Behind Apple's AI Smart Glasses: Their Last Chance (and Greatest Hope)

Josh: Apple's brand new AI glasses just had a huge leak. Josh: Now, a decade ago, Apple formed a team to build AR glasses. They've been doing this for a long time. Josh: They plan to ship three different headworn devices by 2022. Now, Josh: as a lot of us know, only one of these has been shipped. Josh: It's the Apple Vision Pro, and by all intents and purposes, it flopped. Josh: The device is incredible, but people didn't care.

Josh: Meanwhile, Meta quietly partnered with Ray-Ban and sold over 10 million smart Josh: glasses. So Apple is now scrambling to catch up, and they're not alone. Josh: We have Google, Snapchat, Samsung, and a slew of Chinese companies that are Josh: all converging on the same thesis at the same time. Josh: The next great compute platform is going to be on your face. Josh: It's glasses. Everyone's building glasses.

Josh: This is the biggest land grab for hardware since the iPhone, Josh: and it all revolves around this new AI platform that everyone's building. Josh: So there's a lot to unpack here, starting with Apple and the brand new leak Josh: that just came out yesterday on their entirely new strategy when it comes to glasses. Ejaaz: Out of all the AI glasses that are coming out, this is the one that I'm most excited about.

Ejaaz: This leak from this week basically reveals that Apple is building a new pair Ejaaz: of AI glasses and they're codenamed, Ejaaz: N50. Here are some of the top takeaways for these glasses. Ejaaz: They're going to be displayless, which means that in contrary to Meta's Ray-Ban Ejaaz: displays, you're not going to be able to see some kind of AR projection on the lens. Ejaaz: It's going to be completely displayless, which also means that the glasses are Ejaaz: going to be slimmer and sleeker.

Ejaaz: It's going to come with maybe one to maybe two cameras, which is going to capture Ejaaz: your entire surroundings. Ejaaz: And the idea here is it's kind of a voice-based device where it links to your iPhone. Ejaaz: It captures photos for you. It can capture video as well. And it feeds it into Ejaaz: your core device, which is your iPhone. Ejaaz: What I'm most excited about, though, is its integration with Siri, Ejaaz: which is not something that a lot of Apple users typically say.

Josh: You're going to have to unpack that. Ejaaz: Okay, okay. Like I am one of those people. I have Siri turned off on my phone. Ejaaz: It is absolutely terrible. But what I'm most excited about is Siri 2.0, Ejaaz: which they're also going to reveal and release around the same time as these Ejaaz: glasses at the end of this year, which is an integration with Siri AI.

Ejaaz: Now, for those of you who haven't been keeping on track, Apple is releasing Ejaaz: an AI-powered version of Siri, which is going to plug into Google's new Gemini Ejaaz: model, and that's going to make it a hell of a lot smarter. Ejaaz: But it's also going to make your phone and devices way more smarter because Ejaaz: it plugs into the Apple ecosystem. Ejaaz: So you can imagine asking Siri to do something, and it actually does it instead Ejaaz: of getting the temperature wrong, Siri.

Ejaaz: So I'm most excited about that. And this is, of course, part of their three-pronged Ejaaz: strategy where Apple is really leaning into AI-powered devices. Ejaaz: The rumors are that they have three of them on the line here, Ejaaz: these new AI-powered glasses, but also a pair of AirPods, which have cameras Ejaaz: that sit in your ears, as well as a new pendant slash puck-like device, Ejaaz: which sounds very similar to OpenAI.

Ejaaz: So I'm excited about Apple's push into this. I think they have the best shot Ejaaz: at building the best AI hardware or whatever the form factor eventually looks Ejaaz: like. And I think they're going to cook better. Josh: Yeah, the three types of devices is really exciting to me because I would love Josh: some AirPods with cameras on them, something that gives me a little bit more Josh: of the visual AI context.

Josh: Now, in terms of timelines, we have some interesting information on this. Josh: WWDC, which is the developer conference annually that's held by Apple, Josh: that's where they originally released Apple Intelligence that flopped. Josh: And that's where they're likely to release the new version of Apple Intelligence. Josh: That is in the first and second week of June. I believe it starts June 8th,

Josh: which is when we'll get the keynote. Josh: That's when we'll kind of understand what the new series is Josh: going to look like what the new ai software stack is Josh: going to look like and then in terms of the hardware when we Josh: can expect to get these glasses codenamed n50 with Josh: a consumer launch sometime next year and the way Josh: it's going to act is that there's four flame frames currently in Josh: testing these are four different glasses frames a lot of them that

Josh: we're familiar with like the wayfarer style rectangular the Josh: oval kind and what's interesting is i believe Josh: they're the first company that isn't partnering with an actual glasses Josh: distributor so lixotica is the biggest in the world they Josh: basically make everyone's glasses and they just whitelist them to whatever brand Josh: they're selling to apple's planning to make their own using acetate Josh: which is more durable and luxurious than standard plastic so

Josh: as always we can expect apple to do it better than Josh: everyone else make them much more durable make them look Josh: beautiful hopefully and the idea is Josh: that you're just going to be able to take some of the sensors from your iphone Josh: strap them to your face and go on your way and this is the first iteration of Josh: these glasses right it's like we're getting the augmented sensor suite first Josh: where you're just strapping cameras and microphones and speakers to your head

Josh: then eventually later on a Josh: few years later we'll get the actual displays where it can augment reality Josh: Over your eyes. So I suspect it's going to blow some people's minds when they Josh: just suddenly see this new form factor released by Apple, because not a lot Josh: of people know this is coming.

Ejaaz: Yeah, I just want to spend a quick moment on the integrated build that Apple Ejaaz: is doing here, because as you mentioned, a lot of the other major companies, Ejaaz: including Meta themselves, which is like trillions of dollars, Ejaaz: they still rely on external partners. Ejaaz: Now, Apple's main advantage, and they've done that with the iPhone and a bunch Ejaaz: of other devices that they've built, is they build it in-house.

Ejaaz: And it is incredibly expensive and very hard to pull off. Ejaaz: There's a reason why companies go with third-party vendors because spinning Ejaaz: up the supply chain is incredibly hard. Ejaaz: But the fact that Apple has been able to pull that off previously and currently is their moat. Ejaaz: I saw an article or a headline this morning, Josh. Ejaaz: Remember, we covered the MacBook Neo, which is like their cheapest, Ejaaz: new, most powerful laptop.

Ejaaz: They revealed over the weekend that they were running out of a particular component Ejaaz: to build that laptop. Come Monday morning, they've secured the capacity and Ejaaz: they're spinning out an additional 10 million units. Ejaaz: So no one has that weight to swing around, but Apple, they still dominate the Ejaaz: majority of TSMC supply when it comes to like AI hardware as well.

Ejaaz: So although no one talks about Apple being an AI front runner, Ejaaz: they very much have the supply chain mode and they're going to play that into Ejaaz: these hardware glasses, which I'm really excited to see. Ejaaz: The second thing is, I don't want anyone to forget that Apple has the distribution Ejaaz: mode right now when it comes to hardware. Ejaaz: And that is a very strong levered pull that they can play on any AI software Ejaaz: product that they launch.

Ejaaz: Imagine if tomorrow they turn Ejaaz: on Siri AI Assistant 2.0, three billion devices then get access to that. Ejaaz: And overnight, they become like the biggest AI company in the world. Ejaaz: So I'm pumped about these devices. I hope they actually deliver this time. Ejaaz: Siri has been delayed for like well over a year at this point, Ejaaz: but I'm going to remain optimistic for this one. Josh: Well, this is their last chance. If they can't figure it out this time,

Josh: then they're in serious trouble. Josh: I think to the point of the supply chain and Apple just kind of being the one Josh: to move their weight around, we have another example that I don't think a lot Josh: of people are aware of, which is the new foldable phone that's on the market for later this year. Josh: Now, what we're seeing on screen here is a dummy rendering, or I guess it's Josh: a real product, but it's a dummy unboxing of what the iPhone folds will look like.

Josh: And it is pretty cool. Now, Apple's always late, but when they do it, Josh: they do it when the technology is right.

Josh: And this looks pretty interesting and exciting chances are Josh: we're going to get this announced in september with the new iphone 18 pro Josh: i believe that's what's coming this year and it's it's just Josh: a nod to a new frontier of hardware that's coming that um Josh: even though a lot of people have released i mean really good Josh: intelligence really good foldable devices apple is the Josh: one who is going to be the kind of late entrant but the

Josh: one who has all of the leverage in the world to make it great they make displays Josh: now that have no bend in the middle so you don't see a seam anymore it just Josh: it seems like it's finally ready for mass market and they're going to do it Josh: um but of course they're not the first ones everyone other than apple has already Josh: made a foldable phone yeah Ejaaz: Hang on a second like i was going to say like the tech is already here josh

Ejaaz: like we already have a a frontier phone why would you buy this foldable phone Ejaaz: when you have huawei purer x max dude like look at this yeah look familiar.

Josh: This this thing is kind of badass so huawei chinese company Josh: some of the best engineers in the world in terms of manufacturing mobile Josh: devices they basically took what i imagine were Josh: the apple renderings and said we're just going to front run you and make this ourselves Josh: and they pumped out something that looks gorgeous you'll notice Josh: that the front facing screen is a little fatter than you're used to a

Josh: lot of the foldables that exist on the market today have that kind of Josh: vertical orientation for the aspect ratio the reason is because if you unfold Josh: this chunky thing into two it creates a aspect ratio that's more relatable for Josh: video and widescreen applications you'll notice that it kind of looks like an Josh: ipad mini and that makes it much more better for video content that's 16 by Josh: 9 kind of wider i think it's going to have a lot of useful applications

Josh: I'm going to be a buyer of this one. I'm excited for a folding phone. Josh: I think it's cool. I think the technology is exciting. Josh: We'll see how it plays out. But Apple getting into foldables, pretty cool.

Ejaaz: Going back to the glasses, it is tying into a larger trend around people believing Ejaaz: that the future form factor for AI and just any frontier technology or consumer Ejaaz: technology within hardware is going to sit on your face, whether it's going to be a pair of mystery, Ejaaz: earbuds that OpenAI is reportedly working on that have cameras and ingest all Ejaaz: the information around the world.

Ejaaz: Or if it's a pair of glasses that either have a display or don't that sit on Ejaaz: your nose and can pick up everything that you see and hear, we're kind of like Ejaaz: working towards that kind of thing. Ejaaz: We had Apple Vision Pro, which was like this thick, very expensive device that had to sit on your face.

Ejaaz: They're kind of winding that down and spinning up a smaller, Ejaaz: sleeker, thinner version of that, which is going to be glasses. Ejaaz: So we're trending in that way. And I believe in the first half of 2025, Ejaaz: the market share or the market for AI glasses kind of doubled. Ejaaz: And we're seeing similar accelerations at the start of this year as well. Ejaaz: Now, of course, we can't mention AI Glasses without mentioning Meta and that

Ejaaz: sounds like a positive reinforcement. It isn't necessarily that, Ejaaz: but Meta has, for better or worse, taken the lead in AI Glasses for now. Ejaaz: Their Ray-Ban displays have been pumping out millions of units. Ejaaz: I think they're on track to deliver about 30 to 40 million units by the end Ejaaz: of the year, which I have no idea how they're doing that because their launch Ejaaz: demos, I think two out of three failed.

Ejaaz: Apple is going head to head with Meta and they think that they can win primarily Ejaaz: because they're building everything in-house. Ejaaz: They have the supply chain to be able to pull off a sneaker design and they Ejaaz: have the ecosystem to support it. Josh: Yeah, this is going to sound ridiculous, but I really, I believe that the Apple Josh: Vision Pro is like the most impressive consumer hardware device ever made in Josh: terms of technology that's baked into a single product.

Josh: It's just expensive and there's no developer support and there's not many good Josh: use cases, but the technology is incredible. Josh: So it's really just a ticking time bomb until they're able to compress that Josh: into something that's wearable on your face that doesn't weigh 10 pounds, Josh: that doesn't give you marks on your face, the whole thing. And it's

Josh: Kind of weird that right now Meta is the leader. I mean, like you mentioned, Josh: the glasses market is up or wearables, at least, is up 110% year over year. Josh: AI power glasses specifically are up a two and a half times multiple and Meta is the leader. Josh: So what we're seeing on screen now is the Ray-Ban displays that, Josh: like you remember, leave a lot to be desired.

Josh: They're this like kind of augmented interface that sits on top of the glasses Josh: that sits on the real world. Josh: It doesn't have tracking. It's static imagery.

Josh: It's not great. think one of the more interesting things that meta has been Josh: doing is the peripherals to this device like they're the neural band which was Josh: that uh the emg wristband that reads your electromagnetic signals Josh: From your muscle pulses as you move your hand around so they're working on this Josh: unique way of interfacing with these glasses i think is Josh: interesting but still it's it's so early and they're

Josh: so bad that the fact that this is the market leader it Josh: really is reflective of the fact that the form factor isn't there Josh: yet but it's coming soon and powering these devices with the next generations Josh: of ai that we're going to have is going to be that next iphone level hardware Josh: it's this is certainly what the next form factor is going to look like along Josh: with many others but this is one of the more important ones that I certainly

Josh: think we're going to see. Ejaaz: I'm hoping it doesn't all look like this demo that I'm showing on screen here, Ejaaz: where you have the CEO of trillions of dollars worth of a company, Ejaaz: you know, messing up on stage where like he tries to call his friend and it fails. Ejaaz: And this was like one of like three demos where it just didn't work.

Ejaaz: The point that is being made here is you could have all the money in the world, Ejaaz: but it's still hard to pull off a really good piece of hardware and then scale it, right? Ejaaz: We've seen this play so many times where I think Snap, I forgot what the original Ejaaz: Snap capture device that they had, where we were talking about this before we Ejaaz: started recording, Josh, where you could get this from a vending machine.

Ejaaz: The Spectacles, right? They were incredibly hard to scale and get into everyone's Ejaaz: hand. And so it just hyped up and then just crashed because no one could get Ejaaz: their hands on these things. Ejaaz: And the similar thing is being seen with Meta AI, where everyone wants to use Ejaaz: this thing, but they're still struggling to scale to even 30 million units. Ejaaz: But the demand is still there. And that's great.

Ejaaz: And like you mentioned, they're working on a suite of different devices. Ejaaz: And that is not just working on spectacles. They're working on these different types of wristbands. Ejaaz: But they are behind when compared to hardware giants such as Apple, Ejaaz: who have spent a lot of time thinking about the design UX of these different Ejaaz: things and have the hardware pipeline to back it up. Ejaaz: So listen, I'm going to remain optimistic somewhat on Meta being able to pull this off.

Ejaaz: We've said this on previous episodes and I'll say it again, hardware alone doesn't win. Ejaaz: You need the software mode and Meta is a social media platform. Ejaaz: I don't know of anyone that uses apps outside of Facebook, Instagram, Ejaaz: and WhatsApp, which are huge apps in itself, but doesn't have an operating system Ejaaz: or operating suite behind them. Ejaaz: And I think Meta is going to fail when it comes to that personally.

Josh: And what's interesting is Meta is not the only social media network that Josh: is pivoting to glasses i mean snap you mentioned the Josh: spectacles but they're actually working on a iterative version Josh: on top of the old spectacles which are this this Josh: mammoth of a pair of glasses that it's funny Josh: you asked me if this was real and i said i don't think so and Josh: then there's a picture of evan spiegel actually wearing these this is

Josh: what they actually look like and this is the current state of hardware so Josh: it's interesting seeing incumbents like snap or meta Josh: focus on this clearly they think that owning the Josh: hardware stack is going to be important but again they're Josh: at odds with what their company is actually good at when you think about Josh: a company like apple and listen i respect meta and snap Josh: for doing this in public for actually sharing their prototypes because that's

Josh: very much what it feels like they are uh even the the meta glasses Josh: they don't feel like they're really refined products versus apple Josh: who's just kind of doing it all behind the scenes but it's not Josh: good and you could kind of see the current state of the hardware based on these Josh: photos of evan spiegel the ceo using them they're just big they're clunky they Josh: don't work well the technology is not quite there and i guess the question i

Josh: have for maybe you or anyone who's listening is How long does it take for the Josh: technology to get good enough and who's actually going to be capable of doing it? Josh: Like when Apple releases these classes next year, are they going to be something Josh: worthy of people wanting to actually go out of their way and purchase them and Josh: put them on their face when all the sensors are currently in the phone sitting in your pocket?

Ejaaz: I personally think that there are two players in this game that can win it. Ejaaz: Apple is the obvious one that you just mentioned. Ejaaz: The other one is probably some formation of Google and their Android investment, at least. Ejaaz: We have an example here where we're looking at an Android XR display, glasses from Google. Ejaaz: Now, Google glasses was famously very, very early, but definitely too early. Ejaaz: It was this ugly contraption.

Ejaaz: Everyone kind of like tried it out. It failed in the consumer world. Ejaaz: It kind of got adoption in the enterprise world and then slowly petered out Ejaaz: and died. That was back in 2013. Ejaaz: But now, Demis Sissibis referenced, I think, in Davos recently, Ejaaz: that they're working on Google Glass or Google Lens 2.0. Ejaaz: So we're going to get another form factor. Ejaaz: Now, this example that you're seeing on your screen is not exactly that.

Ejaaz: This is in partnership with Warby Parker, Samsung, and Android. Ejaaz: So you've got a bunch of different partners kind of feeding into this to build Ejaaz: a hardware and software component. Ejaaz: And I have to say, it looks sleeker and slimmer and, dare I say, Ejaaz: sexier than any of the other glasses that I've seen. certainly better than the Meta Ray-Bans. Ejaaz: Now, I don't know how well it is or how good it is functionally.

Ejaaz: And I am still marred by the experience or the review and feedback that happened from Google Glass 1.0. Ejaaz: I'm convinced now is not a coincidence that we have like, what, Ejaaz: six companies, six big companies working on this particular form factor.

Ejaaz: It also tells me that that's a signal that the hardware components are now good Ejaaz: enough to fit into a slimmer device. Ejaaz: My hot take on this is you need some form of display on the lenses, Josh. Ejaaz: And I don't know whether you disagree with me here, but you, Ejaaz: like, if you're feeding all this data into your eyes, you kind of want to be able to do things. Ejaaz: And in order to do things, you can't just, like, speak to Siri. Ejaaz: You want to be able to see your screen.

Ejaaz: I don't want to be pulling out my phone every now and then, like, Ejaaz: staring at a screen. You might as well put the screen on the lens. Ejaaz: Now, I don't know if that hardware component is good enough yet. Ejaaz: It still leads to chunkier glasses like we saw with Snap. Ejaaz: So that's, like, that's where I'm at odds right now.

Josh: It will need a screen, but I really like the suite of devices angle because it allows you to Josh: like kind of choose your own adventure when the core of Josh: it really is that ai now google's glasses these look the best by Josh: far um these are these are certainly the best performing Josh: glasses they're not publicly available yet but i i believe that Josh: the suite of devices that apple is going with like Josh: the airpods the perhaps pendant and

Josh: the glasses is the right one because you you are going to Josh: want that interface right like you're going to want some sort of visual component Josh: to engage with the outputs of this ai but we have Josh: to ask the question is like why is everybody building this why why is they're Josh: the sudden race for glasses and it seems like everyone just wants to own the Josh: platform in which the ai is interfacing with the end user where there is a clear

Josh: world in which there's going to be this resistance away from being hooked on Josh: your cell phone maybe 12 hours a day like a lot of people are Josh: And owning the stack in which you can, I mean, get the answers from the AI that Josh: you want and ask questions and have it understand things about you. Josh: And it's not only unbelievably valuable as a customer who you can monetize, Josh: but also just in understanding the preference stack.

Josh: And when you think about Meta and Snap and what they're selling, Josh: a lot of it, I mean, we talked about Meta last week in the episode on the new model. Josh: A lot of it is just understanding the preferences of its users. Josh: And if it has something strapped to your face 24 seven, that is collecting information Josh: about you, they can just sell much more interesting and novel things. Josh: That's kind of why I imagine a lot of these companies are really shifting focus to it.

Josh: And we have the same thing that's happening with OpenAI too, Josh: where they're working on this suite of mystery devices as well. Ejaaz: Yeah. I mean, we've seen several leaked clips, but I don't know if it's real. Ejaaz: Josh had an experience over the weekend where he thought he spotted a bunch Ejaaz: of people wearing the OpenAI buds. Ejaaz: But I mean, you got to retell the story, but...

Josh: I was walked... All right. So I'm walking down the street and there's Josh: this group of people who are speaking what i believe is Josh: chinese they didn't speak a lick of english and i'm just kind of like passing Josh: by them because the street was kind of crowded and this woman and her friend Josh: had the cuffs like the ear cuffs that we saw from the open ai teaser and i was Josh: like no way and i should have stopped to ask them i was a little intimidated

Josh: by the fact that they did not sound like they spoke Josh: english but it was interesting and it put me down a rabbit hole that led me Josh: to find the xiaomi sorry, the Huawei free clips, which are these earbuds that Josh: look exactly like the leaked earbuds from the Josh: uh scans guard super bowl there Ejaaz: He is alexander scars guard for those of you who don't know scars.

Josh: Yeah i always get these names wrong but some Josh: it's funny because we still don't really know the origin or what open ai is Josh: working on it could be a troll campaign it could be a real leak we don't know Josh: we do know that they're working with johnny ai that we do know that they're Josh: working on these hardware products that are going to be offered soon and i just Josh: cannot wait until we get those answers.

Josh: Because in terms of software, OpenAI has the best software AI suite by far. Josh: And when it comes to building an AI-first operating system, they have the advantage. Josh: I hope they can deliver those hardware. And we'll just have to wait and see on that one.

Ejaaz: Yeah. So in terms of how all of this plays out, Josh, here's my take. And I want to hear yours. Ejaaz: I think we're getting close to these hardware AI glasses becoming a reality, Ejaaz: being sleek and slim, not being embarrassed enough to put one of these things Ejaaz: on your face, basically. Ejaaz: I think that we're probably going to see the first versions of these or the Ejaaz: sexy versions of these. I'm excluding meta from this debate.

Ejaaz: By the end of the year, or maybe early 2027, I think the best leaders are going Ejaaz: to come from Apple to start off with. Ejaaz: But I think a similar number of different startups are going to compete with Apple. Ejaaz: I know there's a bunch of other startups such as Sesame that is working on this Ejaaz: and I think physical intelligence as well. Ejaaz: So the point is glasses are going to become a popular form factor.

Ejaaz: And the second thing is, this race in particular is important because Apple Ejaaz: showed you that hardware distribution is the actual moat when it comes to any Ejaaz: kind of software technology revolution, which might be a hot take, Ejaaz: but you need some kind of hardware bridge or component. Ejaaz: A lot of the AI nerds think that it's purely going to be humanoid robots. Ejaaz: Apple's betting and Meta's betting that it's going to be a suite of devices.

Ejaaz: So I think those two things are going to play out. And I think we're going to Ejaaz: get it by the end of the year. Ejaaz: I'm hoping so. So Google Glass 2.0, some form of Xiaomi or Huawei's copycat Ejaaz: from Apple's product, and then Apple's product itself. Josh: And there's also this one last underrated venue here, which is the prescription glasses marketplace. Josh: I had no idea that prescription eyewear is a quarter trillion dollar industry annually.

Josh: Wow. Like $250 billion of the eyewear market is prescription. Josh: And that's only 70% of the total eyewear market. So the eyewear market in general is huge.

Josh: The amount that is prescription is gigantic. dick and i Josh: really believe that even if you Josh: don't deliver on a fully augmented reality experience just Josh: creating a beautiful set of glasses with a novel feature Josh: set that actually works is probably pretty powerful and powerful enough to get Josh: a lot of people to start buying these things we've seen that with meta um i Josh: think we're going to continue to see that with a lot of other companies so that

Josh: is an interesting thing but then there is the like the new platform wars right Josh: it's like if meta has their glasses am i going to want to buy them because Josh: Now I'm constrained to Instagram and WhatsApp and Facebook, and I just don't want to use their stuff. Josh: So it's like we have the platform we're sitting in one side. Josh: We have the hardware distribution where almost everyone depends on these Qualcomm chips.

Josh: Apple's really the only one that builds their own internal chips. Josh: And Google perhaps might be doing the same too. But there's a lot of these different factors. Josh: Everyone's kind of competing from their own unique advantage angle. Josh: And the question is who's going to win and who's going to deliver the best product Josh: to market first that we're actually going to buy. I remember, Josh: Ijaz, you were kind of excited about the metaglasses.

Josh: That excitement faded away quickly. There is no real good hardware that people are excited to buy. Josh: And whoever is able to deliver that is going to unlock a huge market opportunity Josh: for this new AI-first operating system hardware integration. Josh: And I'm really excited to see how it plays out. Ejaaz: Yeah, OpenAI team, the hardware team specifically, Johnny Ive, Ejaaz: if you happen to be watching this video randomly. Josh: Give me that device.

Ejaaz: Give me that device. I'm rooting for you, all right? I want to try these glasses Ejaaz: out or earbuds or whatever the hell you're building. Let us play with them. Ejaaz: I can't wait to test out some of these new hardware products. Ejaaz: But until then, we are going to be sitting here and reporting on it, Josh. Ejaaz: We're going to be speculating about it and I can't wait to get these things on our faces soon.

Ejaaz: But I believe that is the end of the episode and that is basically the state Ejaaz: of play on all things AI hardware or glasses to be specific. Ejaaz: I'm excited about Apple's upcoming release. I think Meta is doing a good job Ejaaz: for now and I think there's going to be a bunch of startups that eventually Ejaaz: catch up. Josh, do you have any parting thoughts?

Josh: That's it other than the fact that i'm just excited for someone to deliver Josh: something great i just want a product that i can use i'm kind Josh: of sick of my old stuff i want something new but it needs to Josh: be good and so far there is nothing good so hopefully if it's Josh: not this year it's certainly going to be next year where we get Josh: the first good products you could put on your face and enjoy them Josh: i would love to know which products you are most excited about of

Josh: all the companies we discussed today whose glasses product Josh: are you going to buy or whose peripheral product are you going to buy Josh: are you going to get an apple pendant are you going to get the airpods Josh: with the cameras um i'm just kind of curious how Josh: everyone's orienting themselves around this new paradigm shift that would Josh: be fun the second ask is just to share this with your friends as always to rate

Josh: the show five stars if you're listening on a podcast player Josh: wherever you get your podcasts if you like video we publish video on youtube Josh: and spotify you can really find us anywhere don't forget to share with your Josh: friends we have a newsletter you could subscribe to and yeah just like thanks Josh: for being here on the mission we have been doing so well numbers are going up Josh: and to the right we're just having record week after record week and it's all

Josh: thanks to the support from you people listening. Josh: So thank you for tuning in like every single day. We publish these four times a week. Josh: Just appreciate it. And we have another really packed week planned. Josh: So I'm excited to keep chugging along, getting this content out the door and Josh: yeah, doing it together. Ejaaz: See you guys tomorrow. Josh: See ya. Yeah, see you guys tomorrow.