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And stay connected at every stage of your journey with fast, free Delta Sync Wi-Fi presented by T-Mobile. Available to SkyMiles members on most domestic flights. Go to DeltaUnlocks.com to learn more about the future of travel with Delta. Hello and welcome to VergeCast, the flagship podcast of bowling. Can we pivot to that? This feels good. It does feel good. I'm your friend, Eli. David Pierce is here. Hello. Do you spin the ball when you bowl?
Does it go? I don't want to tell you my moves. We are live at CES. We're at Brooklyn Bowl. We have a live audience. Say hello to the live audience. Live audience, say hello to the listeners. It's... Crazy in here. Delta has taken over Brooklyn Bowl on our behalf. There's Verchast logos at the bar and all the screens.
This is a super cool room. Thank you all so much for being here with us. If you're listening, we're going to try to keep this on the rails as much as we ever keep a Vergecast on the rails.
But I have to be honest with you, just the presence of this crowd has me knowing that things are going to get super weird on this episode of the Verge Cast. It's going to be great. Jen, Allison, and V are going to join us. We're going to talk about everything that's happening at CS across their beats, across other beats.
a helicopter that lands in a van that I really, really want to talk about. You've brought this up so many times now. And you keep bringing it up in such a way where you're like... You don't think it's cool, but you've now said it so many times that I'm like, Neil, I actually think this is very cool. It's a lot. We're going to get it. I don't want to waste it. We're going to get into it. But there's, and we're going to have lightning rounds, obviously. Search cast.
Sponsored by all these people. Sponsored by all these people. David, tell me, what's your vibe on CES this year? It's been a weird CES. There hasn't been the thing. I feel like last year... the rabbit r1 which sucks was the thing it's a yes it was like it was the gadget that a lot of people were talking about and interested in and this year it's like
it's almost like too practical. Like all the stuff I'm excited about and that we're going to talk about is like real things that real people are going to use, which is not what CES is about. CES is about like deranged ideas about technology. And there are lots of those. And we will get to many of them, including helicopters that come out of the back of cars. But it just doesn't feel like there has been like the one sort of breakout.
thing yet. Which in terms of like stuff that regular people will actually buy, it's probably a good CES on that front. But it doesn't feel quite CES-y that way. Does that make sense? So I have another theory about what's going on CES. And it's like my face hugger theory of technology. Okay. Or like, you know, an alien's like brushed out of the chest. There's CES, the show that we all think we're coming to with the gadgets and the TVs.
and whatever and then at the aria there's the marketing people yes There's some marketing people here. Be careful. They're going to latch onto your face and then burst out of your chest. Literally, it's like much better dressed people walking much more intentionally at the Aria than at the Venetian. Well, I'll get to that in one second. They're definitely better dressed. Intentionally it seems maybe.
So if you just think about what's going on in technology broadly, right? We all have screens. The screens have apps. They show you video. They show you AI slop, whatever they're showing you. And in the middle, all that's fun about advertising. And sometime over the past decade. the advertising industry realized that they should be here where everyone is going to talk about next year's screens. And then they have the money and like the...
the helicopter car guy is like, I'm here too. And so it's just like this other parallel CES is here where if you want to meet 300 meta executives, they're at the ARIA. They're not on the show floor. If you want to see the entire Amazon's ads team or all the TikTok people, they're here. Like a lot of the major company executives are here. They're just deal-making about ads somewhere else. And the show floor is like...
It's not what it used to be. And so I think that's where you get the, like, there's not one big thing that everyone's talking about. Because the one big thing everyone's talking about is, like, programmatic advertising. Well, and the other one is AI, which I was talking to...
I'm going to steal our thunder from one of our guests here who was saying basically the strange thing about AI is you can't demo it to anybody. It's just like a thing that happens, but it actually just looks like a television. So you're like, this television has a chatbot. And it's like, well, A, what does that mean? And B,
How do you show that on a show floor? So it's like Samsung just had a ship because that's the only thing there is to show is look, it's a ship. The Samsung booth has a sign in it. And if you have been to the show floor, the Samsung booth has a sign in it that says smart things for ships. This is real.
which seems dangerous to me as a person who runs smart things in his home. We'll have Jen on later. We can ask her if she thinks smart things is appropriate for sea-bound navigation. You spend a tremendous amount of time talking about how your goal is boat money. And I feel like smart things for ships, boat money, like there's a straight line in there. So right next to smart things for ship is a sign that says society. It's not even like connected society. It's just the word society.
And it's like Samsung is announcing society and next to society, their vision for it is that your ship will have smart home technology on it. And you're like, I think, I think this is a dangerous approach. to what we're doing. But it's really weird. Like Samsung is showing all these like solutions. There's no products in their booth, which is really weird.
There's a model of a ship and the word society. And we're going to talk about the Frame TV. I promise you, we're going to talk about the Frame TV. The two wolves inside of each of us. The Frame TV is not even being demoed in that booth. The art gallery of the Frame TV is being demoed in that booth. So it's just a very odd moment for, I think, a lot of these companies. where they're over the hardware race. And then a bunch of the younger companies, the TCLs, are still super in the hardware race.
I will say, and we should talk about this quickly. We're going to talk about this a lot, I suspect, for the next four years. Because there are so many marketers here, and because there are so many major technology company executives here, Meta announced yesterday that they're getting rid of fact-checking. They're going... They're changing their community standards. And we've been able to do a bunch of reporting about that because everyone's here. And then sort of like.
what does it mean to advertise on meta when their community guidelines are changing is a thing that I've just had conversations about because all of those folks are here. And I, that's not usually what you expect from CS. I'm assuming. You came here to hear me rant about the Frame TV and not about Metis Community Guidelines, although it's the virtual cast, so I'm hoping that you all understand both things will always happen at the same time. But...
That to me has been the story of the show just because of the rooms I have happened to be in. Everyone is talking about it. Oh, for sure. Because it feels like the whole tech industry is now in a much more transactional place. Cynically transactional. And that announcement coming on the first day of CS, I think is no accident of timing because all of Meta's marketers are here with their clients explaining what they mean.
when they say you can now refer to women as household objects on meta, which is a rule that they have changed. That's a rule that you can do. And the reason they announced it here is because they're salespeople.
are sitting with their biggest clients being like here's how this is actually going to play out and i think that has gotten a little bit lost right like yes the timing is weird yes it mark zuckerberg made what appears to be like a hostage video is anyone here good at makeup can someone help him so he's not always blown out in the t-zone like i'm only i look great in eyeliner and that's all i know how to do but uh my goth phase did not he always looks like he just needs to get evened out um
Facts. But this is also just what he does every four years now is make one of those videos where he takes the opposite position of the one that he took four years ago. Right. And it's super cynical. I think he's gotten a little bit radicalized. He gets yelled at a lot. I think none of the big tech companies liked working with the Biden administration because the Biden administration's approach to the big tech companies was effectively, what if you didn't exist?
It's true. They all hated Lena Kahn. They all hated this Department of Justice. Google has two antitrust cases brewing. Meta has a big one coming up in April that I think the FTC is running about. instagram and whatsapp and potentially breaking that apart so i think they all just made their deal with the devil to be like we give trump money maybe these problems will go away and i think part of that is mark literally using a lot of
He says the legacy media is lying to you in that video. He says transgenderism, and he says the rule is now you can refer to being gay or transgender as a mental illness. These are explicit. These are dog whistles. to a community that is very, very receptive to them. And all of that is transactional. Whether or not he believes that, I don't know. There's a lot of...
gay and trans people who work at Meadow. He has to support his own team in some way, and I think he's going to have to explain that. It also doesn't matter. I think the lesson we're learning here really quickly is that what Mark Zuckerberg believes or what Tim Cook believes or what any of these folks believe actually doesn't matter.
Like they will run their companies as business people. And I think the thing that is happening is we either have to decide to stop being surprised or like dedicate ourselves to continuing to be angry that this happens. But this is just, everyone has just said what it is now. I was with another big tech company executive yesterday and they were just like, we're treating this, this time it's business.
And that was just the point of view that they had. It's just been business the whole time, but I think there was a... long period of time where there was a sense that like, okay, maybe we are going to buy into this new world where like young people care about values and each other, and we're going to save the world. And, you know, ESG is going to be a part. And then everybody has decided, oh, nevermind. That's actually not what it is.
We're just going to win at capitalism. And that is the game. Yeah. So we're going to cover this a lot, I think, over the next four years. We already have some further coverage scheduled for next week on both this site and the podcast. But I just, I wanted to call it out at the beginning, one, because when you're like, what's the story of CES? For me, part of the story of CES is the marketing industry is here, like in force. It is driving the show in a way that is basically invisible.
Even on our site, like our site is basically like, look at this laptop. It folds in half. And that's really fun. And I love it. But the money here is all in the ARIA. It's all a lot of people talking about how to command attention. And the story of the show over there has been the biggest advertising platform around has made this big capitulation, this very transactional, very cynical capitulation. And I think that's going to have...
repercussions across the tech industry. Because if you don't have to spend $270 million in Pennsylvania, you won't. And I think they're all going to learn that lesson from Mark. And I think the question is like, Does anybody here think Mark Zuckerberg is not like a ruthless transactional businessman? Bowling?
Yeah. He gave me one of these. Yeah. Like a half and half. Does anyone think Tim Cook is not a ruthlessly transactional businessman? Like Tim Cook famously, the why are you still here story. You guys know the story where like they were talking about some problem with the supplier in China.
His lieutenant was here and he looked at him and he said, why are you still here? And the guy got up, left the room and flew to China. Yeah, he's going to be able to handle it, right? He handled Trump excellently the first time. Bezos, ruthlessly transactional businessman. And then you've got like Sundar. But can he do it? Like, can Evan Spiegel roll up to Mar-a-Lago and be like, I've redesigned the Snapchat interface again.
I think this is going to have huge repercussions across the tech industry because you need to be all kind of personality. And so we're going to cover it, I think, for the next four years. But now we should cover gadgets. Can we talk about the biggest question of CES? All that stuff is, you know, more important, whatever. The question I have about CES is, is the Frame Pro actually a good television? All right. I mean this question sincerely. So, Chris Welch on our team.
wrote about the Samsung The Frame. I've learned that it's not called The Frame television. It's called The Frame, which is ridiculous and I hate it. But The Frame Pro is a new TV. And he started by being like, oh, this thing might kick ass. It's very cool.
stuff and over the course of like 72 hours has come to basically i have been lied to this thing might be awful and so i want to know i want to know how you feel i want one i want as america i have not spent any time with chris he came to that conclusion independently as america's foremost which is a thing you just have to wear it. I do own one. How many people here have a frame TV? All right.
Bowlers. Nilay owes all of you money. Yeah. That was just a fist in the air. You're just like, yeah, frame TV. Lots of frame TVs. I have a frame TV. Everybody knows a frame TV. The frame TV represents the death of Hollywood. I want you to, every time you turn on this TV, I want you to be like, what I'm doing is killing Hollywood. And I mean that. I mean that in a very real sense. It is also Samsung's biggest success.
It is a cultural product, not a tech product. You buy this thing because it looks good when it's off. You buy this thing because it has an art store. How many people are paying the 50 bucks a month for the art store? How many people are, that one person will admit it. How many of you are paying for it and you just don't want to admit it in this room with me? I pay the money too, right?
It is a cultural product. It is not a technology product. And that is the thing everybody wants. The iPhone is a cultural product. It's not a technology product. It's a very high-end technology product, but inherently it's a cultural product. So Samsung can... have influencers and hgtv and interior designers sell the frame tv is like a statement piece that you put in your living room i have a frame tv uh my i have a new neighbor they
redid their living room and they were like we bought the frame tv and they're like it's not a real frame tv and i was like why are you bidding this to me no one like shows me any other product and is like it's not the real one that doesn't happen um but the frame tv has achieved this status and the fact that it
is a bad tv is like totally secondary to its status it is a shit tv i'm sorry you don't you don't have you don't have you can just it's fine that i know it and you know it you don't have to tell anyone else But it is a seven-year-old edge-lit panel that Samsung has long since made its margin on. And now they're selling them for like three bills. Like a lot of you paid thousands of dollars for your frame TV when the core component of it is like a two.
$200 Samsung panel from seven years ago, but it's all the stuff they've layered onto it, right? The matte display, they break out the box. They can make it flat. You can buy the frames. I have a lot to say about the frames. in the art store. So they're making all of this margin based on the lifestyle value of the product on the product itself.
And so the Frame Pro... This is such a long way of explaining why you bought a terrible television that has not yet answered my question. So Samsung's thing this time was they were like, what if we made it a good TV? And it sounds like they didn't do that. They didn't do that. So they...
They got to use some words. So, you know, Edge Lit TV has the lights around the edge of the screen that light up the LCD panel. The new hot tech is... mini led backlights have lots and lots of small backlights you can turn on off the zones you get true blacks and then you have oleds which are the that's what i have that's actually what i have our frame tv is in our bedroom and my daughter watches moana i don't want she's sick that's why we own that tv um
So Samsung is saying we've made it mini LED, which everyone you're supposed to think they're on the cutting edge of the technology because they can't use OLED because if you put. on an OLED picture for days at a time, you'll burn out the OLED. So they can't use the best technology. So they say they're using this up-and-coming disruptive technology called mini-LED, where every other mini-LED TV has...
if not tens of thousands of dimming zones to let them simulate an OLED black level. But Samsung isn't doing that. They just put them around the fucking edge of the TV so they can crank them really bright so the TV can get brighter. So they still have an edge-lit panel. Like, they haven't... done anything well they did something what did they do they didn't do the thing that they should have done which is make it a better television
I don't think it matters. When I say it's the death of Hollywood, what I mean is you all bought this TV. I keep pointing at all of you. How dare you? These monsters bought this television. Every Hollywood celebrity you know is mad at you. Tom Cruise is going to come in here and turn off motion smoothing one by one. But you bought a TV that is better when it's off, like substantially better in its off state.
then it's on stage. Like the picture quality when the frame TV is off is better than when it's on. And that's cool. Like that's why we have one in our bedroom because it's mostly off. It's such a small step from there to. just hanging a real picture on your wall it's such a small step from there to what's the there's an e-ink
like color e-ink frame that they're selling here. It's a poster. You have to charge it once a year. It has an art store. It's such a small step to that. It's such a small step to not having a TV. Because your TV is off showing you $50 a year content from the MoMA while you're on TikTok. Can I offer you a different idea? Which is the new LG Stand By Me 2, which is just a thing you carry with a strap. Why have a television when you can have a television with you all the time?
Have you guys seen the Stand By Me too? It has a strap and then it also has a, so it's just a TV with a battery and the battery lasts like four hours. It's very funny. You know, the first one was a suitcase. It came in like a, like a James Bond style suitcase. But then he would play solitaire on it. So he'd be like, I'm James Bond. And then he'd be like, we're playing solitaire. But now it has a strap. It has a giant surface style kickstand attachment.
So you can just make it a giant tablet computer, which is very cool. Everyone I saw encounter this thing in the LG booth was captivated by it. It's literally just a huge iPad without a touchscreen, which is both ridiculous and kind of great.
And they're showing it. There's like the big idea is like you'll hang it up at your coffee shop to show the menu or whatever. And that's all fine and good. But I want this thing to just like wander around my house with me and just sit next to me as I watch shows. Like, that's what I do with my phone all the time now. I'm like, this is a pop.
to not having a TV. What you are describing is a person without a television. And every now and again, you're going to bring out your little shoulder strap TV, and you're going to watch a show, and you're going to put it away. And once that happens, like...
The culture of the world changes once the default is we don't have TVs. And I promise you the Samsung frame TV is the leading indicator of eventually not having TVs. I mean, and the frame pro is a con and I just want to be very careful about this.
Like, what professional needs this? What are we doing? But we're fully in the lightning round, by the way. I just want to be clear. Yeah, so can I just burn you through some more news before we bring out our friends to talk about more interesting stuff than your weird ideas about television? Can we talk about Dell just for like a minute? I just need to be very mad at Dell out loud on this podcast. That's a CES tradition. Dell, which had a million names of...
products for its laptops that no one could ever make sense of now has fewer names for its products that make somehow even less sense. So Dell has completely renamed its whole... They got rid of XPS. Right. Which was a good... It was like the best Windows computer, and they're like, ah, never mind. So now there is the Dell. Just Dell. Just Dell. So you're just like, I'll have a Dell, please. It's like a thing you can do now. There's also the Dell Pro, and there's the Dell Max.
And if you're like, David, that doesn't make sense. I have more for you. Within each of those tiers, there is a premium, a plus, and a bass tier. So there is now a Dell bass. I'd like a Dell base, please. Sure. That's like a rental car. All the way up to a Dell Max Premium. Dell Max Premium. I assume it costs $16 million. Are they different products?
I honestly couldn't tell you. I don't think Dell knows. I really don't. I think they just like had a bunch of laptops and they were like, we don't know what any of these are anymore because we just have infinite SKUs of things and just put a bunch of them in buckets and we're like, ship these to Best Buy. And the middle one is plus. The middle one is plus. So you can get a Dell Max Plus. You can't. That's correct. Or a Dell Pro Plus. I hate this so much. You're so mad.
I have always said that my future is to just start a consultancy where I will walk into your boardroom, say that name is the stupidest thing I've ever heard. Leave and you owe me $50,000. Like I'll be the one to say to your CEO, that's the stupidest idea you've ever had. That's why people.
hire consultants this is what i'm saying i will do that for so cheap if it saves us from stupid names like this but anyway so that sucks the computers i'm sure will be fine dell has made fine computers for a very long time uh Can we talk about the Sony Afila car for just a hot second? Do we think this exists now? We have a price. This thing has been at CES in various forms of prototype for three years now? Yeah. They over... Have you guys seen the Afila? It's...
Just a sedan. It looks like a Lucid Air, but Sony did it. It's $89,000. I was with some people today walking on the show floor, and I was like, this is Sony's car. It's a sedan that costs $89,000 and just a group of people guffawed. I feel very bad for Sony and Honda. They announced this thing five years ago at the height of infinite demand for Tesla.
Like where Tesla was like, we can't make Model Ys fast enough. And every car company was like, well, what if we announce a car that we're going to ship five years from now to fill some of that Model Y demand? And our only idea about it is that it has PlayStation in it somehow.
Yeah. So, I mean, Sony's giant worry is that the cars will drive themselves and then people, you'll have more free time because you're in your living room on wheels going to wherever you're going in your autonomous car. And Sony should program the content and advertising. that you consume during that time. And I've heard this idea from multiple entertainment companies, multiple car companies that once we have autonomous cars, you drive around living or run wheels.
whoever wins that fight to program that screen is the next winner and i'm just like you know the people still have phones You have to beat my iPhone still. Like, I get in an Uber all the time. The Uber drives around just fine. I'm not like, I hope somebody, like, I turn off the screen in the back of the taxi. I want to look at my phone. I do play the trivia games back there every once in a while. Oh, no. They're so fun.
so ruthlessly tracked um yeah it's fine they know how good i am at trivia like it's but i but so they have announced the price and then i think a really funny thing is you know, the Afila is the Sony Honda mobility joint venture where Honda's doing a car and then Sony's programming the experiences and some of the car. And you can like, you can in fact play PlayStation in the back of the Afila. Great. But at the same time, at this very show, Honda is showing off its own cooler cars.
And you're just like, it's an $89,000 sedan that you don't like. Like, this thing is doomed. I hope none of you have pre-ordered an Ophilo. If you, you know, have fun. You know, life is a series of experiences that you're allowed to have.
But the actual Honda cars look way cooler. Much more futuristic. They keep calling it a saloon, which is just what British people say instead of station wagon. And it's just a long... I just learned that this week, by the way. It's awesome. That's such a better name than station wagon. Yeah. Like a saloon car is cool. But it does imply that there will be like swinging doors. And the British have once again lied to us. But it's like just such a cool looking car. It makes a lot of sense.
You can see Honda's really thought about repackaging a car around a battery instead of what most car makers are doing, which is like putting a battery in existing design and playing it safe. But no price, no ship date. We're like ages away. We're still in vaporware car land. And then the other thing that's really interesting is none of the other car makers are here. And so for years.
You know, Mercedes would be here and be like, this car has OLEDs on the outside. And then BMW, like our car has e-ink on the outside. And you'd be like, what about the inside of the car? And then they would show you crazy ideas for, you know, interactive cockpits. And they would talk about EVs endlessly and autonomy endlessly. And none of them are here this year. We've seen such a trend like in the last...
12 months of all of these companies walking back from these wild ideas. Because there was a minute where it was like, this is... this is the future and it is coming right now. And now everybody's like, this is potentially the future and it's coming in a very long time because we can't figure out how to charge these things. Right. They were counting on widespread electrification, which they have largely achieved in China. We can't talk about that here. And they are counting on autonomy.
Those things are just not happening at the rate that anyone wants them to. Waymo is here, and they're showing the Hyundai Waymo car that they're going to be doing next year, which is an Ioniq 5. And so to go from a Jaguar to an Ioniq 5, it's like a hard thing to be excited about, but they're trying really hard.
Listen, everybody's just out here doing their best. All right. We are already threatening to go way over. So let's get to some of our friends who have been doing much better reporting than we have. All right. We got to take a quick break and we will be right back. Support for the show comes from Delta Airlines. In 2025, Delta Airlines turns 100 years old. That's a century of changing the way we fly. A century of making the world more accessible by transforming global travel.
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Go to deltaunlocks.com to learn more about the future of travel with Delta. Allison Johnson's over here. Allison, come hang out with us. Let's talk about CES. Welcome, Allison, everybody. Allison has been talking about a phone toaster nonstop for several days, which I feel like you bring your mic over. There's a bunch of stuff we should talk about, but...
Can we just talk about the phone toaster? I feel like you've like really oversold the phone toaster. Phone toaster. So the story is I got the press release in my inbox and I was so annoyed immediately. with Phone Toaster. I was like, I don't want to hear about this. And then we got here and I was like, well, I should go see the Phone Toaster.
Is it actually called the phone toaster? No. I called it that once in my head, and then it was just phone toaster after that. What it is, is the whole thing is called Swip It. It's called Swip It? Swip it. They had a phone tester in their back pocket and they went with Swip it. I know. They went with Swip it. It's like a charging system for your phone where you have the phone case. There's a battery pack in it.
You use it like you would a phone with a case and a battery. And when it's time to charge, you stick it in the phone toaster and it goes and it swaps out the battery and you take it out. You're good to go. Two seconds. And I was like, I'm still kind of like not understanding this. And they're like, well, you just, you never charge your phone again. You just slip it. The truth is you perfectly understand it. Yeah.
How much does it cost? Okay. So that's the thing. That's not a good okay. The phone toaster itself, the hub, is for... The hub? It's the hub. Okay. The phone cases are the link. Yeah. Phone toaster is $450. Yeah. And the phone case is $120. It doesn't come with a case? You have to buy it. Because you have to buy the one for your phone. Can you get the case without getting the toaster?
You could. But why would you? Why would you? Okay, that's fair. You need the toaster. And you need multiple. How many batteries are in each toaster? There's five batteries in the toaster. Do you ever say sentences and be like, how did we get here? I'm like, this is what I'm paid to do. And just to correct me, so you would need.
Like two. You need like one at home and one in your office or something. So you're like $1,000 deep in a phone toaster. Yeah, you've got to invest $1,000 in your toasters. And then you never have to charge your phone again. I feel like I can never charge my phone again for $1,000 in a variety of different ways. I know you could have chargers like in every corner of your house. I just think like there's something I appreciate. I feel like I could have two phones.
You could have a lot of fun. I'm sorry. Are you telling me you don't find the idea of being able to just like walk into your... like, living room when you get home and just go, like, and your phone is magically charged again. That kicks ass. That's it. It makes me think of, like, in action movies when the guy can do, like, a really cool, like, hot swap of...
magazines of ammo and it's like they like flip their guns around. That's us. That's what we get now with the phone toaster. For $450. I mean, it's called the Swip It. Again, my consultancy, I will tell you, it should have been the phone toaster. It's a phone toaster, yeah. This does remind me that when I got my first Sony Client, it had the little flip-down microphone. I did practice trying to make that a cool move.
was not successful and remained single throughout high school. Carry on. What else have you seen that's cool? You've been running around seeing all kinds of stuff. I feel like you've had less of a like... focused goal at CES and you're more just like, what weird things can I encounter? Which is the correct way to do CES. I have the best job. And I've never had this job at CES before. This is my sixth CES. Yeah.
Because you spend a lot of your time not at CES with phones. And there are just no phones here. Yeah, yeah. No phones. Just not a phone show. I reviewed the OnePlus 13. It's awesome. And then I just left it in my hotel room and I went into the show floor. No, it rules because like...
I've had this ES experience where you run from meeting to meeting and you're like sweating and you're talking to people and you don't get to see anything. So this year I got to see things and I wandered through the West Hall. I was like, I'm just going to see what's here and get out real quick.
An hour and a half later, I was like taking pictures of myself with every like massive tractor I could find. I was like, this is the coolest thing. There's like massive, you know, electric vehicles. And I was like, oh, I got.
I got to move on. Like, I can't spend my day. Can you do the demo? I think it's Caterpillar has a great demo where you can sit in a cockpit and remote operate a digger that's like hundreds of miles away. No way. And there's just a line I got. And it's like, they have a drone looking at the digger. Yes, they're 5G.
Yes, it's all 5G. Finally, the promise of 5G isn't realized. And it's three guys standing in line to operate a digger 500 miles away. I knew it. It all happened. We've run the race. We did it. F you China. Remote control digger. There's a long line of people who just like sat in this thing and they like scooped up some dirt and they put the dirt away. And it's like they're watching it on a TV. It's like, this isn't actually cool.
That's what I'm going to do tomorrow. You should go back tomorrow. But it was very fun. One guy ran into, like, he couldn't do it. And the guy was like, let me find you some looser soil. And I was like, that is the harshest burn. All right. Now I'm nervous. Let me find yourself looser soil is like a motivational poster that I would like to exist. Oh, no. When life gets hard, find looser soil is like that means something. That's powerful. Have you seen?
in Central Hall, next to the Samsung booth, there's a little booth for just an LED manufacturer. Like, they don't make the displays, really. They make the LED componentry. And they're very proud of... Apparently, they've invented a million things first, like the first wire-free LED circuitry that can do a thing, like all this stuff, the first heat-resistant, whatever. But their tagline, I swear to you, this is the tagline of this company.
birth is not fair, but opportunity must be fair. And it's like in huge letters. And then right below it, it's like the future of OLED signage. Wow. Like, stick to your guns. Like, I go for it. Like, shout it from the rooftops. Opportunity must be fair. It's, like, right next to the Samsung booth. So all these people are walking by and, like, taking selfies with it because it's so weird. And I think it's working.
I think a lot of people are being radicalized into an inherently progressive agenda by this OLED manufacturer. They wanted to see the frame pro. I feel like that's where your opportunity is to go over and be like, actually, OLED isn't... really massively available yet. It's still too expensive. If we could just work on OLED becoming more commercialized. Find looser soil. What else have you seen? That's great.
So I got to wander around the central hall. So I used to cover cameras full time. I stopped by Nikon. You might be bummed to hear that there are like zero cameras at the Nikon booth. I was scandalized. There's like airplanes and then someone like doing a fake weather forecast for some reason. Um, but I, yeah, I was like, sure. Uh, but there's a camera they're going to take to the moon and it has a little jacket on.
I thought that was so sweet. Yeah. You got really excited about the jacket. I did. I came back like three times and I was like, I want to make sure I get all the facts right about the moon camera. No, I got to just like see this show from the perspective of someone who's just like wants to go see cool shit. The LG booth is awesome. They do the.
There's a whole thing with the translucent TV panels where like, you know, you stand around, you watch it and it's like jellyfish and then it morphs into other stuff. And then. All the panels kind of come out, and it's stained glass, and it looks like Jesus is about to emerge from the TVs. I was like, this is a spiritual experience right here for some people.
Um, but yeah, like I just, I got to check out Eureka park. I got to, um, I went to the spear. Yeah. I went for that. I was, uh, never been there before. I wasn't prepared for the smell-o-vision like portion of it. They did a thing with Uber Eats where it was like a bit. There was a guy on like a moped like delivering Uber Eats and then they like...
pumping this smell of like hazelnut. And everybody's kind of like, do you smell that? It's kind of sweet. And then they were like, oh, a hazelnut coffee. Just how I like. I was like. That's a lot. It was a lot. The one thing that I've been dying to ask you about is the TCL Next Paper phone. Yeah. I don't know if you've seen it. As you know, David is the number one retail agent for the Books Palmer here in America. Which, by the way...
It currently is in some sort of weird Chinese AI data privacy scandal. So well done, David. Thank you. Way to do an op on the people of America with your weird e-paper fund. I believe I advocated for mostly using that thing in airplane mode, so I'm good. I feel fine about this. So we've just seen a lot of interest in these minimal phones. And it's a secondary device, right? Like, I don't...
It doesn't make any sense to me to have an e-ink phone as your primary device. And so TCL, this is like their second or third Next Paper phone. And they have matte displays, and then you can switch them to black and white mode. But this year, they look almost like e-ink. Yeah. Yeah. They've been doing this next paper thing and it like was in the tablets first and then they brought it to the phones. And the thing that I'm most excited about and I think.
You are too, is the next paper key, which is just a little slider button on the side of the phone that puts it into max ink mode. And that just, that's where it looks the most. Yeah. Yeah. That's the like e-ink mode. And it's like David's consultancy approves of that. Yeah. You just like pretend your phone is an e-ink phone for a minute. And it's like,
Like, I feel like we've seen a lot of companies do this thing where they're like, it's an LCD, but it's a better one to look at. What was the little startup just now? The Daylight. The Daylight. And they were all in. They were like, this will save you. Yeah, and it was one of those, like it had some interesting ideas, but it is a little bit like...
the sort of jack of all trades and master of none thing where it's like it almost accomplishes all of its goals, but it actually accomplishes none of them. And I feel like this has been true with a lot of these things, which is why I end up going back to E-Ink because it's like, sure, it's...
slow refresh rate and it's it doesn't work super well in certain conditions but like it does the thing it's supposed to do which is not glare light in your eyes all the time does next paper like can it do the middle thing kind of i mean there's like they have a matte kind of finish on the screen and they, they say all this stuff about it's like, you know, rated to be really easy on your eyes and the blue light and all that. But like, really it's.
But really the thing that happens is you flip the switch on the side of the screen and like smoke comes out from the middle of the screen. Like there's an animation that's like E-Ink is eating your display from the inside out. It's very sci-fi. And then it like... takes over, it shuts down the screen and comes back as an ink screen. Also, for some extremely convoluted reason, it quits all of their apps.
Yeah. So it's not great in that sense. I literally believed you when you said smoke comes out. Like, I was honestly like, that makes sense. Yeah, the phone explodes and you're left with a Kindle. And then when you flip it back, like a purple-y smoke.
emerges from the middle of the screen. Yeah, it's like a ripple. And there's a middle one, which is like a desaturated color ink. And it's just like the thing, like I've watched people cruise by all kinds of dumb AI ideas all day today, and everyone stopped at the next paper booth.
Because the idea that you have a phone where you're reading it looks more like paper is inherently very compelling. And to me, it's like, oh, maybe that's like the most interesting phone we're going to see for a while. Because it's not like AI is going to do anything. I know. Yeah. All right, Allison, before we ruthlessly kick you off the stage, we have to talk about the thing that you and I both got, I would say, unnecessarily excited about at CES Unveiled. Yeah, I scooped you.
You did. It was honestly, we have a Slack room where we were talking about the stuff we were going to write about. And I was like, I'm doing this now. It's like, I did it already. It's the meanest thing that's ever happened to me. It's a top fear water bottle. What's the whole thing? Explain this to the people who should all buy this thing immediately.
SodaStream, but for a hydro flask. Like, that's it. It's a little top. You screw onto the top of your water bottle. You put the CO2 canister in, and there's like a little plastic lid you put on top, and it does the... carbonation thing. And then you have sparkling water and you can be free and walk with it.
Honestly, it's all I've ever wanted. I don't know why I got so excited about this. And they make a specific water bottle. You can have your still water bottle and your sparkling water bottle. You drop the little capsule in. All I want. How many uses do you get out of each capsule?
Don't ask questions. Don't worry about it. It's fine. It's good. $5,000 water bottle. You never charge your phone. It has a subscription. It's tracking you. Yes. And you have sparkling water for the rest of your life. It's important. You know, sparkling water is freely available. Okay. We don't all have that LaCroix money, Eli. Yeah. All right, Allison. Thank you. You're going to come back when we do some Q&A stuff, but for now, go away. Okay. We have to move on.
Thank you, Allison. Jen, Tui, come hang out with us. Let's talk smart home things. Jen Toohey, everybody should know this. All of our team is wonderful, but no one at CES is a celebrity quite like Jen Toohey is a celebrity. Anyone who makes a smart home anything, which is everyone at CES, is...
largely obsessed with gentubing. Welcome. We're very excited you're here. I was with Owen, our videographer, today, and I had quite a few people. In fact, I see some in the audience who, yeah, come up to me and was like... Said how wonderful they love The Verge, but that I'm their favorite. A few also said they were going to subscribe. Hey, there you go. We have a subscription fee. But you get sparkling water.
Can we talk about robot vacuums? All I want to talk about in the whole world is robot vacuums. I have become completely... sold on all weird robot vacuums ideas this week. That's good because there are a lot of them. There's so many of them. I just want to, I want you to explain the ones that you've seen and liked the best, but the one that I got to see that is my favorite was, there's a Roborock. one that is just a Roomba-looking thing, but it has a robotic arm that comes out.
I mean, so slowly, so slowly. It just, it slowly comes out and it kind of goes like this. And then if it like sees a sock next to it, it just sort of gently reaches over and picks up the sock. and then just moves with it somewhere and then just puts the sock down in a different place. And there was a person at the Roborocks booth whose job was to reach over and put the sock back in the vacuum's way. And it was the best.
I stood there for like much too long watching this person just slowly fight with the vacuum about where the socks should go. Did you see them doing their dance? No. There's a dance? They had a whole row of them. stacked right at the front of the booth, and they had them dancing in sync, the arms. Incredible. I know. It was pretty incredible. Can I just say, everyone wants to talk about humanoid robots, I'm afraid of the vacuums.
That have limbs. Before we got on stage, Jen was like, one of them has legs. That's just a thing she casually said. I'm going to find out more soon. Legs and arm. That was, you know, elevated throughout the week. So it started, and we actually got to see the Roborock sneak peek.
last month. So we were all prepped for the arms. And in fact, when we were all prepped for the arm, the uprising, the robot uprising is coming. And then the other, so there are lots of competitors in the Roborock, Robovac space. and Roborock came out with the arm and then Dreamy came out with...
the legs. And then that was their debut. And these are robots that are coming, you're going to be able to buy in like the next couple of months. These aren't concept vacuums. And then I went to the Dreamy booth and they're like, oh, but now we have one that has legs and an arm. So this is, and they said actually that it'll be out by the end of the year. How fast can it run? So this is, the legs are a little, I mean, it's, they just basically raise the robot up.
far enough so that it can kind of get over a transition. Like if you've ever had a robot vacuum that can't get into your bathroom because you've got like a high ledge and then the legs kind of collapse from under it and it goes forward. So it's not like it's going to climb up your staircase to the second floor. You can almost like hear it go every time. Lunging over. Well, and when I was watching the one with the legs and the arm, he said, well, we kind of modeled it after a horse.
And you can see the legs go up and then the arm goes up and it's like. And this is, I want to be clear, this is a vacuum cleaner. So the idea is if anyone's ever used a robot vacuum, they often get stuck. Or if you've left your socks out, they'll suck up your socks. And then there's AI-powered obstacle avoidance, which is supposed to help them get around the sock. But then they haven't cleaned the floor where the sock was.
is it's going to pick up your sock. You can tell it where to put it, and so it'll go put it in a basket, or the dreamy one can pick up shoes, so it can go put the shoes- Is it strong enough to pick up a shoe? 500 grams. We're done for. It's over now. It can hop like a horse and pick up shoes? Yeah. I don't like this. And this one, actually, the new dreamy one can use tools. So... We actually don't like that. I've changed my mind. I'm out. They've all seen the movies, right? Yeah.
But the ultimate idea is they'll clean everywhere because right now they are kind of spotty. But it'll, and it can, it has this little arm kind of goes into a toolbox and takes a tool out. But yes, I could, I mean, right now it's a soft brush, but you know, when it's like.
chainsaw. This is a full, like, BattleBots situation you're describing. Well, I kept saying, you know, you're across the way from each other. Can we just get the two robots together and go for it? No, they weren't having any. Like, is there a list of acceptable tools?
It's just little brushes. So mostly brushes? Brushes. Because, like, you give this robot a hammer, like, all kinds of weird shit. Just checking. All right. But they're everywhere. Robots with arms, legs, all sorts of things. It does seem like... in terms of just like household robots, it's the vacuums that people are like, these are the ones people actually buy and everything else is kind of, and so there's just a tremendous amount of weird vacuum ideas.
It's where the innovation is, definitely, in the robot space. Because, and I've talked about this before, you know, the whole kind of dream is the Rosie the robot, the humanoid. But that's, you know, if and when that ever comes, it's going to be, no one's going to be able to afford it. And it's going to be kind of scary. So for me, the idea of like modular single purpose robots or robots that can do one or two tasks rather than like a big.
powerful humanoid robot roaming around your house makes a lot more sense. And in fact, SwitchBot, who's kind of known for... quite innovative, slightly janky products, came out with a modular robot platform. So it has a little robot with something that's called a fusion platform that goes on top, and then you can put different accessories.
And it will drive around your house and like bring you things. It has, you can put a fan on it so you can have it like come and keep you cool, purify the air. So this is like, you know. Wait, you forgot the one where it'll do a telepresence robot.
It's just a big, big-ass selfie stick that you can just put your phone on, and then it'll just wander around your house. Yes. Sold. All the way back to an iPad on a Segway. That's what it is. Yeah, but now it also cleans your floors. At the same time. But 10 years ago, I walked around CS, and people were like, the future of work. is an iPad on a Segway. We actually, we have a great video from ages ago. James Vincent just came to our office from his home in London as an iPod on a stick.
Or an iPad on a stick. And his conclusion was like, no one respects me. It's hard. All right. I'm saying good luck to everyone. I know. I do like the idea of them though. Like the idea that you have this little tiny thing that a does a thing, it cleans your floors, but it also increasingly like understands.
and has mapped your house, knows how to move around. The idea that there's more stuff you can do with that. Can you use tools and throw shoes? Yeah, that I'm less excited about. Can you open a box and use tools? Could go sideways. But air purifiers and selfie sticks are meant to. Yeah. It's going to roll up and like a puff of smoke is going to come out and you're going to fall to the ground. Yeah. Wake up without a kidney. What is going on? Use tools.
Yeah. Think about it. I'm just saying. I'm fine with this. It doesn't look like a person, so it's less creepy. Well, actually, the SwitchBot, they are working on an arm to the SwitchBot and a little face. All right, speaking of horrors, let's talk about matter. There's a lot of matter stuff here. There is an entire door lock camera biometric handle. It's the year of the door lock. I called it.
Yeah, the product you listed here is most likely to buy is the new Schlage lock that has ultra wideband. And I believe I was reading Jen's write-up and it's like it calculates your velocity as you approach the door. which is just not a thing that you think a door lock needs to do? Well, so the idea is, I actually got a demo of it this evening. They're not shown on the show floor. They did...
That was all they released, but they did give me a little sneak peek just before I came here. And the idea of the velocity is if you're... So UWB is like what's in use in cars now for automatic unlocking. So it... it's precise positioning. So it knows how you're approaching. So this way, if you're walking sideways across your...
front lawn, your door's not going to unlock. It knows that your trajectory towards the lock. So as you're walking towards the lock, if you're running, it will unlock faster. Like say you want to get in your house quick. Does it like whip open the door if you really want to surprise somebody? It's like the vacuum is coming. Unlock the door. But it's a great, I think the UWB technology is really what's going to push smart locks into the middle.
mainstream because to date access control has been kind of fiddly the fingerprint is my favorite option but for a lot of people it's not a great option Fingerprints can be, you know, don't always get recognized. It's fiddly to set up. And then the keypad, obviously, that's That almost takes as long time as getting your key out if you're putting a... And then they've had this idea of automatic unlocking for a while, but it's never been very good because it uses Wi-Fi and...
geofencing and a few different radios. So like there's so many failure points, whereas this is just point to point radio to radio as you approach. The door will unlock and it unlocks before you get there. So you're not standing there like a lemon for like 30 seconds waiting for your door to unlock, which has happened to me regularly. Quick question. How do lemons stand?
It's an English term. Backing up bits. I'm super fascinated with this because there's also a new, there's standards on top of standards, right? Yes. So this is a Lero. It's called Aliro. So this isn't... So Aliro is coming this year. The classic Swarthome story. Yes. And it's been known... So Aliro is like matter.
Lero is like an industry collaboration between Apple, Google, Samsung, and then all the lockmakers. And it's an access control standard to basically make it so that any smartphone can unlock. Any door lock, obviously authorized, not just. So rather than having to have a specific platform to use your smart lock or a specific smartphone, any UWB device or NFC, so it's bringing an Apple Home Key. the idea of home key to all phones so right now if you've ever used apple home key it's very convenient
tap your watch to your lock, tap your phone to your lock, unlocks it. But you can't use that if you have an Android phone. But now that's with Alero, we're going to get NFC unlocking. for all phones and UWB unlocking for all compatible phones. Obviously, you have to have UWB and NFC in your phone. But that's been coming for a while. There's a lot of...
phones and watches that now have that. So I think, I mean, it's going to take a while. The Aliro standard is going to be announced, like what it is, the spec. this year. But I think the lock manufacturers are already starting to make the locks to work with it. And Apple announced at WWDC last year.
yes, last year, that they are supporting the UWB hands-free unlocking. So there's a lot of momentum there. And it's a really seamless experience compared to most of the other ways that you use smart locks. I think we're going to see a real uptick. Do you have a smart lock? Yeah, I've got the Encode Plus, which is home key. And then I have the cheap Aquara one, which is also home key.
And that one, you get what you pay for. It's just like sort of straightforwardly you get what you pay for. But it's great because we just tap the phone on the door and it unlocks. And the problem is sometimes I have an Android phone and then I...
You can't do that. And it seems like all this is just one turn too late. I know you're calling it the year of the smart lock. And there's a rumor that Apple will make a lock this year, which is very funny. We have all the products Apple should make. And that's the other thing we saw, video doorbells built into smart locks.
Everywhere and palm unlocking. I'm not so sure about the palm unlocking. You just like wave your palm at it? Yeah, I did it a few times. I think Philips, not Philips Hue. What does it, like your palm? Yeah, they say it's a lot more secure than a fingerprint. Apparently your palm has more.
Sure. Things going on. I don't know. What we're beating is like a key and a lock. Like, I think a fingerprint's probably fine. Yeah. We're still moving in the right direction. But then it's the hands-free element. You know, you just... No. This is not hands-free. But it is because you're not actually touching. That's just not touching. This is like the most hands, actually. There's no physical contact. Waving your hands. Very much hand. Yeah. I'd say it's in between.
Sure. This is why I want it to just whip open the door when I walk up. See, that, it doesn't do yet. Can you set the velocity? Can you feel like this is how fast I can run? No, so that's what I hadn't, Schlage was the first company I'd heard talk about velocity. So, but I think that's neat because if you are in a hurry, rather than it.
you suddenly have to stop um it's gonna it can anticipate it's reacting to you and that's really where the smart home's going i think it's like it anticipates your needs rather than you needing to tell it what you want to do or program it or put buttons in, you know, push buttons, put your fingerprint, and your home is starting to react to you. And that's kind of where we're moving, I think. So what's really interesting is, you know, Apple...
This is kind of the second time they've pulled this move, right? They did HomeKit, and then they gave a lot of HomeKit away to become Matter. Then they did HomeKeys, and they gave a lot of HomeKey away to be a Lero. And we'll see if that comes to anything.
But you can see they're moving more things into the industry ecosystem because they just need the ecosystem to exist. Very, very few companies want to make stuff for just one platform, especially at the scale most of these companies operate at. But then the rumors are like Apple will just make a lock with a face ID built into it. And that makes no sense to me. And then the rumor is this year Apple will do like a smart home iPad situation. That we'll get.
But then I'm just looking at the other news here, which is Aquara has announced a wall-mountable smart home controller. Yes. And you're like, oh, they're just going to kill this ecosystem of products they need to make this work that they keep giving the standards away to. They're just going to eat them. The Aquaria thing is wild. So has anybody ever...
Paul is here. I know he has. The CEO of Home Assistant is here. I know this person has done it. But has anybody ever been like, I'm going to put an iPad on my wall to control my smart home stuff? It's this. Yes, it's our audience. I know more of you than subscribe to the art store on the frame TV is that's what I want to say. And it's like hard. It's just like a fundamentally complicated idea because you got to get power to the iPad. You got to keep the iPad in kiosk mode or you got to.
We're on an Android tablet. You end up with a bunch of weird matter. Can you tell how much therapy I do with Jen on like a day-to-day basis? And so... aquara has these new ones i think you've actually seen them where they just replace your light switches in the way that um has anybody ever seen the new like aftermarket screens you can put in cars
Where you just take out the old radio and they're just like, fuck it, tablet. It just covers up all the vents. And now it's like, what if we do that in your house? It's like, we're going to take out your light switches and we're just going to mount. a seven inch display where your light switch was and guess where the power comes from the power to your light switch and then this will be the panel yeah and this feels like the new thing to me
Yeah, this is smart home control interfaces, which is something I go on about a lot on the site. It's like because voice and phone control are just not. compatible in a household where there's more than one person. You need ways to control your smart home. And Brilliant was the first sort of company in this space that did replacing the light switch with a touchscreen panel. But what's happened now is that... With matter,
you've now got, you're not locking yourself into an ecosystem. And the problem had been, even though Brilliant tried with integrations, is that there just weren't enough things. If you're going to wire something to your house, it needs to control everything. And Acara right now...
It is not quite there, but with Matter, they're saying they're going to be able to, you'll basically eventually be able to control any Matter-compatible device straight from the touchscreen. It's wired to lights, so you're solving the problem of your lights. You can... you know, dim, change colors, set scenes, using the touch panel for the light that it's wired to, and then any other.
lights in your home or maybe your door lock. It's also a video intercom, so if you have a video doorbell, it'll pull up when someone rings. You can talk to them. It has a little microphone. It's big and chunky, though, and there's a spousal approval factor when it comes to light switches. So my actual favorite one of the Acara, they showed off three touchscreen panels, and one has a little dial. It has a tiny little screen in it that you can swipe the screen.
to choose what you want to select. So say I want to turn on the living room lights or dim them. And then it has this lovely tactile dial that you can just turn. And that's- You know what else is like cool and tactile is light switches. They're like, they feel so good. Yeah, but this looks like a thermostat. Spousal approval through the- It's a smart home philistine. But you can't, the light switch turns your light on and off or maybe dims it. This I can swipe and touch.
One button and like all the lights in my house or in my living room will set to a mood, you know, the mood, the movie time, dim to a certain light, maybe throw in a little funky. Color just for some fun. No, I'm not selling you on it. How many people in your household know successfully how to operate this thing? Well, that's the thing. This would be much more intuitive.
than anything to date that I've had in my, and that's what, you know, because I struggle, my family struggles with my smart home a lot, and I've left them for a week, and I'm terrified of what I'm going to find when I get home. Jen once told me that her teenage children don't.
know how to use keys because she's had smart locks for so long. And it just seems like a life skill that we should come back to. I don't like that at all. I don't think my daughter knows how to use keys. She doesn't encounter them. They're not going to need a key.
You just be like, run faster. The door will open. Just speed it up. Just back up and try it again. It'll unlock this time. All right, Jen, you're going to come back for Q&A because there are, I know for sure, people in this audience who want to yell at us about matter. for now. Thank you. It's not allowed to be powerless though. He's here. It's allowed. Thank you, Jen. All right. We got to take a quick break and we will be right back. Support for the show comes from Delta Airlines.
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And also all of the wearables, which I think means like touching gross things more than most people who go to CES. You've had a lot of like close encounters with gadgets that we don't recommend at this show. Thanks for reminding me, David. I actually hadn't thought about that. So your job is putting stuff that's been on other people's face in your face. How are you feeling? Which violates every rule of CES.
Can we talk about smart glasses for a minute? Yeah, let's talk about smart glasses. If there is like a device category that everybody was excited about. This week, I feel like it's smart glasses. Can I just read you the names of these companies that be typed? And these are the ones that I was like, okay, in my inbox, there's like at least 500,000 smart glass pitches. These are the ones that I selected as worthy of.
talking about. Okay. Rocket. That's spelled R-O-K-I-D. Nuance. Xreal. Everyone knows Nuance. Vuzix. Camellio. Camello. Camello. Even Realities. And then Halliday. Yeah. These are just, people are just coming. I'm pretty sure Halliday is a reference to Ready Player One, right? Because Halliday and Ready Player One. Seems right. But it's just like we're entering a new zone of companies. Like, we're like...
Reality Hacker Labs. Like, it's like, that's what we're going to do. Which just makes me think, like, this stuff must have gotten a lot easier to make. in the relatively recent past. Phenomenally easier to make. This is a thing that, so I've been a smart glasses skeptic for a really long, long time because they were just, I mean, we all know what happened with Google Glass, right? Glass holes, like, eh, that's not really a thing.
But I think in the last two to three years, the technology has miniaturized and basically expanded to a point where it's like, oh, crap, this could actually happen. And that's kind of what we're seeing on the floor. So I think we've gotten to a point where everyone has agreed, oh, smart glasses, they're a thing. This is happening. Wait, can we just put a little definition around smart glasses? Because it's pretty wide open right now.
So the Meta Ray-Bans, I think Meta will call smart glasses. Yes. But they have no display component. Yes. Right. That's a camera and. There's like categories. Right. Voice assistant. And I think Meta is dramatically overselling. Does anybody here have them? You see, yeah, a lot of people have them. Substantially more people than pay for the art store. I just want to be clear about that too. Is there you...
Do you have them because they're a camera or because you're talking to meta AI all the time? How many of you are talking to meta AI all the time on your Ray-Bans? No, I would point out either everyone's embarrassed or no hands have gone up.
How many of you are too embarrassed to admit that you're talking to weird meta AI all the time? How many of you are using the camera all the time? Because it's really convenient. That's a lot of hands. And so I think meta is dramatically overselling the smart glass.
The smartness of its smart glasses? Because it's not a display. It's just a camera on some glasses that look okay. Sure. But all the ones we're talking about CS are displays. That's the new category. Everybody, including Meta, agrees that's the next thing. Yeah, but Meta's like, this is a surprise hit. Smart glasses are the future. I'm like...
weird little cameras of the future for you. Well, it's kind of both. It's kind of both. I just think Meta rolled out the AI in such a way that people just don't know how to use it properly. And if they say multimodal one more time. I'm going to lose it. That's just, like, where I'm at. But, you know… The interesting thing was like, let's talk about Rocket, right? So Rocket, it does everything that the metaglasses do. They have a camera in it, but there is a display.
And it's a pretty cool display, but it's a, I think what they call this type of display is a monocular monochrome display. Monocular monochrome display. I like that. Monocular monochrome display with micro etched. displays in the lenses so like you look at them they look like a normal pair of glasses they are much lighter than the meta ray bands because wait we've talked about this a lot the weight is kind of a deal breaker sometimes when you're wearing them so they're quite light
You can't actually see the display unless the light hits you in a certain way. It's etched into the actual glass. But when you look into it, you can see kind of like a... Like, if you're thinking of a military fighter jet and that type of green laser-looking display in there, you can see it. It's an actual display. And then the...
demo I got, the person was speaking to me in Chinese, and I could see the translation happening in real time. Really? And then I could say something to her, and she would answer me in Chinese. And there was no external commute? Was this going out to a cloud? Was this happening locally? Well, that was a hard question because, again, she's speaking to me in Chinese. I'm just wondering, like, if you can do that.
locally on a pair of glasses with a reasonable battery left? I mean, it is attached to your phone, right? So that's basically, we're still at the point where your phone is powering all of this and it's over Bluetooth. It's not like computing everything locally on that particular device. But it's pretty wild. And as like journalists, you can have a teleprompter on there.
You're wearing a pair of glasses. It does not look like you're seeing anything. And this kind of subsect of the monocular green laser thing, I saw three of them, at which I was like, oh. That's a mini trend within a big trend. Cool. Cool stuff. There's a component here that everyone has decided they can use. And the reason why is because they have solved in a certain aspect the ambient light problem. So the ambient light problem with smart glasses is...
Like you walk out into the sun and you can't see shit. Because it's the sun. It like blinds everything out. So there's no point in a smart glass if you can't see the display that you paid a lot of money for. But with the green, it's easier on your eyeballs. So like green light is apparently the healthiest for your eye.
easiest to see, and it borrows from military technology because the contrast is really great. I will say, what you just said is alarmingly similar to how Humane described the projector on the pin, and that didn't go super great. No, it didn't.
Did you ever say they borrowed from military technology? No, but they were big on green lasers and how they were going to be used for the sunlight. And then you go outside and it's like, what if it didn't work at all? But that's because it's outside in the sunlight. Like that's the, so like Halliday's solution to that. And I found Halliday to be. the most finicky of the three with the smallest amount, because it's like this tiny little dot. It's...
held in like the bar of it. So like when you think about wearing smart glasses and where the display appears, it's actually like in the bar itself. So when you're talking to someone, they're just basically doing this. The entire time, looking up into the corner. And so it looks like they're rolling your eyes at you the entire time. Well, so I'm curious about this because you got to see them. Yeah.
you know, earlier we were talking about, like, is there a product at CES that everyone was talking about? And, like, the holiday glasses are the closest to it. And then I think a lot of people got the demo and had that experience and it stopped being the thing that everyone was talking about. Yeah, it seemed much more exciting at the beginning of the week than I think it turned out to be.
started trying so like here's the thing smart glasses yeah but you the most annoying thing about xr smart glasses any of these things is that you have to see it to believe it and you know uh
When we're thinking about making videos for these things and trying to like convey to people like, oh, this is actually cool. Literally, you're taking these glasses, you're taking your phone, you're like, if I angle the thing in the right way, I can get a really blurry half portion of the green laser that you're going to see. so it's really hard to convey to people that and like the holiday thing I think they got in early at the show which was like good for them but like you're literally like
I don't know. And it's not as discreet because when you talk to someone, you can see a green dot in their eye. Like just a green dot in their eye. And you're like, that's weird. That's my targeting laser for the robot. That's my target. I'm an Android robot with a green dot in my eye. So you talked about the demo of the translation. Like we've always talked about.
There's a lot of problems between here and the dream of AR glasses, right? So you need a display, which it seems like some people are getting closer to one display solution that you can put on reasonably lightweight glasses. You need. Compute, and it sounds like we're offloading that to the phone. Right now, yeah. Then you need a battery that is not heavy but provides enough battery life. You need a battery the more advanced it is, for sure. And then you need... stuff to do.
Yeah. Right? Like, you need to, like, augment reality. Like, the goal is, like, I say this all the time. If you can just make me a pair of glasses where you can just tell me your name, like, I'll buy them in a heartbeat. The problem is you need to build, like, a worldwide facial recognition database. Just give me a surveillance state and everything will be fine.
And it's, you know, we're headed there anyway. So like, let's give me the glasses. But you need to like build all this other stuff. Yeah. And it seems like the ones here, they're really focused on like display. So like what it is now and what I've seen on the floor is that we have all agreed that smart glasses, we've agreed on smart glasses with all these companies. What we've not agreed on is how to do them.
So what you have at CES is a bunch of people going, smart glasses, and now we're going to throw so much spaghetti on the wall and see what sticks. So they're trying to figure out, and like... Google told me this when I went to see the Android XR demos of their smart glasses prototype is that you cannot approach it from one way. You have to approach it from all other ways. So the thing about...
Mehta's glasses that kind of really kick the door open is they got normal people thinking like, oh, I have a use for this. I'm going to take a, like for me, I'm going to take so many videos of my cats and they're not going to be freaked out because I have a phone in their face. sounds really stupid, but that actually is a thing that gets people going toward it. And then for some of these people, they're like, oh, you know what? Teleprompters.
How many people would, if you have to speak on anything, how many of you would love to have a little teleprompter in front of your eyes that you can read that no one knows that you're reading? It's great. You could have notes in something. Like, you can travel to a different country, and yeah, your phone's in your pocket, but you can talk to someone and understand what they're saying. Like, that's pretty cool if you think about that.
Those are like real life use cases. So you have people approaching from the style first, like the SLR Luxottica people. They're just like, you know, I saw them today. They were very Italian, very stylish. I felt like a schlub next to them. But they were like, we want things that people use. So the Nuance Audio. ones. They are over-the-counter hearing aids in a glasses format because it reduces stigma. It can still like...
noise cancel to a certain is really cool because if I look at David and he's talking, it'll amplify his voice. But then if I turn away from him, it'll cancel him out. That's the goal. Yeah, so it's pretty cool. And it supports all prescriptions. And it's like kind of geared towards the elderly who need glasses to see and can't hear. So that's like a real use case that they have.
And then you have people on, like, the other end of the spectrum, like the Vuzix's and the X-Real, and they're like, we are the future. You will be watching movies on your glasses, and, like, everything will be seen, and there will be a little... So they had me, like... AI prompted fat cat with unicorn wings that I could just like pinch to be large. And I'm like, sure, that's a thing. That's smart.
But that's the display. What they're saying is we can put a display in front of your eyes. We don't know what's going to be on there. Nuance has no display. That's just audio only. So I think in the transition, Bose kind of kicked it off with the glasses with just making them audio.
That's cool. Camelo has no display. The cool thing about Camelo, and this is the only cool thing, is that you slide, you press a button, and it changes the color of the lens. That's why I thought it was called Camelio. I just want to be very honest. It probably should be. But you hear that on paper, and you're like, that's stupid.
Then you go into the thing and you're like, ooh, it changes colors. I'm so cool. Or like you change the tint. So it's like, oh, it's really bright out. I need the tint to be full all the way. Or if you're like me and you're shady, you're like, oh. I don't like this person. I'm going to pull it all the way to dark so I can make eyes at them. I love the idea that you're wearing your glasses and just ruthlessly like subtweeting people. Oh, for sure.
Goodbye. Goodbye. And you like turn your head. You're like, I can't hear you anymore. I can't. It's like, oh, yeah. It does seem like all of this. There's some part of it that's, I think, really fun. This is all very innovative. We're all going to try a bunch of stuff. But it also feels like, well, we can't make a watch. No one's going to buy a smartwatch that isn't an Apple or a Google or a Samsung ecosystem device. So we're going to mount a computer to your face.
Here's a bunch of face stuff. I mean, the number one problem with the face stuff is that we are so vain as a species. Like, kids cry when they find out they have to wear glasses because, oh my God, they have to wear glasses. If you're David, who... teamly tells me is 2020 vision. Thanks, David. People say I have the best vision.
A lot of people say that. A lot of people say that. A lot of people say that. Why would you wear glasses, right? Unless there's a function for it. I would like people to know that I don't need glasses. Yeah. I want the opposite of glasses. Right. But if you're like me and you're basically a blind bat. And if you look at my phone, the text is so large.
You're used to wearing glasses, and so then it becomes more functional because it's something you're already wearing. But that's a huge problem. Prescriptions are a huge problem. If you're blind like me, negative 9, negative 8, huge astigmatism. Some of these glasses can't support my actual... So then it's like, eh, you know, and everyone's face is different. Everyone's aesthetic is different, mass producing these things.
so many different challenges towards smart glasses. So it's not like we're all going to be wearing these tomorrow, but I do think they've decided for whatever reason, yes, this is possible. throw everything at the wall, see what sticks, see what is the way forward. And they all believe that it will converge at this point where we have.
computers on our faces. I mean, that's the CES story right there. That's the CES story. Like, just pick a thing that maybe will happen in a decade and let's try some weird stuff about it. Yeah, basically. I love that. I will remind you, of course, of my chart of whale bullshit. Do you know about the chart? Two axes. One is utility and one is fiddliness. And you need to have vastly more utility than fiddliness or your failure. And face.
is like a minus 500. If you put something on your face, it has to be so useful. It does. But I also propose that we actually visualize this graph. And every single time I do a wearable review, we have the graph in here. We can do this. AI can do this for us. AI can do this for us. It will be lies. It will not be accurate. When I take briefings, I can go, okay.
Here's the Verge-approved graph. Please point to where on this graph your product is. That would make my life so much easier. I'm just saying. I'm correct about this. I think Joanna stole this in the journal recently, so now we have to take it back.
Okay, last thing I want to talk to you about. We have to quit. We've gone way over. We need to let these poor people go. We'll hang out after, but let's end the podcast and go hang out with these nice people. I just wanted her to talk about Marumi for one second. No, you can't. It's not allowed.
There's a weird robot that just hugs you. It's like a hugging robot. Go find the hugging robot. Go find the huggy robot. All right. There's the title of the episode. Thank you all for joining us. We have gone way over. It's wonderful to be here with you. Thank you. Delta for bringing us Brooklyn Bowl, which is amazing. Just like looking at my giant face next to our logos on Rolling Alley screens this whole time has been delightful for me. My ego is very healthy. I appreciate all of you.
Frame TV owners, we can get a drink in a corner and really work through it. That's it. That's Verge Cast Rock and Roll. And that's it for the Verge Cast this week. Hey, we'd love to hear from you. Give us a call at 866-VERGE-11. The Vergecast is a production of The Verge and Vox Media Podcast Network. Our show is produced by Liam James, Will Poore, and Eric Gomez. And that's it. We'll see you next week.
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