Limitless Podcast - This Week in AI: NVIDIA's $2B Elon Deal | OpenAI's Huge User Base

Episode Date: October 9, 2025

NVIDIA is looking at a $10 trillion forecast alongside its major investment in Elon Musk's xAI.Additionally, we cover OpenAI's 800 million weekly active users, strategic partnership with AMD, and Sora's rise to the biggest app in the world. Also, is Apple ending plans for Vision Pro? Join us for another breakdown of this week in AI!------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 Intro0:34 AMD's Big Deal with OpenAI8:00 NVIDIA's $2 Billion Investment in xAI14:58 The New Financing Model for GPUs17:38 America's AI Race Against China20:49 OpenAI's Major Week27:11 Sora's Surprising Success32:38 Apple’s Vision Pro and Future Plans------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠

Welcome back to the Limitless AI Roundup. This week, InVidia is well on its way to becoming a $10 trillion company. Jensen Huang announced a $2 billion investment in XAI, putting a massive smile on Elon Musk's face. But Sam Altman's been pretty busy as well. He announced 800 million total weekly users on chat GBT, which is a 300 million jump from last update, which is absolutely insane. And Apple might be scrapping their Vision Pro after all. All this effort, Josh. Lots to cover this week and lots to get into.

Starting with this breaking news from AMD. AMD, for those of you who haven't heard of it, is pretty much Nvidia's main competitor. They create a bunch of important chips, GPUs and infrastructure needed to train and inference new AI models. And in this announcement, they secured a partnership with OpenAI of a total of six gigawatts over multiple years.

I think this specific is five years in total. But the most important fact about this, in my opinion, is the 10% equity stake that they're offering Sam Altman, Josh. Did you hear about this? They're basically offering up a stake for Open AI in their own company. Yeah, this is a pretty outrageous deal. Before we get into the deal, can we just take a moment to look at the chart, if you don't mind pulling that up? Because the weekly chart of AMD is outrageous. And I think it's very reflective of the size and scale of this deal.

Yeah. So on the day the news broke, I think the stock was up almost 40%. It might have closed like around plus 30% or something outrageous, but the market loves this. And I think the reason why is because this is a big bet and a vertical integration of technology. Like open AI needs chips. Amd needs someone to sell their chips to because Nvidia is like kind of crushing everyone. And the deal you could kind of view it in two separate ways. So AMD first, they sell Open AI a mountain of chips. Open AI promises to buy a gigantic amount of AMD special AI chips. They're called. the instinct GPUs, I think, which is different from NVIDA's Blackwell. They'll start with enough chips to use one gigawatt of power in 2026. So that's like the electricity needed to light up a whole build, a whole city like Seattle. Like a gigawatt is huge. No one's reached it before, but they're going to try to do that in 2026. Over time, it'll grow to six gigawatts of total energy, which is like this like crazy outrageous thing. So like imagine you build a robot army for like a school project. You need 100,000 Lego bricks. Instead of buying a few at a time, you make a deal with a Lego store to at millions over five years. That's kind of how you could think of this deal with them. And then on the

back end of the deal, OpenAI gets a chance to own part of AMD. So as part of the deal, AMD gave Open AI a warrant, which is kind of like a special ticket to buy up to 10% of AMD's company super cheap. Think like a penny per share. But Open Eye only gets this if they hit the goals, like actually buying and using all of those chips without any problem. So like one example I was explaining to my friend is that if you're trading Pokemon cards, you give them, you give your friend like a bunch of rare cards now, and in return they promise if your collection grows big enough, you get to own half of their card box for free. So it's kind of a win-win. You get what you need now in hopes of earning a lot of revenue down the line. And that's kind of how you could think

of this deal is it's a bet on both of their futures, but aligned to the same outcomes. So all of this only plays out in the case that Open AI is able to make these data centers, and then AMD is actually able to give the GPS required to make these data centers, which is a big way win-win, and the market loved it. I mean, this chart is very reflective of how impressive people think this deal is. There's a lot of talk about this like kind of like circle of revenue happening where like Open AIs paying AMD, AMD's lending stuff to open AI. But overall, the market seems to like it. Ejiz, did you have any takeaways from this? Well, well, that's kind of what I want to get into. You can frame it as one way as a win-win, as you said. But it could also be framed as kind of like a house of

cards that might come crumbling down at any point. As you said, like, Open AI is promising to pay for these things, but they don't actually have the trillions of dollars needed to pay for these GPUs just yet. And in AMD's position, they don't have the chips or the infrastructure ready to go either, right? So it's kind of like, hey, I owe you and we'll promise to build this out. And actually, the 10% equity stake that was offered to Sam Altman was to sweeten the deal in any case, saying, like, listen, I know that Nvidia is the big dog, but we can deliver on this and we're promising you in good faith that you can buy 10% of our company at a given price if you just trust us and we deliver on it. And there'll be milestones that rank this up, right? I want to dig into

the math very quickly because the margins are, as you can imagine, pretty nuts. So the total number of units that are promised for 6 gigawatts is 5 million units of AMD processors. And the price per GPU is around 20 grand. So total revenue for AMD and this would be around $100 billion. That's a big number. And I know Open AI doesn't have that money just yet, right? And the gross profit that AMD is taking from this is 50%. That's $50 billion. But then someone is saying, well, okay, but they're giving 10% of the company. But then 10% of AMD's equity at Friday's close, which is, I think before this announcement was officially made, or maybe on the day of this announcement, was $21 billion. So you're assuming that if you can buy in at a $21 billion valuation,

by the time that these gigawatts are served to Open AI, they'll probably be worth a marginal amount more. So really, AMD spent $21 billion to make $50 billion in the immediate terms, which is a pretty good deal. One other thing that I thought of is this is an unexpected move from OpenAI, and Sam Altman specifically, because he's been in really good cahoots,

with Jensen Huang and MVIDIA. And Jensen's been kind of known to rule the roost and you don't want to ruffle feathers with him. And this is a direct violation of that. In fact, Josh, I don't know if you saw this, but he had some supposed commentary which is detailed in this tweet where he goes, I saw the deal.

It's unique and surprising. Considering they were so excited about their next generation product, I'm surprised they would give away 10% of the company before they even built it. Anyway, it's clever, I guess. So I don't know directly what that quote is taking from, but you can just tell that Jensen is kind of like sitting on top of his throne and he's watching what's happening and he's making sure that the kids behave.

And one final point is I saw a tweet going around. I couldn't find it, which was apparently taken from a statement from Open AI basically saying, we're entering this partnership with AMD, but this by no means violates our partnership with Nvidia. who we trust and we love so much. And we're looking forward to taking our partnership with Nvidia further in the future. He actually mentioned Nvidia more than he mentioned A.FD,

which was what the announcement was about. So there's this cautious treading around, okay, whose GPUs that we're going to take, which is a strategy which Sam has been employing not just in the GPU world, but with compute in general. Remember, he had an over-reliance on Microsoft less than a year ago. And now he's kind of like spread that to Oracle

and a number of other providers. So just an interesting trend to note. Yeah, I love this quote from Jensen that we have on the screen. He's just so hyper competitive. And then I listened to a lot of things that he said. He just had a conversation on CNBC earlier this morning, I think. And it was about the NVIDIA deal and about the nature of the deals. And he publicly makes it seem very positive some.

When he talks about these companies, he is everybody's great. He always makes time to give credit to all the amazing companies, all the amazing CEOs. The reality is, is like, he is a very hardcore operator. hyper-competitive. And when he sees deals like this, I mean, he's right in the sense that, well, AMD gave away 10% of the company. Like, NVIDIA ships are badass. We don't have to give away anything. And I think that kind of leads us into the next deal. And I mean, EJ, as you started the show with a $10 trillion valuation for Nvidia. So please, back us into how we get there. Like, they had one big deal this week, right? Which probably plays a large role in that

valuation between XAI. Okay. Please explain. So the headline here is, Nvidia is to take up to $2 billion worth of equity stake in Elon Musk's XAI. That's Elon Musk's AI model company, right? They own Twitter. They own the infamous Scroc model, which is leading all benchmarks. And so this was a pretty major and unexpected announcement. Now that we've just spoken about the AMD deal, Josh, I do wonder if Jensen got kind of pissed and was like, well, screw you, Sam.

I'm going to remind you that I don't have an overall alliance or oath sworn to open AI. On the conversation that he had with CNBC this morning, he made a very explicit point to say, I'm very excited to participate in all of Elon's companies. I intend on continuing to participate. My only regret is that I didn't spend more, that I didn't invest more in these amazing companies. So it is very clear this is like, this is war. We are fighting. I mean, what's interesting is this deal promises Elon Musk and XAI a heck ton of Nvidia GPUs. And these GPUs are going to be specifically used for. for Elon Musk's major data center called Colossus 2,

which we've spoken about on this show before. And if you remember at the time where Elon announced that he was going to build Colossus 2, when he'd built Colossus 1, Jensen had said, this is the smartest and most effective man that I've ever seen built a data center. And he had full faith speaking his, you know,

positivity towards Elon at that time. And we're seeing him kind of like lean into it, but him saying like, whatever Elon dares, I want to be involved in, right? It also gets me to kind of think that if Sam or AMD is giving away 10% stake in their company to Open AI, do you remember when Trump announced that the government was taking a 10% stake in Intel? Josh, do you remember? I do very well. Yeah, and then the price action afterwards. The price action afterwards, which was the stock just searched, but do you remember Jensen's immediate public response to that news, like on the day itself?

I'm not sure I do. I would assume it was positive and sentiment, but I don't remember exactly what he said. Oh, no. He went on official record in an interview because he was at a conference that day and he was asked about it where he said, if the government tries anything like that in terms of nationalizing, and he used the word nationalizing of Nvidia's company. If the government forces him to give over 10%, he will sue them to High Haven. So he made it very clear at the start that Nvidia's not for sale. And it kind of, of makes Intel and now AMD look a little weak in this move. And he's going the other way and saying, no, I'm going to take a stake in the AI model company because we're the big dogs here. We're top of the S&P and we're going to make it. And do you have any thoughts before I jump into the numbers here? Yeah, when you're the kingmaker, you get to decide these things. I'm not sure Intel really had a choice. Like Intel's choice was to slowly bleed out or get subsidized by the government and become an important company in a world where they were like, declining in relevance. So it was probably a good deal for Intel, but for, yeah, of course,

NVIDIA would never have to deal with this. They have far too much leverage. And if they, and if anyone has a problem with it, well, it's too damn bad. No one else makes GPUs as good as they do. So I found that interesting. One of the other things I found most interesting about this deal was the actual dynamics of the deal, because this wasn't a traditional, like, we're investing in you, we're getting an equity swap. It uses special purpose vehicles. It uses GPS as collateral. There's a lot of these weird technically nuanced things about this deal that I think makes it unique that I would love to walk through. EJZ, if you have any, yeah, I guess walk us through this detailed post here on Twitter. Yeah.

So here's my understanding of this. Envideo didn't invest directly in XAI, but they invested into an SBV, a special purpose vehicle, which a lot of these companies do to kind of like get around certain organizational hierarchical structures. And this SPV, I think in total, was raising around $20 billion, $12.5 billion in debt, and the rest $7.5 billion in actual equity. NVIDIA is putting the $2 billion of their investment in that $7.5 billion of equity. So this is an equity only thing. It's not in debt. It's going purely to XIA, which is really interesting. Going a layer deeper, Nvidia's not actually putting this money directly into their hands.

it's coming in the form of GPUs, Josh. And so if you recognize the pattern that's happening, that's what AMD was doing with OpenAI that we just spoke about. So it's kind of becoming this deal, which is laid out by this tweet over here, where he goes, I think we're watching the new financing model for GPU buildouts emerge. The funding is tied straight to the hardware.

So if a project fails, the lenders can seize the GPUs because they hold their own value. So in effect, Nvidia's chips are effectively turning into their own asset class. Isn't that insane? It's basically saying GPUs are the new gold. Like screw your equity,

screw the money or any kind of collateral that you have or that bank lending deposit that you've taken out. I don't care. I want your GPUs. And if you screw me over, I'm going to recall them. Yeah, this is amazing. It feels like a gold standard,

except for GPUs. They are these very highly coveted, highly complex things that are the only thing that matters in a world that is run by AGI. And to me, this deal is such a fun, forward-looking way of viewing the world, denominating value in GPUs versus dollars, because I mean, we know the dollar is kind of like, we're in this inflationary thing, are like spending purchasing power is going down, but GPUs are the inverse of that. And using these GPUs as collateral is such a fun and fascinating way of structuring the deal. So why did

XAI do this? Well, they kind of, they need a way to get more power because obviously AI is exploding. Their Colostos supercomputer already has 100,000 GPUs and this deal helps extend that in a huge way. So, Nvidia wants to stay on that as the top dog of AI chips, especially after that

deal with OpenAI and AMD and XAI needs these GPUs and they need more money to buy these GPUs. So who is the best person to raise all this money from? Well, the person who's making all of the GPUs and video. And if this deal works and if this actually plays out as described,

by Jensen and Elon and the whole XAI team, well, they're very quickly trending towards not only the world's first gigawatt cluster, but the world's first multi-gigawatt cluster with a couple of hundred coherent GPUs and these things are happening very quickly. And it was clear based on the conversation that I heard Jensen have this morning that he is very bullish on the XAI team. And he very strongly believes that they have all the resources to do so and is willing to give them basically whatever they need in order to make it a reality. Because the downstream effects, one, are that, well, Jensen just sells a ton of GPUs. But two, the XAI team is very much showcasing the full capacity of Nvidia, the company. It's like, if you actually have all

the ability to manufacture these data centers and build them quickly, well, this is how amazing their results could be if you use our product. So it's a win-win for everyone. It was a really cool deal. I think this is an exciting new paradigm where we are denominating in GPUs. And as a result, it's just very bullish on Nvidia, man. Through all this, they seem to be in the best position. They have nothing but growth. There's no world in which the Nvidia market cap does not keep going up. Like, I do, I very much understand the $10 trillion market cap. Like, sure, maybe there's some spending bubble. But long-tail effects of this are huge. This is a trend that is not changing for a very, very long time. I just want to point out this is a public service announcement for all

the Duma's out there that are listening to this, everyone is investing in this thing. Everyone's rolling the dice, everyone's taking this big bet, and you're seeing the leaders of this industry, like we have on this tweet up here from Greg Brockman, president and co-founder of Open AI, saying,

we're working to build as much compute as we can as quickly as we can over the next few years. And he goes on to make the point that I think everyone is underestimating the demand for compute that AI will have. So instead of what, the Duma's that are saying, hey, we're in a KAPX bubble. You know, AGI hasn't emerged yet. The front runners, the leaders of this entire show is telling us through these major investments

in compute hardware and the deals that they're making that compute is necessary and they're going to roll the dice betting on this industry. And there's a wider point here, Josh, which I'm wondering if you agree with, which is it's make or break for America at this point. I tweeted about this yesterday because I was just kind of like thinking about this whole like America versus China thing. And, you know, we're going to have a robot episode coming out tomorrow. And China's like, in my opinion, leading ahead over there. But it's like, how does America win here?

Like they need to take these big bets. They need to perhaps take a 10% stake for the government and kind of like bring all manufacturing onshore and ramp up their robotics investments and push S&P to all time highs every single week. because if they don't, we risk losing it all. And I think that that is just full-on startup mode for America and I'm excited to see where it goes. I like the idea of just turning blinders to China and not really paying attention and just keeping the focus on us in-house. To back in again to your $10 trillion dollar valuation, one of the things that I've just began to realize recently is the fact that like basically the entire world runs on CPU architecture. Like everything is run on CPUs. It's like that's how we use computers. That is how all

the computers that you look at across the world run. But with the advent of AI and most recently reinforcement learning and inference, where much more tokens are generated or required to be generated in order to give a better response, there are like these two forces at play where, one, while the natural flow of this AI innovation is leading to exponentially more tokens need to be generated. And two, all of those tokens are generated on a GPU. So if you believe in the idea that AI will be ambient throughout all the computing in the world, then you also kind of have to believe that the entire CPU architecture of the world needs to flip over to GPUs. And in the world that that's true, that displaces everything with the processor inside of it.

It is a gigormous industry, bigger than anything that we have like currently today by a long shot. So to say that a company like Nvidia still has a 2 to 2.5x left in it seems very reasonable in that basis, where if you believe that AI is the future, if you believe reinforcement learning and inference training, it kind of seems undervalued. It does. On a short time scale, no one has any idea what the hell is going to happen. But over a long period of time, this is very much a sticky trend. And there's one company very clearly at the forefront. So bullish on Nvidia, bullish on GPUs, bullish on all these deals. Don't forget Nvidia started off as a gaming GPU or gaming hardware company. That's how we know about them. Because I, dude, I'm a freaking,

I loved gaming. I built my own custom PC. Tell us the law. Tell us the law, Josh. Well, I used to, I gamed all the time and I built a custom PC to play games on. And the thing that you bought was the Invadia GPUs. And I would always just buy the newest Nvidia GPU. And then eventually, well, when Ethereum came around, they started being used for like Ethereum mining.

You could buy some GPUs for that. And then eventually it kind of pivoted to back to gaming where these things would sell out instantly. So I used to do like sneaker reselling and a reselling bots. You would try to buy. the GPUs to resell them because they were so rare and so difficult to get. And now it's like, it's kind of leveled up from like the gamers to the miners to like the computer nerds to like the largest superpowers in the world. And now everyone wants the GPU. So listen, I'm not saying, actually I am saying that these nerdy gamers like what they're doing on the weekends, you really

got to pay attention to it because they are ahead of the trend sometimes so early that it seems indistinguishable from like a stupid toy. But they were very much right. I have had. Nvidia GPUs for well over a decade. And I probably should have used that as signal to buy some more stock because my God, what an incredible company. Jensen Huang is on a legendary run and the computer nerds are winning. What a world my 13-year-old self would never believe in if I told him this now. Okay, so Josh, we have a few more items to cover.

Let's get through it. One tiny item is opening I had a pretty big week. And when I say big week, I actually mean major week. And what other week is not major for open air recently? Check out these stats. They announced 800 million weekly chat GPT users. Josh, this was 500 million four months ago. Wait, you guys, I pulled some fun stats about this 800 million weekly active users number.

So that means one in every 10 people on Earth is using their product every week. If users were a country, it would be. the third largest nation on earth behind only China and India, you can fill 8,000 Super Bowls every week with your audience and still have people waiting outside, and every minute, 79,000 people are using it. That's more than an entire football stadium logging in every 60 seconds. So this is like a outrageous amount of weekly active users, and weekly should not be confused with monthly active users, which I'm sure is far more, where they have to be gradually approaching among the largest user bases in the world. I guess maybe behind meta,

I'm not even sure who else would be up in that category, but this is a tremendously large number to do so, not that long of a time period. And I think the other major number to pay attention to here is the four million developers. Now, one thing to be wary of is your product is only as good as your users say it is, but your product only gets better as much as your developers have access to it, as much as your developers want to build on it. Having 4 million developers focusing on one singular product, which has pretty much been chat GPT up until this announcement, which we're seeing on the screen, which is from their Open AI Dev Day this week, is absolutely insane. And we have an entire episode. Josh and I covered this. Immediately after the stream, we were one of the first

brands to put out an episode on this. Go and check it out. It's on our YouTube page, Spotify, or wherever you listen to stuff. But one of my favorite takeaways from this, Josh, was the Apps SDK. Do you remember this? This is basically a new upgrade which will allow you to chat with apps in your chat GPT.

And whilst we've spoken about this already and I've given you my thoughts, I had a really interesting conversation with my girlfriend yesterday, which was she was like, what do you mean you could chat to apps? And I walked her through the process. I said like, well, remember how we're kind of like looking at potentially new places to move to

in America or around the world. And you know how you usually type in a prompt and you're like, hey, like, where do I want to live? Like, tell me the top places or neighborhoods in this city. And then she's like, yeah. Well, now you can say, what are some of the top listings for a home to rent or buy there? And it taps into Zillow.

And then you could say, well, I want to set up viewings for these places. I'm going to visit there next week. And they're like, cool, do you want me to book a flight for you? Do you want me to book the bookings for the listings for you? let me give access to your calendar and it does all of these things for you. It makes your life easier. But the thought that I had here, Josh, was this is a completely new way for the app builders

themselves to interact with this new paradigm. What I mean by that is your app now no longer caters to humans. It caters to these AI models. It caters to these AI agents. And I think that that is not too dissimilar from brands. going from brick and mortar physical stores where they had to care about location, they had to care about foot traffic, they had to care about where they positioned their products when people walked in, to online e-commerce, where suddenly people had to worry about SEO and becoming number one in

Google's search page and search rankings. So in my opinion, this is like another jump. It's another jump to a different medium, which people are figuring out in real time, and I don't think they've prepped full. And yeah, that was just my takeaway that I had to share because I was like, oh my God, like, this is completely like paradigm shifting. Yeah, they're eating the world. I think we see similar dynamics between Open AI and Nvidia in the sense that they have what everyone wants, which is one case is GPUs, but the other case is users. And if you have 800 million weekly active users and you have an opportunity to plug in to that user flow and actually add value to the user experience, that's a no-brainer. And it is very clear that Open AI is now just trying to

bring everyone to them and serve as an aggregator to the outside world. And I think that's great because they're definitely the best equipped to actually do that. So yeah, that was an interesting little thing this week. Again, for people who don't know or who aren't up to date, we did drop the episode yesterday. So check it out. Do you want to talk about SORA here? SORA Update No. 1. I see you say it on blog post. I would love to. So SORA Update number 1, but it is also officially the number one app in the app store, Josh. So this This week or a week ago

Open AI announced their new text to video model but they did it with a twist they also announced a brand new social media platform which is kind of like TikTok but every single video is AI generated Josh and I kind of hated on it and I kind of rounded off the episode with maybe this might work maybe it won't and I have to say I've ended up loving it since

I've created a sorry I'll have you You got to tell me why. Okay, I'll tell you why. I'll tell you why. And I don't know if I'm too proud to announce why, but I'll say it anyway. I like seeing myself feature in all these random fantasies or ideas that I can come up with. But, but, but more so, I like doing it with my friends. I can cameo David Hoffman.

I can cameo you in a fun little video if I have a fun little idea and share it with you. And I have to say, I'm not doing it with the idea of like, Josh, look how real this is. Wouldn't it be cool? I'm not like sending you a hint saying like, I wish we could do this. It's more like, isn't this a funny meme? Like, look at us joking around. You and I would never do this. And so I guess that novelty hasn't worn off for me and hasn't worn off for a heck ton of other people. Reaching number one in the app store is no joke. Yeah, I think, I mean, for me, I haven't even opened up the app in like two or three days. So it has lost the stickiness for me. But I think I share your enthusiasm in the sense that, again, this is a company with 800 million active users that just

dropped a social media application on a whim just to test things. And I really, I admire that about Sam and the Open AI team as their willingness to experiment and to increasingly break down borders. I mean, the copyright thing was one of them where you can make your videos with like Pokemon or SpongeBob or these copyrighted characters. And their willingness to kind of bend the rules a little bit in terms of shipping faster and innovating faster. I really admire.

So I expect this to be a directional trend with Open AI where we see a lot of new technology applications, products, just being launched and just seeing which one stick, which ones don't, but using them as these platforms to kind of complete the development circle where new technology, pair it with the product, release the product, and just see what happens. And SORA, overwhelming success. I mean, number one in the App Store, all of this, like, all of these viral videos that I'm seeing on Instagram and TikTok and everything, like, it's a really big deal. So, props to the other. Most of the viralities don't happening on SORA, though, right? It's happening on like Instagram and TikTok,

I've seen a million SORA videos that have got like millions of likes and hundreds of millions of views, not on the actual SORA app. So that's probably like a loop that they need to tie in. But I have to push back on you a little bit, Josh,

because whilst they were brave with going down the, hey, we're going to infringe on a bunch of copyright and you can sue us or opt out or whatever, they've kind of been backtracking on that this week as well.

They've basically been removing a bunch of copyrighted material and it's resulted in an experience where when people are trying to create videos and I've seen this myself, you just get an error message saying, sorry, we can't create that video. It's been prohibited. And after that happens two to three times, I'm kind of disenchanted. I'm disincentivized to create a video because I'm like, well, what can I create? The whole point of me coming here is me creating a video with Super Mario Brothers and running in the game with them, right? And now I can't do that. So what's the point? Yeah, I will say the benefit of

doing that five days in versus on day zero is this huge astronomical difference because we did get those five days of virality. It did get to number one. I did see in the time that I was interested in the application, it was fantastic because it had none of the iras. So even though they are adding them retroactively, I do like the fact that they were able to do that on day five instead of zero. And I think that may have been the difference between number one in the app store and just like a vibes like meta experiment. It's just lame off the bat. Like you never even get a chance to try the unhinged version. At least we got a little taste of the unhinged version.

And then also just one little comment for the people who made us to the end of our last episode. I did drop some Sauru2 codes for the people who commented. I gave you all of them. I've none left. So Ejess, if you need more, please, drop them for the nice people. But thank you for listening and replying. All of mine got taken. I was like doing a little Ponzi scheme with my friends where I would invite one and then take the four invites so I could drop more.

I'm out. I got nothing left. But thank you for commenting anyway. And we'll try to get more. We'll try to refill them because I want to give the people who listen a little reward, especially for those that make it to the end. So thank you again. Yeah.

Yeah. Yeah, as Josh mentioned, we are working with Open AI to get you a bunch of codes for limitless listeners. You guys have been the most enthusiastic ever. So we have got you there. All right, Josh, Apple is potentially shelving the development of their cheaper, lighter, Vision Pro revamp called the Vision Air because they might want to create a bunch of spectacles, you know, some glasses that do AI stuff similar to metaglasses

and maybe even similar to what OpenAIA might release. What do you have to say to that? Because I've got a pretty smug face on my, I've got a pretty smug look on my face right now because I thought Vision Pro was the future. I know they're going to create something cool new and now they're going to be making glasses. I have a couple points to this. The first point I want to make is about the glasses that exist in the market, particularly regarding yours that you ordered a couple weeks ago.

Where are those Metaquest glasses? They're not here. Yeah, why are they not here? They haven't even shipped the damn product. No one could get the freaking thing. They don't work. They suck. They're not delivering them.

They're not available. There's no prescriptions available. If you have glasses, you literally cannot wear them because they do not support a lot of prescriptions. It's just like this disaster of a release. It's not a real product. I'm looking at my email right now and it still says hasn't been. It's not even out for delivery. I'm being screwed.

Oh, my gosh. See? Listen, I hate saying I told you so, but, you know, maybe. maybe I told you so. Anyways, there is no serious player in the glasses market right now. So that is one reason why. I think there's a lot of things happening at Apple that are probably contributing to this. One of them, one of the most important ones actually is the leadership shakeup that we're seeing now.

There's been a lot of executives in the Apple C Suite that have been around for decades, multiple decades plus. And a lot of them are either leaving or restructuring or changing where they're going to be. Tim Cook is making it clear that he is starting to transition out of the CEO spot. There will be the new, I think he's the chief of product, the chief product engineer, John Terminus, John Termis. Yeah, awesome. They've recently started giving him a lot of publicity. He's likely to step into the CEO slot.

I'm hoping he has a role in strategic changes in the company because open AI is very much, or if I got Open AI, Tim Cook is very much an operator. He's a business operator. He ran Apple from like whatever small market cap they were to this astronomical giant they are today. But as a result, product innovation suffered. So with a new product leader at the forefront, leaving this company, I'm hopeful that they will start to take their products much more seriously. And perhaps the glasses are a pivot to that.

I think the Vision Pro, and I think a lot of people kind of think that, is a stepping stone towards the glasses form factor. Switching from improving the Vision Pro to just going right for the glasses, I would like to believe means that they have just kind of innovated a little faster than they initially intended. We saw the technology get micro-sized for the iPhone Air. I think that's a really good proof of concept. We saw the really small displays, all the compute being left in the plateau.

It's just like really elegant, beautiful device. They stick them in glasses. They have a killer product. I think this is the right move. I'm a little disappointed because, man, the Vision pros are fantastic. I mean, look at this photo. They're amazing. Do you have a pair?

No, because they were 3,500 bucks. It's a lot of money to justify them like something I won't use that much. Because there's just, again, there's no ecosystem developer support. But as a product, they're amazing. So it makes me sad that we're not getting a ton of innovation on that front, but I'm hopeful this means that the glasses will come sooner. And when Apple delivers glasses, each of as I promise you, they will be actually good. And they will deliver them on time and they will have high resolution displays. And they will have a lot of utility in an ecosystem that you actually participate in instead of this weird siloed metal thing.

And it'll just come out in 2030 or 2035 maybe. Yeah, we'll just have to wait a decade. It'll be a long time. So don't expect glasses anytime soon. But in the meantime, we will have hardware from Open AI that we can actually enjoy because we'll have some good hardware on the AI front, which I think will hopefully be able to hold this over until our super cool glasses get released. But I think that's probably everything, right? Unless you got more beef, unless you want to find some more about Apple. No, no, no, no.

I largely agree with your point of view. I just have been bearish at the way that they've been delivering. I hope this new leadership change actually happens, Josh. And if they're putting a hardware guy at the helm, that is extremely. That is extremely bullish because that means he's going to come out with a new hardware product. And he's probably not going to be another. It's probably not going to be another iPhone. It's probably going to be something major.

He wants to put his foot down, stamp his kind of legacy. So I'm excited about that. But that is it for this week's roundup episode, folks. As Josh mentioned, the thing that we're giving out are SORA codes. Josh may not have many right now, but he will have plenty in about two days time when I get a response from the open AI folks, Josh. That is the latest update, by the way. Okay, all right. I was going to say, don't promise people we can't give, but we do have insider info.

We do have insider info. So, this week, Josh, what shall we incentivize listeners to do to get a invite code? You get to pick this week. Well, they could just say that they made it to the end of it. Like, do you want to give them a keyword or something? Like, if you're still watching this episode, you deserve everything. The fact that you've stuck with us for like almost 40 minutes, like, whatever I can give, please take it. So is Jensen Huang.

He's the guy. Comment Jensen Huang and we'll get you a SORA code. Okay, EJaz is going to get you the story. He's like plugged into this whole of an air world. He's the one that chatted the people early in this week. Check out the episode if you haven't. It's fantastic, all about memory and pulse. We'll work on getting you those codes so you could try Sora.

And then you could let us know if you like it or hate it because I'm very much in the hater basket. EJaz is a lover. But I want you to have the opportunity to try. And if you haven't, please don't forget to like the video, subscribe, share with your friends, all the good things. And we're back tomorrow with an exciting episode about robots. There's a new robot announcement.

No one knows it yet, but it's coming. And it's going to be tomorrow. We're going to talk all about it. And I will see you guys then. Thank you for watching. Peace. Oh, and Camio was on Sora. Yay!