An Early Builder On Google Earth Is Now Teaching AI to Understand the Physical World ft. Dave Lorenzini

Ted and Charlie open with a quieter AI news week, giving them room to dig into XR hardware, including hands-on impressions of two new smart glasses, a Norway story on camera glasses restrictions, the shutdown of the XR Association, backlash over Meta’s Muse app, and a tour through AI’s fast-moving film scene.

Charlie, Ted, and Rony open on the week's AI political theater, from the sudden rebrand of AI to "superintelligence" to Dario Amodei's uncomfortable White House appearance. From there, the conversation covers AMD's acquisition of Fei-Fei Li's World Labs, the curious divergence between OpenAI's and Anthropic's paths toward going public, and Rony's read on why liability risk may be the real story behind both. They also dig into Nvidia's push to regulate AI safety at the chip level, a stranger-than-fiction report about Anthropic bringing religious leaders in to discuss whether Claude might be conscious, OpenAI's new companion AI "Dots," and a candid look at where consumer VR actually stands right now.

Cortney Harding steps in as guest co-host this week, joining Charlie to unpack a genuinely strong Meta Connect, new occluded VR glasses aimed squarely at the Vision Pro, a camera-free Ray-Ban, and Muse AI's surprise climb to the top of the app stores. From there, the conversation turns to Disney's newly created CTO role, the quiet fate of its big-money bets on Epic Games and Sora, and Jeffrey Katzenberg's open letter arguing entertainment has always been a technology business. They close out the news with a sharp exchange on Amazon's push into drone delivery and a pointed critique of DraftKings' use of AI to target its most engaged, and most vulnerable, customers.

Charlie and Rony open with Charlie's hands-on take on Snap's $2,200 Specs launch and Rony's theory on how big tech companies let smaller players pioneer risky new hardware first. From there, the conversation turns to a tense week in AI safety, sparked by Dario Amodei's call for frontier labs to slow down, and a sharp debate over whether the industry's talk of needing regulation is really about something else entirely. They close out the news with a look at how China is approaching AI development differently than the West, plus a genuinely stunning breakthrough in brain-computer interfaces.

Recorded on the 25th anniversary of 9/11, this episode opens on a somber note: Charlie, Rony, and Ted remember where they were in 2001 and reflect on where they are now. By happenstance, Ted is actually in New York right now & is joined by the team behind GLO, a mixed-reality graffiti tour running through the streets of Manhattan on Magic Leap 2 headsets, live from their office. After a brief catch-up with friends (and a promo code waiting for you at the end of this description), the news turns dark fast. Anthropic researcher Jacob Coxon's resignation, and his warning that AI could kill us all within a decade, sparks a pointed debate about why the AI industry has no equivalent of the FAA or FDA, and why "regulate it like we regulate everything else dangerous" isn't the same as stopping innovation.