Latest / In the Loop AI / Meta's Ray-Ban HUD: Groundbreaking Tech or a Stepping Stone?

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Meta's Ray-Ban HUD: Groundbreaking Tech or a Stepping Stone? · In the Loop AI

0:03
Josh: So just last night meta had their meta connect event where
0:06
Josh: they unveiled three new flagship devices at the
0:09
Josh: core of their ai hardware efforts the first
0:12
Josh: one called the ray-ban meta gen 2s they had the oakley meta vanguard and the
0:16
Josh: product that i think everyone's most excited about which is the meta ray-ban
0:19
Josh: display now basically what this is pair of glasses you put them on your face
0:23
Josh: and suddenly they have a display in one of the uh lenses that allows you to
0:27
Josh: see all the the compute overlaid on the real world.
0:31
Josh: So Ijaz, I want to talk about that first because that seems like the most exciting
0:34
Josh: thing. Can you walk us through what exactly was announced last night with these
0:38
Josh: cool new Meta Ray-Ban displays?
0:39
Ejaaz: So imagine a pair of fancy sunglasses, except it's AI.
0:46
Ejaaz: It has a high resolution display coupled with something called a metaneural wristband.
0:52
Ejaaz: So imagine like a wristband on your arm, something maybe akin to a Fitbit or
0:57
Ejaaz: a Whoop, And if you make any subtle gestures with your hand or your fingers,
1:02
Ejaaz: it controls the display that you're looking at through your glasses.
1:06
Ejaaz: And so you might be asking, well, what am I looking at through my glasses?
1:09
Ejaaz: Well, pretty much anything you can do with a phone. You can scroll text.
1:12
Ejaaz: You can reply to them. You can watch HD videos.
1:16
Ejaaz: You can take photos, edit photos, and send them to your friends all in real time.
1:21
Ejaaz: And if you're thinking, oh, this kind of sounds like Google Glass and we saw
1:25
Ejaaz: how that went, I'm afraid we've been brought into the 21st, maybe even the 22nd
1:30
Ejaaz: century here, where we have a full suite of apps.
1:34
Ejaaz: We have a 46 megapixel camera and we have almost 18 hours of runtime.
1:41
Ejaaz: But don't take my word for it. We have a video here demonstrated by none other
1:45
Ejaaz: than Mark Zuckerberg himself when he walked onto the stage with a live demo. Check this out.
1:51
Ejaaz: So for those who are listening, he's sitting in his trailer outside of the stage
1:55
Ejaaz: and he's wearing these glasses and a calendar event pops up,
1:59
Ejaaz: which says, hey, you've got your keynote now.
2:01
Ejaaz: So he's like, OK, I guess I need to go onto the stage.
2:04
Ejaaz: He selects a track because he wants to listen to some music whilst he walks
2:08
Ejaaz: onto stage. So he accesses his Spotify and he plays a song. I think it's called Enjoy the Ride.
2:13
Ejaaz: And the music is playing through headphones that are installed into the handles
2:18
Ejaaz: of these sunglasses. I know what you're thinking. You're thinking.
2:21
Ejaaz: This sounds obtrusive, right? I don't want people listening to my music on the train or whatever.
2:26
Ejaaz: It's isolated towards your own ears. So no one else hears it but you.
2:30
Ejaaz: It's a really remarkable attempt at a new form factor of technology where you
2:35
Ejaaz: can interact with different types of social media, music, or anything like that.
2:39
Ejaaz: What you can see on the screen now is he's chatting live with his friends in real time.
2:44
Ejaaz: He's saying, hey, I'm on my way. I'll be there in about 20 seconds.
2:47
Ejaaz: A friend replies saying, okay, cool.
2:48
Ejaaz: I'm over here. Sends him a photo of what he's seeing through his meta ray display bands.
2:52
Josh: It's all remarkably cool um before
2:55
Ejaaz: I go into the features josh i want to get your initial gut take is this cool
3:00
Ejaaz: to you or is this kind of novelty cringe.
3:03
Josh: So so throughout the presentation i feel like inside of me there were two wolves
3:07
Josh: there's like the techno optimist part of me that really wants this to be great
3:11
Josh: that wants to believe that this is very much the future this is here right now
3:15
Josh: these products are incredible and then there was like the more pragmatic,
3:19
Josh: realistic version who has been in the tech world for decades of time, who is just like,
3:24
Josh: oh my God, this is a toy.
3:26
Josh: This is not real. This is not a serious presentation.
3:29
Josh: This is like actually a joke. None of your demos work. Even the ones that do, the software is clunky.
3:34
Josh: The hardware is very much version one. And at times it felt like they were advertising
3:37
Josh: an action camera versus a real smart AI interface.
3:41
Josh: And that to me kind of rubbed me the wrong way. So I think in terms of wanting
3:46
Josh: progress, this is amazing.
3:48
Josh: I am very glad that they're building in public and they are doing this in a
3:52
Josh: way that is available to consumers starting September 30th for these glasses.
3:56
Josh: But also, it feels like it is so early and so half-baked that even if you gave
4:00
Josh: me one of these glasses for free, I would want to demo it, sure.
4:03
Josh: But I'm not sure I'd actually walk around and interface with my regular life with them on.
4:09
Josh: But there were some things that were really interesting. And I think throughout
4:12
Josh: this presentation, there were there were signs of life.
4:14
Josh: There were signs of hope that, OK, this very much is a new frontier that they're establishing.
4:19
Josh: There's a lot of potential here. There's a lot of technology that's built into
4:21
Josh: not only the glasses, but the wrist strap that we're going to talk about soon.
4:25
Josh: And that to me was the exciting part. It was more the promise of what we're
4:28
Josh: going to get versus what was revealed today.
4:32
Josh: And I'm wondering, Ijaz, you seemed pretty enthusiastic about it.
4:35
Josh: Did you have a different type of sentiment than me?
4:38
Ejaaz: Okay, so I went through the same rollercoaster that you did,
4:42
Ejaaz: which was incredibly pessimistic when a few of the demos that they tried to attempt live failed.
4:51
Ejaaz: And then I realized that what they were trying to achieve here,
4:56
Ejaaz: what they were trying to build was incredibly ambitious. And for a V1,
4:59
Ejaaz: this was actually pretty impressive.
5:01
Ejaaz: And I'll tell you why, right? My gut at the end of the presentation was,
5:06
Ejaaz: maybe this isn't the coolest V1, but for the price of $799, I would buy it.
5:12
Ejaaz: It has enough for me that I think it would be useful for me to at least try
5:18
Ejaaz: out and maybe see what it can do. You know what it reminded me of, Josh?
5:23
Josh: What's that?
5:24
Ejaaz: Do you remember Steve Jobs' keynote for the iPhone 4? I was like a little teenager.
5:32
Ejaaz: At that point but i remember him launching it and he did a live demo on stage
5:38
Ejaaz: i think it was demonstrating uh i think it was like some kind of like new camera
5:42
Ejaaz: feature and it flopped and,
5:45
Ejaaz: yeah safari and potentially facetime exactly and and
5:48
Ejaaz: it flopped in real time and that was because you
5:51
Ejaaz: know there was like wi-fi connections or whatever and that ended up being okay
5:55
Ejaaz: at the end of the day now i know this isn't v4 of these ray-ban uh glasses but
6:01
Ejaaz: i feel like it we can give it a little bit of room to to kind of grow um but
6:06
Ejaaz: the coolest part of these ai glasses josh,
6:09
Ejaaz: isn't actually the glasses to me it's the wristband i.
6:13
Josh: Think that is
6:14
Ejaaz: I i think that is super super cool um so to kind of dig into what the wristband
6:20
Ejaaz: does um for the viewers it's called an EMG neural band.
6:25
Ejaaz: It basically lets you scroll, pinch, or even write in the air,
6:30
Ejaaz: and it transcribes straight onto the display that you have within your glasses.
6:35
Ejaaz: And the reason why I think this is cool is this kind of like moves away from
6:39
Ejaaz: the Nintendo Wii controller to something that is a little more accessible to
6:45
Ejaaz: the average day-to-day person, something that is way more useful for someone.
6:49
Ejaaz: It is also a remarkable invention of technology.
6:52
Ejaaz: Josh, do you remember when we actually spoke about the research paper that Meta
6:57
Ejaaz: released of this neural band? I think it was like...
7:00
Ejaaz: It feels like a while ago, but
7:01
Ejaaz: I think it was literally only a month and a half, maybe two months ago.
7:05
Ejaaz: When we went through that paper on our show, it was remarkable how much detail
7:10
Ejaaz: and effort had gone into this.
7:12
Ejaaz: It's evident that Meta had been working on this for a number of different years,
7:15
Ejaaz: and Zuckerberg actually confirmed that on stage.
7:17
Ejaaz: But even the slightest of gestures can be picked up by this neural wristband,
7:22
Ejaaz: and it detects muscle movement.
7:24
Ejaaz: So it's not really kind of like checking your pulse or looking at any kind of
7:29
Ejaaz: sensory type of things. through your nerves.
7:31
Ejaaz: It's just muscle twitches. And you might be thinking, well, I might use my hand
7:35
Ejaaz: to do something else and it might cause the screen to do blah, blah, blah.
7:38
Ejaaz: It's incredibly intuitive, as we've seen from some of the demos that have been
7:41
Ejaaz: released so far. So that's the thing I'm most excited about, less so the glasses.
7:46
Josh: Yeah, same. So let's summarize. So basically, with these glasses,
7:49
Josh: you get two things, right?
7:50
Josh: You get the pair of wearable glasses, and then you also get this wrist strap, this EMG.
7:55
Josh: And the way these glasses compute and they connect to the world is through a tether with your phone.
7:58
Josh: So if your phone has connection, well, your glasses have connection as well.
8:02
Josh: The cool thing about the EMG sensor that you talked about, I kind of want to
8:06
Josh: walk through the technicals of it because I think a lot of people don't understand
8:10
Josh: the difference between an interface like the Apple Watch.
8:13
Josh: If you've used a new Apple Watch, it detects if you're pinching your fingers.
8:16
Josh: That's using muscular detection. It's not quite using the same technology that Matt is using today.
8:22
Josh: So EMG, it stands for electromyography, and the band works by using these surface
8:28
Josh: electromyography sensors to detect these tiny little electrical signals in your
8:31
Josh: muscle form, which is really cool.
8:33
Josh: So it contacts your skin, it detects the signals, and it processes it using
8:38
Josh: this machine learning algorithm to analyze the signals
8:41
Josh: Detect the subtle movements that allow you to interact with the actual device.
8:45
Josh: So I was watching a few demos of people using it.
8:47
Josh: A single tap with your pointer finger and your thumb is the select button.
8:52
Josh: And then a double tap with your middle finger and your thumb is the back button.
8:56
Josh: And you navigate the menus by actually moving your finger around your
9:01
Josh: hand and simulating the actual movement that the band then understands
9:05
Josh: and intuitively allows you to interact with the device with
9:08
Josh: so it's this really cool companion piece to
9:11
Josh: the glasses and i think in terms of of
9:14
Josh: this new frontier of computing the way that we
9:17
Josh: interact with it is really important like the last big one
9:20
Josh: we got was multi-touch and the way you interact with glass is actually
9:23
Josh: just with your fingers and it accepts multiple touches at once well the
9:25
Josh: way you interact with this like ar not that
9:28
Josh: these are ar glasses but this new like spatial world of computing
9:31
Josh: the the electro thing is like pretty freaking cool so that got me really excited
9:35
Josh: and i think that's the thing i want to test the most is how accurate it is and
9:39
Josh: kind of thinking about how much further they can push that because it feels
9:42
Josh: like this technology is certainly not limited to just navigating a simple menu
9:48
Josh: but there's a lot more here for them to unpack i
9:50
Ejaaz: Also want to bring it back to the glasses itself which is actually a pretty
9:53
Ejaaz: impressive invention in itself the amount of technology and compute that they're
9:58
Ejaaz: packed into what is essentially like something that is the weight of a couple of feathers is insane.
10:05
Ejaaz: So I've pulled up a few stats here, Josh, that I want to walk through because
10:08
Ejaaz: I know what a lot of people are thinking here, which was an initial thought that I had, which is,
10:13
Ejaaz: if I have a high resolution display over my eyes, how am I going to interact
10:19
Ejaaz: with the world? I'm going to walk into someone.
10:20
Ejaaz: I'm going to knock into something. They're going to be able to see what I'm
10:23
Ejaaz: seeing on my screen. That isn't actually the case.
10:26
Ejaaz: The 600 by 600 pixel resolution is only located in one of the lenses.
10:32
Ejaaz: So you can pretty much have about 85% of your view unobstructed.
10:39
Ejaaz: It's also a 20 degree field of view. So whereas you normally would see kind
10:44
Ejaaz: of like everything everywhere through a 180 perspective.
10:48
Ejaaz: This kind of like limits you in some sense, but gives you a wide enough angle
10:51
Ejaaz: such that you are aware of people that are walking around you,
10:54
Ejaaz: objects that are surrounding you, can interact with things in relative perspective.
10:58
Ejaaz: It has about 5,000 nits of brightness, which compared to the latest iPhone,
11:02
Ejaaz: which is around 3,000 nits, I believe, it's comparably larger, right?
11:06
Ejaaz: So this is no kind of meager effort or mediocre effort.
11:10
Ejaaz: This is high-grade, high-resolution technology for the new age, essentially.
11:17
Ejaaz: 2% light leakage. What this essentially means is for someone,
11:22
Ejaaz: Let's say I'm wearing the glasses right now, Josh, and you're looking at me and you're like,
11:26
Ejaaz: why there's some flashing lights in Ejaz's lenses, you actually won't see that
11:30
Ejaaz: at all because the light leakage just does not occur.
11:33
Ejaaz: It's all contained within these glasses, which is crazy because it's an open
11:37
Ejaaz: device, right? You can move the handles up and down.
11:40
Ejaaz: There are speakers on these handles. You would think otherwise,
11:42
Ejaaz: but it's super cool. And then they have microphones, speakers,
11:45
Ejaaz: and cameras, all the usual gizmos that you would get with your phone.
11:48
Josh: Yeah, so there's a lot of specs here. There's a lot of numbers.
11:50
Josh: I was really interested in the actual usability.
11:52
Josh: So late last night after the presentation, I kind of I went on X and I was scrolling
11:56
Josh: through and seeing videos of people actually using the device and the way it's
11:59
Josh: used seems pretty unique.
12:00
Josh: I think the the highlight features are the resolution is actually pretty good.
12:04
Josh: So when you are actually wearing the glasses it's not very pixelated because
12:08
Josh: of that 5000 nit display you can look everywhere but the sun and it will actually
12:13
Josh: show you a bright display so you don't have to worry about going outside or
12:16
Josh: being in direct sunlight and in fact the lenses are transition lenses so as
12:19
Josh: you go outside into brighter territory it may take a second to darken but once
12:23
Josh: it darkens the display will be very clear and obvious
12:25
Josh: so it seems like in terms of the actual user experience of the device it's pretty
12:29
Josh: good so long as you don't mind the limited functionality of the device and using
12:33
Josh: meta's ecosystem which we can probably talk about in a little bit but ijaz i
12:36
Josh: know we have a couple demos that we want to show or maybe the lack thereof demos
12:39
Josh: some worked some didn't which one are we going to start with here let's
12:43
Ejaaz: Uh let's start with the ones that actually worked.
12:45
Josh: Okay this one is cool I loved this one.
12:48
Ejaaz: Exactly, yeah. So one of the coolest features from the presentation was the
12:51
Ejaaz: fact that you could make subtle gestures for writing words on any kind of platform.
12:57
Ejaaz: In this example, it's Zuckerberg writing on a kind of like very conveniently
13:03
Ejaaz: placed pedestal, which is right next to him.
13:05
Ejaaz: And he's writing out words and it's appearing in actual text in his text chain
13:10
Ejaaz: or in his WhatsApp chat that he's having with someone live on stage.
13:14
Ejaaz: And this is all done live.
13:16
Ejaaz: So if you look at this video, So his hand is casually placed on this pedestal
13:20
Ejaaz: and he is just writing out words as if you would write in a notebook or a textbook,
13:27
Ejaaz: for example, and it appears live.
13:30
Ejaaz: On his screen in his WhatsApp chat. And then he clicks send.
13:33
Ejaaz: And what's interesting here is during this demo, he kind of makes the case that
13:39
Ejaaz: whilst you're talking to a human or whilst you're listening to a human,
13:43
Ejaaz: you might want to make notes.
13:44
Ejaaz: You might want to interact and have a conversation with someone else.
13:48
Ejaaz: And what he's suggesting is you can do this subtly because you can just use
13:52
Ejaaz: your hand and this EMG Neural Band.
13:54
Ejaaz: I don't know if I agree with that. I already get annoyed when people are wearing
13:59
Ejaaz: AirPods in real time when I'm having a conversation with them.
14:02
Ejaaz: I don't care if you're not listening to music.
14:03
Ejaaz: It's kind of disrespectful in my opinion.
14:05
Ejaaz: So I don't quite agree with that particular use case, but I think it's cool
14:09
Ejaaz: that I don't have to type out, that I don't have to whip out my phone and tap
14:13
Ejaaz: with my thumbs. I could just kind of make subtle gestures.
14:16
Josh: Yeah, this was one of the few things that it rubbed me a little bit the wrong way.
14:19
Josh: The first one being when he walked out and he kind of led the conference and
14:23
Josh: presentation with like, hey, this is the convergence of super intelligence and hardware.
14:28
Josh: And this is a very far cry from super intelligence and and
14:31
Josh: using the s word to lead the presentation it felt a little
14:33
Josh: disingenuous and not real this was the second one where okay you
14:36
Josh: have these glasses which it's bad enough that now if
14:40
Josh: anyone walks up to you with a pair of glasses the societal effects
14:44
Josh: of that will be a little awkward like hey am i being recorded uh like i know
14:47
Josh: even if you're not going to record it is meta recording and now am i going to
14:51
Josh: be part of meta's database but in addition during this demo he pitched it as
14:54
Josh: a multitasking device which i thought was really interesting to use the word
14:57
Josh: multitasking when you're already
14:59
Josh: going up against so much friction in this human-to-human interaction,
15:02
Josh: where now not only are you going to be
15:05
Josh: Maybe perhaps recording the person across from you, but now also kind of distracted
15:08
Josh: by this device on your face where now, oh, and not only am I barely listening
15:13
Josh: to you, but I'm looking at this display because when you look at the display,
15:15
Josh: your eyes kind of wander a little bit, you don't make direct eye contact.
15:18
Josh: And you're also like, oh, I'm also kind of writing on the side and I'm doing these things.
15:21
Josh: And he's kind of digging himself a deeper hole by pitching it as this multitasking
15:25
Josh: device, this intrusive device.
15:28
Josh: It's just, it doesn't really sit well with me in terms of how i
15:31
Josh: want to use it or how i would suggest other people use
15:34
Josh: it so i don't know the demos again a little weird
15:37
Josh: but the demo was great and one of the things that he
15:39
Josh: bragged about was i think he said it was 30 words per minute he was able
15:42
Josh: to achieve with the actual handwriting so it creates this cool thing where there's
15:47
Josh: this new acquired skill set you'll need to learn to engage with these devices
15:50
Josh: writing being one of them and i think that's that's a fun thing it's like okay
15:54
Josh: cool we have this like new tool we can learn how to use it learn how to optimize
15:57
Josh: it learn how to extracts more value out of it but yeah a little a little weird i
16:01
Ejaaz: Um i i just remembered that he announced a new feature with these glasses um
16:06
Ejaaz: which was conversation focus mode.
16:10
Josh: Which is antithetical
16:12
Ejaaz: To the case study that he's pitching on stage right now um for those of you
16:16
Ejaaz: who didn't catch it it's basically like a button or a gesture that you can make
16:20
Ejaaz: which um kind of like drowns out any other surrounding noise and amplifies the
16:27
Ejaaz: voice of the person that's speaking in front of you.
16:30
Ejaaz: So let's say you're in the room with me, Josh, and I'm speaking to you and you're
16:33
Ejaaz: like, whatever, two feet, three feet, whatever away from me.
16:36
Ejaaz: But we're in New York, there's a lot of traffic, there's a lot of construction.
16:39
Ejaaz: It drowns all of that out and your voice is amplified into my ear through the
16:42
Ejaaz: speakers in the handles.
16:44
Ejaaz: So it's kind of like this push and pull of like, what are you trying to achieve with these glasses?
16:50
Ejaaz: Is it multitasking or is it kind of focus or is it both it might work i don't know but i'm not
16:58
Ejaaz: convinced.
16:59
Josh: Yeah, you mentioned this earlier, the Steve Jobs demonstration.
17:02
Josh: I think growing up watching Steve do these presentations has permanently tarnished
17:05
Josh: all future presentations because they were really very, very focused.
17:09
Josh: You left with a very clear vision of the future. They delivered on a very clear value in the present.
17:14
Josh: And a lot of this presentation left me not only like feeling like it was kind
17:18
Josh: of like not a serious thing, but wondering where's all this going?
17:21
Josh: You're kind of seeing these small signs of life and small signs of this
17:24
Josh: AI convergence with hardware one of them being the demo
17:27
Josh: that you mentioned where it will actually pick up a voice and it will automatically amplify
17:31
Josh: that voice it's a smart feature but it's kind of pitched in
17:34
Josh: this weird convoluted confusing way where i'm not quite sure
17:36
Josh: what i would use it for today being someone who doesn't use meta's ecosystem
17:41
Josh: and i'm not quite sure what i'm going to use it for in the future because there
17:44
Josh: was really wasn't a clear vision of where it's going just like these things
17:47
Josh: are going to get better but i mean even if the voice amplification or the live
17:51
Josh: translation gets it's better, like, I still, it's not going to do it for me.
17:55
Josh: But there's another demo on screen. This wasn't the only demo that worked.
17:58
Josh: Here's the second one that worked.
17:59
Ejaaz: Yeah, yeah, it's a live translation feature. So for all my subtitle reader fans out here, I'm one of you.
18:07
Ejaaz: The ones who read the subs despite the movie being in your native language or
18:12
Ejaaz: in English or whatever it might be.
18:14
Ejaaz: This is the ideal feature for you. It is basically live subtitles as the person
18:18
Ejaaz: in front of you is speaking. So it appears on the high res display.
18:22
Ejaaz: So for those people who kind of like mumble or who talk quietly, no more.
18:27
Ejaaz: You'll understand anything and everything that they say in real time. It's pretty cool.
18:32
Ejaaz: I don't know if this is groundbreaking to me, but it was one of the few demos
18:36
Ejaaz: that actually worked. So we have to talk about it.
18:39
Josh: There was, there's an interesting thing where you could see how this would be
18:42
Josh: really cool for live translation in regards to like different languages.
18:46
Josh: We saw that recently with the Apple event. We saw it again with the Google event
18:49
Josh: where this live translation is becoming a cool thing.
18:51
Josh: So this particular example was English, which was left a little to be desired.
18:55
Josh: But I think the actual technology is pretty cool.
18:57
Josh: The latency, it appears like it was pretty quick. So it's almost real-time translation.
19:02
Josh: But again, it's like, okay, Do I want an $800 pair of glasses to amplify the
19:06
Josh: person I'm talking to and then give me subtitles?
19:09
Josh: It's like, I think these are a little uninspiring for the potential of this technology.
19:13
Ejaaz: And they should have demonstrated it with a different language.
19:16
Ejaaz: I looked up the features after this stream and apparently German and Portuguese
19:21
Ejaaz: is available for live translation.
19:23
Ejaaz: So why not demo that in the demo? It's just surprising.
19:28
Josh: And why only those two languages too? It's bizarre. yeah going
19:31
Ejaaz: Into uh yours maybe both of ours favorite topic the fail demos there were some
19:36
Ejaaz: there were some pretty pretty awkward fails um so.
19:40
Josh: I had i was looking at my notes i was
19:43
Josh: taking live notes last night as i was watching this and i have a line
19:46
Josh: in my notepad that says omg i can't believe
19:49
Josh: this is real and it was happening as this demo was going on this was i like
19:54
Josh: my my skin started to curl as i was watching this because it was so awkward
19:59
Josh: and i love that they did live demos and like i trust zuck and the fact that
20:03
Josh: like this this works sure but like my god that was tough to watch
20:07
Ejaaz: It was super tough. And you know why it was a double whammy?
20:10
Ejaaz: Okay, well, firstly, let me give you some context.
20:13
Ejaaz: For those who are listening on the screen here, we have Mark demoing a live
20:18
Ejaaz: video call that you can execute from these new glasses, except the call never went through.
20:25
Ejaaz: He got called maybe five times from the person that he was trying to demo with.
20:29
Ejaaz: And he was unable to pick up. He kept saying, answer the phone,
20:33
Ejaaz: or he would gesture with his hand to answer the call.
20:36
Ejaaz: And it just would not work. The reason why this is a double whammy is the app
20:41
Ejaaz: they were using was WhatsApp, which is their own feature as well.
20:45
Ejaaz: So it really wasn't a good demonstration of the technology or the app.
20:49
Ejaaz: Now, to kind of give them a bit of slack, there has been Wi-Fi issues that have
20:55
Ejaaz: failed live demos before, but you're meta.
20:58
Ejaaz: You spent $25 billion to acquire 100 of the best AI researchers.
21:04
Ejaaz: Can you spend a couple of that on maybe better Wi-Fi infrastructure?
21:08
Ejaaz: I'm not trying to shit on you. I'm just trying to make a valid point here.
21:11
Ejaaz: If you're going to live demo something that is a new form factor that is meant
21:14
Ejaaz: to kill the iPhone, you need to kind of like be on it.
21:18
Josh: Yeah, I think the the live demos I actually really admire and I appreciate the
21:22
Josh: fact they did it because Google or Apple recently has strayed away from them.
21:25
Josh: And I think it's just it's kind of gross. Do it in real time. Let's see that it works.
21:28
Josh: The thing for me is that even if all of the live demos worked fine,
21:31
Josh: like I actually don't care that they failed. I believe that they do work and
21:35
Josh: I believe that they work well.
21:36
Josh: But even if those features do work, I still don't really care.
21:39
Josh: I'm looking at him use the interface. I'm looking at him navigate around.
21:42
Josh: And I'm realizing, well, by signing up for these glasses, you're signing up
21:45
Josh: for the meta ecosystem. And that is a place where I have zero roots or zero
21:49
Josh: allegiance or zero interest in actually using.
21:52
Josh: I'm seeing him. He's using WhatsApp and he's using Facebook Messenger.
21:55
Josh: And that's where all these messages are kind of populating. And I'm like,
21:58
Josh: this is not a device for me. And how many people is this actually a device for?
22:02
Josh: It's funny. I don't have glasses. I don't wear glasses for this episode.
22:05
Josh: I found a pair and I put them on because I was like, well, what does it feel
22:08
Josh: like to actually wear glasses? Because I never do.
22:10
Josh: And it's just like, if I if I have to wear an $800 pair of bulky glasses that
22:15
Josh: I don't think looked that great just to translate some subtitles in a native
22:18
Josh: language that i already understand it's like okay like where where are the really
22:22
Josh: cool use cases that get me fired up they were mia
22:25
Ejaaz: Okay i'm gonna do two things now i'm going to uh give you some counter arguments
22:31
Ejaaz: so what do you just propose because i kind of disagree with a few things and
22:35
Ejaaz: then i'm gonna kind of kind of agree with a few things and give examples of
22:39
Ejaaz: where they actually succeeded in the Yeah, it's sick.
22:42
Ejaaz: What do you got? So firstly, remember when the airports first came out and people
22:46
Ejaaz: were like, oh, these kind of look weird. I like my wired headphones.
22:50
Ejaaz: Now everyone and their mom wears them, right?
22:53
Ejaaz: And the reason why is because they were just about cool enough to make it without
22:58
Ejaaz: looking like chunky metal blocks in your ear. I think the same is going to happen with glasses.
23:04
Ejaaz: And to be honest, if I look at the progression from Google Glass,
23:08
Ejaaz: which was this futuristic, cringe-looking thing, to where we are with these
23:12
Ejaaz: new Oakley and Meta Ray-Bans. I mean, it's literally in the name. It's Ray-Bans, right?
23:16
Ejaaz: Ray-Bans have been known for killing the sunglass game for decades now.
23:19
Ejaaz: I think we have a good shot at maybe producing a consumer wearable that anyone
23:24
Ejaaz: and everyone will be cool with wearing, right? The second thing is...
23:28
Ejaaz: I actually like the live demos, and I think at the end of the day,
23:32
Ejaaz: I'm still optimistic about it because I know Meta will probably work through the bugs.
23:37
Ejaaz: They're going to fix all of them, and it'll probably end up being a coherent, usable product.
23:43
Ejaaz: The other thing is it's affordable.
23:45
Ejaaz: Now, they didn't do the Apple thing where they were like, this is going to be
23:48
Ejaaz: thousands of dollars or whatever the premium pricing is for whoever at this point.
23:53
Ejaaz: It is something that is affordable, at least for most people in tech, to try out.
23:58
Ejaaz: And I think the audience that they're going after is, you know,
24:01
Ejaaz: these Gen Z kids, which want a MacBook, which want their iPhone,
24:04
Ejaaz: which want a bunch of different things.
24:05
Ejaaz: You know, they're willing to kind of spend this extra money to try this.
24:09
Ejaaz: Now, where I agree with you heavily is the ecosystem.
24:13
Ejaaz: Yeah, I don't use WhatsApp. It's just Instagram. So when I think about,
24:17
Ejaaz: you know, being plugged into Meta AI and the quality of their AI assistant,
24:23
Ejaaz: which I don't know about you, Josh, but I've never actually used to any length
24:27
Ejaaz: of time outside of experiments.
24:29
Josh: Yeah.
24:30
Ejaaz: I'm not convinced. This kind of feels like me using some low-grade AI assistant. Dare I say Siri?
24:38
Ejaaz: Shout out Apple. Sorry. But I don't think it's coherent or usable enough for
24:43
Ejaaz: me to be really invested in these gases.
24:47
Ejaaz: I think the object, the device is super cool,
24:50
Ejaaz: but i think the technology and software which at the end of the day is going
24:53
Ejaaz: to be the thing that scales it it's going to be the thing that puts the nail
24:57
Ejaaz: in the coffin to an iphone if that ever exists is still unproved and yet to
25:02
Ejaaz: be kind of built out um and i'm not quite seeing it with this release.
25:06
Josh: Yeah so there's two two points that you made that i want
25:09
Josh: to talk about because i think they're both interesting is is the google glass reference because
25:12
Josh: google glass came out in 2013 that's 12
25:15
Josh: years ago and a lot of the times when we're kind of
25:18
Josh: analyzing these companies we're looking at the rate of acceleration the
25:21
Josh: rate of improvement year over year as things gets better as a
25:24
Josh: way to kind of judge future returns so you just kind of assume
25:27
Josh: that they're on the flat part right now of the exponential curve but the
25:30
Josh: progress that is being made year over year is is really
25:33
Josh: marginal relative to what it should be where i can
25:36
Josh: see the same presentation happening four years in advance with
25:39
Josh: kind of like iphone level incrementation like oh now the camera instead
25:42
Josh: of 3k it's 4k oh it has a wider field of view oh it
25:45
Josh: has double the pixel count in the displays and it still doesn't change
25:48
Josh: the fact that it's not an interesting product because it doesn't have the software ecosystem
25:51
Josh: to back it up and then the second thing was on price which is eight hundred
25:55
Josh: dollars you said it's like pretty affordable for what you're getting it's like
25:57
Josh: you're getting these cool glasses with this display you're getting the wrist
26:00
Josh: strap but he just do you not think that's subsidized in an attempt to gain users
26:05
Josh: early before other companies release actually good hardware and
26:09
Josh: I just bought, Apple has the Apple Watch Ultra. It drops tomorrow on Friday.
26:13
Josh: And I paid $800 for a watch, just a single wrist strap.
26:17
Josh: And yeah, it's made of titanium and has the cool chips, but it costs $800.
26:22
Josh: And that is from Apple, who has a very well-established supply chain and manufacturing
26:26
Josh: capabilities and prices at reasonable margins because they have a lot of competition.
26:30
Josh: So for Meta to price a device this compelling in terms of frontier technology,
26:34
Josh: I strongly suspect there's no way, including all the R&D costs and everything
26:38
Josh: it took to get this thing out the door, that it really costs less than $800.
26:43
Josh: This device absolutely costs more than $800. They have the wrist strap. They have the glasses.
26:47
Josh: It's like, I very strongly suspect that they are subsidizing the price in order
26:52
Josh: to gain users to sync them more into the ecosystem before, I mean,
26:55
Josh: like I said earlier, before other companies actually make good products.
26:57
Josh: If Apple released a pair of glasses that were even marginally close to this,
27:02
Josh: I would spend twice as much.
27:03
Josh: Even if Google did, I would probably spend a lot more because Google makes good hardware products.
27:07
Josh: The reality is meta this is just like it's a mediocre hardware product
27:10
Josh: and they're probably doing all they can to gain gain uses early which is like
27:14
Josh: maybe a hot take in terms of the mediocrity because i mean again i don't want
27:17
Josh: to judge it without using it because we haven't used it and all the people who've
27:20
Josh: tried it said it's remarkable it's really cool so i think we should probably
27:23
Josh: reserve final judgment until we hit the demo but just based on first impressions
27:27
Josh: it's like okay this is probably their strategy let
27:30
Ejaaz: Me steel man um what mess his argument might be.
27:34
Josh: Right uh so what
27:36
Ejaaz: So what? They haven't been in the hardware game meaningfully.
27:41
Ejaaz: Yeah, they acquired Oculus and they've gone down the AR, VR route.
27:45
Ejaaz: But this is the first, I mean, correct me if I'm wrong, like homegrown product.
27:50
Ejaaz: Like they have been working on this neural wristband for years now.
27:54
Ejaaz: And it's their first kind of foray into a new form factor by far, right?
27:58
Josh: So maybe pricing it at
28:00
Ejaaz: A cheap enough point where the hardware is kind of gimmicky but good enough
28:04
Ejaaz: is good enough to get a distribution to a loyal fan base, of which they already
28:09
Ejaaz: have tons of online users, right?
28:12
Ejaaz: And then number two, I'm thinking maybe this is a problem that solves itself
28:16
Ejaaz: just by chucking money at it from the manufacturing perspective.
28:20
Ejaaz: That might be a super, super naive take, but I'm guessing that that might be
28:24
Ejaaz: a strategy that Zuck has thought about.
28:26
Ejaaz: And we might end up seeing a bunch of infrastructure or hardware manufacturing
28:30
Ejaaz: supply chain partnerships over the next couple of months. remains to be seen.
28:35
Ejaaz: Now, if I'm to look at your point around Apple, I would say that not only would
28:40
Ejaaz: people pay $800 or maybe even double that for the new watch,
28:45
Ejaaz: it's because you have ecosystem lock-in.
28:47
Ejaaz: It's because the software experience and the app experience is so damn good.
28:52
Ejaaz: And that's kind of Apple's leverage at this point. It's this kind of like coherent
28:56
Ejaaz: system where if they released an AI hardware product tomorrow, I'm there.
29:01
Ejaaz: I'm buying it. All my friends are using the Apple ecosystem anyway, right?
29:05
Ejaaz: So I'm still an Apple fanboy, and the meta AI stuff kind of icks me,
29:09
Ejaaz: but I can appreciate the attempt that they're going for.
29:12
Ejaaz: And if they have even one, Josh, okay, imagine this, just one novel use case that goes viral.
29:19
Ejaaz: And let me make a guess at what that might be. Please. Okay.
29:23
Ejaaz: Um it is going to be some form of
29:26
Ejaaz: streaming streaming content is becoming super popular
29:30
Ejaaz: amongst the gen z sports people social media
29:32
Ejaaz: is everywhere if i can stream a video or stream
29:35
Ejaaz: my life in general clip the cool clips post it on my social media it goes viral
29:41
Ejaaz: that might be good enough to sway me to use it now are all demographics of people
29:46
Ejaaz: using this probably not are you going to walk into your wall street job with
29:51
Ejaaz: these glasses on and stare at the charts,
29:53
Ejaaz: maybe 10 years from now, but certainly not now, right?
29:56
Ejaaz: I feel like this appeals to maybe a younger audience. That might be why Zuck
29:59
Ejaaz: is wearing gold chains every now and then.
30:01
Ejaaz: But I feel like that's the that's the demographic that he's going for.
30:04
Ejaaz: Kind of like Gen Z teenagers, social content people.
30:08
Josh: Yeah, we're not even talking about the outfits he walked out on stage.
30:10
Josh: We'll save that for later.
30:12
Josh: There was like two more things, I guess. One is the AI that runs locally on the device.
30:17
Josh: I'm unsure, EJ, if there is much of it. Like I'm very
30:20
Josh: interested in the intelligence because he led with that super intelligence line
30:23
Josh: he used the s word um but the intelligence seemed pretty rudimentary it was
30:27
Josh: kind of like they showed a demo where they were in a surf shop and you look
30:30
Josh: at a surfboard and they're like oh here's an email that you talked about a surfboard
30:33
Josh: and it feels kind of like what what i would imagine siri and apple intelligence
30:36
Josh: would be which is bad um but
30:39
Josh: moderately helpful um and then also there was
30:42
Josh: other things we probably should round this out with the rest of the stuff that
30:45
Josh: was announced during the presentation because it wasn't just this one
30:48
Josh: set of glasses there was a few things we could kind of speed run
30:51
Josh: through them if you'd like um the first
30:54
Josh: one oh here we are yes the oakley meta vanguard glasses so prior to making this
30:57
Josh: big announcement of the displays they released a few glasses and to me this
31:00
Josh: felt like so i love photography videography camera stuff this felt like i was
31:04
Josh: watching a gopro announcement it was an action camera they partnered with red
31:07
Josh: bull to do a promo video uh it's like it feels like a
31:12
Josh: Really bizarre anomaly for a company like meta who's
31:15
Josh: going for agi to drop an action camera attached to glasses um
31:18
Josh: friend of the pod host of the pod david hoffman
31:21
Josh: he messaged us he said i'm getting a pair of these this is
31:24
Josh: my pair david loves climbing he loves i
31:27
Josh: mean presumably recording the climbing and uses a bulky gopro setup
31:30
Josh: so this is cool for people like that a few
31:33
Josh: specs on these glasses because there was some interesting noteworthy
31:37
Josh: things for these um they're targeted at athletes first
31:40
Josh: sport specific glasses they are ip67 rated which means they're dust resistant
31:44
Josh: and water resistant you can wear them get them wet drop them in water they have
31:47
Josh: a 12 megapixel camera 122 field of view 122 degree field of view which is pretty
31:52
Josh: wide for a lot of people who aren't familiar with that uh the battery lasts
31:56
Josh: up to nine hours and it captures 3k video for
32:00
Josh: 499 so the 3k video i thought was funny um
32:04
Josh: it's like okay why like it's like people don't call 2k video 2k at just 1080p
32:11
Josh: because it's 1920 by 1080 and for 4k it's like 38 60 by 2010 uh so like the
32:16
Josh: 3k is just interesting marketing i guess it sounds cool i
32:19
Ejaaz: Don't think i've ever heard anyone market it at 3k before.
32:22
Josh: Yeah because like no like you do 1080p or 4k like you're just doing this weird
32:26
Josh: incremental thing that i don't love but whatever um but the glasses i mean here
32:30
Josh: they are they look interesting it's like my past self who was playing baseball
32:34
Josh: games in the outfield i'd love this i can get some live content and be catching
32:37
Josh: a fly ball but i'm not sure what
32:39
Ejaaz: Do you think of the camera smack bang in the center.
32:42
Josh: So look at this this is like this was not a
32:45
Josh: serious presentation like it really like i
32:48
Josh: don't know how what is this
32:51
Josh: but like this was a presentation that needed to be made in
32:54
Josh: two or three years this is like not a presentation that should have been made
32:57
Josh: today and what we're seeing is just like this is not i mean it's a cute little
33:01
Josh: action camera from a god knows how many hundreds of billions of dollars of r&d
33:04
Josh: budget so like okay cool they also did this not just with oakley but with uh
33:09
Josh: the ray-bans as well they released the ray-ban metagen twos which are like those
33:14
Josh: trademarked yeah here they are those like trademarked glasses you see everywhere
33:17
Josh: these look a little more compelling because they're just a little bit smaller
33:20
Josh: um these start a little bit cheaper at 379 but again like okay they'll talk
33:26
Josh: to you and you can kind of ask you questions there's no display integrated in
33:28
Josh: them it's like it's a little bit better than the last generation um and that
33:32
Josh: was that was it for the hardware there was three glasses one wrist strap and a lot of um
33:38
Josh: enthusiasm and open-ended questions i
33:41
Ejaaz: Have a question for you josh yes before we round up and this is a very important
33:45
Ejaaz: question so think about it are glasses the final form factor for AI consumer devices?
33:53
Josh: No, I don't think so. I think the final form isn't a single form.
33:59
Josh: And I think this is something that is going to take a while to train people's
34:02
Josh: brains because we've become so accustomed to relying on single devices like
34:05
Josh: our iPhone to do everything.
34:07
Josh: One of the benefits of AI that we get is a lot of context that is distributed across devices.
34:13
Josh: So if you think of like EJazz as being a singular profile that exists in the cloud,
34:18
Josh: that profile is it can be secured and it
34:21
Josh: can be full of context and it can be uniquely you and that
34:23
Josh: profile can be carried to a stream of devices that isn't one singular iphone
34:28
Josh: so in the case of this new frontier there's new types of form factors glasses
34:33
Josh: are absolutely not final form because there is no way in hell i'm going to be
34:37
Josh: wearing a pair of glasses to like a private dinner and chatting with people
34:40
Josh: and just letting it like it's just not it's too intrusive
34:44
Josh: To have a series, a suite of devices, you have your phone, you have a display
34:48
Josh: on the wall, you have glasses on your face, you have smart AI in your earbuds,
34:51
Josh: you have a little puck on your desk.
34:53
Josh: I think the future form factor is really varied.
34:57
Josh: It exists in a lot of different forms, but it uses this one type of intelligence,
35:02
Josh: which is AI, this context window.
35:04
Josh: And the term that people are using for that is ambient AI, ambient intelligence.
35:08
Josh: It just kind of exists in devices around you. it's very portable it's very modular
35:12
Josh: but it's not locked into a singular device so while i think glasses are part
35:17
Josh: of that ecosystem i do not like think they are the the single form that will
35:20
Josh: lead the way in terms of replacing something like an iphone
35:23
Ejaaz: Agreed it won't be the ultimate form i think the ultimate form of you and i
35:27
Ejaaz: probably both agree here it will be some form of like chip in the brain and
35:30
Ejaaz: the projection of display will be on our actual eyelids eyelids on our actual eye lens on.
35:37
Josh: Your neural cortex forget the
35:38
Ejaaz: Eyeballs those are lame okay there you
35:41
Ejaaz: go so so we have basically an ai brain um
35:45
Ejaaz: that does all the cool functions for us but that's
35:48
Ejaaz: gonna take decades like you said so in the
35:51
Ejaaz: intermediary what do you think is the new cell
35:54
Ejaaz: phone moment it could it be glasses or
35:57
Ejaaz: is it uh the puck like device that we
36:00
Ejaaz: discussed in the past i'll give you i'll give you my take yeah let's hear it
36:04
Ejaaz: i think i think glasses is a fantastic step in the right direction and i think
36:10
Ejaaz: it'll be one if not the only intermediary device that's going to work at least
36:17
Ejaaz: for the next decade and and here's my reasoning.
36:20
Ejaaz: You need something visual that you kind of can wear, but doesn't bother you too much.
36:27
Ejaaz: I think AirPods demonstrated that we're okay doing that with one form of medium,
36:32
Ejaaz: which is music and listening and calls, that part of our social life.
36:37
Ejaaz: But visual never really got kind of upgraded from staring at a metal slab and
36:43
Ejaaz: having to pick it up, having to go to a bigger metal slab.
36:46
Ejaaz: I'm gesturing to my laptop that's in front of me.
36:48
Ejaaz: It's kind of clunky. So I feel like something that follows me everywhere.
36:52
Ejaaz: Yeah, glasses kind of seem annoying, but I don't know.
36:55
Ejaaz: If you can do it in a way where my vision isn't impaired too much,
36:59
Ejaaz: where there's no like crazy filter or colored filter, I could wear it. Just make me look cool.
37:05
Ejaaz: And I could wear it. That sounds good, right?
37:09
Ejaaz: The other thing is last week, we spoke about Apple's new iPhone Air.
37:13
Ejaaz: I have mine arriving tomorrow.
37:16
Josh: I cannot wait. We're both getting new phones tomorrow. Let's go.
37:19
Ejaaz: We're both getting new phones and it's actually both of the different
37:21
Ejaaz: models so we can demonstrate that live but the amazing
37:26
Ejaaz: um part of the iphone air
37:29
Ejaaz: is the entire computer chips everything aside
37:32
Ejaaz: from the battery was contained in just the camera slot where you would normally
37:37
Ejaaz: see on your phone so like it's it's just in this tiny square for those of you
37:40
Ejaaz: looking at this screen i'm holding up an iphone and the camera part of it the
37:43
Ejaaz: plateau right um that suggests to me that they are also heading towards a world
37:49
Ejaaz: where they're going to release some kind of small device,
37:52
Ejaaz: most likely a wearable or something that you can wear on you that will do something
37:56
Ejaaz: similar to what these glasses are doing.
37:58
Ejaaz: It kind of indicates that glasses might be the thing. I might be getting ahead
38:01
Ejaaz: of my skis on this one, but I think it's the ideal form factor for the next day.
38:09
Josh: I've spent a lot of time thinking about it, and the mistake that I caught myself
38:12
Josh: making was thinking that there will be another iPhone.
38:15
Josh: And I really, I genuinely don't believe there will be another iPhone.
38:18
Josh: It is the singular moment in history that will not be replicated because the
38:22
Josh: future technology does not enable it to happen.
38:25
Josh: The glasses are awesome, and I very strongly agree that everyone's working on
38:29
Josh: them and everyone will be wearing them.
38:31
Josh: But it is part of a larger ecosystem that kind of exists in this ambient space
38:35
Josh: versus a singular device.
38:37
Josh: And I think that's what Meta is going for. I mean, that's why they changed their
38:39
Josh: entire name from Facebook to Meta.
38:41
Josh: They are building these devices for a metaverse, for a reality that exists multimodal.
38:47
Josh: It exists in this like meat space that we're in today, but also in an overlaid
38:51
Josh: world that is littered with virtual and digital avatars and worlds.
38:57
Josh: So that's kind of where we land with Meta.
38:59
Josh: It's like, OK, cool today. Ejaz, are you getting you're getting a pair?
39:04
Ejaaz: I'm going to get a pair. And I just want to point out, Josh,
39:06
Ejaaz: you're still wearing the glasses that you were demonstrating earlier.
39:10
Ejaaz: So I'm just saying, I'm just saying maybe you may not care about it.
39:14
Josh: They're comfortable. I can see why people wear these all day,
39:16
Josh: even if they don't have a choice.
39:19
Ejaaz: But these glasses come out on the 30th of September.
39:23
Ejaaz: They are priced at $799, which is for the fancy new thing, the one that comes
39:28
Ejaaz: with the neural wristband.
39:30
Ejaaz: So you're getting two devices for a singular price of $799.
39:35
Ejaaz: And if that's still out of your price range, you can get the Oakleys at $499
39:39
Ejaaz: and the Ray-Ban Gen 2s at, I think it was $345.
39:45
Ejaaz: Something like that. $379? Okay.
39:46
Ejaaz: So, so much, much cheaper than the Apple ecosystem, but you know,
39:50
Ejaaz: they come out on September 30th for the, for the new ones.
39:53
Josh: We were yapping today. We're at 45 minutes long. If you made it to the end,
39:56
Josh: thank you for sticking with us.
39:58
Josh: Guys, the comment section and the reaction to some of our most recent episodes have been insane.
40:03
Josh: You got like, whoever's been sticking to the end, whoever's been sending comments
40:06
Josh: and messages, it's been so generous.
40:08
Josh: And I woke up this morning and I messaged Ejaz, like just to go look at it because
40:12
Josh: it was really, it's, it's so special.
40:14
Josh: So we appreciate you not only sticking to the end of a 45 minute rant about
40:18
Josh: the new frontier of this meta hardware technology, but also just engaging with
40:22
Josh: all the content. You got a bunch of new subscribers.
40:24
Josh: We have a bunch of comments like, thank you. We are so excited to wake up and
40:27
Josh: record these episodes. We have so many more coming down the pipeline.
40:31
Josh: And yeah, just appreciate you sticking with us. So again, as always,
40:34
Josh: if you enjoyed, share with your friends. Any parting words, Ejaz,
40:37
Josh: anything to leave the people with?
40:38
Ejaaz: Leave more comments. Buy these glasses. Or will you not buy these glasses?
40:43
Ejaaz: Tell us if you're not going to buy these glasses.
40:44
Ejaaz: Tell us why it's not cool. Tell us why it's impractical or tell us why it's
40:48
Ejaaz: the next best thing. We don't know.
40:51
Josh: We want to hear from you. Yeah, prove me wrong. Tell me why it's sick.
40:54
Josh: And like, I didn't waste an hour of my time last night. I'm kidding, I'm kidding.
40:57
Ejaaz: It was cool, it was cool.
40:59
Josh: Technooptimist, keep shipping in public.
41:00
Ejaaz: We weren't going to do anything anyway last night, Josh, we're nerds.
41:04
Josh: That's so true, that's so true. But yeah, pro team Zuck, keep shipping,
41:07
Josh: keep spending those billions of dollars. We are building a brighter future.
41:10
Josh: So as always, thank you for watching. We appreciate it. And we'll see you.
41:14
Music: Music