all that kind of stuff. And then to your point,
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you know, yeah, I've tried my wife has a pair of from another manufacturer and they kind of
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basically broke after like a year. I've tried the Bose. They're kind of quite comfort,
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but earphones, as opposed to headphones. I'm wearing a pair of the headphones right now,
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but these are the earphones that we're talking about. And to your point, they're actually quite
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difficult to get in your ear. And like that puts me off thinking that it could be a daily
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modality for anything, you know, beyond like, yeah. So it's a tricky device to get, right?
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Apple seems to have got it pretty right. And then, you know, they added in the the health aspect of
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it basically the latest gen can function as a hearing aid, which is pretty spectacular. So I think
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looking ahead, it's like, but what could we do more than that? Like, I mean, the one that comes to
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mind to me is like translation, like, could you walk around Japan and someone's like talking to you
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and it's just being filtered through and being translated real time like, you know, you're
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seeing in the UN or something like, yeah, they have their earpieces with it. Yeah, I mean,
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the universal translator, it's to some extent, like that's what Google, when they first watched
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their like pixel pod or I forget exactly what they were called, but I had a pair. They could,
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you're supposed to be able to like, kind of tap it. And then you could engage the assistant was
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built into it. And you could ask for translation. Of course, the demo looked amazing, but in reality,
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it was a lot clunky or that it didn't work very well. I mean, part of the challenge with a lot of
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those things is they have to rely on like a network connection and then ends up being slow.
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But there are things now with the, you know, there's a bunch of people who've worked on compressing
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whisper models so they can run on an iPhone. Could you get some of this translation down into a
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model that can run directly in the phone so you can do most of that translation there and then
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you know, the round trip to the network. I feel like that is certainly something that's not
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that far away. Yeah. Capital one's tech team isn't just talking about multi-agentic AI.
spk_0
The already deployed one is called chat concierge and is simplified and car shopping using self-reflection
spk_0
and layered reasoning with live API checks. It doesn't just help buyers find a car they love,
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it helps schedule a test drive, get pre-approved for financing and estimate trade-in value.
spk_0
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spk_0
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spk_0
So I think this is the thing to highlight there with Apple generally. It's just that they do have a
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hold on this piece of hardware that is pretty ubiquitous these days. I think arguably they've got
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the best hardware in there, which is pretty critical to if you're trying to then deliver
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these as you're calling out to them very low latency experiences or use cases using AI.
spk_0
Because either the AI component needs to be done locally on your device and then it's just
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to device or as you say more likely it needs a network connection and then you're talking like,
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well that's actually where 5G would help. One of the few consumer use cases for 5G at the moment
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would be this ultra low latency round trip stuff. So yeah, interesting to think about. If we just
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going to move on what are the other players doing? Well, Meta, we have touched on them quite a bit.
spk_0
So probably won't dive into them quite so much. But they had the Rayban glasses and then the new
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glasses are I think also Rayban. It's just that this is now the AR version or they're Oakley. I
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can't remember which manufacturer they're teaming up with for this new set of glasses. But they are
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going all in on the glasses stuff. And as we touched on that seems like a slightly interesting
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modality to be really focusing on, especially for like the adult market and like what other
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use cases could we see? Well, we kind of touched on them things like networking, being able to like,
spk_0
know who's around you or sort of head up display, like experiences for sports. But I don't know,
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I mean, just as a sort of software developer, like I wouldn't see these get me terribly excited.
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Probably thinking more about the audio side of things where you can you can deliver these more
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sort of subtle experiences as you're walking around, you can still enjoy the environment around you
spk_0
unhindered visually is just that you're getting a bit of information audibly perhaps. But
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Meta see it differently, I think. Yeah, I do think that there's a lot more we can do with
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audio medium. I think we'll see that as well. People have been trying to do that for a long time
spk_0
with the like the Google assistant and Siri and Alexa and all these. I'm setting off everyone's
spk_0
devices right now, but but this didn't really work that well. You know, it's kind of a letdown and
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you end up using them to set timers for cooking and asking what the weather is. So they kind of end
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up being not that important like they're useful, but not you could live without them. They don't have
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that like killer use case. But if you could just converse and I know people who are starting to do
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this with if you turn sort of chat GPT into like the audio model where you can just sort of have
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a conversation with it, then it becomes like an interesting way to learn certain things and
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we just haven't had historically the you know, powerful enough models to be able to do that,
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you know, properly where audio can become the engagement, you know, medium. We created keyboards
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and we created all these input devices not because they were convenient to people. We taught
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ourselves to use those things. We taught ourselves to use a mouse taught ourselves to type so that we
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communicate with the computer. But now are we in a place where we can finally make it rely on
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sort of the ways that we are used to communicating gestures, speaking, all these types of things and
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use that as the medium as input into a computer. Yeah, absolutely. So looking at Google, I mean,
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they for a long time were getting quite big into yeah, devices hardware connected home touched on
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the nest earlier, but they are the one that kind of it's odd because you know, they've obviously got
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a lot of money throwing a lot of resources at hardware. I know people that've worked in hardware,
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but at Google, but at the end of the day, I don't think they've made a lot of money from hardware.
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This is just usually a sort of conduit to deliver Google services basically, which is quite different
spk_0
to Apple who do make money on hardware and they do make money on services. Yeah, so Google,
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we're just going to see them fade away a bit. I would say when it comes to, you know, we're not seeing
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any breakout product or like sort of experimental product like we've seen with both Apple and Meta,
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Pixel phones, they're making a big, you know, song and dance about the AI capabilities of Pixel
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phones, but again, like that's not category defining. That's just yeah, you have a great phone.
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Obviously, they're showing us that define it as you this is the best Android phone. And I think
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they mostly do that strategically to push the overall Android market. I don't think they're
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trying to own the Android hardware market. They, like the number of Pixel phones actually they can
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still relatively small. It's more like can we create a really, really great Android phone that's
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all our stuff and show what the capabilities are. So that way, anybody building an Android phone
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can't have excuses that you know, blame the operating system or something like that. So I,
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yeah, they're not really trying to own that market. I wonder, you know, part of it, maybe they were
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burned too much on some of the hardware investments they made in the past and they didn't really
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work out for them. And they, I think in some ways, like they're kind of focused on the right things.
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If you look at what they're doing in the AI market, they're focused more on models and infrastructure
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for AI, which I think they're really, really good at. They're very, very good at scaling,
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efficiency. And they mostly have used hardware as a means to I think strategically protect
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their business. Or it's like they can essentially afford to give it away or sell it at a loss because
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they'll make it up on the other end of selling ads and getting more people on the internet.
spk_0
So I think it makes sense that they probably are not over investing in this market right now.
spk_0
Yeah, I totally agree. I think it's just as of interesting observation of where they were with
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hardware. As you say, quite a few projects they had through the last 10 years on that front
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consumer hardware, but not investing heavily in it now. And it does make sense sort of in the
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landscape. Finally, Snap, which is a bit of a wild card here, but you know, I've been reacquainted
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with Snap only recently, but kind of then realized just how much effort they're putting into their
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what work are all spectacles. And then I believe they're going to kind of morph into just specs,
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which is a sort of branding thing. But in June this year, they said that there's going to be a huge
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update coming out. So I believe that's coming quite soon. And they did release very recently Snap
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OS 2.0. And that's very much thinking around. And that's like the developer platform and like how
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can developers interface with Snap, but very much this is very much is sending it out for
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whatever's coming with with specs as well. So it's very interesting because I heard a podcast with
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Evan Speagle, the CEO of co-founder founder. And I mean, the way he was talking was he sort of said
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this is the future of the company. Now, I know he kind of has to say that. I mean, it is a public
spk_0
company. So he's got to like really get behind whatever they're doing, but I guess it was interesting
spk_0
that this device was what he was saying the future of the company was. And again, I think the
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demographics interesting because the demographic again, as I've learned more recently is younger.
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It's a sort of social network that is or social platform, whatever you want to call it, that is
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more accepted for like high school age kids to use. And whereas a lot of parents are not okay with
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like high school kids being on these platforms that seems to and even younger, I believe.
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But this is one that sort of seems to be on the like okay list for a lot of parents actually.
spk_0
So it's kind of interesting that company that has that demographic are going all in on these
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glasses where AR isn't a huge thing and they really push this idea of like AR with your friends.
spk_0
That does open up some really interesting possibilities software wise like you touch on
spk_0
Pokemon go. Sean, I mean, like I can imagine a whole bunch of kind of collaborative AR experiences
spk_0
that you might be able to have with glasses at the moment. The biggest problem I see with it is just
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it looks an incredibly clunky device and you wouldn't wear this thing outside of your home. Yeah,
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so this is kind of almost like VR glasses just are a bit nicer. Yeah, I mean, I think the standard
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is so high for to be able to build a device like that that people would be willing to wear in public
spk_0
on a regular basis. I haven't seen anything that's like even close to what like the general public
spk_0
will accept. Now it's you know reasonably acceptable behavior that people are like looking at their
spk_0
phones when they're in public and so forth. But to be wearing something and be okay with it,
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it is something that draws attention to you and also being okay with that, you know, that's just a
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smaller audience than what you ultimately are probably going for when you're you know a company
spk_0
that's investing in this, you want something that's like universally appealing to people and
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that's a hard thing to pull off if it's not just that technology, but it's also part of,
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you know, how people see you in as part of fashion. Yeah, as you say, even metas Rayban glasses
spk_0
still looked a bit kind of like something that isn't a pair of, you know, actual sunglasses. So,
spk_0
but I've definitely heard of people saying that they do wear them, you know, oh, you actually
spk_0
got like little speakers as well. But yeah, I guess we'll see. So kind of wrapping this one up,
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if we were to like put together like what would be the ideal combo here is sort of something along
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the lines of if you took like Apple's UX attention, if you added like metas experimentation,
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Google's AI, and then like the sort of let's give them the snap sort of long term vision because
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there seemed to be the only ones actually committing to quite a specific thing and saying this is it.
spk_0
That seems to be where the ideal device might appear from, but that's what makes it interesting.
spk_0
We've got all these players taking quite wildly different approaches. So yeah, moving on to our
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favorite bit of the show, hacker news, highlights. I feel there was like so much with the last month,
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I really struggled to pick what I was going to bring up this time. There were too many. The one
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that definitely scratches my itch when it comes to like developer off the deep end. This was posted by
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Bogdan the geek and that I believe is also that's the blog of the person. So this person posted it.
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It was called hosting a website on a disposable vape, which was just fascinating. As this person
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points out, it seems incredibly paradoxical to call a vape disposable when it has a 24 megahertz
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cortex M0 processor 24 kilobytes of flash storage, three kilobytes of static RAM, and a few
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peripherals used BC. That doesn't sound disposable to me. And I think he was sort of hinting
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he would not want to be a big tobacco lawyer in a few years who's probably going to have to
spk_0
explain what on earth these devices were, if you know, being branded as disposable.
spk_0
At the end of the day, though, this person was able to host a website on this disposable vape.
spk_0
When it was so that top of hacker news, admittedly, it was crashing, as you'd expect. I did manage
spk_0
to access it today. So it does work. This person had hosted the blog post as well, obviously,
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somewhere else. He does it on both the vape and a regular server just to kind of make sure he
spk_0
would read the article. I mean, absolutely fascinating that this is even possible. And I like
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the one quote from him that I was just pulled out. I just read out the specs a minute ago, but he said,
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you may look at these other specs and think that it's not much to work with. I don't blame you.
spk_0
A 10 year old phone can barely love Google. And this is about 100x slower. I, on the other hand,
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see a blazingly fast web server, which is just, I love you know, this person can look at that
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hardware and sure enough, they were able to get like very low latency ping out of this thing,
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which yeah, it's just very ridiculous and fun. There's so many of these like, you know,
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ridiculous projects online. I love it. I mean, we're giving like meta hard time and other people
spk_0
had time for watching ridiculous products. But is someone put that on hacker news? I'd be all over,
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you know, I love people using their brain power and their time for some sort of ridiculous
spk_0
side project. And actually in that vein, the hacker news article that I had was this article
spk_0
about someone built a way to play the game snake in your URL address bar. So you can check it out.
spk_0
It was posted by, I think, I don't know if you maca or macaati. Is the person's name? You know,
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snake is the game where you're, you know, moving snake around and it keeps getting longer. You
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don't want it to collide. And basically they jam that into the future. I'm playing it right now.
spk_0
This is so fascinating. Yeah. I tried to open up my phone yesterday and it didn't work,
spk_0
but yeah, I'm playing it now on the desktop. Yeah, I think you have to do it on a computer.
spk_0
Yeah. Yeah. This is hilarious. Yeah. If you remember snake, you know, an Nokia,
spk_0
use of an Nokia screen was kind of square. So the obvious difference here is it's a very
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long rectangular shape that you're trying to navigate within. But I mean, hey, it works. It's
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pretty amazing. The other one that's got my eye, this is posted by user. And so it is. The 3000
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year old story hidden in the at sign. So you know, at sign what we think of for emails, so and so at
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blah blah.com turns out that the history of this is the at was it meant Amphorzand, which is
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that's a unit of measurement that the Greeks used. So they'd say I want like five Amphorzands
spk_0
of flower or something. And it then got kind of used by accountants, apparently. And that's why
spk_0
the at sign was even put on a keyboard in the first place, basically back in like the 70s.
spk_0
And of course, then an arpanet was being developed. That's when the person creating email
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effectively had to look on the keyboard and be like, Hey, what should I use to help people
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so and so at so and so. And that was the sign that was picked. So it sort of has absolutely zero
spk_0
history in terms of that actually being anything to do with directing you at something. It was to
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do with measurements initially and accounting. And it's now become obviously synonymous with email.
spk_0
So I found that never knew that and that was just something that somebody posted. Very interesting.
spk_0
Yeah. And the last one I had was just very thematic for our conversation around hardware today is
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that someone who's built the first iPod controlled game called riot white pods. We use your
spk_0
head movements to basically control like car motorcycle thing as you as you drive around.
spk_0
Oh, wow. Yeah. Cool. It looks a bit like a motorcycle thing and yeah, very kind of like playstation
spk_0
year-old, but like, yeah. Well, just talking about airports, yeah, exactly being this modality.
spk_0
Well, exactly. We've got, I guess motion sensors as well. So yeah, I didn't realize that. I guess
spk_0
it must be maybe that's how they kind of control sort of the level volume or something like that as
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you move around in that sort of vein. This is just from memory. There was someone who posted about
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actually the fact that there is a sensor in the hinge of a MacBook that tells you the exact
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degree of open and shut. It's very difficult to get at it from the API partly, but someone managed
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to get there. And what do they do? Well, of course, they hooked it up to the sound of a creaking door.
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So if most useful thing you can do, open it and obviously show the degree on the screen, but also
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make it sound like a creaking door. Hacker news needs to start having or maybe we start this,
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maybe software engineering, daily needs to do this is the like ignoble prize for a random
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like engineering. Yes. A hobby project on the internet. Yeah, we should do like the SDD news or
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SD daily awards at the end of the year or something like that. Yeah, most ridiculous use of
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engineering talent. Yeah, absolutely. Just wrapping up on the Hacker news, this was a good, just a
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sort of feel good story, which was also shows the power of Hacker news. I was posted by Just Skyfall,
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who ran, believe this person ran a online coding academy for like thousands of children and teenagers.
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And they had a Slack bill originally about two K a year or five K a year, not nothing, but like
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very reasonable to handle this number of people. Slack popped up and said within a week or two
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weeks, you've got your bills going to be 195 K. And of course, they just said, well, like this is
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impossible. We're going to move to matter most. But luckily, I mean, I say luckily, I mean, it would
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have been probably overall great if they could have moved to match. But that's a huge undertaking.
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So luckily, hit the top of Hacker news, got a lot of attention and the Slack CEO reached out
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and the update to the post was that a good outcome had been reached. And this was no longer a problem.
spk_0
So good to see that Hacker news can really influence some good things outside of these crazy fun
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projects that we also find. We're hitting on time, predictions, as always, what do you think you'll
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see across the next month? Sean? Yeah. So I was trying to think about this. So Salesforce has their
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big annual conference here in San Francisco in a couple of weeks, Dreamforce. This is somewhat
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ridiculous prediction. I'm sure they're going to make a lot of AI announcements. But I'm going
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to go out on a limb and say that Salesforce launches their own large language foundation model at Dreamforce.
spk_0
Interesting. Interesting. So like foundation model from Salesforce. Okay. Yeah. What is my prediction?
spk_0
It's funny. I haven't even vaguely thought about this. Well, I'm just going to pull from
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Hacker news this time. I'm going to predict that we see someone like one up the disposable
spk_0
vape, like someone manages to host a website on something that's even more esoteric than a
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disposable vape. Like I think we're seeing people constantly trying to want to peach other on
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some of this hardware stuff. So yeah, that's completely random, but fun prediction that
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somebody will manage to get a website running on something that's even less than a disposable vape.
spk_0
Well, with that fantastic prediction, it's time to wrap up. Thank you so much for tuning into
spk_0
SD news. Great to see you again, Sean. Yeah, you too. Always enjoy these conversations. We covered
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a lot around today. Yeah, yeah, we did. Yeah, hopefully we'll cover just as much next time. So do
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join us next time on SD news or see you then. See you.