Dave Lorenzini co-founded Keyhole in the early 2000s, sitting on $25,000-per-square-mile satellite imagery and a team of SGI engineers who could visualize it. He opened a backdoor to that archive, built something that barely survived, and then got a break when CNN agreed to air it during the Iraq War in exchange for a name in the corner. Five million users in a month. Sergey was one of them. A few million dollars in VC funding became Google bankrolling $500 million a year for the last 25 years — building Street View cars and everything else that followed.From there, Glass. From Glass to Quantum Studio, World Agent, and 4D ID — a new geocode standard to give LLMs and autonomous robots a shared frame of reference with the physical world. Dave's thesis: maps are outdated the day they're published, and the real job now is building spatial intelligence systems that take in all-source inputs and make real-time decisions. The moment to watch for? When an LLM like OpenAI or Anthropic acquires Mapbox.AI XR News: The OpenAI vs. Musk trial continued with damaging testimony from Mira Murati and Greg Brockman. Anthropic struck an unholy alliance with xAI's Colossus compute. GameStop bid for eBay. Colin Angle is back with Familiar, an AI robot pet. Coinbase cut staff. Ask.com finally died. VRChat hit 100,000 concurrent daily users in Japan.Key Moments:[00:03:34] AWE Long Beach in 30 days: Dave on the board, Snap glasses expected, 400 speakers and 250 exhibitors[00:20:10] 30 AI glasses coming: why the near future belongs to audio-first, AI-powered smart glasses[00:25:34] Keyhole origin story: satellite imagery, $25K/sq mile, Sergey Brin, and a $500M/year acquisition[00:37:30] Google Glass, Luxottica, and why Google blinked when it could have been 10 years ahead of Meta[00:40:00] XR vs. rockets: why building for the human brain is harder than getting to MarsBrought to you by Zappar, the company behind Mattercraft — the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io. Subscribe to the AI XR Podcast wherever you listen to podcasts. Watch the full episode on YouTube: https://youtu.be/weNANIIo7EASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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