Tech Brew Ride Home - Meta Smartglasses Leak

Episode Date: September 16, 2025

Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion ...people use Spotify for free? And how to use the best feature of the new iOS. 'Meta Ray-Ban Display' Glasses Design & HUD Clips Leak Ahead Of Connect (Upload) OpenAI upgrades Codex with a new version of GPT-5 (TechCrunch) Beijing says TikTok’s US app will use Chinese algorithm (Financial Times) Spotify will now let free users pick and play tracks (TechCrunch) iOS 26 Review: A New Look I'll Be Happy With for the Next 12 Years (CNet) Podcast Listener Survey: https://www.morningbrewbreakroom.com/c/r/Tech-Brew-Ride-Home Learn more about your ad choices. Visit megaphone.fm/adchoices

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Starting point is 00:00:24 Google Fi Wireless is not subject to data traffic deprioritization during times of high network usage. Welcome to the Tech Brew Ride Home for Tuesday, September 16th, 2025. I'm Brian McCullough today. Looks like we're going to be getting new meta smart glasses later this week. Open AI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion people use Spotify for free and how to use the best feature of the new iOS. Here's what you miss today in the world of tech. A now removed unlisted video on meta's YouTube channel apparently revealed
Starting point is 00:01:07 new meta-ray band glasses with a heads-up display shown to one eye, also an S-EMG wristband, quoting Upload VR. To be clear, this is not true AR, and it's far less ambitious than the Orion prototype. The clip shows the fixed HUD visible to the right eye only being used for meta-AI and on-foot navigation, as well as the wristband being used for finger-swiping letters on a physical service to respond to a message. that meta is launching smart glasses with a HUD controlled by its long and development SEMG wristband at Connect 2025 is not a surprise. Bloomberg's Mark German, The Verge, the information, the Financial Times, and CNBC have all reported that meta intends to release such a device this year and in July
Starting point is 00:01:53 renders of it and its wristband were discovered in early firmware. But what is somewhat of a surprise is that it will be Rayband branded. Last year, the information reported that the glasses would be released by Meta without Esselor Luxottica because the Rayban and Oakley owner balked at how thick the temple of the glasses needed to be to deliver a display. According to that report, the glasses will weigh 70 grams compared to the 50 grams of Rayban meta glasses. Assuming the information's reporting was accurate, what may have changed Elselaer Luxatica's mind between then and now is meta investing $3 billion into it, taking a 3% stake, with reports suggesting that meta is considering further investment to bring this to over.
Starting point is 00:02:34 over 5%. As we noted at the time, this likely gives Meta more of a say over which products get to ship with Esselor Luxottica's prize luxury branding. The decision may have happened earlier than this, however, back in January, the Financial Times reported that next generation Rayban Glasses would get a display this year. The Rayban branding should lead to much wider consumer appeal than had Meta gone alone, as well as the potential to demo and sell the glasses in some of Esselorloxotica's thousands of stores worldwide, end quote. Again, note there that MetaConnect is happening later this week, so I assume this is why this is all trickling out now. But wait, there's more, quoting Upload VR again.
Starting point is 00:03:14 As well as the meta-rayband display glasses, the leaked video also reveals the design of the rumored Oakley Meta-Sfera glasses with a centered camera. The Rayban Meta-Glasses, the recently launched Oakley Meta-HSTN glasses, and the upcoming meta rayband display glasses all have their camera on one of the temples, capturing a slightly off-center perspective. For months now, though, Bloomberg's Mark German has reported that meta and Esselaulah Luxottica are also working on smart glasses with a camera in the center, leveraging Oakley's sphera design. A centered camera would be ideal for first-person footage, and the product will be marketed toward cyclists and other athletes, German said. Clips from the leaked meta video clearly show
Starting point is 00:03:55 the Oakley meta-sferra design and depict it being used to capture centered footage of skiing and running. To be clear, the meta-Oakley-Sferra glasses almost certainly do not have a display. Like the regular Rayban meta and Oakley meta-HSTN glasses, they should have a camera, speakers, and microphones, end quote. OpenAI has debuted GPT-5 Codex, a version of GPT5 optimized for agentic coding in codex, and says this model spends its thinking time more dynamically than previous coding models. Quoting TechCrunch. new model could spend anywhere from between a few seconds to seven hours on a coding task. As a result, it performs better on agentic coding benchmarks.
Starting point is 00:04:47 The new model is now rolling out in Codex products, which can be accessed via a terminal, IDE, GitHub, or ChatGPT to all ChatGPT Plus Pro Business EDU and Enterprise users. OpenAI says it plans to make the model available to API customers in the future. The update is part of OpenAI's effort to make Codex more competitive. with other AI coding products such as ClaudeCode, Anesphere's cursor, or Microsoft's GitHub copilot. The market for AI coding tools has become much more crowded in the last year as a result of intense user demand. Cursor surpassed $500 million in ARR earlier in 2025, and WinSurf, a similar code editor was the subject of a chaotic acquisition attempt that saw its team split
Starting point is 00:05:29 between Google and cognition. OpenAI says that GPT5 Codex outperforms GPT5 on benchmarks measuring agentic coding abilities, as well as benchmarks measuring performance on code refactoring tasks from large established repositories. The company also says it trained GPD5 Codex for conducting code reviews and asked experienced software engineers to evaluate the model's review comments. The engineers reportedly found GPD5 codex to submit fewer incorrect comments while adding more high-impact comments. In a briefing, OpenAI Codex product lead Alexander Mbrisios said that much of the increased performance was thanks to GPT5 Codex's dynamic thinking abilities. Users may be familiar with GPD5's router in chat GPD, which directs queries to different models
Starting point is 00:06:16 based on the complexity of a task. Ambricios said GPD5 codex works similarly, but has no router under the hood and can adjust for how long to work on a task in real time. Ambrosios says this is an advantage compared to a router, which decides how much computational power and time to use on a problem at the outset. Instead, GPT5 Codex can decide five minutes into a problem that it needs to spend another hour. Ambricios said he's seen the model take upwards of seven hours in some cases, end quote. Could this whole saga at long last be reaching some sort of a conclusion?
Starting point is 00:06:56 China says a U.S. spinoff of TikTok will use BightDance's Chinese algorithm and a deal made with the U.S. includes licensing the algorithm and other IP rights. Quoting the F.T. Wang Jing Tao, deputy head of China, as powerful cybersecurity regulator told reporters on Monday night that U.S. and Chinese officials had agreed a framework that included licensing the algorithm and other intellectual property rights. He said BightDance would entrust the operation of TikTok's U.S. user data and content security without elaborating.
Starting point is 00:07:26 TikTok's powerful recommendation algorithm has been at the heart of a geopolitical tug of war over the short video app since the first Trump administration when Beijing unveiled expert controls on algorithms to thwart a forced sale of the app. The AI algorithm underpins the app's prized ability to serve up addictive videos tailored to individual users, but has also raised fears among national security hawks that it could be manipulated to push Chinese propaganda or polarizing material to users. U.S. officials have insisted that any deal must ensure TikTok's recommendation algorithm is fully severed from bite dance, warning that continued cooperation could allow Beijing to maintain influence over content seen by Americans. It remains unclear to what extent TikTok's Chinese parent would retain control of the algorithm in the U.S.
Starting point is 00:08:08 a licensing deal. An Asia-based investor of Bytance said the new U.S. TikTok entity would use at least part of the Chinese algorithm, but train it in the U.S. on American user data. Beijing's bottom line is a licensing deal, said the investor. Beijing wants to be seen as exporting Chinese technology to the U.S. and the world, end quote. It's the ultimate taco trade, said one U.S. advisor close to the deal, referring to the acronym, Trump always chickens out. quote, after all this, China keeps the algorithm, end quote. American and Chinese officials reached a framework agreement on Monday after two days of talks in Madrid to hammer out a deal that could keep the Chinese-owned app online in the U.S.
Starting point is 00:08:47 China's top two trade negotiators, vice-premier He Lefing, and Deputy Commerce Minister Lee Chenggang indicated that Beijing would approve the export of TikTok's algorithm. U.S. Treasury Secretary Scott Bessent separately told reporters that the spun-off app would be controlled by, American investors but preserve some Chinese characteristics, according to Reuters. Another person familiar with the matter said TikTok had been developing a standalone U.S. app in anticipation of a deal, but was keen to ensure that content generated by American users would still be available to users in the rest of the world app and vice versa.
Starting point is 00:09:22 Ahead of a previous April deadline, the White House was close to an agreement that would have spun off U.S. TikTok into a company receiving new investment, potentially diluting the stakes of Chinese investors. Under the terms of that deal, investors, including Andresen Horowitz and Blackstone would have owned about half of TikTok's U.S. business, while large existing investors, including General Atlantic, Susquehanna and KKR would have held about 30% of the new entity. As part of that deal, Oracle, which already stores the personal data of American users on its U.S. cloud servers, would have taken a small holding in the new business and also been responsible for securing the U.S. app's data. It is unclear whether the broad contours of the current deal
Starting point is 00:09:57 will match the April proposal. However, new investors are expected to join the consortium, according to people familiar with the matter after some investors such as Blackstone pulled out, end quote. Study and play. Come together on a Windows 11 PC. And for a limited time, college students get the best of both worlds. Get the unreal college deal, everything you need, to study and play with select Windows 11 PCs. Eligible students get a year of Microsoft 365 premium and a year of Xbox GamePass Ultimate with a custom color Xbox wireless controller. Learn more at Windows.com slash student, offer. While supplies last, ends June 30th, terms at AKA.m.m.m.m.m. Ready to soundtrack your summer? With Red Bull Summer All Day Play, you choose a playlist that fits
Starting point is 00:10:50 your summer vibe the best. Are you a festival fanatic? A deep end DJ, a road dog, or a trail mixer. Just add a song to your chosen playlist and put your summer on track. Red Bull Summer All Day Play. Red Bull gives you wings. Visit Red Bull.com slash bright summer ahead to learn more. See you this summer. Ambition comes in all shapes and sizes. At First Citizens Bank, we roll with your goals because we're built for what you're building. Fit for your ambition for Citizens Bank. I've got some news for those of you who use Spotify but don't pay for it.
Starting point is 00:11:32 And apparently there are a lot of you out there because Spotify reported there were 433 million ad-supported monthly active users of the service as of Q2. Spotify has added new features for free users globally among them, allowing you to search for and play any song you want. Quoting TechCrunch, the company calls the new features pick and play, search and play, and play, and share and play respectively. With the former, free users can hit play in the Spotify app to pick and play any song they want, or can even search for a particular song and play it. The share and play feature could encourage free users to open Spotify when they come across music on social media. For instance, Instagram lets users share a Spotify track to stories with sound and allows users to share music on Instagram notes.
Starting point is 00:12:18 Previously, free users could shuffle songs with limited skips on mobile devices. Spotify says the new features will roll out globally to free users, but there will still be some restrictions that premium users won't face. When reached for clarification, the company told TechCrunch that users on the free mobile experience will have an allocation of on-demand time, and when they reach that daily limit, they'll then be restricted to a limited number of skips per hour. Spotify did not share what that time limit is, but noted that premium users will not have these restrictions, end quote. Finally today, they're here, and by they, I mean iOS 26, iPad OS 26, MacOS, 26,
Starting point is 00:13:04 watchOS 26, VisionOS 26, and TVOS 26, featuring that new liquid glass design. Quick note, though, on iOS 26, quoting Mac Rumors, A new support document explains that major iOS updates require backgrounds setup like indexing data and files for search downloading new assets and updating apps. Further, Apple says that new features could require more resources leading to a, quote, small impact on performance and battery life. There are often complaints about battery life after a new software update, which is likely why Apple linked the new support document in the iOS 26 release notes. While the impact of software updates on battery life has been mentioned in past support document, Apple has not explained possible battery drain after updates so explicitly, end quote. Hmm, so keep your eyes out for that. But also, what can you expect with the new,
Starting point is 00:13:58 well, let's just do iOS 26. According to CNET, liquid glass is not just eye candy. It's a cohesive design pivot that Apple can ride for years. The interface leans into rounded, translucent surfaces, depth and dynamic lighting, extending across system Chrome, app icons, notifications, and buttons, as you'll recall. It is a bold change, they say, but it doesn't force you to relearn the phone. Navigation and core behaviors remain familiar, which helps the transition feel confident rather than jarring. Early beta legibility quirks have been tuned, and Apple will likely keep refining edges now that it's in the wild. Beyond aesthetics, they say the update bundles practical upgrades that smooth everyday friction.
Starting point is 00:14:40 The phone app adds call screening to shoo away spam, a hold assist to wait-on-hold for you. Haptics on Connect, quick, remind me to call back prompts from recents and live on call translations, small conveniences that add up if you spend time on the line. Messages gets quality of life updates like richer customization and organizational tweaks, and the long-promised shift to RCS keeps cross-platform threads more modern. A new system-wide games app replaces the old game center, which surfaces and centralizes achievements and social bits. C-NET emphasizes consistency as the hidden headline here. Liquid Glass shows up across Apple's platforms this year, iPadOS, watchOS, MacOS, Tahoe, etc. So your iPhone no longer feels like it's living in a separate
Starting point is 00:15:26 design era. That cross-device harmony in the fonts, motion, translucency, interactions, gives the whole ecosystem a cleaner, more premium feel without sacrificing speed or battery life on recent devices. The point isn't novelty. For novelty's sake, it's unifying the experience so your eyes and thumbs don't context switch. Still, they say not everything lands. The review notes that the glassy sheen can flirt with readability issues in certain lighting or wallpapers, and some of the agency ambitions are clearly staged for later. Apple's deeper Siri revamp isn't here at launch, which leaves iOS 26 feeling visually new,
Starting point is 00:16:04 but only incrementally smarter from day one. And as ever, features skew to newer hardware, so older iPhones see the facelift, but not every single trick. But hey, if the big feature is that call screening, here's how to turn that on, quoting CNET. Tap on settings. Tap apps near the bottom of the menu, then tap phone. Under the section Screen Unknown Callers, you'll see three options. Never. Ask reason for calling and silence. Choosing never lets calls from unsaved numbers come through and ring on your phone. It also lets miss calls be documented in your recent list in your phone app. just like before call screening was available.
Starting point is 00:16:45 This is your phone app's default option. If you tap Ask Reason for Calling, your phone will ask anyone who calls you from an unsaved number the reason for their call without ringing your iPhone. After the caller answers a few questions, your iPhone will notify you with a transcript of the caller's answers. Then you can decide whether or not you want to answer the call. You can also pick silence, which is the nuclear option for phone calls.
Starting point is 00:17:07 Any unsaved number that calls you will be silenced and sent to voicemail, no questions asked. Ask Reason for calling is probably the best option for most people who want to screen calls. I chose it, and while it notified me when scam callers answered some questions, which they rarely did, it also notified me when my doctor's office called to go over some test results. If I had chosen silence, I would have missed my doctor's office, and choosing never, would mean checking every call if I was expecting something important. If you choose ask reason for calling and dislike it, you can always follow the steps above again and choose one of other options. And remember, you can always silence your phone and not be bothered by any phone
Starting point is 00:17:46 calls. My wife has not taken her phone off silent in months, and she remains blissfully unbothered by spam calls, end quote. Reminder to please take the podcast listener survey, which is the bottom link in the show notes today. Do this for three reasons. Number one, it helps us get a higher tier of advertiser. Number two, it lets you tell me what you do and do not like about the show, and thereby helps me make the show better for you. And number three, if you take the survey, you are entered into a raffle to win a $500 gift card. So do it up.
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