The AI XR Podcast.

We recorded one of our best shows this morning with Cinematic AI Filmmakers Caleb & Shelby Ward. If you have not seen their hilarious Wes Anderson Star Wars trailer you are missing a treat. Meanwhile, the week rewarded us with some big news: Disney puts up $15B for Epic to make their game and entertainment universe, Ted is in love - with his new Apple Vision Pro, Google replaces Bard with Gemini, and deep fakes fool a Hong Kong bank into wiring $25M. Status Pro VR, Polycam 3D, Camb.ai, Atlas 3D, All Score Funding. Then Caleb and Shelby, of Curious Refuge, give us a fantastic look at the future of film.

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This week the hosts are together, live and in-person *for the first time* from the glamorous Sunset Marquis in Los Angeles. It's a propitious day on top of that, of course, as today is 2-2-24, the official launch day of the Apple Vision Pro. In addition, Meta reported a record quarter, a record dividend, a stock buyback, and a successful Christmas season for its Reality Labs division. The stock shot up fifteen percent. This is just twenty-four hours after CEO Zuck was flogged in Washington, DC (again). The plot thickens as we bring in Xreal's raise of $60M to release its Xreal Air2 Ultra, a $600 alternative to the AVP. Our guest is Tommy Palm, CEO of Resolution Games, which released a game studio on the Pro store today. 

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Ted is doing his real job for Viacom today but Rony is with us, while on a ferry in Florida, en route to a secret rendezvous. In the news: Eleven Labs raising $80M for voice cloning, $6.7M for Artisse AI photo app for models and influencers, and the new Rabbit R1 a compact, toy-like $200 handheld AI "Large Action Model" that knows you and your apps. Rony says the price is so low, China must be underwriting it as part of another insidious TikTok-like scheme to steal your data. Our guest is David Weinstein, Senior Director of XR at Nvidia. He takes on a fascinating deep dive into Nvidia's XR strategy, which has four pillars: (1) photorealism, (2) AI, (3) Streaming/split rendering, and (4) collaboration, all taking place in the Omniverse, which David describes as XR's "simulation engine." 

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Jason McDowall of the AR Show podcast sits in the co-host chair as Ted and Rony are traveling. They missed a great show. With Rony absent we take a deep dive into troubles at Magic Leap and how its recent raise of $590M of debt financing from its majority shareholder, Saudi Arabia, is actually bad news. If they didn't get there with the last infusion of half a billion dollars, how do they get to profitability this time around? Our guest is consultant Shelly Palmer of the Palmer Group. He is a professor at the Newhouse School, and a technology and strategy consultant to some of the biggest companies in the world, including Samsung, Meta, Ford and Nike. Shelly has deep insight into how businesses need to change and adapt to what he calls "the generative age." 

Resources to our guests' websites:

https://shellypalmer.com/

https://www.thearshow.com/

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Live from CES, Charlie and Ted recap the show, the Sphere experience, Xreal's newest AR glasses, the new Sony enterprise XR pass-through HMD, healthtech and, outside the show, layoffs at Unity and Google's AR hardware team. Our guest is the original futurist, author Faith Popcorn, who was at CES on behalf of holographic telepresence company, Proto. She's made some of the biggest calls about the direction of the economy, tech and society, in the past 30 years, including the end of retail. 

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This week our guest is Gary Shapiro, CEO of CES, making good on the appearance that last week was handled by the CTA's futurist, Brian Comisky. In the news, more talk about copyrights as the 1924 "Steamboat Willie'' version of Mickey Mouse enters the public domain. XReal says it sold 350K pairs of its Air2 Assisted Reality smartglasses that provide the user a big screen experience on the go using mobile devices, game consoles, tablets and laptops. AI Search engine Perplexity raised $73.6M. The Chat GPT store will open next week. Gary Shapiro talks about his forty year career with CES and how it's grown. He also talks about his experience as an industry advocate with a nuanced, legal view on intellectual property laws, which are at the center of AI like ChatGPT.

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Today our guest is, after some confusion, Brian Comisky, Futurist for CTA (which puts on CES). We start the show on a slow holiday news week with a discussion of the NY Times suit against OpenAI, apparently following unsuccessful negotiations. CES is the largest trade show in the world, with 130,000 people already registered. Brian joins us to discuss past hype cycles, future ones, and what to expect in 2024 (AI everywhere). 

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This week's guest, Sarah Hill, CEO of Healium (note spelling) was guest #1 on our podcast, in July 2020. We were experimenting with both the format of the show and recording the podcast in VR. It was a relatively slow news week, except Bytedance was booted off Azure Cloud's OpenAI for using it to train its own model, which is strictly verboten. Amidst denials, they were also caught covering it up. Rony has a lot to say about China and the theft of intellectual property, which, ironically is what OpenAI itself did when it scraped the Internet to begin with. Microsoft is shutting down its Mixed Reality OS, setting off a flurry of XR hand wringing. Healium is a platform agnostic app which uses biometrics to help users control hypertension, depression, and other conditions. Their app is available on all platforms and used by the VA to treat veterans. Healium, founded ten years ago, counts the Mayo Clinic as one of its strategic investors. 

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Epic games scored a $92M win over Google for its decidedly anti-competitive app store, but what's really going to hurt is changing the business model of its app store. The EU AI Act puts some rules around transparency and copyright, Mistal AI raises $415M, and Open AI makes a deal with publisher Axel Springer. Tesla introduced a humanoid robot, Optimus Gen-1. What could go wrong? Our guest is founder and CEO of ForeVR, Marcus Segal, who was formerly the COO of Zynga. He has had an extraordinary journey through the games industry, which prepared him to build one of the Meta Quest's most popular franchises, with multiplayer titles ForeVR Bowling, ForeVR Darts, and ForeVR Pool. They discuss what, and how long, it's going to take to sell one hundred million VR headsets, and increase the frequency of their use. 

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In the week's news was a flurry of AI announcements. Musk's Grok AI launches, and it has promise. A real-time connection to the Internet is valuable, even if it comes from Twitter. Meta launches Imagine, a very fast, very simple, text-to-image app, and other AI features. Google unveils a new, powerful LLM, Gemini, which will succeed Bard. Our guest this week is writer-director-producer John MacInnes, who is making a horror film using Unreal Engine for Fortnite (UEFN) with the support of Epic Games. The finished film will cost about 1% of a typical studio budget.  

Thank you to our sponsor, Zappar!

Don't forget to like, share, and follow for more! Follow us on all socials @ThisWeekInXR!

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