transcribe

Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN

TBPN · 31m · transcribed 5d ago
More from TBPN Business
𝕏 Share ▶ YouTube 📥 PDF 🤖 .md

Section Insights

# 0:00

MetaConnect Keynote Overview

What were the highlights of the MetaConnect keynote?

The keynote was well-organized, featuring tight pacing and successful live demos. Zuck avoided previous pitfalls by not using a wake word that could trigger devices unexpectedly. The overall presentation was engaging and showcased significant announcements.

  • The keynote was clear and well-paced.
  • Zuck successfully executed live demos without mistakes.
  • Avoiding the wake word prevented chaos during the presentation.
  • Live demos are crucial for demonstrating product capabilities.
# 6:19

Infrastructure and Product Distribution

How is Meta addressing the demand for AI products?

Meta is building infrastructure to support AI products and is focused on educating users about their features through advertising. The challenge lies in the rapid evolution of AI capabilities, requiring constant re-education of consumers.

  • Meta is investing in infrastructure to meet AI demand.
  • User education is essential for AI product adoption.
  • AI capabilities change frequently, necessitating ongoing consumer updates.
  • Successful distribution relies on clear communication of product benefits.
# 12:39

VR Glasses Development

What are the key features and challenges of the new VR glasses?

The new VR glasses are priced at $1,300 and weigh 100 grams, which is lighter than previous models. However, there are concerns about the price point compared to the goal of making VR accessible and affordable for mass adoption.

  • The new VR glasses are lighter but still expensive.
  • There is a historical push for lighter, cheaper VR headsets.
  • Mass adoption requires affordable pricing and developer support.
  • The product aligns with user desires for improved VR experiences.
# 18:59

Hologram Calling and User Adoption

What are the prospects for hologram calling technology?

Hologram calling is seen as a cool innovation, but its success depends on widespread hardware adoption. The challenge remains in creating a network that encourages users to invest in the necessary devices.

  • Hologram calling technology is innovative but faces adoption hurdles.
  • Success relies on selling millions of devices to create a user base.
  • Existing communication methods are easier to adopt than new hardware.
  • The technology's appeal is contingent on user willingness to invest.
# 25:19

Muse Product Reception

How is the Muse product perceived in the market?

The Muse is viewed as a cute, tech-enabled product that stands out from traditional tech aesthetics. While it may attract initial interest, its long-term usage may be limited, serving more as a marketing tool for Meta.

  • Muse is perceived as a fun and appealing product.
  • It may not sustain long-term user engagement.
  • The product serves as a marketing strategy for Meta's core offerings.
  • Initial popularity may not translate to lasting utility.

Transcript

0:02 MetaConnect yesterday. Zuck likes going late. He 400 PM Pacific, 700 PM Eastern for the keynote. >> Well, because he wanted to roll straight from the keynote into some beer punk. >> Oh, that's true. We will get into that big hot debate on the timeline over his beer pong strategy. But, really, really tight keynote, very well organized, very clear, didn't overstay its welcome. Did three live demos last year. there was a hiccup with a live demo Wi-Fi and I believe Bos triggered everyone's agents by using the wake word. So this time he deliberately stayed away from using that wake word and used like the name of his agent. So he didn't cause a lot of chaos in the in the dome or in the in the studio wherever they were. But bunch of great announcements, really good pacing, really tight onehour keynote. And it it was it was fun watching Zuck like sort of do the live demos and be like one down like this is high stakes. Like it was clearly high stakes for him but he got through it all. No mistakes.

1:04 >> Yeah. He had a funny line. He was like and we love live demos here. >> Yeah. It's funny cuz like he totally could just not do live demos but he like wants to so it >> I think you need to. >> Do you? >> I think you absolutely need to. People have bought so many random hardware devices that haven't met expectations. >> Yeah. And I guess there was >> hardware. If you want people to buy it, you have to do a live demo.

1:26 >> Yeah. There was a there was a demo of a Gemini model running like two years ago that was like sped up in post and and and that faced a lot of criticism and so I think yeah just demoing things as they are available in the real world is is very valuable. And I think in general like the thesis for the products was like meet people where they are delivering tomorrow's technology with today's constraints and that's just what I kept seeing as a theme was like what do people want and of course the best it basically created a huge dichotomy between like the the the crazy super intelligence RSI ASI Poom Xrisk crew and then just like Muse it's a helpful agent. Nirage Agarwal summed it up well. Anthropic marketing.

2:14 We built a god only we can control and gave it a wet lab. Muse marketing. Hey girl, I know you have dozens of unpaid parking tickets. Let's get that cleaned up. And it's it's funny because it's it's actually working. I think that if you went back to a couple months ago, the consensus was like popularity of AI is turning. It's deeply unpopular. you need to just be quiet or not lean in or just like apologize like what a lot of the lab leaders are doing just being like, "Yeah, it is bad. I'm sorry." But Meta has taken a very different approach. They're not fear-mongering.

2:50 They're just like, "It's cute. It's lovable." And and they actually are successful. I mean, the New York Times yesterday, Jensen and Ezra are duking it out over like X-risk and and acceleration. Do we need to slow down? Meanwhile, the New York Times published like a a really positive review of Muse. They like they love it and like they're a tough cookie to like win over basically. So, success there. And it's interesting because it's been there's been a few strikes for Meta over the past two years. the vertical AI slop app Vibes quickly disappeared. I don't even know if it's available anymore. It might have been quietly shuttered or tucked behind a couple different tabs. the core meta chat app that was sort of just like a Gemini a chat clone. I don't think that ever really took off.

3:37 >> Over over the last year, you have massive spending clearly massive focus from Meta, but the strategy was at most times completely incoherent. >> It was scattered. >> It was not legible to the markets. It was not legible to do industry. Yeah. You had nothing, you know, Muse code. You had them buying and then having to undo the Manis acquisition. you had >> the meta vibe. The first thing and again this this was an unforced error. The first thing that they did >> post the whole talent raid was release like the short form slop video app which wasn't even >> it was midourney.

4:15 >> Yeah. It was basically a midjourney rapper and we and everyone was like okay like this doesn't align to the to what you're putting out which is this like personal super intelligence narrative. And so really yesterday like everything felt like it came together really nicely, right? Tying in all all the hardware investments, tying in personal making personal super intelligence feel a bit more real, right? Totally. AI that that hustles for you. I think I think that's smart positioning. but it really felt like things came together for the first time. Totally. And I wouldn't necessarily go so far as to give them full credit as like if you were really gonna give them full credit for like this was the master plan all along, then there's a bunch of other stuff you wouldn't have done unless you were just trying to confuse the market.

5:04 Yeah. >> If you're trying to just confuse people, are we doing coding? Yeah. Are we are we doing, you know, a knowledge work harness? Are we doing short form slop? And and so I think it was >> you're not giving him the benefit of the 4D chess. >> No. Okay. >> No. No. No. but >> going out razoral credits 40 razor >> total credit to them for like figuring out how all the pieces connect together. Yeah.

5:27 >> And then putting that in a one-hour presentation that actually like makes sense. >> So what are the pieces that come together? Why does it make sense for Meta's business? Why are they seeing success here when the models haven't jumped to the frontier? the benchmarks have always been a little there's been a lot of confusion on are they going to sell compute sell tokens sell you know go after the coding market desktop agents all these different things that they were testing this seems to be working and I think there's sort of four key points that come together to make this make sense so first is like they have scaled and secured systems for years WhatsApp encryption is a great example they have a lot of compute and so they can offer a VM for millions of people that is secure and also well resourced. and they won't be losing sleep over cost because they already have a lot of the compute built out and the question was like when will the demand come? Are those are those GPUs sitting idle? Are those is that infrastructure getting used efficiently? They're building a lot more of it. do they need to? Well, they got to find a product to actually distribute all that through and it seems like they have. two was they have the distribution to continually educate people about features and benefits of Muse through big ad placements across the family of apps. I think that there is the there is the world where they've been able to funnel what like half a billion people over to threads. It's not a particularly differentiated app.

6:54 Obviously, it's a different different community and it's and it's done well, but the it's a different challenge because with threads you can just show someone a text post. People know what that looks like. It's more content. They go over there. job's finished. Once you show someone, all you need to show is that their community exists over there. They're scrolling Instagram, watching basketball highlights, and you say, "Hey, there's some basketball commentary going on in threads." You hop over there. With all the AI agent products, the capabilities change so rapidly that you have to re-educate the consumer on what it's capable of. Like, can it actually deal with parking tickets?

7:27 Like, if it can, you need to confidently tell someone that. And that capability might change. It might it might not work one week and then the model updates and then all of a sudden you can do that the next week. And so Chad GPD came out and it was like it can answer Google searches, it can do your homework. Then it was like it can write some code and there's this constant like re-education of the community obviously the early adopters the enterprise the business the startup community tests everything but consumers don't. Consumers just they they need to be told the new iPhone has an ultrawide camera. The new iPhone has Mmoji. Even though Mmoji was not a wildly popular feature, Apple told everyone what it was. We know what it is. Everyone sort of knows that that concept because they ran billboard campaigns and Meta has the ability to actually go and tell everyone what Muse is capable of and run an ad campaign across the whole platform to get people back up to speed on the latest and greatest feature. the third is that no one needs their >> says deal quote deal with parking tickets. Hack me out of it then we are talking.

8:34 >> Well well no so so the thing is is that they are behind on the frontier. They're they're they're not dominating all the benchmarks but it actually doesn't matter because no one needs their personal AI agent to solve the Millennium Prize math problem or secure their enterprise infrastructure from cyber attacks. Like that's not a requirement. The model is definitely good enough for a lot of this. They obviously will increase the model and and the capabilities, but it's not it's not what consumers worry about.

9:02 Consumers don't care about benchmarks. They don't understand them. The benchmarks are often hacked or or not indicative of the feel of using a model. And so, it it leans into the capabilities. They have near fear near frontier intelligence. They have good enough intelligence. And so, if it's good enough to do this, you just roll out the capability. And the harness is what matters. the integration, the distribution, that's what matters. So, they they did they actually didn't launch watermelon. They've been teasing that for a while. There's been some leaks. It totally could have happened here, but they made the decision to either not rush it because maybe it does just need more time, but also even if it was ready, I don't think they should have launched it here because Metacon's not for that audience. They they don't care. Yeah. The >> watermelon might scare people.

9:46 >> Yeah. Yeah. Yeah. You probably don't want it to be too powerful. and then fourth, they of course already have a business model that's heavily aligned with this type of use case advertising. We've talked about this idea that brands would love to sponsor agentic workflows. You open up a personal AI agent and it says, "Hey, you know, the new Nathan Fielder movie is coming out in a couple months. I saw that you were scrolling reels. You seem to be a fan of this. You shared the movie trailer with your friend. Do you want me to get tickets, text some of your friends, share it on WhatsApp, share it in your Instagram DMs, and actually make that happen? Send a calendar invite, do everything necessary to take care of that. And I think movie studios are just one example of a business that would happily pay for placement, for extra attention around that particular workflow that they can monetize through the traditional pathway. And then, of course, like small businesses will buy pixels anywhere. So, you know, if you open it up and there's a full bleed ad, like that's fine and people will pay for that. So, >> yeah. The other kind of examples I get pretty crazy is your personal agent, for example, knows that you have home insurance that's set to renew in 3 months and it's like, do you want me to go get three competing bids before we renew?

11:03 >> And it's like, yes. Right. And that that's like a opportunity for for some type of paid placement as well. >> For sure. So, the vibes, not the app, but the actual vibes at Meta internally. How are the employees feeling? I feel like this is a turning point. I feel like if you're at Meta, you're like, "Okay, finally there's a thing to align around. We have a strategy. As long as I do something that's in in in support of Muse and what's going on with the personal super intelligence mission that the CEO and founder has laid out, I'm good. Even if I'm on Facebook Marketplace team and I feel like I'm going to get steamrolled because of the Nikita Beer take that everyone's going to be negotiating and lowballing on Facebook Marketplace." Well, the Facebook Marketplace team, they can say, "Okay, well, now we're going to build tools for sellers to make that not annoying." And so, there's more work to be done and it's more aligned with the overall mission. The vibe should be good. At the same time, The Verge ran a story that said the Verbs the the Vibes are internally way off still at Meta, that people are upset about the scattershot nature of the approach, that they're they're still reeling from like the metaverse misadventures. But I I feel like that was that was like the last hit piece you could write about Meta and I think things >> hard to be feeling that bad when the stock's up 38% in the last month.

12:17 >> Yeah. And so I think I think it's pretty pretty easy to align all the efforts across what's happening personal super intelligence and even if you were on like the glasses team there's a whole narrative of like well you were trying to build VR you came you were in the division that was building the cool Oculus stuff. It's evolved and now it's kind of just a GoPro on your face. There's been some negative, oh, these are just for, you know, people to spy on each other, blah, blah, blah. But now they even have a version without cameras and it's very aligned to what the users want. And so the the the the the topline hero initiative, even if you're like just on the glasses team and you're like, oh, like they're building the data center and that's not really anything to do with me or they're working on a coding model and like that's not really relevant to like getting more people to wear the Oakleys or or the Metaray bands. well now now you are aligned now you are on the same team you're sw you're rowing in the same direction and so I would expect the vibes to to get better I I I think and yeah this is all good news super reflected in the timeline but I'm even more excited about the VR glasses that was the highlight for me it was the one more thing I was hoping that we'd get a new VR headset last year we didn't and no one was speculating that this would drop this year but it did and it's very very cool. So the headline is 1,300 bucks VR glasses. It's 100red gram which is the the weight of a pack of deck of cards. if you go back John Carmarmac was the Cto of Oculus working with Palmer Lucky. He came into Meta through the acquisition. He's the creator of Doom. Legendary computer scientist now running Keen working on AI. He wound up leaving. very very disappointing to not have him realize his his vision there at the company and he had been pounding the table at Meta.

14:09 and actually there were some leaks and there was like oh this is like a source of frustration because his goal and his mission was to get to 100 grams for the headset very light at $100. He said it needs to be cheap and light and then it can go everywhere then you can see mass adoption and then you'll get the developer ecosystem etc. obviously $1,300 is not $100. There's been a lot of inflation, but not that much inflation. but it is half the price of the Apple Vision Pro.

14:38 Basically, you're in a more accessible territory. >> Half the price of spec. >> Oh, yeah. It's half the price of specs and it's I think it's less than 1% the price of a Ferrari Luche. So, y there's that. If you're if you're in the market, you can just put that on and imagine that you're driving a electric Ferrari. >> The glasses and the car sound the same. >> Oh, yeah. Yeah, they're both very quiet, but he but he pitched it as three key things. It's a cinema, it's a workstation, and it's a gaming console.

15:04 You can play VR head VR games on it. I >> So, I almost felt like they were listening or just like same line of thought as Ben Thompson because they're rolling out a bunch of like a hundred experiences. It sounds like a year. >> Yeah. >> Where you're going to be able to get some entertainment, live entertainment value from your headset >> and specifically sports. >> Sports sit anywhere in the stadium. >> Yes. Yeah. Yes. Yes. and you can pick your seat. And I don't think they will be doing the crazy frenetic editing or the cut downs. they have a great deal with UFC, obviously. Dana White's on the board. but it seems like they also rolled out partnerships with so many other leagues to get that there.

15:41 they also put the the the compute and the battery pack on a on a on a puck that you wear on your belt. I love that design. It was very controversial, very unApple when Apple Vision Pro did it. And everyone was like, "Steve Jobs never would have stood for this." Well, like that's the reality of the technology. It doesn't make sense to put a battery on your face and so put it on put it in your pocket. I've never had a problem with the way the Apple Vision Pro works with the tether. and they did a good job in the in the promotional videos of like hiding the puck like you can't even see it there. So they're clearly aware that you want to forget about it and I think in the best case you actually can. So very good there. The >> other other dynamic tabletop typing.

16:25 So, if you have a flat surface in front of you, >> bad >> bad >> bad. No one wants to do that. >> G says it's insane. >> I don't think I don't think it'll >> I trust him with my light. >> Okay. Okay. Maybe >> I I I think people will either connect this to a to a computer and just be using their computer or they'll just be using voice. I think that that's like a half measure like the writing. And I think I think it won't be it'll be 99% of the way there. So, in a demo you'll be like, " this is pretty good." But if you're thinking about actually wearing this for work hours a day, you'll be like, "Yeah, let me get a $20 keyboard." It has tactile feedback. Like you can actually feel the keys the keys move. I don't know. It's good that they did it. Like it it it's clearly cool. It's possible. and especially if you're in a situation where you can't bring a keyboard or a laptop, like that makes a lot of sense.

17:18 That is a glimpse into the future. I would be surprised if that has if that's the dominant input like way people input stuff. They'll either just talk to it because the voice models are good or they'll be locked in at a computer with an actual keyboard. just an awesome this is an awesome step forward to you know humanity living inside a world owned and controlled and monetized by Mark Zuckerberg >> instead of trying to purely position it as like this entirely new thing metaverse that you live in and VR and everything's immersive and full like immersion instead you're like this can replace your triple monitor display and you're like you know what I was in the market for a triple monitor display it was going to be two grand across three monitors why don't I pick up this instead and if they can deliver on that. I still think this might be V1 and and it might be the second one that that actually gets the breakout success and really broad adoption. The >> Yeah, he did say this is a glimpse of the future and anytime you hear that, you're kind of thinking, okay, like I'm going to get some cool demos. It's not going to be dailying it.

18:19 >> Yeah, I mean it'll take take a while for the ecosystem, but it was the same thing with the iPhone. like the first iPhone didn't have an app store, didn't have 3G, but it kicked off the beginning of of a big revolution, and this feels like it could be that. Also, the the pixel density, they haven't shared the exact specs. It feels like it might be 5K per eye, which is about 53% about half as much as the Apple Vision Pro. So, there's a there's a world where in six months we're talking about it's still not that high fidelity to actually do work on for a full day. A lot of people are running 5K for a single monitor that's only, you know, in this much of your vision. You're talking about 5K spread over your full field of vision could be a little bit of a setback, but I think that that is something that definitely gets resolved on the next iteration. because the display technology, >> what do we think about hologram calling?

19:11 >> I think it's cool. They they did legs in VR. It's very difficult to do legs in VR. Boss took the victory lap on that and I think it blew people away. I think it's cool. I think I I did an Apple Vision Pro call with someone who got one the same week. it didn't really it never really took off because there was never a broad install base. It's all it's all based on like do they sell millions and millions of these things.

19:36 it's always been hard for for Facebook to develop like a new network that requires hardware distribution. It's much easier to to go from a friend in real life to we're texting each other, we have each other's emails, and then we're also sending Instagram reels to each other on DMs. Much harder to be like, "Oh, did you get the device?" "Oh, I no, I don't have it. Oh, I don't have it set up." but of course, you can you can portal into someone with a with just WhatsApp or or or anything else.

20:07 So, does seem good. There's one thing that is 100% sure, which is that you will be buying these and I will not. >> That is 100% true. let's go through the timeline, react to some of the reactions. Mark German loves it. He says they're incredible. Half the price of the Vision Pro, 16th the weight, external pack. He's stoked on it. What else is going on? They launch in spring 2027. The interface is basically the same as the Vision Pro, but it has an absolutely bonkers tabletop virtual keyboard that blows the Vision Pro keyboard out of the water. Yeah, cuz the Vision Pro keyboard like hovers there.

20:44 You're not supposed to really use it. It's a terrible keyboard. what else is in here? I underestimated Zuck's game. Ryan says it's a hearing aid. You can't tell me I can't wear my metag glasses anymore or else you'll be going against ADA, the Americans with Disability Act. That is sort of crazy that there's all this backlash to smart glasses. Maybe there will be a next wave of like restaurants and bars that say no, you can't wear those there. But if you say no, it's my hearing aid. You can't that's some that's some 4D chess.

21:16 Are you giving Are you giving Mark Zuckerberg the benefit of AAM's 4D razor on this one? >> No, I just think it's I think it's cool. >> I think it's just cool and independent. I don't think it's actually >> cool looking >> pair of I was meeting meeting with a an older friend the other day and his hearing aid setup was like this like you know it seemed like kind of clunky and if he could just throw on he was wearing glasses if he could have just thrown on a >> pair of glasses and be like cool I'm I'm in business that would have been awesome. So I think again what many people forget about glasses is that smart glasses are way more appealing if you have a need for them outside of just wanting smart glasses. So, if you just want, you know, if you need help with your vision or you need help with your hearing, I think these are going to have much stronger product market fit.

22:01 >> Don't you think if you're wearing if you're wearing camera glasses, VR or AR, you know, Meta Ray-B bands, and it has a camera there, it should be it can see your hands, right? It can see your elbow. So, if you were playing beer pong, it could tell you, "Hey, back up. You're going to lose a point." It could go to your agent and and kick off an agentic workflow to schedule you with a professional beer pong coach.

22:26 Have them come to your house and do hours and hours of drills so that you never make that mistake. So is this vapor wear if it if it didn't happen because we saw Mark Zuckerberg get caught with his elbow over the line >> table beer beer pong. I just don't understand why glasses, smart glasses CEOs go out in public without wearing the smart glasses. >> Oh, he's not wearing them. >> And it's like Evan, Evan is doing interviews all the time without, you know, wearing, you know, >> speaking, you know, at places like Sun Valley not wearing the glasses. Zach is, you know, all the time out in public doing things not using the glasses. I mean, they they make clear versions of them, right? So if if the glasses are if the product's so good and everyone should buy them, shouldn't you have them on at least half the time that you're out socializing?

23:16 >> I personally think if if you see Jensen at a conference, he should be having an NVL72 in a backpack. He should have a rack and he should be carrying it around. No. I did notice so he was wearing a very special watch and everyone's obsessed with Mark Zuckerberg's watch collection. He always debuts a new unique piece every time he's on stage. But I think the watch thing it's getting a little old. I would like to see him get into cars a little more. And I'd like to see him drive on to on stage on like you know a Gordon Murray T50 >> and do and burn and do a quick burnout.

23:51 >> Quick burnout. Yeah, exactly. Something to show that he's not a he's not one-dimensional. no, my hot take about this beer pong elbow violation is I don't care about these. I think that people who play beer pong and worry about elbow violations are pedantic and annoying. And I think that it violates the spirit of the game. So, I think that there's no problem with this at all. I think if you're the type of person that's like, "Oh, you you put your elbow over your nerd and you're not having fun and you're ruining the fun for everyone." And it doesn't actually make that much of a difference whether you threw from two inches forward or two inches back. It's >> I mean, it does make a difference, John.

24:32 That's the difference. But but but spirit like the gentleman the gentleman is not. You might address it if it's habitual. Clearly >> Shane is bringing Shane is bringing up the bunky in the chat. I think Zuck is going to have to get a proper setup. Get down in the bunky. Spend two, three years in the bunk. Beer >> punk. Okay. Yeah. I don't care about it. >> I think cheating is wrong. >> Oh, okay. You You hold the line.

24:59 >> Law and order guy over here. I'm just blating. >> We got to talk >> charm. Got to talk about the charm. >> Oh yeah, the charm. The charm. The Tomagi. >> So, this was added second. Mike Isaac says, "Mark does a one more thing with a new hardware device AI agent called Muse Charm. Voice activated and palmsized. Out in time for the holidays. This feels super smart. People already think Muse is super cute. It's it's a tech enabled labu basically >> which is extremely popular. like the most dominant consumer product of the last couple years. And so, it's it it's distinctly sort of like outside of the tech bubble. The the the quirky Laboo is is is not like the refined edge of like a Cyber Truck or even an Apple product, but Meta has been sort of not blinded by the the the the clean aesthetics and instead they're like, "Yeah, this is just a cute, fun thing."

25:55 And so, people will actually like this. They know what people like. So, >> Avi Shiffman over at Friend responds, "The market has spent billions trying to compete with me, and I'm still winning. >> Let's go." >> that is the right attitude. >> that being said, I don't see people really using the Muse charm that much over over time. Like, I think it's like a fun I think it's a fun kind of like toy gimmick thing, but I think it's the kind of thing that people get. It's funny. It's worth doing for meta because it should be >> Yeah, >> but it'll still be on the phone% of the time, but >> yeah, it'll be it'll be it'll be viral.

26:34 You can talk to it. >> I like these these like narrow oneoff hardware devices for like one interaction. Also, it's just like it's a it is a it is a more wide open space for them to sort of try and come into devices start like you have the glasses then you get this and it's like slowly they're eating into more of the device footprint in people's lives even if it's at the >> and again I I would expect them to sell this just at a loss. It's like good marketing for the core product which >> do we have a price? I don't think we do yet. We don't have a price yet, but this feels like something that at most you price at like $99, but probably he tries like again he's selling a lot of hardware at negative.

27:17 >> People are going to wear this as a watch potentially like you're going to wind up with the the AP swatch thing, right, where people wrap this >> for your most swagless friend. >> what's going on with Australia and OpenAI? Tyler, you dug into this. So Jordy shared like the highlevel news which is that as part of like the hugging face rogue AI agents going all over looking for everything on the internet that Australia had been hacked.

27:48 But what actually happened here? >> Yeah. I mean I think a lot of the details are still not like fully revealed. The Australian prime minister was like really up in arms like oh they hacked and they didn't tell us for for you know weeks on end. Yeah. >> Yeah. >> But they're just like not listed anywhere and then the agent like found those. >> And so they're saying like, "Oh, they hacked into us, but you know, there's no like real personal identity revealed at all."

28:19 >> and like these are they're private in the sense that like you can't just like Google search for them. >> Navigate them. There's no link if you just click a button. But if you >> but if you're scraping Yeah. If you're doing some kind of more >> I have a funny story about that. In 2012, I had a buddy who was you know I don't know hacker hacker-ish software developer not not actually like hacking into things but just capable with with computers. And he he was scraping the I think it was maybe Boston Dynamics but it might have just been like a humanoid robot company at the time. And there was a there's a tool where you can go and get like a list of files and URLs on a server.

29:00 you can just ask for it as a web crawler. You don't actually need to you know click through all the links and look at the HTML. You can just see what does this server actually have? Let me go browse it. And one of the images was like a artist rendering of the humanoid like with a gun like full like murderbot mode that never made it to the to the like publication. It was never like yeah we're going to do that because it was like we're still in friendly mode. We were like wow like that's that's wild. So this I mean this stuff has happened you know years ago. and so not quite a hack but certainly hacking equivalent of elbows over the table.

29:35 >> Oo yeah I think that's accurate. Bentley's first electric car is set to be half the price of the Ferrari Luche. The launch of the luxury car makers Torcal SUV is aimed at younger and firsttime customers. What do you think? Are they over their skis with an EV at a time when people are sort of moving away from it or does it work for this particular luxury SUV buyer? >> Well, I don't think we're going to be seeing a lot because Bentley is just not selling a lot of cars right now. But yeah, >> I think the car looks great, minus the grill.

30:11 >> Instead of recreating the V8 engine noise, the EV has a propulsion sound handcrafted by musicians with a unique blend of sounds from percussion, crystal glass, birds, and the tapping of leather. So, as you drive it, it sings you a song. The Volkswagen owned luxury brand said it had also completed a $350 million investment to design and build the Torqual at its plant in Crew, bringing the total investment in the UK automotive sector to more than 1 billion. The EV launch comes at a challenging period for Bentley as it struggles with slowing demand in China, fallout from Middle East conflict, higher US tariffs. As with the broader VW group, Bentley has slimmed its workforce as profits and vehicle deliveries have declined. It's serious.

30:55 We have to bring back the competitiveness. We have to be quick. We have to work harder. You can hear this is the sound it makes when you drive it. I suppose you hear the Oh, it's the finger on the edge of the glass. Can you hear that? Was there anything else we need to talk about? Congratulations to Huberman Lab. Andrew Huberman is number one on the New York Times bestsellers and advice, how-to, and miscellaneous for protocols, an operating manual for the human body. You can go pick it up everywhere. Books are sold. Tyler's going to do it. Leave us five stars in Apple Podcasts and Spotify. Sign up for our newsletter at tbpn.com and we'll see you tomorrow. Bye.

Summary

MetaConnect featured Mark Zuckerberg's well-received keynote, showcasing new AI products and hardware, particularly the Muse AI agent and new VR glasses. The event highlighted Meta's shift towards a more coherent strategy, focusing on user-friendly technology without fear-mongering, and emphasized the company's ability to educate consumers on new features.

- Zuckerberg's keynote was tight and well-organized, featuring live demos without technical hiccups.
- Meta's strategy emphasizes meeting consumer needs with practical AI applications rather than competing on cutting-edge benchmarks.
- The Muse AI agent is positioned as a lovable, helpful tool, contrasting with the fear-based narratives from other tech leaders.
- Meta has the infrastructure and distribution channels to effectively market and educate users about new features.
- The new VR glasses, priced at $1,300, aim to be more accessible than competitors while offering a range of entertainment and productivity features.
- Internal employee morale appears to be improving as the company aligns around a clearer mission with the Muse initiative.
- The Muse Charm, a small voice-activated device, is aimed at capturing consumer interest and expanding Meta's hardware footprint.
- Meta's approach to AI and VR is seen as a potential turning point for the company, moving away from past missteps and towards a more unified product vision.

Questions Answered

What were the highlights of the MetaConnect keynote?

The keynote was well-organized, featuring tight pacing and successful live demos. Zuck avoided previous pitfalls by not using a wake word that could trigger devices unexpectedly. The overall presentation was engaging and showcased significant announcements.

How is Meta addressing the demand for AI products?

Meta is building infrastructure to support AI products and is focused on educating users about their features through advertising. The challenge lies in the rapid evolution of AI capabilities, requiring constant re-education of consumers.

What are the key features and challenges of the new VR glasses?

The new VR glasses are priced at $1,300 and weigh 100 grams, which is lighter than previous models. However, there are concerns about the price point compared to the goal of making VR accessible and affordable for mass adoption.

What are the prospects for hologram calling technology?

Hologram calling is seen as a cool innovation, but its success depends on widespread hardware adoption. The challenge remains in creating a network that encourages users to invest in the necessary devices.

How is the Muse product perceived in the market?

The Muse is viewed as a cute, tech-enabled product that stands out from traditional tech aesthetics. While it may attract initial interest, its long-term usage may be limited, serving more as a marketing tool for Meta.

© transcribe · For agents Built with care and craft by Gokul Rajaram