1 00:00:00,020 --> 00:00:03,400 Josh: Apple's brand new AI glasses just had a huge leak. 2 00:00:03,580 --> 00:00:07,420 Josh: Now, a decade ago, Apple formed a team to build AR glasses. They've been doing this for a long time. 3 00:00:07,580 --> 00:00:11,400 Josh: They plan to ship three different headworn devices by 2022. Now, 4 00:00:11,560 --> 00:00:14,120 Josh: as a lot of us know, only one of these has been shipped. 5 00:00:14,260 --> 00:00:17,960 Josh: It's the Apple Vision Pro, and by all intents and purposes, it flopped. 6 00:00:18,060 --> 00:00:20,340 Josh: The device is incredible, but people didn't care. 7 00:00:20,500 --> 00:00:24,880 Josh: Meanwhile, Meta quietly partnered with Ray-Ban and sold over 10 million smart 8 00:00:24,880 --> 00:00:28,460 Josh: glasses. So Apple is now scrambling to catch up, and they're not alone. 9 00:00:28,460 --> 00:00:32,500 Josh: We have Google, Snapchat, Samsung, and a slew of Chinese companies that are 10 00:00:32,500 --> 00:00:35,140 Josh: all converging on the same thesis at the same time. 11 00:00:35,400 --> 00:00:38,780 Josh: The next great compute platform is going to be on your face. 12 00:00:38,860 --> 00:00:40,620 Josh: It's glasses. Everyone's building glasses. 13 00:00:40,920 --> 00:00:44,560 Josh: This is the biggest land grab for hardware since the iPhone, 14 00:00:44,560 --> 00:00:47,740 Josh: and it all revolves around this new AI platform that everyone's building. 15 00:00:47,880 --> 00:00:51,200 Josh: So there's a lot to unpack here, starting with Apple and the brand new leak 16 00:00:51,200 --> 00:00:54,940 Josh: that just came out yesterday on their entirely new strategy when it comes to glasses. 17 00:00:54,940 --> 00:00:59,600 Ejaaz: Out of all the AI glasses that are coming out, this is the one that I'm most excited about. 18 00:00:59,800 --> 00:01:05,360 Ejaaz: This leak from this week basically reveals that Apple is building a new pair 19 00:01:05,360 --> 00:01:07,280 Ejaaz: of AI glasses and they're codenamed, 20 00:01:08,050 --> 00:01:11,170 Ejaaz: N50. Here are some of the top takeaways for these glasses. 21 00:01:11,370 --> 00:01:15,590 Ejaaz: They're going to be displayless, which means that in contrary to Meta's Ray-Ban 22 00:01:15,590 --> 00:01:19,210 Ejaaz: displays, you're not going to be able to see some kind of AR projection on the lens. 23 00:01:19,330 --> 00:01:22,050 Ejaaz: It's going to be completely displayless, which also means that the glasses are 24 00:01:22,050 --> 00:01:23,730 Ejaaz: going to be slimmer and sleeker. 25 00:01:24,030 --> 00:01:28,310 Ejaaz: It's going to come with maybe one to maybe two cameras, which is going to capture 26 00:01:28,310 --> 00:01:29,310 Ejaaz: your entire surroundings. 27 00:01:29,490 --> 00:01:34,390 Ejaaz: And the idea here is it's kind of a voice-based device where it links to your iPhone. 28 00:01:34,530 --> 00:01:38,330 Ejaaz: It captures photos for you. It can capture video as well. And it feeds it into 29 00:01:38,330 --> 00:01:40,510 Ejaaz: your core device, which is your iPhone. 30 00:01:40,710 --> 00:01:44,270 Ejaaz: What I'm most excited about, though, is its integration with Siri, 31 00:01:44,410 --> 00:01:47,390 Ejaaz: which is not something that a lot of Apple users typically say. 32 00:01:47,870 --> 00:01:48,990 Josh: You're going to have to unpack that. 33 00:01:49,270 --> 00:01:52,830 Ejaaz: Okay, okay. Like I am one of those people. I have Siri turned off on my phone. 34 00:01:52,930 --> 00:01:56,910 Ejaaz: It is absolutely terrible. But what I'm most excited about is Siri 2.0, 35 00:01:57,070 --> 00:02:00,290 Ejaaz: which they're also going to reveal and release around the same time as these 36 00:02:00,290 --> 00:02:05,290 Ejaaz: glasses at the end of this year, which is an integration with Siri AI. 37 00:02:05,670 --> 00:02:09,010 Ejaaz: Now, for those of you who haven't been keeping on track, Apple is releasing 38 00:02:09,010 --> 00:02:13,150 Ejaaz: an AI-powered version of Siri, which is going to plug into Google's new Gemini 39 00:02:13,150 --> 00:02:15,430 Ejaaz: model, and that's going to make it a hell of a lot smarter. 40 00:02:15,610 --> 00:02:19,350 Ejaaz: But it's also going to make your phone and devices way more smarter because 41 00:02:19,350 --> 00:02:20,890 Ejaaz: it plugs into the Apple ecosystem. 42 00:02:21,050 --> 00:02:24,690 Ejaaz: So you can imagine asking Siri to do something, and it actually does it instead 43 00:02:24,690 --> 00:02:26,350 Ejaaz: of getting the temperature wrong, Siri. 44 00:02:26,910 --> 00:02:31,250 Ejaaz: So I'm most excited about that. And this is, of course, part of their three-pronged 45 00:02:31,250 --> 00:02:34,750 Ejaaz: strategy where Apple is really leaning into AI-powered devices. 46 00:02:34,990 --> 00:02:37,530 Ejaaz: The rumors are that they have three of them on the line here, 47 00:02:37,650 --> 00:02:41,490 Ejaaz: these new AI-powered glasses, but also a pair of AirPods, which have cameras 48 00:02:41,490 --> 00:02:45,510 Ejaaz: that sit in your ears, as well as a new pendant slash puck-like device, 49 00:02:45,650 --> 00:02:47,070 Ejaaz: which sounds very similar to OpenAI. 50 00:02:47,210 --> 00:02:50,210 Ejaaz: So I'm excited about Apple's push into this. I think they have the best shot 51 00:02:50,210 --> 00:02:54,230 Ejaaz: at building the best AI hardware or whatever the form factor eventually looks 52 00:02:54,230 --> 00:02:56,010 Ejaaz: like. And I think they're going to cook better. 53 00:02:56,650 --> 00:02:59,970 Josh: Yeah, the three types of devices is really exciting to me because I would love 54 00:02:59,970 --> 00:03:02,990 Josh: some AirPods with cameras on them, something that gives me a little bit more 55 00:03:02,990 --> 00:03:04,850 Josh: of the visual AI context. 56 00:03:04,990 --> 00:03:07,610 Josh: Now, in terms of timelines, we have some interesting information on this. 57 00:03:08,250 --> 00:03:11,310 Josh: WWDC, which is the developer conference annually that's held by Apple, 58 00:03:11,430 --> 00:03:14,490 Josh: that's where they originally released Apple Intelligence that flopped. 59 00:03:14,570 --> 00:03:17,530 Josh: And that's where they're likely to release the new version of Apple Intelligence. 60 00:03:17,750 --> 00:03:21,530 Josh: That is in the first and second week of June. I believe it starts June 8th, 61 00:03:21,610 --> 00:03:22,470 Josh: which is when we'll get the keynote. 62 00:03:22,470 --> 00:03:25,350 Josh: That's when we'll kind of understand what the new series is 63 00:03:25,350 --> 00:03:28,050 Josh: going to look like what the new ai software stack is 64 00:03:28,050 --> 00:03:30,690 Josh: going to look like and then in terms of the hardware when we 65 00:03:30,690 --> 00:03:33,870 Josh: can expect to get these glasses codenamed n50 with 66 00:03:33,870 --> 00:03:36,650 Josh: a consumer launch sometime next year and the way 67 00:03:36,650 --> 00:03:39,630 Josh: it's going to act is that there's four flame frames currently in 68 00:03:39,630 --> 00:03:42,250 Josh: testing these are four different glasses frames a lot of them that 69 00:03:42,250 --> 00:03:45,410 Josh: we're familiar with like the wayfarer style rectangular the 70 00:03:45,410 --> 00:03:48,330 Josh: oval kind and what's interesting is i believe 71 00:03:48,330 --> 00:03:51,590 Josh: they're the first company that isn't partnering with an actual glasses 72 00:03:51,590 --> 00:03:54,610 Josh: distributor so lixotica is the biggest in the world they 73 00:03:54,610 --> 00:03:57,490 Josh: basically make everyone's glasses and they just whitelist them to whatever brand 74 00:03:57,490 --> 00:04:01,310 Josh: they're selling to apple's planning to make their own using acetate 75 00:04:01,310 --> 00:04:04,210 Josh: which is more durable and luxurious than standard plastic so 76 00:04:04,210 --> 00:04:06,950 Josh: as always we can expect apple to do it better than 77 00:04:06,950 --> 00:04:09,890 Josh: everyone else make them much more durable make them look 78 00:04:09,890 --> 00:04:12,750 Josh: beautiful hopefully and the idea is 79 00:04:12,750 --> 00:04:15,210 Josh: that you're just going to be able to take some of the sensors from your iphone 80 00:04:15,210 --> 00:04:19,070 Josh: strap them to your face and go on your way and this is the first iteration of 81 00:04:19,070 --> 00:04:23,930 Josh: these glasses right it's like we're getting the augmented sensor suite first 82 00:04:23,930 --> 00:04:26,950 Josh: where you're just strapping cameras and microphones and speakers to your head 83 00:04:26,950 --> 00:04:28,750 Josh: then eventually later on a 84 00:04:28,750 --> 00:04:31,550 Josh: few years later we'll get the actual displays where it can augment reality 85 00:04:31,900 --> 00:04:34,940 Josh: Over your eyes. So I suspect it's going to blow some people's minds when they 86 00:04:34,940 --> 00:04:38,420 Josh: just suddenly see this new form factor released by Apple, because not a lot 87 00:04:38,420 --> 00:04:39,260 Josh: of people know this is coming. 88 00:04:39,640 --> 00:04:44,580 Ejaaz: Yeah, I just want to spend a quick moment on the integrated build that Apple 89 00:04:44,580 --> 00:04:47,920 Ejaaz: is doing here, because as you mentioned, a lot of the other major companies, 90 00:04:48,080 --> 00:04:50,460 Ejaaz: including Meta themselves, which is like trillions of dollars, 91 00:04:50,820 --> 00:04:52,920 Ejaaz: they still rely on external partners. 92 00:04:53,060 --> 00:04:55,740 Ejaaz: Now, Apple's main advantage, and they've done that with the iPhone and a bunch 93 00:04:55,740 --> 00:04:58,420 Ejaaz: of other devices that they've built, is they build it in-house. 94 00:04:58,560 --> 00:05:01,820 Ejaaz: And it is incredibly expensive and very hard to pull off. 95 00:05:01,880 --> 00:05:05,140 Ejaaz: There's a reason why companies go with third-party vendors because spinning 96 00:05:05,140 --> 00:05:07,520 Ejaaz: up the supply chain is incredibly hard. 97 00:05:07,720 --> 00:05:13,220 Ejaaz: But the fact that Apple has been able to pull that off previously and currently is their moat. 98 00:05:13,420 --> 00:05:15,860 Ejaaz: I saw an article or a headline this morning, Josh. 99 00:05:16,080 --> 00:05:18,380 Ejaaz: Remember, we covered the MacBook Neo, which is like their cheapest, 100 00:05:18,520 --> 00:05:19,640 Ejaaz: new, most powerful laptop. 101 00:05:20,020 --> 00:05:24,240 Ejaaz: They revealed over the weekend that they were running out of a particular component 102 00:05:24,240 --> 00:05:28,640 Ejaaz: to build that laptop. Come Monday morning, they've secured the capacity and 103 00:05:28,640 --> 00:05:30,560 Ejaaz: they're spinning out an additional 10 million units. 104 00:05:30,720 --> 00:05:35,860 Ejaaz: So no one has that weight to swing around, but Apple, they still dominate the 105 00:05:35,860 --> 00:05:38,900 Ejaaz: majority of TSMC supply when it comes to like AI hardware as well. 106 00:05:39,040 --> 00:05:42,420 Ejaaz: So although no one talks about Apple being an AI front runner, 107 00:05:42,580 --> 00:05:45,880 Ejaaz: they very much have the supply chain mode and they're going to play that into 108 00:05:45,880 --> 00:05:48,760 Ejaaz: these hardware glasses, which I'm really excited to see. 109 00:05:48,920 --> 00:05:53,680 Ejaaz: The second thing is, I don't want anyone to forget that Apple has the distribution 110 00:05:53,680 --> 00:05:55,560 Ejaaz: mode right now when it comes to hardware. 111 00:05:55,720 --> 00:06:02,100 Ejaaz: And that is a very strong levered pull that they can play on any AI software 112 00:06:02,100 --> 00:06:03,040 Ejaaz: product that they launch. 113 00:06:03,200 --> 00:06:04,980 Ejaaz: Imagine if tomorrow they turn 114 00:06:04,980 --> 00:06:09,600 Ejaaz: on Siri AI Assistant 2.0, three billion devices then get access to that. 115 00:06:09,720 --> 00:06:12,780 Ejaaz: And overnight, they become like the biggest AI company in the world. 116 00:06:12,920 --> 00:06:16,240 Ejaaz: So I'm pumped about these devices. I hope they actually deliver this time. 117 00:06:16,440 --> 00:06:19,380 Ejaaz: Siri has been delayed for like well over a year at this point, 118 00:06:19,420 --> 00:06:21,740 Ejaaz: but I'm going to remain optimistic for this one. 119 00:06:22,170 --> 00:06:24,350 Josh: Well, this is their last chance. If they can't figure it out this time, 120 00:06:24,410 --> 00:06:25,230 Josh: then they're in serious trouble. 121 00:06:25,410 --> 00:06:29,070 Josh: I think to the point of the supply chain and Apple just kind of being the one 122 00:06:29,070 --> 00:06:31,870 Josh: to move their weight around, we have another example that I don't think a lot 123 00:06:31,870 --> 00:06:36,190 Josh: of people are aware of, which is the new foldable phone that's on the market for later this year. 124 00:06:36,290 --> 00:06:39,770 Josh: Now, what we're seeing on screen here is a dummy rendering, or I guess it's 125 00:06:39,770 --> 00:06:43,930 Josh: a real product, but it's a dummy unboxing of what the iPhone folds will look like. 126 00:06:44,130 --> 00:06:48,310 Josh: And it is pretty cool. Now, Apple's always late, but when they do it, 127 00:06:48,390 --> 00:06:49,450 Josh: they do it when the technology is right. 128 00:06:49,590 --> 00:06:52,430 Josh: And this looks pretty interesting and exciting chances are 129 00:06:52,430 --> 00:06:55,890 Josh: we're going to get this announced in september with the new iphone 18 pro 130 00:06:55,890 --> 00:06:58,850 Josh: i believe that's what's coming this year and it's it's just 131 00:06:58,850 --> 00:07:01,850 Josh: a nod to a new frontier of hardware that's coming that um 132 00:07:01,850 --> 00:07:04,610 Josh: even though a lot of people have released i mean really good 133 00:07:04,610 --> 00:07:07,370 Josh: intelligence really good foldable devices apple is the 134 00:07:07,370 --> 00:07:10,410 Josh: one who is going to be the kind of late entrant but the 135 00:07:10,410 --> 00:07:13,910 Josh: one who has all of the leverage in the world to make it great they make displays 136 00:07:13,910 --> 00:07:17,630 Josh: now that have no bend in the middle so you don't see a seam anymore it just 137 00:07:17,630 --> 00:07:21,170 Josh: it seems like it's finally ready for mass market and they're going to do it 138 00:07:21,170 --> 00:07:26,450 Josh: um but of course they're not the first ones everyone other than apple has already 139 00:07:26,450 --> 00:07:27,770 Josh: made a foldable phone yeah 140 00:07:27,770 --> 00:07:31,090 Ejaaz: Hang on a second like i was going to say like the tech is already here josh 141 00:07:31,090 --> 00:07:35,770 Ejaaz: like we already have a a frontier phone why would you buy this foldable phone 142 00:07:35,770 --> 00:07:39,910 Ejaaz: when you have huawei purer x max dude like look at this yeah look familiar. 143 00:07:39,910 --> 00:07:43,130 Josh: This this thing is kind of badass so huawei chinese company 144 00:07:43,130 --> 00:07:46,110 Josh: some of the best engineers in the world in terms of manufacturing mobile 145 00:07:46,110 --> 00:07:49,170 Josh: devices they basically took what i imagine were 146 00:07:49,170 --> 00:07:52,130 Josh: the apple renderings and said we're just going to front run you and make this ourselves 147 00:07:52,130 --> 00:07:54,970 Josh: and they pumped out something that looks gorgeous you'll notice 148 00:07:54,970 --> 00:07:58,210 Josh: that the front facing screen is a little fatter than you're used to a 149 00:07:58,210 --> 00:08:00,890 Josh: lot of the foldables that exist on the market today have that kind of 150 00:08:00,890 --> 00:08:05,090 Josh: vertical orientation for the aspect ratio the reason is because if you unfold 151 00:08:05,090 --> 00:08:09,830 Josh: this chunky thing into two it creates a aspect ratio that's more relatable for 152 00:08:09,830 --> 00:08:13,190 Josh: video and widescreen applications you'll notice that it kind of looks like an 153 00:08:13,190 --> 00:08:17,250 Josh: ipad mini and that makes it much more better for video content that's 16 by 154 00:08:17,250 --> 00:08:19,890 Josh: 9 kind of wider i think it's going to have a lot of useful applications 155 00:08:20,470 --> 00:08:23,230 Josh: I'm going to be a buyer of this one. I'm excited for a folding phone. 156 00:08:23,250 --> 00:08:25,470 Josh: I think it's cool. I think the technology is exciting. 157 00:08:25,730 --> 00:08:29,810 Josh: We'll see how it plays out. But Apple getting into foldables, pretty cool. 158 00:08:30,070 --> 00:08:35,890 Ejaaz: Going back to the glasses, it is tying into a larger trend around people believing 159 00:08:35,890 --> 00:08:39,510 Ejaaz: that the future form factor for AI and just any frontier technology or consumer 160 00:08:39,510 --> 00:08:44,710 Ejaaz: technology within hardware is going to sit on your face, whether it's going to be a pair of mystery, 161 00:08:45,270 --> 00:08:48,810 Ejaaz: earbuds that OpenAI is reportedly working on that have cameras and ingest all 162 00:08:48,810 --> 00:08:49,750 Ejaaz: the information around the world. 163 00:08:49,890 --> 00:08:53,590 Ejaaz: Or if it's a pair of glasses that either have a display or don't that sit on 164 00:08:53,590 --> 00:08:57,910 Ejaaz: your nose and can pick up everything that you see and hear, we're kind of like 165 00:08:57,910 --> 00:08:58,970 Ejaaz: working towards that kind of thing. 166 00:08:59,050 --> 00:09:03,330 Ejaaz: We had Apple Vision Pro, which was like this thick, very expensive device that had to sit on your face. 167 00:09:03,430 --> 00:09:05,990 Ejaaz: They're kind of winding that down and spinning up a smaller, 168 00:09:06,370 --> 00:09:09,070 Ejaaz: sleeker, thinner version of that, which is going to be glasses. 169 00:09:09,230 --> 00:09:12,950 Ejaaz: So we're trending in that way. And I believe in the first half of 2025, 170 00:09:13,490 --> 00:09:17,490 Ejaaz: the market share or the market for AI glasses kind of doubled. 171 00:09:17,490 --> 00:09:21,210 Ejaaz: And we're seeing similar accelerations at the start of this year as well. 172 00:09:21,610 --> 00:09:25,870 Ejaaz: Now, of course, we can't mention AI Glasses without mentioning Meta and that 173 00:09:25,870 --> 00:09:29,430 Ejaaz: sounds like a positive reinforcement. It isn't necessarily that, 174 00:09:29,610 --> 00:09:34,730 Ejaaz: but Meta has, for better or worse, taken the lead in AI Glasses for now. 175 00:09:35,090 --> 00:09:38,130 Ejaaz: Their Ray-Ban displays have been pumping out millions of units. 176 00:09:38,210 --> 00:09:41,530 Ejaaz: I think they're on track to deliver about 30 to 40 million units by the end 177 00:09:41,530 --> 00:09:45,070 Ejaaz: of the year, which I have no idea how they're doing that because their launch 178 00:09:45,070 --> 00:09:47,850 Ejaaz: demos, I think two out of three failed. 179 00:09:48,070 --> 00:09:52,030 Ejaaz: Apple is going head to head with Meta and they think that they can win primarily 180 00:09:52,030 --> 00:09:53,910 Ejaaz: because they're building everything in-house. 181 00:09:54,330 --> 00:09:57,750 Ejaaz: They have the supply chain to be able to pull off a sneaker design and they 182 00:09:57,750 --> 00:09:59,430 Ejaaz: have the ecosystem to support it. 183 00:09:59,590 --> 00:10:02,550 Josh: Yeah, this is going to sound ridiculous, but I really, I believe that the Apple 184 00:10:02,550 --> 00:10:05,910 Josh: Vision Pro is like the most impressive consumer hardware device ever made in 185 00:10:05,910 --> 00:10:07,910 Josh: terms of technology that's baked into a single product. 186 00:10:08,010 --> 00:10:11,550 Josh: It's just expensive and there's no developer support and there's not many good 187 00:10:11,550 --> 00:10:13,430 Josh: use cases, but the technology is incredible. 188 00:10:13,590 --> 00:10:16,790 Josh: So it's really just a ticking time bomb until they're able to compress that 189 00:10:16,790 --> 00:10:20,010 Josh: into something that's wearable on your face that doesn't weigh 10 pounds, 190 00:10:20,110 --> 00:10:23,230 Josh: that doesn't give you marks on your face, the whole thing. And it's 191 00:10:23,740 --> 00:10:26,940 Josh: Kind of weird that right now Meta is the leader. I mean, like you mentioned, 192 00:10:27,060 --> 00:10:32,140 Josh: the glasses market is up or wearables, at least, is up 110% year over year. 193 00:10:32,540 --> 00:10:37,400 Josh: AI power glasses specifically are up a two and a half times multiple and Meta is the leader. 194 00:10:37,520 --> 00:10:39,860 Josh: So what we're seeing on screen now is the Ray-Ban displays that, 195 00:10:40,080 --> 00:10:42,480 Josh: like you remember, leave a lot to be desired. 196 00:10:42,780 --> 00:10:47,080 Josh: They're this like kind of augmented interface that sits on top of the glasses 197 00:10:47,080 --> 00:10:48,980 Josh: that sits on the real world. 198 00:10:49,160 --> 00:10:51,220 Josh: It doesn't have tracking. It's static imagery. 199 00:10:51,500 --> 00:10:54,660 Josh: It's not great. think one of the more interesting things that meta has been 200 00:10:54,660 --> 00:10:58,200 Josh: doing is the peripherals to this device like they're the neural band which was 201 00:10:58,200 --> 00:11:01,820 Josh: that uh the emg wristband that reads your electromagnetic signals 202 00:11:02,390 --> 00:11:05,430 Josh: From your muscle pulses as you move your hand around so they're working on this 203 00:11:05,970 --> 00:11:08,750 Josh: unique way of interfacing with these glasses i think is 204 00:11:08,750 --> 00:11:11,530 Josh: interesting but still it's it's so early and they're 205 00:11:11,530 --> 00:11:14,450 Josh: so bad that the fact that this is the market leader it 206 00:11:14,450 --> 00:11:17,270 Josh: really is reflective of the fact that the form factor isn't there 207 00:11:17,270 --> 00:11:22,510 Josh: yet but it's coming soon and powering these devices with the next generations 208 00:11:22,510 --> 00:11:27,670 Josh: of ai that we're going to have is going to be that next iphone level hardware 209 00:11:27,670 --> 00:11:31,570 Josh: it's this is certainly what the next form factor is going to look like along 210 00:11:31,570 --> 00:11:34,250 Josh: with many others but this is one of the more important ones that I certainly 211 00:11:34,250 --> 00:11:34,910 Josh: think we're going to see. 212 00:11:35,150 --> 00:11:40,150 Ejaaz: I'm hoping it doesn't all look like this demo that I'm showing on screen here, 213 00:11:40,350 --> 00:11:44,370 Ejaaz: where you have the CEO of trillions of dollars worth of a company, 214 00:11:44,370 --> 00:11:50,390 Ejaaz: you know, messing up on stage where like he tries to call his friend and it fails. 215 00:11:50,590 --> 00:11:53,310 Ejaaz: And this was like one of like three demos where it just didn't work. 216 00:11:53,450 --> 00:11:56,670 Ejaaz: The point that is being made here is you could have all the money in the world, 217 00:11:56,770 --> 00:12:01,590 Ejaaz: but it's still hard to pull off a really good piece of hardware and then scale it, right? 218 00:12:01,590 --> 00:12:06,210 Ejaaz: We've seen this play so many times where I think Snap, I forgot what the original 219 00:12:06,210 --> 00:12:10,210 Ejaaz: Snap capture device that they had, where we were talking about this before we 220 00:12:10,210 --> 00:12:12,810 Ejaaz: started recording, Josh, where you could get this from a vending machine. 221 00:12:12,990 --> 00:12:16,590 Ejaaz: The Spectacles, right? They were incredibly hard to scale and get into everyone's 222 00:12:16,590 --> 00:12:21,050 Ejaaz: hand. And so it just hyped up and then just crashed because no one could get 223 00:12:21,050 --> 00:12:21,870 Ejaaz: their hands on these things. 224 00:12:21,970 --> 00:12:26,630 Ejaaz: And the similar thing is being seen with Meta AI, where everyone wants to use 225 00:12:26,630 --> 00:12:29,730 Ejaaz: this thing, but they're still struggling to scale to even 30 million units. 226 00:12:29,730 --> 00:12:31,870 Ejaaz: But the demand is still there. And that's great. 227 00:12:31,990 --> 00:12:34,390 Ejaaz: And like you mentioned, they're working on a suite of different devices. 228 00:12:34,570 --> 00:12:38,330 Ejaaz: And that is not just working on spectacles. They're working on these different types of wristbands. 229 00:12:38,470 --> 00:12:42,650 Ejaaz: But they are behind when compared to hardware giants such as Apple, 230 00:12:42,650 --> 00:12:46,550 Ejaaz: who have spent a lot of time thinking about the design UX of these different 231 00:12:46,550 --> 00:12:49,430 Ejaaz: things and have the hardware pipeline to back it up. 232 00:12:49,550 --> 00:12:55,470 Ejaaz: So listen, I'm going to remain optimistic somewhat on Meta being able to pull this off. 233 00:12:56,160 --> 00:13:00,940 Ejaaz: We've said this on previous episodes and I'll say it again, hardware alone doesn't win. 234 00:13:01,080 --> 00:13:04,900 Ejaaz: You need the software mode and Meta is a social media platform. 235 00:13:04,980 --> 00:13:09,460 Ejaaz: I don't know of anyone that uses apps outside of Facebook, Instagram, 236 00:13:09,460 --> 00:13:13,760 Ejaaz: and WhatsApp, which are huge apps in itself, but doesn't have an operating system 237 00:13:13,760 --> 00:13:15,560 Ejaaz: or operating suite behind them. 238 00:13:15,660 --> 00:13:18,100 Ejaaz: And I think Meta is going to fail when it comes to that personally. 239 00:13:18,280 --> 00:13:21,300 Josh: And what's interesting is Meta is not the only social media network that 240 00:13:21,300 --> 00:13:23,960 Josh: is pivoting to glasses i mean snap you mentioned the 241 00:13:23,960 --> 00:13:27,280 Josh: spectacles but they're actually working on a iterative version 242 00:13:27,280 --> 00:13:30,160 Josh: on top of the old spectacles which are this this 243 00:13:30,160 --> 00:13:33,080 Josh: mammoth of a pair of glasses that it's funny 244 00:13:33,080 --> 00:13:35,940 Josh: you asked me if this was real and i said i don't think so and 245 00:13:35,940 --> 00:13:38,700 Josh: then there's a picture of evan spiegel actually wearing these this is 246 00:13:38,700 --> 00:13:41,500 Josh: what they actually look like and this is the current state of hardware so 247 00:13:41,500 --> 00:13:44,480 Josh: it's interesting seeing incumbents like snap or meta 248 00:13:44,480 --> 00:13:47,280 Josh: focus on this clearly they think that owning the 249 00:13:47,280 --> 00:13:50,140 Josh: hardware stack is going to be important but again they're 250 00:13:50,140 --> 00:13:52,840 Josh: at odds with what their company is actually good at when you think about 251 00:13:52,840 --> 00:13:55,580 Josh: a company like apple and listen i respect meta and snap 252 00:13:55,580 --> 00:13:58,700 Josh: for doing this in public for actually sharing their prototypes because that's 253 00:13:58,700 --> 00:14:01,540 Josh: very much what it feels like they are uh even the the meta glasses 254 00:14:01,540 --> 00:14:04,520 Josh: they don't feel like they're really refined products versus apple 255 00:14:04,520 --> 00:14:07,220 Josh: who's just kind of doing it all behind the scenes but it's not 256 00:14:07,220 --> 00:14:10,940 Josh: good and you could kind of see the current state of the hardware based on these 257 00:14:10,940 --> 00:14:15,380 Josh: photos of evan spiegel the ceo using them they're just big they're clunky they 258 00:14:15,380 --> 00:14:19,060 Josh: don't work well the technology is not quite there and i guess the question i 259 00:14:19,060 --> 00:14:23,260 Josh: have for maybe you or anyone who's listening is How long does it take for the 260 00:14:23,260 --> 00:14:26,080 Josh: technology to get good enough and who's actually going to be capable of doing it? 261 00:14:26,180 --> 00:14:29,040 Josh: Like when Apple releases these classes next year, are they going to be something 262 00:14:29,040 --> 00:14:32,720 Josh: worthy of people wanting to actually go out of their way and purchase them and 263 00:14:32,720 --> 00:14:36,460 Josh: put them on their face when all the sensors are currently in the phone sitting in your pocket? 264 00:14:36,640 --> 00:14:40,660 Ejaaz: I personally think that there are two players in this game that can win it. 265 00:14:40,780 --> 00:14:42,740 Ejaaz: Apple is the obvious one that you just mentioned. 266 00:14:43,250 --> 00:14:49,030 Ejaaz: The other one is probably some formation of Google and their Android investment, at least. 267 00:14:49,310 --> 00:14:55,470 Ejaaz: We have an example here where we're looking at an Android XR display, glasses from Google. 268 00:14:55,850 --> 00:15:00,970 Ejaaz: Now, Google glasses was famously very, very early, but definitely too early. 269 00:15:01,150 --> 00:15:02,630 Ejaaz: It was this ugly contraption. 270 00:15:02,930 --> 00:15:06,190 Ejaaz: Everyone kind of like tried it out. It failed in the consumer world. 271 00:15:06,350 --> 00:15:09,250 Ejaaz: It kind of got adoption in the enterprise world and then slowly petered out 272 00:15:09,250 --> 00:15:10,890 Ejaaz: and died. That was back in 2013. 273 00:15:11,710 --> 00:15:15,990 Ejaaz: But now, Demis Sissibis referenced, I think, in Davos recently, 274 00:15:16,230 --> 00:15:19,870 Ejaaz: that they're working on Google Glass or Google Lens 2.0. 275 00:15:20,030 --> 00:15:22,230 Ejaaz: So we're going to get another form factor. 276 00:15:22,490 --> 00:15:26,070 Ejaaz: Now, this example that you're seeing on your screen is not exactly that. 277 00:15:26,210 --> 00:15:29,510 Ejaaz: This is in partnership with Warby Parker, Samsung, and Android. 278 00:15:29,510 --> 00:15:32,650 Ejaaz: So you've got a bunch of different partners kind of feeding into this to build 279 00:15:32,650 --> 00:15:33,810 Ejaaz: a hardware and software component. 280 00:15:33,950 --> 00:15:38,570 Ejaaz: And I have to say, it looks sleeker and slimmer and, dare I say, 281 00:15:38,610 --> 00:15:42,250 Ejaaz: sexier than any of the other glasses that I've seen. certainly better than the Meta Ray-Bans. 282 00:15:42,410 --> 00:15:45,910 Ejaaz: Now, I don't know how well it is or how good it is functionally. 283 00:15:45,990 --> 00:15:53,010 Ejaaz: And I am still marred by the experience or the review and feedback that happened from Google Glass 1.0. 284 00:15:53,150 --> 00:15:57,470 Ejaaz: I'm convinced now is not a coincidence that we have like, what, 285 00:15:57,610 --> 00:16:01,430 Ejaaz: six companies, six big companies working on this particular form factor. 286 00:16:01,590 --> 00:16:05,790 Ejaaz: It also tells me that that's a signal that the hardware components are now good 287 00:16:05,790 --> 00:16:07,570 Ejaaz: enough to fit into a slimmer device. 288 00:16:07,850 --> 00:16:13,030 Ejaaz: My hot take on this is you need some form of display on the lenses, Josh. 289 00:16:13,130 --> 00:16:15,550 Ejaaz: And I don't know whether you disagree with me here, but you, 290 00:16:15,790 --> 00:16:19,490 Ejaaz: like, if you're feeding all this data into your eyes, you kind of want to be able to do things. 291 00:16:19,610 --> 00:16:22,290 Ejaaz: And in order to do things, you can't just, like, speak to Siri. 292 00:16:22,370 --> 00:16:23,490 Ejaaz: You want to be able to see your screen. 293 00:16:23,630 --> 00:16:25,570 Ejaaz: I don't want to be pulling out my phone every now and then, like, 294 00:16:25,670 --> 00:16:28,130 Ejaaz: staring at a screen. You might as well put the screen on the lens. 295 00:16:28,350 --> 00:16:30,990 Ejaaz: Now, I don't know if that hardware component is good enough yet. 296 00:16:31,050 --> 00:16:33,470 Ejaaz: It still leads to chunkier glasses like we saw with Snap. 297 00:16:33,810 --> 00:16:35,990 Ejaaz: So that's, like, that's where I'm at odds right now. 298 00:16:35,990 --> 00:16:40,850 Josh: It will need a screen, but I really like the suite of devices angle because it allows you to 299 00:16:41,550 --> 00:16:44,210 Josh: like kind of choose your own adventure when the core of 300 00:16:44,210 --> 00:16:46,990 Josh: it really is that ai now google's glasses these look the best by 301 00:16:46,990 --> 00:16:50,010 Josh: far um these are these are certainly the best performing 302 00:16:50,010 --> 00:16:53,270 Josh: glasses they're not publicly available yet but i i believe that 303 00:16:53,270 --> 00:16:56,090 Josh: the suite of devices that apple is going with like 304 00:16:56,090 --> 00:16:59,130 Josh: the airpods the perhaps pendant and 305 00:16:59,130 --> 00:17:01,750 Josh: the glasses is the right one because you you are going to 306 00:17:01,750 --> 00:17:04,810 Josh: want that interface right like you're going to want some sort of visual component 307 00:17:04,810 --> 00:17:07,550 Josh: to engage with the outputs of this ai but we have 308 00:17:07,550 --> 00:17:10,590 Josh: to ask the question is like why is everybody building this why why is they're 309 00:17:10,590 --> 00:17:14,710 Josh: the sudden race for glasses and it seems like everyone just wants to own the 310 00:17:14,710 --> 00:17:19,790 Josh: platform in which the ai is interfacing with the end user where there is a clear 311 00:17:19,790 --> 00:17:24,410 Josh: world in which there's going to be this resistance away from being hooked on 312 00:17:24,410 --> 00:17:27,130 Josh: your cell phone maybe 12 hours a day like a lot of people are 313 00:17:27,730 --> 00:17:31,470 Josh: And owning the stack in which you can, I mean, get the answers from the AI that 314 00:17:31,470 --> 00:17:34,430 Josh: you want and ask questions and have it understand things about you. 315 00:17:34,570 --> 00:17:38,670 Josh: And it's not only unbelievably valuable as a customer who you can monetize, 316 00:17:38,750 --> 00:17:40,990 Josh: but also just in understanding the preference stack. 317 00:17:41,130 --> 00:17:44,190 Josh: And when you think about Meta and Snap and what they're selling, 318 00:17:44,430 --> 00:17:47,870 Josh: a lot of it, I mean, we talked about Meta last week in the episode on the new model. 319 00:17:48,050 --> 00:17:50,430 Josh: A lot of it is just understanding the preferences of its users. 320 00:17:50,550 --> 00:17:54,210 Josh: And if it has something strapped to your face 24 seven, that is collecting information 321 00:17:54,210 --> 00:17:57,150 Josh: about you, they can just sell much more interesting and novel things. 322 00:17:57,290 --> 00:18:00,770 Josh: That's kind of why I imagine a lot of these companies are really shifting focus to it. 323 00:18:00,830 --> 00:18:02,510 Josh: And we have the same thing that's happening with OpenAI too, 324 00:18:02,690 --> 00:18:05,370 Josh: where they're working on this suite of mystery devices as well. 325 00:18:05,550 --> 00:18:10,550 Ejaaz: Yeah. I mean, we've seen several leaked clips, but I don't know if it's real. 326 00:18:10,770 --> 00:18:14,490 Ejaaz: Josh had an experience over the weekend where he thought he spotted a bunch 327 00:18:14,490 --> 00:18:16,130 Ejaaz: of people wearing the OpenAI buds. 328 00:18:16,470 --> 00:18:19,250 Ejaaz: But I mean, you got to retell the story, but... 329 00:18:19,250 --> 00:18:22,210 Josh: I was walked... All right. So I'm walking down the street and there's 330 00:18:22,210 --> 00:18:24,910 Josh: this group of people who are speaking what i believe is 331 00:18:24,910 --> 00:18:28,930 Josh: chinese they didn't speak a lick of english and i'm just kind of like passing 332 00:18:28,930 --> 00:18:32,630 Josh: by them because the street was kind of crowded and this woman and her friend 333 00:18:32,630 --> 00:18:37,030 Josh: had the cuffs like the ear cuffs that we saw from the open ai teaser and i was 334 00:18:37,030 --> 00:18:41,070 Josh: like no way and i should have stopped to ask them i was a little intimidated 335 00:18:41,070 --> 00:18:42,950 Josh: by the fact that they did not sound like they spoke 336 00:18:43,390 --> 00:18:46,810 Josh: english but it was interesting and it put me down a rabbit hole that led me 337 00:18:46,810 --> 00:18:53,830 Josh: to find the xiaomi sorry, the Huawei free clips, which are these earbuds that 338 00:18:53,830 --> 00:18:57,350 Josh: look exactly like the leaked earbuds from the 339 00:18:57,840 --> 00:19:00,740 Josh: uh scans guard super bowl there 340 00:19:00,740 --> 00:19:03,560 Ejaaz: He is alexander scars guard for those of you who don't know scars. 341 00:19:03,560 --> 00:19:07,060 Josh: Yeah i always get these names wrong but some 342 00:19:07,060 --> 00:19:11,540 Josh: it's funny because we still don't really know the origin or what open ai is 343 00:19:11,540 --> 00:19:15,540 Josh: working on it could be a troll campaign it could be a real leak we don't know 344 00:19:15,540 --> 00:19:18,200 Josh: we do know that they're working with johnny ai that we do know that they're 345 00:19:18,200 --> 00:19:21,960 Josh: working on these hardware products that are going to be offered soon and i just 346 00:19:21,960 --> 00:19:23,720 Josh: cannot wait until we get those answers. 347 00:19:23,900 --> 00:19:29,340 Josh: Because in terms of software, OpenAI has the best software AI suite by far. 348 00:19:29,640 --> 00:19:32,920 Josh: And when it comes to building an AI-first operating system, they have the advantage. 349 00:19:32,920 --> 00:19:36,240 Josh: I hope they can deliver those hardware. And we'll just have to wait and see on that one. 350 00:19:36,580 --> 00:19:42,080 Ejaaz: Yeah. So in terms of how all of this plays out, Josh, here's my take. And I want to hear yours. 351 00:19:42,280 --> 00:19:47,440 Ejaaz: I think we're getting close to these hardware AI glasses becoming a reality, 352 00:19:48,040 --> 00:19:51,740 Ejaaz: being sleek and slim, not being embarrassed enough to put one of these things 353 00:19:51,740 --> 00:19:52,680 Ejaaz: on your face, basically. 354 00:19:52,840 --> 00:19:56,120 Ejaaz: I think that we're probably going to see the first versions of these or the 355 00:19:56,120 --> 00:19:58,720 Ejaaz: sexy versions of these. I'm excluding meta from this debate. 356 00:19:59,520 --> 00:20:04,460 Ejaaz: By the end of the year, or maybe early 2027, I think the best leaders are going 357 00:20:04,460 --> 00:20:06,000 Ejaaz: to come from Apple to start off with. 358 00:20:06,100 --> 00:20:09,860 Ejaaz: But I think a similar number of different startups are going to compete with Apple. 359 00:20:10,020 --> 00:20:12,880 Ejaaz: I know there's a bunch of other startups such as Sesame that is working on this 360 00:20:12,880 --> 00:20:14,840 Ejaaz: and I think physical intelligence as well. 361 00:20:15,220 --> 00:20:18,100 Ejaaz: So the point is glasses are going to become a popular form factor. 362 00:20:18,100 --> 00:20:24,400 Ejaaz: And the second thing is, this race in particular is important because Apple 363 00:20:24,400 --> 00:20:28,520 Ejaaz: showed you that hardware distribution is the actual moat when it comes to any 364 00:20:28,520 --> 00:20:31,920 Ejaaz: kind of software technology revolution, which might be a hot take, 365 00:20:32,060 --> 00:20:34,460 Ejaaz: but you need some kind of hardware bridge or component. 366 00:20:34,820 --> 00:20:38,440 Ejaaz: A lot of the AI nerds think that it's purely going to be humanoid robots. 367 00:20:38,980 --> 00:20:42,900 Ejaaz: Apple's betting and Meta's betting that it's going to be a suite of devices. 368 00:20:43,300 --> 00:20:45,520 Ejaaz: So I think those two things are going to play out. And I think we're going to 369 00:20:45,520 --> 00:20:46,280 Ejaaz: get it by the end of the year. 370 00:20:46,380 --> 00:20:52,760 Ejaaz: I'm hoping so. So Google Glass 2.0, some form of Xiaomi or Huawei's copycat 371 00:20:52,760 --> 00:20:55,520 Ejaaz: from Apple's product, and then Apple's product itself. 372 00:20:56,340 --> 00:21:01,640 Josh: And there's also this one last underrated venue here, which is the prescription glasses marketplace. 373 00:21:01,780 --> 00:21:08,380 Josh: I had no idea that prescription eyewear is a quarter trillion dollar industry annually. 374 00:21:08,820 --> 00:21:13,340 Josh: Wow. Like $250 billion of the eyewear market is prescription. 375 00:21:13,600 --> 00:21:18,680 Josh: And that's only 70% of the total eyewear market. So the eyewear market in general is huge. 376 00:21:18,840 --> 00:21:22,040 Josh: The amount that is prescription is gigantic. dick and i 377 00:21:22,040 --> 00:21:24,800 Josh: really believe that even if you 378 00:21:24,800 --> 00:21:28,000 Josh: don't deliver on a fully augmented reality experience just 379 00:21:28,000 --> 00:21:31,300 Josh: creating a beautiful set of glasses with a novel feature 380 00:21:31,300 --> 00:21:34,980 Josh: set that actually works is probably pretty powerful and powerful enough to get 381 00:21:34,980 --> 00:21:38,680 Josh: a lot of people to start buying these things we've seen that with meta um i 382 00:21:38,680 --> 00:21:41,300 Josh: think we're going to continue to see that with a lot of other companies so that 383 00:21:41,300 --> 00:21:44,960 Josh: is an interesting thing but then there is the like the new platform wars right 384 00:21:44,960 --> 00:21:48,060 Josh: it's like if meta has their glasses am i going to want to buy them because 385 00:21:48,910 --> 00:21:53,730 Josh: Now I'm constrained to Instagram and WhatsApp and Facebook, and I just don't want to use their stuff. 386 00:21:53,970 --> 00:21:57,510 Josh: So it's like we have the platform we're sitting in one side. 387 00:21:57,630 --> 00:22:01,370 Josh: We have the hardware distribution where almost everyone depends on these Qualcomm chips. 388 00:22:01,810 --> 00:22:04,810 Josh: Apple's really the only one that builds their own internal chips. 389 00:22:04,910 --> 00:22:08,910 Josh: And Google perhaps might be doing the same too. But there's a lot of these different factors. 390 00:22:09,230 --> 00:22:11,670 Josh: Everyone's kind of competing from their own unique advantage angle. 391 00:22:11,850 --> 00:22:15,710 Josh: And the question is who's going to win and who's going to deliver the best product 392 00:22:15,710 --> 00:22:18,190 Josh: to market first that we're actually going to buy. I remember, 393 00:22:18,330 --> 00:22:19,810 Josh: Ijaz, you were kind of excited about the metaglasses. 394 00:22:20,170 --> 00:22:24,610 Josh: That excitement faded away quickly. There is no real good hardware that people are excited to buy. 395 00:22:24,690 --> 00:22:28,670 Josh: And whoever is able to deliver that is going to unlock a huge market opportunity 396 00:22:28,670 --> 00:22:32,530 Josh: for this new AI-first operating system hardware integration. 397 00:22:32,530 --> 00:22:34,150 Josh: And I'm really excited to see how it plays out. 398 00:22:34,510 --> 00:22:37,910 Ejaaz: Yeah, OpenAI team, the hardware team specifically, Johnny Ive, 399 00:22:38,050 --> 00:22:39,830 Ejaaz: if you happen to be watching this video randomly. 400 00:22:40,070 --> 00:22:40,550 Josh: Give me that device. 401 00:22:40,650 --> 00:22:44,370 Ejaaz: Give me that device. I'm rooting for you, all right? I want to try these glasses 402 00:22:44,370 --> 00:22:47,470 Ejaaz: out or earbuds or whatever the hell you're building. Let us play with them. 403 00:22:47,630 --> 00:22:50,210 Ejaaz: I can't wait to test out some of these new hardware products. 404 00:22:50,510 --> 00:22:54,330 Ejaaz: But until then, we are going to be sitting here and reporting on it, Josh. 405 00:22:54,470 --> 00:22:58,830 Ejaaz: We're going to be speculating about it and I can't wait to get these things on our faces soon. 406 00:22:58,990 --> 00:23:03,130 Ejaaz: But I believe that is the end of the episode and that is basically the state 407 00:23:03,130 --> 00:23:07,170 Ejaaz: of play on all things AI hardware or glasses to be specific. 408 00:23:07,510 --> 00:23:11,410 Ejaaz: I'm excited about Apple's upcoming release. I think Meta is doing a good job 409 00:23:11,410 --> 00:23:13,850 Ejaaz: for now and I think there's going to be a bunch of startups that eventually 410 00:23:13,850 --> 00:23:16,550 Ejaaz: catch up. Josh, do you have any parting thoughts? 411 00:23:17,680 --> 00:23:20,580 Josh: That's it other than the fact that i'm just excited for someone to deliver 412 00:23:20,580 --> 00:23:23,360 Josh: something great i just want a product that i can use i'm kind 413 00:23:23,360 --> 00:23:26,120 Josh: of sick of my old stuff i want something new but it needs to 414 00:23:26,120 --> 00:23:29,180 Josh: be good and so far there is nothing good so hopefully if it's 415 00:23:29,180 --> 00:23:31,820 Josh: not this year it's certainly going to be next year where we get 416 00:23:31,820 --> 00:23:34,620 Josh: the first good products you could put on your face and enjoy them 417 00:23:34,620 --> 00:23:37,620 Josh: i would love to know which products you are most excited about of 418 00:23:37,620 --> 00:23:40,700 Josh: all the companies we discussed today whose glasses product 419 00:23:40,700 --> 00:23:43,380 Josh: are you going to buy or whose peripheral product are you going to buy 420 00:23:43,380 --> 00:23:46,360 Josh: are you going to get an apple pendant are you going to get the airpods 421 00:23:46,360 --> 00:23:49,100 Josh: with the cameras um i'm just kind of curious how 422 00:23:49,100 --> 00:23:51,840 Josh: everyone's orienting themselves around this new paradigm shift that would 423 00:23:51,840 --> 00:23:54,620 Josh: be fun the second ask is just to share this with your friends as always to rate 424 00:23:54,620 --> 00:23:57,440 Josh: the show five stars if you're listening on a podcast player 425 00:23:57,440 --> 00:24:01,400 Josh: wherever you get your podcasts if you like video we publish video on youtube 426 00:24:01,400 --> 00:24:04,720 Josh: and spotify you can really find us anywhere don't forget to share with your 427 00:24:04,720 --> 00:24:07,780 Josh: friends we have a newsletter you could subscribe to and yeah just like thanks 428 00:24:07,780 --> 00:24:11,260 Josh: for being here on the mission we have been doing so well numbers are going up 429 00:24:11,260 --> 00:24:13,700 Josh: and to the right we're just having record week after record week and it's all 430 00:24:13,700 --> 00:24:16,260 Josh: thanks to the support from you people listening. 431 00:24:16,440 --> 00:24:19,840 Josh: So thank you for tuning in like every single day. We publish these four times a week. 432 00:24:20,040 --> 00:24:23,200 Josh: Just appreciate it. And we have another really packed week planned. 433 00:24:23,340 --> 00:24:26,940 Josh: So I'm excited to keep chugging along, getting this content out the door and 434 00:24:26,940 --> 00:24:28,400 Josh: yeah, doing it together. 435 00:24:28,540 --> 00:24:29,200 Ejaaz: See you guys tomorrow. 436 00:24:29,500 --> 00:24:31,000 Josh: See ya. Yeah, see you guys tomorrow.