The new smart glasses from Snap look like an impressive bit of technology, and some of the most advanced glasses we've seen. But Nilay and David start the show by wondering, does that matter if nobody wants to put them on? What would it take to overcome the ear-smashing? After that, they discuss the reasons for (and problems awaiting) Fox's acquisition of Roku, the latest updates from Matter, Facebook's wild AI Mode, and more.
Further reading:
Snap is finally about to ship AR glasses — and they cost a fortune
Snap Unveils Specs Smart Glasses at AWE 2026
From CNBC: Snap CEO Evan Spiegel on new AR Specs: New opportunity to bring computing to the world around you
Qualcomm’s latest chip hints that more powerful smart glasses could be on the way
The Microsoft Surface Laptop 8 and Surface Pro 12 now come with Snapdragon X2 chips
Commodore’s Callback 8020 is a retro flip phone with modern ideals
Google’s first smart speaker in six years arrives next week
Fox is buying Roku
Fox wants to take over your TV — and the tech inside it
Netflix was reportedly worried about antitrust scrutiny if it bought Roku instead of Fox.
Fox is taking over Roku City
How Stephen Colbert’s Replacement Is Helping Tank the Rest of CBS
Will Matter finally be able to do what it should have always done? | The Verge
Thread Direct looks to solve Matter’s biggest setup headache | The Verge
Half a billion people are using Threads every month
Facebook’s new AI Mode search gets its info from public posts
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(Timestamps are approximate.)
00:01:00 Intro
00:02:00 Snap Specs revealed
00:06:00 Snap software advantage
00:08:00 Price comfort reality check
00:10:00 True AR breakthrough
00:15:00 Demos vs daily life
00:21:00 Privacy and moderation risks
00:27:00 Fox buys Roku why
00:29:00 Distribution is power
00:33:00 Roku neutrality ends
00:37:00 Roku Lock-In Debate
00:41:00 Piracy Exit Ramp
00:42:00 Tubi Meets Roku Channel
00:46:00 Go90 Scale Rankings
00:52:00 Distribution Matters CBS
00:57:00 Hype Desk Movies
01:03:00 Knicks Laptop Festival
01:06:00 Brendan Carr Is A Dummy
01:10:00 Radio Ownership Waivers
01:12:00 Threads User Numbers
01:16:00 Meta AI Mode Risks
01:19:00 Matter Joint Fabric
01:28:00 Wrap Up and Plugs
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