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Apple Vision Pro | A.I. Hype Analysis #AITownHall
Recorded: June 13, 2023 Duration: 1:05:39Space Recording
Short Summary
The discussion covers the launch of an AI project by IBC, fundraising activities through project pitches, and the impact of emerging trends like AI and Metaverse on project strategies. Additionally, the Apple Vision Pro is highlighted for its technological innovations, while concerns about the dominance of big tech in the AI space are raised. Economic shifts are noted with Yellen's comment on the U.S. dollar's decline as a reserve currency.
Full Transcription
Okay.
Is it working?
Can you hear me?
Yeah, you're just fine.
Oh, weird.
My headset is not working.
It's very odd.
Let me fix it in a sec.
It is echo.
Yeah.
Yeah.
Yeah, my headset is not connecting.
Let me send out the invites and then I'll let you kick it off.
So by the way, your title is shit.
Just FYI, so I've changed it.
Don't attack my boy EYC.
He's just starting the job, bro.
Oh shit.
EYC did it.
Well, you approved it, man.
You should know better.
You've done all these spaces.
I thought it was a good...
I think.
Oh my God, bro.
You're starting the AI show and you're relying on chat.
Just because you're doing Mario show, you don't start using Mario GPD.
Well, we need to train a model on Mario then, right?
I'm sure it's easy with all the data that's out there.
No, now with Mario, there won't be much data out there, bro.
Trust.
It's limited.
I did give several options from chat GPT.
It gave some good ones.
But yeah, you know, I mean, chat GPT has its limitations.
But it also has, obviously, use cases, which we'll dive into today.
All right.
I'm just sending out the invites.
Can you invite illustrator?
Actually, just invite Kareem Farid.
And I'll take a, I just so I can fix my fuck it.
I'll do it as well.
Yeah, send us the co-horse so we could do that.
Oh, shit.
Okay, good point.
All right, let me fix my headset.
Go-scent.
Where's Eugene?
There you go.
Go-send.
And we've got a request you.
Done.
But let me set up my headset.
It's weird.
It's not working, man.
I used it in the sauna today.
I'm worried this is why it fucked it up.
Hopefully it's not.
But it's very possible.
Biohacking has its downsides, right, Mario?
Shit, man.
I think it's dead.
Hold on.
Shit.
Shit.
Great.
Fuck.
I think I'm, I melted some parts of it or something.
That's a problem.
How can I do my space now if I can't use a headset?
For during sauna, because I, that's when, part of time I do sauna.
All right, anyway, let me put my other headset.
Too much information, Mario.
Yeah, bro.
All right, let me do my headset and then we kick off the show.
All right, can you hear me now?
Much bad.
Yeah, yeah, because I've put in the other headset.
Yeah.
All right.
So, so this is a pretty bad day for me.
I'm not pretty pissed off because now I know.
Right, let's bring some positivity here, guys.
So this guy's been way too negative whining.
Bro, no, I can't do my.
All right, go ahead.
Bro, stop whining.
This is a positive show.
It's about what you put into the world
and we're going to put positivity.
So this is going to be late.
This is going to be the AI show.
It is going to be regular.
It's going to be every Tuesday,
every Thursday at 1230 Eastern.
Be here because what we're going to do is we're going to start off
very basic, but we're going to go deep.
Because unlike the evening show
where we make it more amiable to the wider audience,
this is going to be that,
but we're going to go more deep into issues.
We're going to go deep into AI.
We're going to talk about some of the technologies.
It is going to be fire.
But Mario, you're the one who wanted to do this show.
So what was your thoughts about...
I'm asking this because he's just like...
I just wanted to do it in it, but I'm sure there was more true.
What is the reason you want to do?
I'm still recovering from the fact that my headset won't work in the sauna.
My whole schedule doesn't work anymore because that's why I usually run the crypto around the town hall space.
So I'm like, I have to deal with this issue.
I have a problem now.
But in terms of why I'm doing the AI space, it's a very simple reason.
business, I'll be honest.
Like, why should I bullshit you?
I knew you're going to say that.
I was like, I hope the idiot doesn't say that.
But it's a truth, man.
I hope he's going to be like, I wanted to make.
It's a truth.
A bro.
It's a one.
Abroad.
I was hoping you would be like,
bro,
I had a vision,
I want the people to know about AI,
it is a technology of the future,
I want to make a difference,
I want to impact your life.
Yeah, but I'm not you, bro.
I'm not running,
I don't know what,
look, man,
I don't know what you're running for,
oh yeah?
I don't do this shit.
I'm honest,
and it's kind of at my own detriment.
The reason we're doing the show
is that our incubator,
IBC,
is incubating AI project.
So similar to what we do with crypto.
We do the biggest crypto show.
We incubate a lot of crypto shows.
We get a lot of deal flow from our shows.
We also, I learn a lot in these shows.
So that's another reason, but that's secondary.
Let me finish the first one.
We also do pitches on a crypto crypto show
where projects come on, they pitch.
and we get tokens in them, sometimes we invest in them.
So all the shit that we do in the crypto side,
I wanna replicate it in the AI side
and we're doing it in the finance world as well.
So we'll be doing similar pitches here
and we take equity in projects, in good projects,
maybe write a few checks and expand,
you know, get a lot of deal flow from these shows as well.
So that's pretty much it, man.
That's the first reason.
The second reason is that I learn a lot.
So when there's a topic like we're doing biohacking
and anti-aging shows with, I won't mention their names yet,
but two of the biggest names in the industry.
And that's something I'm personally passionate about.
That's why I'm complaining earlier
that I can't do my shows during sauna.
A real, real fucking bad problem.
But anyway, because I'm biohacking every day.
I learn a lot in these shows.
So that kind of answers your question.
But why are you doing this show, Salaman?
Come on, talk to the people and bullshit them.
I told you, you should know this because I'm a man of the people.
I understand that they want to learn about AI, both from a very broad sense and also from a deeper sense.
And that's what this show is going to be all about.
Cool.
All right.
Well, I'll let you kick it off.
One thing is interesting is that the Apple Vision Pro, and I know you guys have an agenda at Tetra.
And I want to ask a few questions, selfish questions.
I'm going to go to Alex first on this one, and there's a reason.
In the Web 3 world, what you see Alex is that whenever there's something hyped up,
and obviously there's a lot of overlap between Web 3 or blockchain and AI,
but whenever there's like some sort of hype when Facebook changed their name to meta,
all these different projects related to all these Metaverse projects pumped,
and any project that wasn't a Metaverse, they found a way to add Metaverse into their title.
Now we're seeing something similar with AI, obviously.
Every project is something in AI project and everything pumped when chat GPT.
launched, et cetera.
So my question to you is, when Apple launched the Apple Vision Pro,
I heard, Scott mentioned it in the last show,
that there was no action, there was not much traction
in the Web 3 Metaverse world where they should be.
Because it's a massive step in the right direction there.
Has there been any movement, any impact from Apple Vision Pro's launch?
Yeah, that's a great question. So, you know, I think just to kind of set like a high level, like context for like why I think these narratives run, I think there's kind of two parts to it. So there's like the legitimate part to every hype bubble, which is that.
you know,
anytime you see a platform shift,
whether it be like on the hardware layer or,
you know,
on the software layer,
it basically opens up new opportunities,
right?
Because all the existing players aren't necessarily positioned well for it.
So that means there's going to be,
an inordinate amount of opportunity for, you know, upstarts to come in and take it.
So I think that's the positive side of like why you see these hype cycles is there actually
is a lot of opportunity.
On the flip side, to your point, there's all that also allows for a lot of people to basically
try to ride that hype wave and position themselves as going after that opportunity, even if
that's not their core business focus.
And they're really just trying to ride the wave at that point.
Bringing that into Web 3, I mean, look, at the end of the day, I think all of these are different technologies that are trying to change the way in which we all interact with the Internet.
That's what it really boils down to.
The question is, you know, how much do these things overlap?
I think with the Applevision Pro, what you're starting to see is a lot more innovation at the hardware level.
And it's a human computer interaction technology at the end of the day, whereas most of crypto and Web 3 is about databases.
And how do we actually make data more public and open?
So I think there are some really interesting overlaps between those two.
And I have seen some projects who...
are beginning to think of ways that they can basically pivot their model because there's a lot of,
and this just be my last note on the topic, there's a lot of crypto companies that are in this really tough spot where they raise like a C round or like a series A.
They haven't been able to get product market fit.
And they're basically just stuck, right?
Because they're like, we have this set of technologies.
No one's really adopted it.
Do you shut the whole thing down and return investor money?
Or do you try to pivot it and find synergies between your existing tech stack and some of this new emerging technology coming out?
I know you've got the news.
Are you and Eugene prepared the news?
What do we have?
Yeah, your jeans prepared the news on you.
And that's how we're going to start off the show,
because again, a part of the show is going to be,
we're going to relay some of the news.
So you got update with the latest AI news.
This will be the show to be at to find it.
So, EYC, please go ahead,
give us the latest AI news and the latest developments.
Yeah, sure, Sally. And this is Eugene. I'm excited to be co-hosting today coming at you from San Francisco, which is purportedly the capital of the AI world today and hopes to continue to be. So a little bit of news to kick things off. And then, of course, going to the main meet of the event, the Apple Vision Pro. So in the UK, as we all know in Europe, there has been a lot of regulation like the amended...
you know, EU AI Act and Prime Minister Rishi Sunak has issued this urgent call for the UK to harness
opportunities presented by AI. I think it was Alex who talked about crypto and its regulatory headwinds.
UK's looking like it's gearing up to be a potential big player in the AI space. So that's number one.
Is that is that more that they want to put regulation in because they're concerned about AI or
is it they want to delve into AI?
Yeah, so I think it's a little bit of both.
You know, definitely the EU in general is pushing to put, you know, sort of regulations that are going to hinder AI and Rishi Sunak definitely, you know, definitely echoed some of those sentiments.
But it's good to hear that at least some elements of government are interested.
Yeah, so one regulatory issue that we've seen in Web 3, it's not what the regulation says, it's the lack of clarity with regulation.
So I think when offering clarity to an industry early, it just makes it easier for startups to know the rules they need to operate in.
And what does that mean really, Eugene, and anyone that wants to jump in, just do so, put your hand up.
But what does that mean?
Does that mean like it's a good place for startups to go to the UK, for investors?
Is it good to look at UK-based companies?
Or not really.
It just shows that regulators are more friendly towards AI
and that kind of will allow the hype to continue.
And, you know, the tech to continue.
Well, Mario, there's two signs to it.
Paul Graham basically said, hey, you know, all with the EU AI Amended Act,
amended AI Act, he basically said all AI startups in the Europe should leave.
So that's Paul Graham's, you know, the founder of Y Combinators, a view on it.
But other people, I mean, the UK has been a great place.
Even though it's an expensive country, you know, engineers are a fraction of the price.
Holy shit, Yelan, you guys, eight minutes ago, Yelan just said unrelated to this topic.
I think it's big.
Yelan just said we should expect a slow decline in the dollar, in the U.S. dollar, as the reserve currency.
The fuck?
Why would Yelan say that?
Am I missing something?
Well, Yelan did sound on the alarm bells in 08 when we didn't cut rates long enough.
So she's been, she's a bit of an alarmist, but perhaps a correct one.
I'm going to read it for call.
Yeah, continue.
I could be on.
I just came in now.
Moving on to other.
Yeah, I mean, that's huge news. Good for our finance bases. But moving on, Facebook owner, Meadow, which we're going to get into with VR and AR, basically involved plans for a chat GPT like chat bots, you know, and things like Messenger and WhatsApp. For all those who don't remember, WhatsApp highly used around the world for messaging, but definitely something that, you know, I mean, Facebook is one of the low-key, if not high-key, great AI players in the world.
so really big developments yeah can we i want to dig into this a bit more what does that mean
for the industry and gp or robert can you give us a bit of an overview on on the ai the ai the
the apple vision pro and what it includes how did it meet expectations and what that could mean
for the industry for obviously there's the metaverse industry and the ai industry and obviously
there's a lot of overlap between both
I watched everybody who went to the press event,
and nobody had a bad thing to say about the screens that are inside this device.
And that was the main thing.
They need to blow away people when they go to the stores in April to try this out.
They're going to dedicate...
I hear half of the staff at every Apple store to demo this product when it comes out in April.
And it's aimed at...
introducing the world to augmented reality and into a world where you have computer computing all around you, right?
The first thing you'll probably get a demo of is the movie theater,
because it's a mind-blowing movie theater.
You know, like they said, it's 100-foot wide screen in front of you
with two 5K chips in front of your eyes.
It's pretty stunning.
And there's a lot of infrastructure underneath the device
that makes it smoother than anybody else is
and introduces it in an Apple way.
Of course, that means it's a very high price.
And so that's...
Yeah, that was my question to you, Rob.
If you can elaborate a little bit more on that,
because what makes this VR technology in terms of Apple's
any different to what we have in right now?
The headphones.
If you look at a Quest...
headphone in the MetaQuest Pro or MetaQuest 2 or their devices, the headphones suck.
You can't get Dolby Atmos music.
They don't have Dolby Atmos music.
They don't have a music service.
They don't have good headphones that can do really, really mind-blowing music, which matters to movie theater.
What this device is going to do is put a movie theater on your face.
So...
right? A real movie theater. Not a fucking little screen. I have an 83-inch Sony TV 4K on my wall. It costs $8,000. It's way more expensive than this headset. The viewport on it is small compared to this headset. This headset's going to wrap the screen all the way around you. I want to
Hold on, I just two sex.
I want to go to Dr. Roman quickly because I know you have to jump off soon as well.
Yeah.
And we haven't even started talking about all the weird shit.
I want to, that's what I want to get into, Robert.
Having something on.
Yeah, I want to, I don't know if Robert can he.
Oh, yeah, he can.
Yes, I want to dig into,
perfect, I thought it was glitching.
I want to dig into this as well.
I want to go deep.
And, Dr. Roman, I want to go to you to get your thoughts on this.
And I want to kind of focus on what that means for the entire ecosystem,
what that means for Stiles, because I come in as an investor and as a founder and a lot of founders
and investors in the audience.
Are we overhyping the Apple Vision Pro?
Or could that be the beginning of an entire ecosystem?
It's going to become an entire industry very soon, Dr.
It could be just like iPhone 1 was kind of not as cool as modern iPhones, but definitely set the stage for future developments, future additions to that hardware.
It already has enough capabilities for a whole technology.
I guess, new industry of apps for virtual environments to appear.
And integration of it with AI, with virtual reality populated by those somewhat intelligent agents, is really the killer app there.
GP, sorry, Alex, are you as bullish as Robert was?
Yes.
Yeah, I wanted to add one really interesting take here.
And I actually got this from Natter.
Obviously, Mario, you know this, or no Natter.
But he had this really good take on why the Applevision Pro is basically a step above everything else.
And in his take, which I tend to agree with, is it all comes down to resolution.
So if you look at the specs on the Apple Vision Pro, it's reported to have around 27 million pixels.
and put that into comparison, the next highest resolution headset on the market is the Quest Pro by meta, which only has about 7 million pixels.
So this would basically place it at around 4X, the total pixels.
Alex, can I feel quick about that's so much?
Alex, I'd like to jump in and kind of disagree a bit.
I mean, it's got, you know, the Barrio headset has that many pixels and other things.
I mean, you know, the Valve Index and the successors, Deckard, etc.,
are going to have lots of resolution.
I'm not sure resolution of the headset is actually the killer feature here, right?
I mean, I think it has more to do with UI and other things.
So I don't know about that Vario headset.
It'd be good to look into that if you have like a link to that or could pin it.
I've had demos of the Varsio.
That's some pretty interesting device, but it has an expensive computer that's driving it that you have to hook up to, right?
Yeah.
Yeah, and I mean, like, I don't know if that's mainstream or not, but I think, you know, generally speaking, the reason that resolution matters so much, though, is like a lot of these use cases cannot be realized until the resolution is high enough.
And what I mean by that is if you saw one of the, in my opinion, one of like the most compelling features was this idea where you have remote work, where you take your laptop on the road and, you know,
instead of having this small little laptop,
you put on the Apple Vision Pro,
and suddenly you have multiple screens in front of you.
And if you're gonna actually be projecting out a fake screen...
I like that.
I like a lot what you're saying there,
and I've actually used a Quest Pro specifically for that.
But I think one of the things Quest Pro and Vision Pro have
is foviated rendering, which
which actually helps quite a lot, you know, with the Disney's as well as the resolution.
So, you know, generally agree with you there.
But, you know, the Vario and these other headsets, I think they point to sort of the idea that UI and other things are actually the things that holding, you know, VR back.
I mean, the question to ask you, Alex or others, like is really resolution?
I mean, it's also things like frame rate and also usability, right?
And this thing also doesn't have a controller.
Yeah.
So do we think that this is really going to be a device resolution?
And the reason Mark Zuckerberg chose to go after video games so strongly is because I can't read tweet deck in his products.
And if I can't read tweet deck, I can't work in it.
I can't code in it.
I can't write emails in it.
I can't do work in it.
Now, the varjo is stunning.
When you get in the barjo and you get a headset that has real resolution that you can work in it.
In fact, one of the demos was you could work in unity,
program in unity and the environment around you changes in real time according to what you're coding.
It's amazing to work this way.
Yeah.
Robert, I've been a VR.
I've been a VR.
Alex, I'll go to you.
I'll go to you and then I'll go to Strangely.
Can I talk to resolution really quickly?
Yeah, sure, sure. Let me just mention one thing about, let me just mention one thing. I think that I totally agree with what Robert's, what Robert's saying, but I think the Quest Pro, you know, I mean, gets us like 90% of the way there. And by the way, it's a great dev kit. I mean, at $3,500, I mean, is this really going to be Wall Street estimates about 150,000 Vision Pro sold in the first year, right? That seems like more like a dev kit than a, you know, than anything else. But strangely, please go ahead and jump in.
Yeah, thank you. So I agree with the resolution aspect because I was seeing some, I think, Leo Leporte, somebody performing the, you know, actually using the device and they couldn't tell the difference between the real world and, you know, when they took off the headset.
So it was, so the 4K, 8K, I mean, yes, there will be slight differences, but it does...
add to the experience.
Apart from that, you said there are no controllers.
That's why the Apple engineers thought for it for so many years.
They come from human factors and usability.
And the gestures he was suggesting was pretty cool.
Like you can move your thumb up to like select something on the menu and it will do that.
It has multiple windows.
You can cancel it.
Like it's very intuitive.
I mean...
again, nothing but praises.
The only drawback right now,
which Apple products have in the beginning is, like,
one is the battery life,
which is,
which is,
I think,
last two hours or something.
And the second thing is it's not multi-user yet.
because it scans your face every time.
Like,
so for it's,
it's,
it's,
they're trying to make it,
fit to individual users.
And so you have to go, like, move your face around to get that scanning done.
And so they have one, you know, actual user and the other guest mode at the moment.
So strangely, one thing about that, though, is you only have to scan your face once, just to clarify.
I do agree with a lot of what you said.
But the lack of controllers, and Robert Nuthers and Alex, please jump in on this.
But the lack of controllers probably means this is, in many ways, not a Quest or Quest Pro competitor, right?
I mean, Quest is all about gaming.
When you don't have controllers and you have this new user interface, it is...
just a very different way to interact, right?
So Alex Robert, anyone else who wants to try?
I have a Microsoft HoloLens, and in the HoloLens,
there's a game called Fragments,
where aliens blow holes in your real walls
and start crawling through the holes,
and then start flying at you,
and you shoot them with your hands.
You do not need a controller to play video games.
I agree with that actually.
And there's a teleportation mode, right, that even meta is doing where you can just use your hands.
But, I mean, come on, playing Beat Sabre.
I mean, whoever is a VR fan here probably knows about Beat Sabre.
How do you play Beat Sabre without controllers?
You know, just to add, you know, there is also the quality of the band that goes behind anything that touches, you know, the human body.
They've really taught through all of these elements together.
So, you know.
Yeah, I guess one thought too.
You know, I think Strangeloop had mentioned it is, you know, getting back to the resolution,
where I see it's kind of from like a use case perspective, which is if you ever want to get into sort of the more B2B or enterprise use cases,
which is honestly a ton of value if you think about it, like the most valuable companies in the world,
yes, there's consumer facing ones, but then there's also B2B use cases.
And if you can't actually like read text on a screen, think about like how many different use cases you eliminate.
Like the vast majority of time we're on the phone, like we're actually reading text.
And if you can't process those text inputs, then you're not going to be able to do a lot of those things.
So while I think the gaming use case is like very cool and we'll have potential, I actually think some of the where it really needs to go for it to become like the true next like computing platform and human.
computer interaction platform is that you have to basically have it replace the screens.
And that's basically been what the tech trend is over the years.
It's wherever,
whichever form factor is the screen of choice is where all the value accrued.
So first it was TVs.
And then, you know,
obviously with phones,
we're able to get really high resolution and compute in your pocket.
So if you ever want to compete,
compete with the phone,
which is really what this next wave of,
you know,
human computer interaction models are trying to compete with,
it has to be at least as high resolution
or else all those use cases will just never take off
and people are just going to go back to their phone.
Let me bring in GP.
So just one question to GP, GP, and,
And just correct me if I'm wrong.
So from what I understand, the Apple Pro isn't coming out for another year.
And so essentially what we've got is a prototype.
So how much...
That's not really true.
Developers are getting...
It's July.
And the customers are starting to get it in somewhat around March or April next year.
Okay, so that's what I mean.
So customers are not getting it until March or April.
By then, how much more advanced?
I mean, that's almost a year.
Won't other companies, won't other developers develop much more better and more advanced by that period?
They can't get the screens.
Apple can't get the enough of the screens.
They can't make enough of this product because they have two 5K chips that are very, very bleeding edge
and the yields on them are very low.
In fact, they're trying to go with two smaller chips and put them together to give you the same effect.
They, this is a new screen technology.
And guess who is number one in supply chain?
When you're, when you visit Chinese factories, who gets kissed ass more than any other company?
It's Apple because they pay more for everything they make.
And it's obvious.
When you go to a Seagate factory that makes hard drives, the Apple line has more testing on it,
has a scanning electron microscope in the line and has a better, you know,
you know, better employees on that line. You can tell by actually seeing the lines that it's an Apple line.
So when Apple wants the Sony 4K, 5K chips that they're using, they're buying every single one of them.
How is Mark Zuckerberg going to buy a 5K chip and match this product?
Robert, interesting perspective there. I'd love to get Brian to jump in because Brian, I understand you're an avid beat server player. At least I do remember that from a previous discussion. Do you think the fact that the Applevision Pro doesn't have controllers is going to be an issue or will it be used for a different use case? So I don't see as an issue for like gaming and all of that. But
I think my one concern is how is the typing going to work without any haptic feedback?
And will there be some way that Apple is able to kind of integrate some sort of feedback system that works?
Did you see you can use a real keyboard with it?
Yeah.
So, yeah, like that is really awesome.
So if you're using the keyboard, that's great.
But like say you're, you are mobile and you don't have a keyboard in front of you and you want to type.
How do you think that, do you think it's going to be natural and intuitive, or do you think there's going to be an issue in that there's no feedback?
I had a demo by Prime Sense that the consumer electronics show.
That's the company that ended up making it.
the group that made the 3D sensor in your iPhone and is a core piece of this device.
And they showed me touch sensitive typing from three feet away with a 3D sensor.
It was pretty good.
I mean, yeah, I'd like a keyboard in front of me if I really want to shred and write it fast.
But for a lot of things, you can type pretty quick on a virtual keyboard.
I feel like a long-time VR journalists, like, you know, the Road to VRs and Bang Langs of the world, who all got demos at Cooper Tino, all say that it's actually pretty good and intuitive, right?
Even MKBHD from YouTube does that, said that.
So I think have our friends affirm this, or do we think that there's going to be issues with kind of long-term input?
The people who got the demo liked it, you know, but, okay, they got a 30-minute demo at most, right?
So, you know...
This is why when we actually get one and we actually can use it for a while, we'll have a different opinion, right?
Yeah, and I think I'll just talking about how enterprise applications you really need, you know, those, that kind of input.
So Strangely, I want to go to you.
Yeah, really quickly.
So you also have to understand the Apple strategy of selling accessories, right?
So these controllers could be something in works, could come later.
This is just...
you know part of the solution and so i i don't see that being a deterrent for the demand it's going
to generate so yeah i think that's good point that's good point you know one thing this is in
a i saces right and robert robert i know you follow like you know 50 000 or so a i
mean why are you talking about apple vision pro in the middle of the a i kikov you want to tell us a
little bit more okay well hey euchy in just a second i mean robert's been i've been called three times
roberts overspoke
I mean, you kicked it off with the issue around regulation.
Yeah, I mean, this hype by Apple, whether it hits the market on the consumer level,
nine to 12 months from now, it's going to be a dead technology.
That was my question, GP, continue.
Yeah, yeah, yeah, regardless of the supply chain dominance of Apple in China and whoever
kisses, who's asked in other locations such as India respect to supply of chips.
I mean, the issue of regulation, I mean, the European Union regulated markets and crypto assets,
Micah, 11 months ago, it meant nothing.
You know, the European Union are excellent at regulation without enforcement.
GDPR is a great example as well, but the EU AI Act has four levels of risk, okay?
Unacceptable, high risk, limited and minimal.
Now, as far as the suppression of innovation that that's going to cause, it's going to be extremely limited.
And Rishi Sunak being outside of the EU...
regarding an earlier comment can invite anyone
who wishes to to the UK.
We are going to go into the regulation
the second segment of the show,
so we definitely want your input on that
because we are going to talk about it.
But specifically,
what you mentioned about the Apple Vision Pro,
and it's remember the thought I had,
and Robert obviously disagreed, but
Like you elaborate a bit more, like in a year's time, in your view, how much more advanced will other companies be in terms of VR technology and how much more far behind will Apple be?
I mean, years are a long time in this sphere in my thought.
But I'd love to hear what you got there.
Here's where the AI...
Yeah, so the thing is that the hardware manufacturers have a higher barrier to entry clearly than the software people.
But I mean, the recently leaked Google document based on metas leaked weights and biases on their learning models with regard to LLMs...
resulted in the Laura iterative learning process,
producing just as good results as Google's mass data acquisition
and Microsoft chat GPT mass data acquisition capability
using an iterative LORA model.
So I would say that, you know, clearly the hardware manufacturers have a barrier to entry because of the cost to enter the market.
But, I mean, a year, these things will have moved on.
I mean, the intersection of these technologies, you know, this VR interface, let's, you know, under the umbrella of XOR, VR and XR,
and M or combined, we're going to see huge changes in the next 12 months.
And it's this product market fit that I think Alex referred to earlier.
These hype cycles that we've been entertained to in blockchain, crypto, Web3, AI,
you know, this idea taking dollars off investors on Proposition A and then pivoting just because
some new, you know, shiny new AI toy or other toy has come out is not a viable business plan.
And I think this is where we see these.
Let me go to Robert on that.
Robert, I mean, what's your thoughts on what GP said?
And just if you add one more point to it,
$3,500 is quite prohibitive as well, it seems.
But I'd like to hear your response to GP and that question as well, please.
There's AI all through Apple's ecosystem.
We can go into that.
The...
This is not a mainstream event.
They cannot make enough.
They are only making a few hundred thousand of these things
because they can't get enough of the 5K chips.
Apple sells that many phones less than a day.
So this is a tiny little product for Apple,
if you look at it that way.
This sets up the next product,
which is, you know, a glass is.
The lightweight glasses are coming, and they're coming from meta and from Apple and from others.
And it's the glasses that are going to be the mainstream event.
This is to get everybody used to the idea that you're going to have an augmented reality computer, a spatial computer on your face.
And everything that you see is driven by AI.
Yeah, I'm going to have to.
Actually, this is Robert.
I just say this, Robert, it's a weaponized PR event.
It really, you know, everybody looking at what Apple Vision Pro is or isn't going to do is irrelevant.
It's just a placeholder for Apple to say, we're here, hi, and then the new product will be in two months' time.
Regardless of the availability of hardware or the ability to acquire chips, it's
It's a PR stunt.
It's simply that it's not going to make any substantial dent in the trajectory 12 months from now.
I guarantee you if we took a screenshot now or a soundbite that we wouldn't be saying Apple Vision Pro was the seed from which we see or sort 12 months of development.
Robert, you have a response?
I totally disagree.
I totally disagree.
This is an entire ecosystem of phones, tablets, and computers all working together.
Mark Zuckerberg doesn't have phones, tablets, or computers to work together.
Yeah, and I would add that it's important to distinguish whether when sales...
And if sales are low, right, which you anticipate they will be, you have to distinguish between the cause being because supply is low or demand is low.
And I think what Robert is saying is that in this case, the supply is low because they can't make enough of them.
So that's a huge distinction there.
But, Sphinx, do you think that actually the demand would, like, let's say supply was there. Do you, do you or others think that actually people would buy this en masse at $3,500 a pot? Maybe AGI. Would you like to go next?
Or, yeah, go ahead. Things respond than AGI.
I think that, I mean, everyone I've talked to would place an order today.
So I don't think Apple needs to sell this for its business, to be honest.
But I went to, on Apple's website to see if I could place an order, like a pre-order.
Yeah, I do.
Because if you've got a demo of this...
it's just unbelievable.
And I think that, yes, it's price prohibitive for many people,
but it's also not for many, many others.
Before we go to AGI, I wanted to remind the audience.
We got a great audience here.
We have a purple button on the lower right.
Please do include your comments.
And by the way, if some of them are good, our team is happy to bring you on up.
So we got a few hands here.
Please raise your hands, speakers.
AGI, let's go to you.
So multimodal AI is coming, and I think multimodal AI with unmanned reality and VR will be extremely powerful.
So I think it's a timely release and that will affect enormously the market.
And it's kind of a beginning of a new era.
So we add chat GPT.
six months ago, and the Apple Vision Pro is that kind of moment in VR because of AI,
because of what we can do with multimodal AI with AR and VR.
And that gives-
So, yeah, could you explain, though?
Could you explain through the audience, perhaps simply,
how is AI infused throughout?
Robert mentioned this, but like what parts of Apple Vision Pro have AI and why is AI an
important part of it?
By the way, machine learning was mentioned a lot, though not AI in the Apple Vision Pro presentation.
So that's something to note.
Could I just jump in here for a second?
21% of the M2 chip that's on your head is AI inferencing.
It's more AI inferencing than an NVIDIA 3080 card on your head.
Well, I would say that I have an extremely powerful AI team.
So they don't speak very much about AI, but I think...
they are deploying enormous AI in their product.
But I want to say that with the Apple Vision Pro,
if you combine with AGI agent or AI agent,
then it's become extremely powerful.
It's given the tool to AI agent to act in the world.
like human beings.
But, AJ, to push back, I mean, you know, Siri is, you know, I mean,
who here uses Siri for like regular?
I mean, it's willfully, you know, underpowered relative to some of the LLM models out there.
I mean, are you implying that there could be a integration with, you know,
voice activated AI, you know, with things like basically Siri across all devices,
including the Vision Pro, or are you saying something else?
So just before you answer that, I'm going to, AJ, I'll let you answer it.
But guys,
please write in the comments what you think
because we've had a very good debate
between Robert GPs, Sphinx and a few others
do you think that
within a year or after a year
the technology that we find
in the Apple VR system
is going to be
surpassed by other VR technologies.
That's the first question.
I'd love to see your answers,
and we will talk about those answers later.
And the second question is,
is the price prohibitive?
Is it too expensive,
or is it something that is affordable
for a general sale for the general masses?
So I'd love to hear your thoughts.
Also, guys, we are going to be doing
subscriber-only spaces,
so go to Mario's page,
click on subscribe.
There are subscriber-only spaces,
and we will have exclusive guests on that.
Sorry, AJ, go ahead.
Well, I think what is important is how AI agent will leverage the sensors and all of the equipment in the Apple Vision Pro.
And this is what is important.
Because it's people from the outside of Apple, its developer and so on, that will use reinforcement learning, meta learning and so on, to develop new software to leverage the Apple Vision Pro.
And I think we can do a lot.
Can I make a quick comment, E.C?
Yeah, go ahead.
Go ahead.
Okay, awesome.
Awesome.
Thanks.
Thanks, Alam, Suli, A.C.
So one thing, answer your first question, the AR headset of Apple.
I think, as Robert mentioned earlier, it's a mix of hardware and software.
You have to understand that.
And, you know, Apple has this extreme advantage.
I mean, they're the most cash-rich company in the world, right?
So they can sit on this and innovate and do all sorts of things
where other companies don't have that advantage.
So that's one.
And second, the price point, yes, it's high.
It's not for the masses initially.
It's almost like the Apple Watch.
Well, not exactly, but this is a new...
niche product in itself, which will have demand, but they don't have to sell a lot.
It could be high volume, sorry, low volume, high margin product, right?
There is a strategy there.
So I don't see that as an issue for the demand.
If we say, okay, the price is high, maybe people will go to others, but they will still kind
of desire.
It's the desire that's created in the market for this product.
And yeah, that's all I had to say.
But for AGI, I'm not sure AGI what you mean.
I have to push back a little about, you know, when everybody has access to Open AIs API, I mean, you know, you have to have a hardware to run like, you know, matrix multiplication, tensor, all that.
I mean, the, as far as I know, the headset is not optimized for running, like, locally computing, like,
you know, sort of AI workloads.
You can use an API key.
You can use, for example, chat GPT with an API key.
And I think what is coming with chat GPT
five will be a multimodal chat GPT,
five which will be extremely powerful.
And we will be able to leverage that.
But what I'm saying, it's not a competitive.
Yeah, it's not a competitive advantage
because the other players will have the same access, right?
Yes, of course.
So, Asia, before you go,
speaks to...
AGO, I'm sorry, actually go for it, AGII.
Well, the other player will have the same access,
which is phenomenal.
But I'm just saying that it's a great moment
to start the VR kind of revolution
that we have been waiting for, like, for 20 years.
On the topic of revolution and AI, I do want to say these spaces are great.
We have a great group of speakers, but it does take effort, and a lot of people are behind the scenes working here.
So we want to share the word from our sponsor, IBC.
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So now that the bills are paid,
let's proceed with the debate.
I think Sphinx, you've had your hand up.
Let's go to you.
And guys, another thing as well, on these spaces,
and we do these on the crypto spaces,
but on the AI spaces,
we are going to be doing shark style.
pitches. So what happens is like sponsors or people who want to advertise their company come up
and give a shark tank style pitch, then the panelists ask them questions. So if anybody's
interested in doing a pitch, hit up Mario and his team and we'll get them on these spaces.
And they do really well. We do them on the night evening shows and they do amazing. So contact
the team. Sorry, Ybasi, go ahead. Awesome. Yeah. Let's go to you. Yeah, thank you. I just wanted
to say, you know,
You also have to understand that Apple's pricing of this was very deliberate, and it's priced high for a reason.
And it's not necessarily the reason you might think.
Well, it is expensive to produce, you know, this with the M2 chip, R1 chip, you know, all these dozen cameras, sensors, all this and that.
Right.
The reason that it's actually priced the way it is, is that this is actually intended for developers.
This is not actually intended for the common user.
So you have to realize, and people don't realize that.
You know, like, how could this be so?
This is not supposed to be like the next iPhone.
That's not what it's supposed to be.
So they did not expect, they don't expect to sell a million of these.
So this is something that people like need to understand.
So thanks another question on that and then please continue with what you were saying.
Do you expect a another model which is going to be for consumers where it will be a mass,
a model that is mass and mass old?
I believe they are already working on that.
And so how will that be different?
How will that be different to this model?
Any ideas?
I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I, I,
It's almost like Tesla's approach to like having the, you know, the car, the expensive car, have the market for it and then gorge it in a year.
So Apple is very careful.
Like they don't rush things like other companies.
Like they don't deal with FOMO like, hey, you know what?
This guy did it.
So we should do it too.
They are really careful in their strategy and.
You know, that's why they're not the first mover most of the time.
Strangely, I've got some admiration for Apple as well, as well as Tesla.
But just to push back a bit, I mean, you know, wasn't the HoloLens kind of like this?
It was, you know, play devil's advocate here.
It was a giant.
It was priced at $3,000 to $5,000 and they sold about 300,000 units or so, right?
So, you know, is it true what like is this, GP was talking to that it's a big PR stunt from Apple?
Is that possibly the case here or is this a real thing?
No, but HoloLens was not built this detailed and plus the compute capacity back then
wasn't, I mean, the things they have in this device is pretty astonishing.
And I mean, you look at HoloLens like it was a giant, your neck would hurt.
I mean, they didn't think through all the things.
So there's a, how should I say, the holistic or like a wholesome kind of aspect of the
Apple products.
Karim.
I totally agree with what Sphinx was saying because that's exactly my point.
These glasses or AR glasses are not made for masses.
For example, Apple, everyone has been demanding Apple to produce bitter screens for the iPhone
for gaming, and Apple has been absolutely ignoring that for years, but instead it has been in a
The company has been enhancing the processing power and having all the AI and machine learning and everything internally in the device itself.
So you don't need to go anywhere else or to contact cloud or anything to process any of the data.
The same here for the glasses.
Basically, it is for productivity.
For those, there is a need in the market for everyone who needs, for example, multiple screens to do his work.
Instead of having and spending on these multiple screens, all what that person or company will need just need.
the glasses. So basically, if you are comparing the course of owning and sitting up and the
space needed and everything for sitting up multiple screens, okay, no, I get the glasses and
save on all of that. That's putting away the technology, the AI in it. There is a need in the
market in the professional segments to these glasses. So I think it will succeed. I think
people will buy it those who are interested those who buys the Mac for example
for 10,000 dollars and above they will buy it and everyone who really need this
technology so there is market for it and there are so Korean
I agree with you.
And we got a lot of Vision Pro bowls on here, right?
So I'd like to hear from somebody, like, who is on GP's camp that, hey, maybe this isn't everything this is cracked up to be?
It could be GP, it could be someone else who wants to jump in on the other side, the sort of bearish side of Vision Pro.
E.Y.C. Can I make a really quick point? So if nothing else works, right, with Apple Vision,
one thing I feel like is surely going to work is the sports. And a lot of people are raving how
the sports experiences with these Vision pros. And, you know, people buy 4K, 8K TVs all the time to watch
sports. So, you know, that's my kind of bull case for at least that if everything else fails.
Yeah, and actually the executive chairman of NextVR is on my advisory board, so before they sold to Apple, and that's actually the fruit of their live sports courtside seats in VR.
So excited about that as well with you, but I would love to hear the other side of the story, right?
Who here is with GP that this isn't going to be all it's cracked up to be?
I mean, it could be just you, GP, if you want to jump in on that.
I think I'll just wait for some support because, I mean, my thesis is not just based on a route to market and control of a market by a big player.
My thesis is based on a hope that in the intervening period, we will not see the continued dominance of unfair monopolies.
But that's a whole different gig.
Regulation I'm interested too, but I'm also keenly interested in the ethical stance.
that we take on these AR, VR, and augmented technologies,
especially they have optic feedback on the intersection
of other initiatives that Apple have.
So, you know, I'm generally bearish on the idea
and the concept of the concentration
of this level of power and influence being migrated
from Web 2 and IRL into Web 3 BC AI and XR and AR.
And that's my main area of bearishness.
I guess, you know, the Apple Vision Pro will probably lead to a superb set of technologies as they usually do from Apple traveling as they usually do at Apple with opaque algorithms and a lack of privacy and abuse of power and inability to actually clearly define what it is that they want and own their data. So that's why I'm bearish on Apple.
The Vision Pro could be a stunning piece of technology for all I care, and so could everything it comes out within the next 12 to 18 months.
But I do think that open-sourced and more passion projects in the community, definitely from the people I'm speaking to, outside of the domain of the existing investor base who are interested in the big plays,
feeding off of the ecosystems of the current big tech players in Silicon Valley are where I would put my hope to.
So I'm generally bearish on the big tech players.
So that's just to just to clarify my steps.
GP, I like that clarification. But, you know, we have to deal with the big book players, right? Are we not going to buy, you know, iPhones or Android phones? You know, we're going to have to send, of all the big tech players, Apple seems to be the one, at least publicly, the most concerned about privacy. So that's kind of an open question. But I'd love to hear from Robert and then Alex about responses to GP.
Yeah.
Yeah, on privacy, the eye sensors that Apple is putting in this product, the data does not leave the headset.
That is not going to be true on Mark Zuckerberg's devices because he doesn't have the AI on the headset to process, to inference the computer vision that is going to be necessary to build the augmented reality apps of the future.
Right.
and that's a good example.
These eye sensors know what you're looking at and how you react to things.
If you look at somebody who's attractive, your eyes actually open up a little bit.
A computer can see that and know that you're attracted to that person, right?
This is data that you do not want to leave the device.
Right.
That's the thing, Robert. I totally agree with you.
I mean, if the AI is resident on the hardware platform, then I guess the decencies, if you take them at face value and they're not backended by some Foreign Intelligence Services Act warrant.
for not sec purposes,
then you couldn't, I guess,
be reasonably happy that Apple are going to keep their promise in that regard.
We respect to the AI being off platform in a data center.
I mean, your people dilation just doesn't tell people
about your attraction or your distraction to somebody.
Your pupil dilation along with your Fitbit
and your Sweckland emission,
your pulse rate, your body temperature and your heart rate
is going to infer a huge amount of information about you
to the people in question
based on a huge variety of different images.
I mean, your propensity towards violence,
your propensity towards racism,
your attitude with respect to
you know, certain types of people in certain types of situations.
These are the intersection of these multimodal technologies, not multimodal AI,
but multimodal technologies and haptic feedback systems and physiological feedback systems.
And, you know, Alex mentions the HCI end of things, but, I mean, we have got BCI incoming.
You know, BCI, I mean, Musk has got his 10 human trials.
despite being under three investigations.
So really, you know, not to go off topic.
The issue being on platform AI for the computer vision
and the processing for the AI algorithms on platform is one thing.
I do agree with you.
Meta and Zuckerberg are a far more worrisome group of players
from the big tech group than Apple.
GP, this is sounding like, you know, 1984 Orwellian sort of, it's looking like it's shaping
out to be something quite like that.
Alex, do you have a response to what GP said or what Robert said?
Yeah, I'll kind of, you know, play GP's side a little bit in a few ways.
So first to his point about, you know, the concern around big tech concentration.
I mean, this is one of my general worries, which is that, you know, we're seeing...
a lot of these narratives that, oh, there's so many like AI startups and this is the opportunity to disrupt big tech.
But if you look at sort of like the early data and the early value accrual, if anything, it looks like this recent AI wave is only strengthening.
Big tech if you look at who's actually supplying the underlying hardware you've got in video which was like already a massive company now becoming a trillion dollar company
When you look at the companies that actually have the the proper training sets to be able to
You know build compelling
applications with large language models. Again, you're back to big tech companies like Microsoft,
Apple, even the so-called breakout startups like Open AI. I mean, they sold 50% of their company
to one of the most valuable companies to the world in Microsoft. So, you know, I agree with GP
in the sense that we have to be very careful of like, you know, in past compute or, you know,
technical innovation waves, there were, there was a lot of disruption, but
what I'm seeing early now is just a lot of value accrual to big tech and even outside of the things I mentioned just even small stuff like think of how many generative AI companies or like generative AI apps are now pouring you know millions or tons of millions of dollars into Google ads or into Facebook ads it's really just going back into the coffers of big tech um outside of Apple that's the mail in the house
Yeah, actually, just to put a...
That's the nail on the head out.
I mean, Open AI, GP, I'll go right to you, but just to talk about what Alex just to talk about what Alex just to say.
Open AI, Google and Anthropic actually announced that they're not going to be using, allow people to use their data to train other AI models, right?
So big AI players blocking the smaller guys, right?
GP, what do you think of that?
Yeah, so it's a nail on the head, Alex, just mentioned there.
This is not a disruptive...
This is not a disruptive phase.
As he says, the baseline foundational models for all of these startups are coming from big tech.
The leak by meta of its weights and biases on all the open source work that was done can be clawed back by meta under its own IP.
We're seeing the facilitation of startups by platforms such as the API on chat GPT, but we're not disrupting existing players.
I guess the closest thing to worrying about disruption was the leaked Google document, which said that they were worried that their...
their control over mass data acquisition and having lots of data may no longer be the thing that keeps them in the game because of the laura iterative models.
But that really, I think that was just a fade.
We're not seeing disruption at any significant level.
Like new players, like the fundamental shift we saw with, you know, social media, I don't see it happening here because all of the base foundational models are coming from big tech.
If you extract your element from chat GPT to build your own, you're still building it on someone else's platform.
And it's not open AI.
We've had this discussion before and disagreed about company structures.
But the bottom line is Microsoft owns open AI.
It's as simple as that.
That's very interesting.
Actually, so we want to go to Xavier and then Strange Loop.
So Xavier, I think you're new to the panel.
Welcome.
Okay.
Oh, thank you so much. I appreciate this. Yeah, I completely agree. And I'm going to echo a lot of your sentiments. And what we're seeing right now in Apple community, if you already saw the news, Apple just bought a VR company. And we know they didn't buy it because they love it and they're interested. They just had to defeat the market. And even it's almost similar to Mark Zuckerberg when he had to buy when he bought Instagram.
you know he didn't buy instagram because he loved he was saying i want to defeat the competition
so back in the day they used to try to be better now everyone is eating each other up almost like a big
fish
Little Fish concept right now.
So like you said, Microsoft, Apple, Tesla.
And what we're seeing is a market where startups are literally becoming the little fish every single time, as we're seeing, a new AI being trained, a new LLM, even Huggy Face released the biggest Falcon model we have ever seen trained on 72 billion parameters.
And still, we can't compete because guess what?
It's open source and who has the same access to those open source?
Big tech.
So it's almost like even though it's right now what we're seeing is a whole new dynamic.
It's almost like a war between open source and big tech.
And as open source is creating open source, big tech is grabbing open source and they're just throwing
their money right back into that open source model to make it their own private one.
So you're right.
is how are we going to disrupt a market when it's constantly.
Xavier, I thought it was really interesting how the Hugging Face CEO like tweeted,
Clement, he's tweeted, hey, I'm going to be an SF,
and then 5,000 people joined his little meetup right after right,
so they had to get a bigger space.
So Strange Loop and then Josh, we're going to go to both of you.
So, yeah.
Thanks.
Thanks.
I didn't know you were in NASA.
We had in the same.
Please.
Anyways, so, okay, so great points made.
And I wanted to have an opposable mind and just like have a bearish case for like Apple Vision.
Is I could imagine somebody like taking the Vision Pro and driving and watching a movie.
I mean, that could be one case that I think Apple might have thought through and probably will think through that if it's moving or some kind of motion, it will detect and will stop the, I don't know, somebody from watching a movie.
So that's kind of my bearish case for Apple.
But apart from that, I think the, sorry, GP was talking about the, I had my hands raised for a long time, the AI aspect, right?
The compute on chip is good thing.
The industry is going in the right direction.
But there is a lot more to be done.
Like there has to be encrypted.
Right.
you know, compute on the chip.
And, you know, because these companies still call back home.
Like, you know, the data still can go in chunks back to them and they report back home
whenever there is connectivity.
So it's going to be a tough battle.
I mean, this is going to be the battle of the century or half a century because, you know,
if, you know, if you look at internet, internet, you know, I was listening to this, um,
David Clark, he was one of the chief architects of the internet,
and they wanted some sort of security that was enabled in the internet,
but at that time they just wanted to get this out the door,
so they didn't build those mechanisms.
So, you know, something like a Cetiddle sort of arrangement
where the data comes to you rather than,
sorry, the agents come to you to get the data rather than,
you know, your data just going through the pipes and the internet, which...
Strangely, I think the power of the M2 is already leased ahead, especially from a power to efficiency perspective, then the Snapdragons on the meta.
I'd love to go to Josh next, actually.
We haven't heard from him.
Josh, welcome.
A quick point, though.
M2 still is, well, arms chip and it has some improvements, but still we need more compute.
Absolutely. Josh, I actually agree with you on that, but yes, I mean, look at NVIDIA.
AMD is announcing a new chip today, right? We'll see how that goes. Josh, we'll go to you.
Yeah, thanks so much. These are all really, really good points and I just want to try to aggregate them into like this, this larger vision of, you know, this idea of adoptability with new technology and new innovations.
And these big tech companies, what we see is them, you know, really holding their, let's say, software, hardware, IP chips real close and even picking up other folks chips.
But these companies know how to unleash technology and make it adoptable.
And part of that is getting the technology into the right person's hand at the right price point.
And what that does is you get those early adopters to get it in their hands and signal to the rest of the market essentially become the cool kids that help to inspire more adoptability as they ramp up manufacturing.
Right.
I noticed that there's a larger game going on with some of these tech companies where they certainly know what price points make something and how to get it into the right customer's hands to scale that and still own the market.
And I think it's really important to look at that and look at prior curves of adoptability with other technology and see how they've allocated the resources, early resources in those price points to certain customers.
It's fascinating. So it's fangs then GP.
Yeah, I just think's good before.
I wanted to push back a bit on this position that, you know, you
you know, we used to compete and now we just buy our competitors.
You know, I would say that meta, we would most would agree that meta is a pretty large
and formidable company. It's not a mom and pop. And if you compare meta's Quest 3, which is at
$500 and the Quest Pro, which is at $1,000, I mean, they're not even in the same category as Apple's
as this, what Apple has created.
So I think that, I think there's something to be said about what Apple has created here in terms of quality as well.
Cool. So what's your guys? Because we do have the Trump arrangement coming in. So we've got to cover that live. Sully, Eugene, final quick thoughts on what was discussed today. In the meantime, just for the audience, we are incubating AI projects. So if you want to come on the show, if you want to join our AI Shark Tank or just work with our team, we work with you guys and we only get equity in return. We don't take any cash. So we're with you on that journey. But Eugene, Sully.
As the audience DMs me excited to come work with us,
give me a final thoughts.
Like, what did we learn today since I wasn't here?
Well, I think this was an amazing kickstart.
So everybody, much love.
It's been a great.
No, bro, bro, bro.
No, no, Eugene, I'm not saying, bye.
Like, I'm genuinely curious.
What did you?
What can I learn from today's space?
Oh, sure, yeah.
Yeah.
Yeah, so basically, you know, I think that there's some debate about Vision Pro.
I think there's actually a lot more Vision Pro Bulls.
I've noticed this on Twitter as well than there are bears.
Though, by the way, I should add that, you know, originally working at Oculus
before we got acquired by Facebook, most of the original Oculus folks from Irvine, California,
pre-acquisition are actually pretty bearish on vision pro because of the size so that's actually
kind of the interesting thing so it was interesting to hear gp kind of spar with robert and some others
about that there was also kind of a question around uh regular you know regulation we talked a little
bit touched on that but the big thing that we did we just touch the surface on was are the big
companies in tech you know the microsoft the googles the facebooks the apples of the world
set to win the ai war right so i think that's a nice tee up for the next discussion soly final quick words
Yeah, I was thoroughly impressed with the conversation.
And I agree, like a lot of people such as Robert do think that the Apple Pro has significantly good technology.
But I'm more in line with GPs concerns that after a year, there'll be a lot more advancements.
And so essentially, will Apple be able to keep up with those?
And will they fall behind?
Because it's a year before it comes to release to the public.
Cool.
We'll be doing those shows twice a week or once a week?
twice a week
every Tuesday and Thursday
12.30 Eastern
tune in because again
we're going to talk about
all the relevant updates
on AI.
It's going to be amazing
and so yeah.
I'm going to be very selective
with that panel as well
similar to what we do
with the crypto town hall
is like very,
very selective on who comes up
on the panel to make sure that
There's no time wasted, you all get the best value.
So I appreciate you all coming on.
It was a sick space.
Eugene, you fucking killed it.
Silly didn't do shit.
See you're all in there.
We're starting a space in about 10 minutes, 10, 15 minutes,
covering Trump's arraignment.
So we'll see you all there in about 10 minutes.
Bye, everyone.
