Rachel Warren

And then there's this

display on the lens.

They don't actually do heavy computing.

The idea is that it's going to stream a live video feed of whatever you're looking at via Bluetooth to your phone so that Gemini acts as like a real world visual assistant.

There's a lot of questions about the battery life, the frames overheating, the privacy nightmare as well.

So I think there's a

bit of design and social flaws perhaps that still have to be explored.

I don't think this is where we get the consumer on ramp to AI.

So I'm actually quite skeptical about this particular hardware edge.

I guess we'll see what that looks like, though, in the next couple of years.

The big takeaway for me is the AI landscape, it's not heading towards a winner-takes-all monopoly.

I think what we are going to continue to see is the fragmentation of the space into specialized territories with every player playing to their own kind of specific strength, right?

I mean, we've been talking a lot about Alphabet today.

Their advantage is the sheer distribution they have.

They have an unmatched flywheel.

They're weaving Gemini into Search, Android, YouTube.

They're winning in that passive consumer lane, especially with people that don't care about AI models.

but maybe they just want to use their phone or their search bar to get smarter results and outcomes.

I mean, you think about OpenAI, right?

They have the agility, the developer mindshare.