Nick Martell

So Yetis, looks like Google is zucking Zuck's playbook here.

They're partnering with an existing proven cooler glasses brand.

But there's one big difference.

Google is developing AI glasses with three different eyewear companies at the same time.

Get this.

In just the last year, Google has partnered with Warby Parker, the $95 accessible glasses company.

And they're also developing smart glasses with the startup Gentle Monster.

Which sells $300 fashion forward frames.

And now Google's got a smart glasses deal with Gucci.

Probably $700 if we had to guess.

This is top of the line.

I mean, Jack, that's the whole consumer spectrum.

Google now owns the entire smart glasses price ladder.

Because they're following the same strategy they did with Android.

Yes.

Android powers high-end Samsung phones, Pixel phones, Motorola phones, and low-end Chinese phones as well.

Besties, it's just like they did with Android.

Google is trying to be the operating system of everyone's eyeballs, no matter the size of your wallet.

For our second story, America's most famous venture capitalist just funded MTS, a 24-hour livestream news-ish show on X. And the key bet Andreessen is making is that banks will watch CNBC, tech companies will watch this.

Yetis, remember just a few weeks ago, Jack and I told you the story of how OpenAI acquired a tech podcast for a reported 200 million bucks.