Ian Grunert

Many of the advertisements were defaced by the New York City public.

To the degree that there was a picture I saw of someone went as the friend.com advertisement for Halloween.

So they printed up a sweater of the friend.com advertisement and handed out Sharpies so people could deface their Halloween costumes similar to the ads in the subway.

It is an AI companion.

It is a

$129 pendant that has a microphone in it that connects to your phone and it uses the microphone that could have just been the microphone in your phone but isn't for some reason to send messages to an AI companion which can respond to you by sending you I think it talks through the phone to you so it is kind of

AI chatbot psychosis as a service or something?

Right.

Jewelry.

That's a one year prediction.

But yeah, I mean, they're not going to get to 10.

The three year would be that I'm pretty sure this company is going to flame out.

But yeah, the one year is that this ad campaign does not really move the needle for them as a company.

bay area people are rule followers to a much greater degree oh yeah this is a new york phenomenon oh yeah yeah no no i i i love the i love the rebellion here um and then do you have uh give some three years here yeah so for the three year i i was thinking about the um windows 10 end of life and the flames of the year of the linux desktop um

And my three-year prediction is kind of an anti on that, where the prediction is Windows is still above 90% on the Steam hardware survey as of December 2028.

Okay.

I think that it's, well, here's the thing.

I think that Linux has gone from less than 1% to over 3% on the Steam hardware survey in the previous six years.

driven largely in part by Steam first-party hardware, so the Steam Deck in particular, but also just Linux usage in general has gone up.

I think the Linux usage is going to go up in the next three years, but I still think that Windows is going to remain pretty dominant within that hardware survey.