Friedberg

It's like Samson.

It's like Samson.

He does not give a F. I want to be clear. I think these glasses are going to be successful. My only comment is that I think that when you look back 25 and 30 years from now, and say that was the killer AI device, I don't think it's going to look like something we know today. That's my only point.

He does not give a F. I want to be clear. I think these glasses are going to be successful. My only comment is that I think that when you look back 25 and 30 years from now, and say that was the killer AI device, I don't think it's going to look like something we know today. That's my only point.

And maybe it's going to be this thing that Sam Altman and Johnny Ive are baking up that's supposed to be this AI-infused iPhone killer. Maybe it's that thing. I doubt that will be a pair of glasses or a phone or a pin.

And maybe it's going to be this thing that Sam Altman and Johnny Ive are baking up that's supposed to be this AI-infused iPhone killer. Maybe it's that thing. I doubt that will be a pair of glasses or a phone or a pin.

I really resonate when you talk about voice only because I think there's a part of social decorum that all of these goggles and glasses violate. And I think we're going to have to decide as a society whether that's going to be okay. And then I think when you go trekking in Nepal, are you going to encounter somebody wearing AR glasses? I think the odds are pretty low.

I really resonate when you talk about voice only because I think there's a part of social decorum that all of these goggles and glasses violate. And I think we're going to have to decide as a society whether that's going to be okay. And then I think when you go trekking in Nepal, are you going to encounter somebody wearing AR glasses? I think the odds are pretty low.

But you do see people today with a phone. So what do they replace it with? And I think voice as a modality is... I think it's more credible that that could be used by 8 billion people.

But you do see people today with a phone. So what do they replace it with? And I think voice as a modality is... I think it's more credible that that could be used by 8 billion people.

or a night when we were playing poker, and I've never used it again since.

or a night when we were playing poker, and I've never used it again since.

I think that's the key observation. I really agree with what you just said. It's this, it's this idea that you're just you're liberated from The hunting and pecking and tapping.

I think that's the key observation. I really agree with what you just said. It's this, it's this idea that you're just you're liberated from The hunting and pecking and tapping.

And they can respond. So now this is the behavior change that I don't think we're fully giving enough credit to. So today, part of what Jason talked about, what I called anxiety, is because of the information architecture of these apps. That is totally broken. And the reason why it's broken is when you tell an AI agent, get me the cheapest car right now to go to XYZ place.

And they can respond. So now this is the behavior change that I don't think we're fully giving enough credit to. So today, part of what Jason talked about, what I called anxiety, is because of the information architecture of these apps. That is totally broken. And the reason why it's broken is when you tell an AI agent, get me the cheapest car right now to go to XYZ place.

It will go and look at Lyft and Uber and whatever. It'll provision the car, and then it'll just tell you when it's coming. And it will break this cycle that people have of having to check these apps for what is useless filler information. And when you strip a lot of that notification traffic away, I think you'll find that people start looking at each other in the face more often.

It will go and look at Lyft and Uber and whatever. It'll provision the car, and then it'll just tell you when it's coming. And it will break this cycle that people have of having to check these apps for what is useless filler information. And when you strip a lot of that notification traffic away, I think you'll find that people start looking at each other in the face more often.

And I think that that's a net positive. So will Meta sell hundreds of millions of these things? I suspect probably. But all I'm saying is if you look backwards 30 years from now, what is the device that sells in the billions? It's probably not a form factor that we understand today.

And I think that that's a net positive. So will Meta sell hundreds of millions of these things? I suspect probably. But all I'm saying is if you look backwards 30 years from now, what is the device that sells in the billions? It's probably not a form factor that we understand today.