The Vergecast - The robots, phones and Lego of CES 2026
Episode Date: January 6, 20262026 is just beginning, and it's already time for the biggest gadget event of the year. As the Verge team heads to Las Vegas for the Consumer Electronics Show, David and Nilay run through as many of t...he newly announced products as they can. There are robots, art TVs, phones, more robots, smart Legos, smart home gizmos, and still more robots. Some of this stuff will ship, and might even be a big hit. Some of it, well, won't. But it's all an interesting look into what's happening in tech right now.Also: if you're in Vegas for CES, come see us live! We'll be at the Brooklyn Bowl on Wednesday, January 7th, for live recordings of Decoder and The Vergecast, and we'd love to see you there. Further reading: This robot companion is a cameraman for your pet LG says its CLOiD home robot will be folding laundry and making breakfast at CES SwitchBot brings a humanoid home robot to CES You can’t buy Zeroth’s WALL-E robot in the US, but you can get its cousin This startup brought WALL-E to life and will also sell you WALL-E’s weird cousin Kicking Robots, by James Vincent The Clicks Power Keyboard is also a backup battery for your phone The Clicks Communicator is a BlackBerry for your phone I just want to keep unfolding the Samsung Z TriFold The Aliro smart lock standard for NFC and UWB unlocking will launch this year Lutron adds smart wood blinds to its Caséta line. Bosch’s fancy coffee machine is getting Alexa Plus The new Ultraloq smart lock uses both your face and your palm to let you in Lockin’s new vein-scanning smart lock has a video doorbell and recharges wirelessly Hands-on with the Mui Board: a wooden smart home controller The Mui Board will support mmWave sleep tracking and gesture control You can unlock SwitchBot’s first deadbolt smart lock with your face Lifx launches a smart mirror and a $30 dimmer switch that can control smart bulbs Lockly’s new smart locks will support Matter and NFC GE Lighting’s new Matter-compatible smart shades start at just $300 The LG OLED evo W6 Wallpaper TV makes its return at CES RGB is the next big thing in OLED gaming monitors Belkin’s new HDMI adapter wirelessly connects to screens from 130 feet LG’s new Gallery TV, designed for displaying art, will be at CES 2026 Samsung brings back the Timeless Frame with its biggest Micro RGB TV at CES. TCL debuts a new quantum dot and color filter technology with the X11L Gemini on Google TV is getting Nano Banana and voice-controlled settings Amazon announces a Samsung Frame competitor with the Ember Artline TV Amazon Fire TV OS gets a revamp that’s more modern and pleasing LG’s new karaoke-ready party speaker uses AI to remove song vocals Would you let AI cut your hair? A developer for a ‘major food delivery app’ says the ‘algorithms are rigged against you Lego announces Smart Brick, the ‘most significant evolution’ in 50 years | The Verge Microsoft CEO Satya Nadella is now blogging about AI slop “Feed is dead.” Adam Mosseri on how Instagram exists in the age of AI-generated images The Trump phone just missed another release date Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Transcript
Discussion (0)
Support for the show comes from Retool.
Too many companies run critical operations on duct taped spreadsheets,
Slack workflows, and whatever else they could cobble together.
Not because they want to, but because building internal tools
means weeks of waiting on someone else's backlog.
That's where Retool comes in.
Build custom internal tools just by describing what you need.
Prompts something like,
Build Me a Revenue Dashboard on our Salesforce data.
And Retool actually builds it on your company's data,
in your cloud with enterprise security built in.
Go to retool.com slash Verchcast.
We all need to retool how we build software.
What's up, y'all. I'm Skyler Diggins, seven-time WMBA All-Star, Olympic gold medalist, and mom.
And I'm Cassidy Hubbard, host and reporter for nearly 20 years covering the biggest names and stories in sports and mom.
And this is Am Mom, a community for athletes, game changers, and moms of all kinds.
dropping May 14th.
Tap in with us.
Do you ever wonder what's in your lotion?
If you look at the back of the bottle,
it could contain more than a dozen ingredients.
And they may not all be regulated.
The threshold is so high that only 11 cosmetic ingredients
have been restricted by the FDA since 1938.
This week on Explain It to Me,
the chemicals lurking in your cosmetics.
New episodes, Sundays, wherever you get your podcasts.
Welcome to the Virchcast, the flagship podcast of the Samsung Frame TV being bad and also the only TV that exists anymore in the entire world.
I'm your friend David Pearson-N-Eabtell is here. Hey, buddy.
It's been like two weeks. How are you? How was your holidays?
It was good. We went home to Chicago. We went to the Balloon Museum in Chicago.
Again, you can't pay us to say anything. So this is a very sincere recommendation.
You should go to the Balloon Museum.
What is a Balloon Museum?
It is perfectly calibrated to appeal to both me and my seven-year-old daughter.
in the sense that it is basically just a large warehouse full of balloon exhibits
with little signs that insist the balloon exhibits are actually like very pretentious pieces of art.
I see.
So there's a sign that's like, this giant balloon is covered in pencils that mark the walls
to make you consider the nature of impermanence.
And then Max gets to go knock a giant balloon around and get dirty.
And you see how those things?
things combine perfectly? Yes. Anna, my wife, one of her main theories, as long as I have known
her, is that every museum should just be filled with things you can touch. And if you can't touch it,
what's the point I can just look at it on the internet? And I think this is a terrific point about
the world. And every museum should just be tactile in some weird way. This was very tactile.
It was very, there's a room full of bubbles. And there's, you know, a sign about how the bubbles should
make you feel. There's one room. It's a giant ball pit. And if I remember correctly, this sign before you
enter the giant ball pit, stated that it was designed to make you feel every emotion in human
existence. And I think the answer was that it did. Because first, you feel elation that it's a giant
ball pit. Then you feel excitement. And then your daughter says, I lost my shoe in the giant ball pit.
And then you feel fear and anger. And then you find the shoe and you feel happiness and elation.
It's a lot. And then there's a woman standing there who goes, take your AirPods out of your pocket.
If their AirPods fall out of your pocket, we will not find your AirPods. And that's her whole job.
There's just thousands of AirPods down at the bottom of this thing.
This is a gold mine.
Anyway, that was our trip home.
It was very good.
But that is pretty good.
Is that one of those museums that was like explicitly created to be Instagrammed?
Because that is a trend I do not enjoy.
It is absolutely Instagram bait.
Okay.
But it was very fun.
Like the ice cream museums.
You remember those when it was just all it was walls to take pictures on in various places?
Yeah.
But again, little signs that say these are actually articles.
I don't doubt that these are actually meaningful works.
of art. It's just when you put them all together in the same building and then let children run through
it, and another thing happens to the art. Yeah, it's not to say it doesn't work, right? Is it, you know,
Craven and gross? Sure, but it, boy, does it work. Boy, does it work. It was very good. And we also,
we entered the Field Museum. We saw Sue the Dinosaur. It's great. The biggest or the most
complete T-Rex that you can find. And then you read about the backstory of Sue the Dinos. Verchast
listeners will know, so I won't go into it. But you're like, the dinosaur is cool. Also, someone went to
jail for finding this dinosaur and you're like, I shouldn't tell my daughter about this part.
It's fun.
I'm at the stage of parenthood where all I'm looking for is large rooms because I have one kid
who just wants to run around in places and one kid who needs to be pushed around in strollers
because that's the only way he falls asleep.
So all of our life is just calibrated to what large room can we go to and cause the least
damage by being loud and touching things.
So we spent a lot of time at the air and space museum outside of Washington.
It was just a delight.
No notes on the Airspace Museum.
So we're back and it is CES week.
This feels like an unusually fast explosion back into CES time.
Like it always comes up too early.
But this time it's like we went from everyone is still on vacation to everyone is in Vegas in 24 hours.
Brutal.
And usually the, you know, the keynotes and announcements are, they happen early in the week.
But there's a whole list of embargoes and preys.
events and because everybody can just shove AI into stuff this year, there's just a lot of gadgets.
Like, I love a gadget. Every year I say the gadgets are back at CES. But this is the most,
to quote David Pierce, is this a thing? AI gadget explosion that we have seen in quite a while.
And most of it is fully ridiculous. Yes, I agree. So we're going to do two episodes this week.
One, we should say is our live event in Vegas on Wednesday at the Brooklyn Bowl.
So if you can come out, please come out.
It's going to be very fun.
We're also doing a decoder, right?
You're going to be there doing, you know, fancy things before that.
Yes, Decoder is with Razor CEO, Minling, Tan.
Razor always has a bunch of wild announcements at CS.
No company better at is this a thing at CES than Razor.
I'm dying to ask how he makes decisions in this specific context.
So it'll be fun.
That's also, you can go to Voxmedia.com slash Decoder Live.
We'll try to get as many people in the door as we can.
But that'll be a good one.
All at Brooklyn Bowl.
to back podcast. It's going to be a great time. And there is bowling. Much to, much to Nelai's
chagrin. I won and there will be bowling. But so, okay, so here's what we're going to do over
these two shows. I think what normally happens at CES is there is just a deluge of stuff. And then
we spend a couple of days walking around and talking to people and kind of digesting all the news.
And then we get to sort of look at trends and see some bigger pictures. We're going to do some
of the like bigger picture stuff on Wednesday and try to sort of put a lot of this in context.
What I want to do now is just talk about just an ocean of gadget announcements.
Is that not okay?
We're just going to fly through a billion announcements that just happened.
And we're just going to ask, is this a thing over and over and over again for the rest of this show?
Yeah, sound good.
It sounds perfect.
You wanted to start with robots.
We have to start with robots.
I think of all of the is this a thing, robots might be the loudest one at CES this year.
The loudest and also the most obviously.
nonsensical.
Like, nonsensical to the point where you can just watch the demos or the concept videos,
these companies are showing off.
And you're like, well, that doesn't work.
Like, I don't even, that's, that's dumb.
Like, we should start with the LG one.
Yeah.
Cloid.
Cloid.
So it's a home robot.
It's at CS.
It's supposed to be filled laundry.
Everyone is promising that these robots will make breakfast, which we'll come to.
Terrifying.
I just want to call out our former AI report.
James Vincent.
He's one of my favorite reporters
in all of our history.
He just heard a long piece
for like Harper's magazine
about AI and robots.
And he has this line in there.
There's just,
I want everyone to think about
as we talk about all these robots.
He's like,
if you were to just
blank sheet design a machine
to wash your dishes,
you would invent a dishwasher.
Right?
You would say,
I need a waterproof box
and it's just going to hose
the dishes down until they're clean
and then the dishes will be clean.
You would not,
at all design a humanoid robot.
That's just not what you would do.
Right.
You would have the solution that we have.
The problem is we have all those boxes in our houses,
and you want one robot to use them all.
So you end up with all these humanoid robots.
And you look at them,
and they are absolutely not ready to actually use these appliances.
And so LG's big demo of Croyd was on stage in real time,
the live demo, the presenter handed it a towel,
one single towel,
which it took away from him gingerly.
Like, I thought he was going to throw the towel
and I was going to catch it when we were all going to like burst in applause.
No, he like very carefully approaches, hands at the towel.
And then it turns to the washing machine
and it can't open the door of the washing machine.
LG had to make a washing machine with a motorized door.
So then the door of the washing machine opens for the robot
and it like stuffs the towel in the washing machine.
and the door closes automatically.
And this is what I mean.
Even if you watch the demo, you're like, well, that's not any good.
You shouldn't have washing machine lock-in for your robot.
There's so many things about this.
So I first encountered this on TikTok from a supercut that our video teammate.
Can I just play you a brief part of this supercut from TikTok?
It is everything about this just makes me crazy.
I facilitate convenience and comfort by orchestrating devices and spaces to manage
chores, like toasting your croissant
just the way you like it,
clearing the dishes after meals,
and keeping your day flowing
smoothly.
Okay, real quick pause. The way it said
smoothly is like, full on
the last thing you hear before you die.
That's just a guy.
Like, you know that's not, it doesn't,
can't actually do that. That's just a guy.
Keeping your day flowing
smoothly. I'm not saying they didn't
I are a murderer. I'm saying it's
just a guy. This robot just told
me that if I get off schedule, it will kill me in my own
house. Anyway, I'm just going to keep playing this.
What powers
motor movement are actuators
built on LG's legacy
of motion innovation?
You're not taking this wet towel from me?
Yeah, so here we go. I'll get the laundry started.
Let me show everyone what I can do.
This dude is like, should I give it to him?
The guy walks all the way over to the robot.
But he like stops. He's like, you know,
you can get the towel or what?
And it doesn't do it.
And it just stares at him.
And I know he wants to impress everybody out there it.
See, the wash machine opened for the robot.
Yeah.
And I guarantee you that only works if you are fully locked in to the LG think with a Q platform.
And that is bad.
The whole point of the humanoid robot is you're going to just use this stuff.
Just like the whole point of all the AI agents is going to just like go out in the web and do stuff.
But none of them can actually do that.
Right.
So you have to have the LG washing machine that is on.
the same network as your robot to accept the API command to open a door when the robot is holding
but a single towel. This is all ridiculous. Yeah. Well, and this is also, I think, a theme that is
immediately emerging from CES is that actually the story of AI, as we've been talking about for years now,
is not sort of doing the task at the end of the rainbow, right? Like, teaching a computer to do a thing,
not actually that complicated, largely solve a problem, right? Like, how to press order and
and have McDonald's come to your house,
not complicated on computers anymore.
What we're trying to do now is build these incredible orchestration layers of everything
that can make all of it make sense and can problem solve
and can be proactive and can do things for you.
And the only way your dishwasher becomes more than a dishwasher is if it can do those things for you, right?
If it can clear the table and wash the dishes,
now we've accomplished something.
But there are so many, like, unbelievable technological breakthroughs
between here and it can clear the table and wash the dishes,
that the idea that it can just sort of slowly roll over to an automatically opening washing machine.
That's so far from the solution to the problem here.
We've solved all the easy problems, actually, in that demo,
all the easy problems are solved and all the difficult ones aren't even on stage.
This is what I'm saying about James pointing out that you would invent a dishwasher
if you just wanted to get the dishes clean automatically.
Yeah.
The hard part is actually washing the dishes.
Yeah, exactly.
We should talk about the Switchbot robot, which,
has a complicated backstory.
Does it?
This is another fully fantastical concept video.
This is actually just a rebrand of a Chinese robot called the Onero,
like the company is called Onero.
Oh.
This video they put out, their concept video, fully fantastical.
None of this works.
And there's a part where it holds out a plate of toast and eggs.
And it's like, there's no way this thing can make scrambled eggs.
Like, maybe it can put bread in a toaster.
But actually, like, have you watched the Gordon Rams?
he scrambled eggs video.
Like, it's not, it can't do it.
It's just, there's no way.
There's no way it has a sense for it.
There's another one where it's squeegeeing a window.
And like squeegeing a window is one of those things.
We have a glass shower, so we have to squeegee a lot.
I think about this all the time.
It's one of those things where you actually have to put the right amount of pressure
on the window to make the squeegee work.
Otherwise, you're just making a mess.
Another thing I learned for my seven-year-old daughter who wants to do this task and has not yet
learned that she has to actually push down.
There's no way it can do it.
No.
Zero percent chance it can do all of these things.
And the claims that AI is going to make them all better at that is equally fantastical.
Because as we've seen, there's not enough world model training data to actually get the models to do these things.
You need to get a robot in Joanna Stern's house being remotely operated by a guy who kind of sucks for a long time before these.
But you watch this video and it is mind blowing the things they are claiming.
Yeah.
But you're going to let it use fire?
Right.
But that's the thing is, unless it does, it's useless, right?
I think one of the things I've been thinking about a lot is when people are surveyed over and over about what they want robots to do in their house, it is these like menial tasks of being alive, right?
Like wash my dishes, fold my laundry, do the sort of basic administrative tasks of life so that I don't have to.
great. I think you could argue that that is a terrific use of a robot's time and attention so that I can do other things.
it only works if it can do all of them, right? Because the idea that I'm going to have a robot to wash my dishes and a robot to do the cooking and like the fleet of home robots, I think is not the correct answer in anyone's mind. So you need something that is actually an all-purpose thing or else it's kind of useless to you. It's just mostly taking up space in your house. And that does not feel like it is remotely close. But it is interesting that everyone is pushing on this.
same idea, even harder. Like, there is a sense that if this is going to happen, the AI that is being
worked on now is going to be what enables it. And this feels to me so much like the first time we did
the voice assistant revolution where everybody is like, okay, we have the tech. What do we do with
it? And we're in such a version of that this year at CES that is like, we have this fascinating new
underlying technological architecture for everything. What can we do on top of it? And it's so obvious
that everyone's coolest, most exciting idea
is humanoid robots in your house washing dishes.
Yeah.
And again, cooking eggs,
which requires the robot to use fire.
There's no way I would let this thing make fire for me.
Like, watch these videos.
And you're like, no, I don't believe you.
That doesn't work.
Which is really the theme of all of our AI coverage.
You know, there's the idea that you're talking about,
which is like there's a cool technology
and where can we put it to make it work?
You know, you remember the year that everything had a,
microphone and a speaker in it because everything was going to be Alexa.
Oh, yeah.
And we ended up with smoke detectors with Alexa in them for no reason.
And that was enough.
Like, you could just talk to Alexa in every room.
I hate to tell you, buddy, we're doing that again this year.
We're going to get to that.
Hooray.
You know, right next to all these robots is Elon Musk saying that optimists will exist
and revolutionize the world.
And Optimus is obviously being teleoperated all the time.
Have you seen the video of the guy taking his headset off and the Optimist robot falls down?
I mean, come on.
Like, the company spending the most money are nowhere close.
And I don't think Switchbot rebranding a Chinese robot is going to beat them to the punch of I will allow this robot to make eggs using fire.
And I don't know what the point is.
So switchpot announced a whole bunch of other stuff at CS.
So it probably is just to get hype.
Yeah.
But at some point, like, the bill comes due, right?
Like, you can't keep announcing stuff that never comes to pass.
Right. All this stuff I think is very much just demo.
Switchbot says it's going to take orders for this thing.
I wouldn't do it.
I sure wouldn't.
They say they're going to take pre-orders for it.
Yeah, it's not great.
The one other robot I want to mention before we move on is this company,
Xeroth, it's an AI robotic startup, has actually licensed Wally from Disney to build a Wally robot.
And the Wally one is only available in China for now.
But there's another one, I guess, coming to the rest of the world.
It costs $5,600.
I'm not super clear on what it does.
But it's very cute.
But there is one thing that I just immediately keep thinking of,
which is when Wally first came out, Andrew Stanton,
who directed the movie for Pixar, gave a lot of interviews as they do.
And one of the things he talked about all the time was how they spent years.
working on the eyes for Wally.
That like the way that each eye
sort of individually articulated
and the way that his eyes moved
and the way that they communicated things
it was like their big discovery
was there's actually nothing you can't do
without dialogue,
which was the whole reason that movie works.
But it's because they spent all of this time
building the character of the thing through the eyes
and then you look at the picture of this Xeroth robot
and it has none of that.
And so it's like I think,
and again, this is the thing we talk about
with AI a lot, right?
It's like if it is convincing
and fun to use
that actually buys you a ton of runway
for the product not working very well.
That is the story of chat GPT.
People like talking to it.
So it doesn't really matter if it's any good.
But the bar for that
with like a robot running around my house
is really different.
And there's just doing that in real life
is going to be very different
from doing it in a Pixar movie
where you can just control what the thing does
at every individual second.
And it's just like that that gap between
here's the thing that I saw in a movie
and here's the thing that I can put in your living room
that's actually much creepier and sort of dead in the eyes
does not give me great hope.
Look, Searoth says the W1 can transport items,
follow you around, serve as a game host,
and take 13 megapixel photos.
I just got to the part where it travels at a maximum speed
of 1.1 miles per hour,
which means it will follow you around
as long as you very slowly shuffle around your house.
Yeah.
Anyway, we should move on.
That's the, I think robots, so much of the like meta story of CES and technology to me is built in these robots.
But there's a ton of other stuff happening, including it's Monday afternoon as we're doing this.
So I am reluctant to call this now.
But I think there's a chance that we already know the gadget of CES and that it's the clicks communicator.
Really?
I really think it's possible.
Just a mid-range Android phone?
It's the, I saw it post the other day from somebody on threads who was like, this is.
the phone that you would make if you're somebody who has been grumpily reviewing phones for years,
because it just has all the things that they took away from the phones. It has, it's basically,
it looks like a Blackberry. It clicks is run by the guy who used to run Crackberry. It loves
BlackBerry. It's like this is the legacy there is very long. And it's designed to be sort of
a companion phone, but is also very much it's able to be its own standalone phone. I'm a little
confused on the value prop, but it's $500. It has a physical keyboard. It has a
headphone jack, it has all of the things that everyone thought they would want very badly in
2007.
Our commenters are very excited about it.
I would say our commenters are suspicious that this thing exists and will ship.
It notably doesn't say anywhere how much RAM it has.
That's unfair.
I will point out, there's been a lot of vaporware lately.
Yes.
A lot.
We just spent some time talking about some of the deepest, most ridiculous vaporware that we've
ever talked about.
and so much AI stuff is paperware.
Mid-range Android phones are not difficult to bring up.
Sure.
You can just do a five-v-v-old.
Like, the only person who can't figure out
how to ship a mid-range Android phone
is Donald Trump Jr.
Maybe the only person in the whole,
in the whole ecosystem
that hasn't figured out how to ship a-
I think there's a strong chance
clicks is better at this than Donald Trump Jr.
I guarantee you the clicks communicator
will come out before the Trump phone ships,
whatever the Trump phone is.
Yes.
In any form.
Yes.
strongly agree.
So I just, you know, and it,
there are physical prototypes of the thing.
Yeah.
Yep, we're going to see them this week.
And I think, I don't know, you know I'm a sucker for a device like this.
This idea of a sort of more minimalist, more specific companion device.
They show it.
It's running a special launcher that they made with Niagara that's designed to be a little more relaxed.
And it's all about messaging.
And their whole idea is like, this is the phone for when you just want to talk to people.
Yeah.
It's a pager with maps.
Do all the other stuff.
It's a pageer with math.
That's what they're doing.
You say that like it's a joke and I'm like, yes, David, you single-handedly made the
Bukes Palmer happen for like an enormous number of people.
You gave that company such a complex or like, we're doing it again with color.
And it's like, nope, you got it wrong.
No.
I get, no, I think, I'm just saying gadget of CS is a little, I get it.
Maybe it's a gadget of CS because it's the one that's most likely to ship for the price
they're saying.
Maybe it's a gadget of CS just because they've already announced the price.
and it's not insane.
500 bucks feels right for this thing.
So the issue here, right, is that it's a secondary phone or it's meant to be a secondary
phone.
And that works great if you have an Android phone because you can just log it into Google
messages and you're probably fine or WhatsApp or whatever you're using.
And if you have an iPhone, you're screwed because they're not doing any I message hacks.
Yeah.
It's basically useless to you if you have an iPhone.
In the United States, this is where everybody starts to write the email to me saying,
actually, outside of the United States, everybody does.
uses WhatsApp. Please know that I know this. I do know this. And it is, it is just not helpful for all of the
people in the United States who use iMess where it is essentially ubiquitous among iPhone users.
So fine. It's pretty. It is pretty. And I think, I just love the idea of it basically, they went back and
were like, what are all the cool things that we've gotten rid of? We've, we got rid of the physical mute switch.
We got rid of the headphone jack. We got rid of external storage. We got rid of,
physical keyboards. I don't know if I said that already, but it bears repeating. We're putting
them all back. We're going to do funky colors. There are a bunch of systemic reasons this thing
will be harder for people to use than they want it to be. Carriers don't make it easy to move
things between devices easily as you move around. I hope this thing does well. I really do. And I think
this is as good a version of this idea as I've seen. I also think I was kind of underwhelmed
by the last clicks thing. So I'm... That was just a case, right? Because there's
Their other thing is a case, but cooler.
Yes.
Well, now the case has battery and it magnets to the back of your phone instead of being a whole case.
Big improvement, very good idea.
And you can use it in landscape, which is adorable.
It is.
Do you remember the LG, what was it called the wing, the phone that sort of opened into a T like that?
That's what the clicks looks like now.
It's awesome.
I was never a physical keyboard person, and I know everybody has all these feelings about these things.
and I don't know, maybe, maybe I'm wrong,
but I was just never a physical keyboard person.
Are you more excited about the Samsung Z trifold?
I am excited about the Samsung Z trifold,
which was previously announced, right?
It was announced in Korea.
People got to use it in Korea.
You know, you know me.
I'm still, give me one phone.
I get to the office, I can unfold it,
and it's my computer.
This is all I want.
Yep.
And then you look at how thick it is when it's folded,
and you're like, maybe I don't.
my favorite part is you have to fold it in a specific order, right?
Which makes sense.
It opens into three panes and you have to do one pane and then the other.
And if you do the wrong one first, the phone yells at you, which to me is, is like, of course that's how it works.
Right.
You need the cameras oriented in the right place.
It all makes perfect sense.
But it is such a funny little quirk of these kinds of devices that you're folding it wrong is like just a thing that's going to happen.
and it's a weird time.
Every time this comes up,
Travis, our producer,
just sends me a message
and it's like,
who is this for?
And the answer,
I think he's right,
is essentially no one,
but I don't care.
It's cool.
I think it's kind of for a lot of people.
I,
so.
The gadget people are people too, Travis.
I spent a lot of years
on this debate between
is the correct future
that I have one device
to rule them all,
right?
And I essentially have a computer
and an accessory system.
and that's everything that I need forever,
or is the answer that everything is a computer
and all I actually need is like my login info
and every device everywhere becomes my computer.
I think the one device to rule them all,
people lost that battle a long time ago.
Yeah, I agree.
And this is like this is very much a one device to rule them all kind of play
that I just don't think sort of works for the world
that we live in and are going to continue to move towards.
Well, there are some meaningful questions here, right?
like it hasn't actually been out.
We have no idea how reliable it actually is.
We have no idea how delicate that screen actually is.
Samsung's gotten better at this over the years with Z-folds.
Maybe it's better, but one wrong fold in the opportunities for wrong folds, as you've noted or manifest here.
We have no idea what the battery life is going to be with all this extra screen.
So if you use the thing as intended and you're unfolding it all the time and running more screen on what it most looks like
twice the battery, given how thin everything is.
Like, who knows?
And that's where, like, one device to rule the wall really falls apart, right?
You have a phone and an iPad.
The iPad is living its own life, right?
You have a phone and a tablet.
The tablet's living in its own life.
Your phone battery isn't killing your tablet battery.
This is a big tradeoff here.
So I'm very curious.
Obviously, I'm excited to go see it this week, but I agree with you.
I think the two devices is kind of where it's out.
I, you know, the aspect ratio of the fold is still, I think, up for grabs.
Yes.
I totally do right that.
Right.
Do you want the big phone that gets smaller or do you want the big phone that gets bigger is like a still, I think still an open question.
Again, I want to be the person who doesn't carry anything but a phone.
But if you're the person who needs to have a tablet sometimes, it also feels like you're going to annoy everyone around you when you're like, sorry, guys, I don't have my laptop.
I just have this dumb thing.
Yeah. So, all right, before we switch gears, the biggest things that this show does are TVs and Nonsense. And we're going to do those after we take a break. But before we get to TVs and Nonsense, we got us about smart home stuff. Because that's the other thing I think that CES has pretty aggressively become the last few years. Because it's a gadget show.
Smart Home stuff is all gadgets. Well, and it's like if this is the new, what mobile accessories were 10 years ago, right, which is the most sort of.
simple, easy technology to make lots of is now smart home gadgets. It's pretty easy to make
a bunch of water ingress sensors that you can put in a house, right? There's a lot of ways
you can get into this market if you're a small company or trying to do new stuff. So what we
have is just a truly wild amount of smart home stuff. I feel like I'm obligated by Vergecast law
to point out that the reason for that is that the standards have started working. Yeah.
Matter is just you or Mr. Pooh-Poo Matter. It's going to go.
I was wrong.
I'm thrilled to have been wrong.
I really have.
Matter is a standard has enabled all kinds of companies to make all kinds of new stuff.
The new smart lock standard, which is called Eliro, which is very silly.
That is official now.
I think we're going to see many more kinds of locks.
And it's just because you can plug this stuff into HomeKit, into Google Home, into
smart things, into whatever you want, into Alexa.
It works with both Android and iOS.
The standard enabled more companies to participate, which, again, if you're a virtualcast
listener, you know that we have.
have won. We have vanquished
capitalism. We've
made these companies develop a standard. They all work
together and that means actually there's more competition
which is good. Yeah. No, I agree. So
we've seen a ton of gadgets.
I would say big things we've seen are there's a lot
of smart lock stuff happening
here. Using your
face to unlock your front
door, using your veins to unlock
your front door, using all kinds
of things. Now with needles with scans.
You hold your
hand over it. You don't
Just to be clear.
I don't like it either way.
Either one.
All of this to me is just like, I've been rewatching the Mission Impossible movies.
And all of this to me is like it just feels like somebody is trying to do Mission Impossible
when actually a long time ago we realized that keys are really good.
They're just not as cool on camera.
No, we have the slag locks, the previous ones, and beeping it with an Apple Watcher, a phone, tremendously useful.
I'll give you that.
And even like the NFC tap stuff, like one of the reasons I think Aliro is going to be exciting is that it,
makes that sort of quick contact thing work, right? And the idea that I should be able to walk up
touch my phone or my wrist or whatever to the front door and it opens, awesome. The idea that
what I actually want is to stand in front of it while it does a retinal scan is like, no, I don't work
in a clean room in the CIA. No, that is not required to get into my house. But anyway,
did anything of the smart home stuff excite you? Is there anything in here that you're looking for?
There's a lot of smart shades. That's what I was going to call out. We didn't realize this, but the data
shows Verchast listeners are very into smart shades.
Yes, it does.
Who knew?
So Lutron has new wood blinds and it's cassette line, which I'm not a wood blinds person,
but their pricing is really interesting.
It's just a flat cost for every size.
Every other, if you go and try to like, if you go on Amazon and get the Canistaya ones
that I bought, as you enter in the specs, the pricing changes and it seems like it's
really expensive, really fast.
So Lutron is just like, whatever, they cost this much.
Because that of stuff is really reliable because Lutron owns its own RF frequencies.
Like they bought Spectrum and they run it.
So that's great.
Not matter, but they integrate with all the platforms.
And then GE, or is it GE lighting, a different division of a different conglomerate?
Who knows at this point?
The 30 Rock jokes just write themselves.
They really do.
All these brands have been split up and bought by P.E.
and weird Chinese conglomerates.
But GE lighting, to be specific, has new.
matter-compatible shades at 300.
That's great.
I mean, again, this is what I mean by the standards
are enabling more companies to just enter
these markets and bring these prices down.
If you were going to ship the proprietary
Zigby shades
or whatever people are using, no one is going to buy them
because they wouldn't integrate in anything and you would have to
maintain the software bridges
to blah, blah, blah, to connect to HomeKit.
Now it just matter. So you can just ship
this stuff. I'm confident this is a rebranding
of whatever. I'm dying
to buy this to figure out.
what it's a rebrand of, because undoubtedly a rebrand of something.
Yeah.
But it's, you see that there's just more entrance in the market and the pricing is
going to come down or become more rational.
Like, Lutron pricing everything at the same number, regardless of size, I think is in the
world of smart trades, like a big deal.
It means the prices are going to come down on the bigger stuff.
There's also a bunch of other neat stuff.
Do you see this lithics mirror that is just like a matter-compatible mirror with like
lights in it that you can plug it in the wall.
They have a new dimmer switch, which
looks bananas. It's also a matter controller.
A lot of pressure is going to end up
on Apple to
make these matter buttons
work better. So I have
a scene controller in my house. It just has like
five buttons on it, four buttons on it.
And what you want
is to assign each of those buttons to a light.
And so when you push it, it turns on,
and when you push it turns off. Do you know HomeKit
does not natively support that functionality?
What does it do? It's meant,
the way it's designed right now
is that it's meant that you need one scene
that's on and one scene that's off
and you assign one button to on and off
so to control one light you have to use two buttons
which is bananas
or you're gonna love this
you can write a shortcut
that checks the state of the light
and says if light is on turn off
if light is off turn on
and so you end up writing this like little basic program
and this is all ridiculous
like Apple needs to figure this stuff out
because there's now a flood of these devices
and the other platforms are going to get better at it real fast
because they have incentives to get better at it real fast.
So you just see like, oh, there's something happening here that's really interesting
where there's new kinds of controllers, new kinds of tools, new kinds of lights, new kinds of shades,
and the platforms themselves now have incentive to help people get use out of it.
The really interesting one here, do you see this Mewboard?
Yes, Gen Tui's all-time favorite gadget in history, it appears.
This has been Jen's like white whale of a smart home controller.
For as long as I have known, Jen.
I mean, it's just a plank of wood that you match on the wall.
I'm very curious to see what it looks like in person.
Because when you touch it, it lights up behind your finger.
It's basically, it's like a capacitive touchscreen underneath a wood plank, essentially, right?
But does it have, like, dots drilled into the wood?
Like, how is the light getting through the wood?
It's a really good question.
Or is it just really, really thin veneer?
I'm just dying to know.
It looks like it's just really, really thin veneer over a screen.
Yeah.
Like a dot matrix display.
But this thing is.
itself is a matter controller. So the question I have is when you say it's a matter controller,
does that mean you have to add all of your stuff to this things matter platform as well?
Or can it just read your Apple and Google ones or your Alexa ones? Like at some point you run into
this, oh, everything's interoperable, but I'm still adding devices to two independent ecosystems for
no reason. Whereas what it should be is I have one ecosystem and all of these tools can control it.
Right. And we're not there at all yet.
That like, I've been dealing with this.
I bought a bunch of bunch of these IKEA buttons with no idea what I was going to do with them.
They were just eight bucks a piece.
And I was like, sure, I'll buy some IKEA buttons.
And the process of getting them to work and do the things they're supposed to do is so much easier
than the process of figuring out how I manage the settings of the thing.
Do you know what I mean?
It's like the administration of this network is vastly more complicated than
actually operating the network.
Again, like, as matter, it gets more ubiquitous and gets more robust.
Like, all this stuff starts to get better.
But it does rely on Amazon and Apple and Google and all of these other providers have actual
lots of work left to do to make this happen.
And this brings me to, we're going to talk a lot more about Alexa Plus on Wednesday
because I have a lot of feelings about it that I need to go use a bunch of devices to really
sort out.
But just one more smart home gadget I want to mention is a new coffee machine.
machine from Bosch.
It's called the personal AI barista, which I hate.
Sure it is.
Just hate that.
And it's basically an Alexa plus coffee machine.
And Bosch has had Alexa enabled coffee machines before.
And what Jen discovered in attempting to use this thing is that Alexa plus is much worse
at understanding basic coffee instructions than Alexa.
And this goes back to a lot of things we've been talking about, right?
where it's like, actually, what Alexa Plus is really good at is like open-ended conversation and
sort of understanding complicated inputs. What I need from my coffee machine is latte, skin milk.
And that's actually much better suited to the last generation of voice assistants. And with all of
these things, I think, again, we're talking sort of at these different layers of AI, right?
What I want some things to do is be open-ended and conversational and thoughtful. And then with other
ones, I want the Star Trek thing. T. Earl Grey Hot. That is as complex as my interaction with
my coffee maker needs to be. And it feels like what we're seeing here in many ways is we're just
like way overshooting conversationality. And what we actually need to get back to is like, just make
the thing easy to use. And with all of the smart home stuff, it's like, but there's so much new stuff
it can do. And I'm just like, does it turn the light on and off when I push the button? That's the ball.
point, me saying that Smart Home is Canary and the coal mine for AI is. It's like a Vergecast meme.
It's on the bingo card. It is on the bingo card. Travis wants to vibe code the bingo card.
It goes there. I need to correct you, by the way. It's very important that I correct to you.
It's actually called the personal AI barista powered by Alexa Plus.
Ugh, sure. And it is not a product. It is a software capability coming to the Bosch 800 series of fully automatic express machine.
I will not be doing that software upgrade. So instead of just something that's understance,
understandable, you actually have a complicated
software platform. You're going to wake up one morning.
And instead of being useful, your coffee makers can be like,
what's up, dude? How are you doing today?
Hold on. And you're like, do you love me?
And you're going to fall down the rabbit hole.
And I'm just going to stand there and yell coffee at it
until something happens.
Look, this is the, this is the problem.
This is why everybody's so excited about AI, or at least LLM AI,
which is, all of this stuff is brittle.
Like, fundamentally, all computers are brittle.
And if you put the wrong inputs in the API,
the API crashes out and nothing happens.
If you misprogram your IR Blaster automation and your 1995 home theater or the TV doesn't turn off.
Like, it's all brittle.
It all falls apart if the inputs and the outputs don't match up.
If the system gets the wrong input.
And the whole point of AI is to reduce the brittleness of the input.
As far as I can tell, that's what we're trying to get to.
And then you can make a whole bunch of claims about how Claude Opus is now alive or whatever people are saying on X in between whatever sex bot scandal we're doing on X.
I don't think it's actually working out.
I think we've reduced the perception of the brittleness,
but then you're like, make me an espresso and it can't do it as well as the previous brittle system.
That's the big mismatch.
Well, isn't it that both things that you just said can be true, right?
That it is it is better at understanding unclear communication and worse at understanding clear communication.
It is like the tacit assumption of every one of these AI bots is that something
complicated is happening. And I have to address all of this complexity with lots of context
and all of this information. And I have to go look on the web. And it's like, no, actually,
all you need to do is hear me say the word coffee and make a coffee. Wait, can I do this by analogy?
Sure. This is a really dumb analogy. So we lived in the woods for three years. Right. In the pandemic,
we moved upstate to the middle of nowhere in New York. We lived on a unpaved road. We had no
trash service. We had our own. We had all these people come to our house to like fix stuff that was broken. And one of
them was an exterminator because they were in the woods and our house was surrounded by the woods and
bugs and stuff were like in the house and no matter what I said to the exterminator he was like yeah
and then he would go to his truck and he would get a tank and he would like spray stuff right like that
like really and I was like I basically have a subscription to that tank of chemicals like I'd say that there's
spiders and then that tank of chemical shows it doesn't matter what I say that dude's going to show up with
that tank of chemicals.
And he's going to spray it around my house.
And I don't want to know what's in that tank.
And I don't want to handle that stuff myself.
But like at the end of the day, what I have is a subscription to that tank of chemicals.
And the whole point of my analogy here is the actual human being whose job it was to keep the bugs out of my house was accepting all kinds of unstructured, chaotic, extremely emotional input about the number of lady bugs in our house.
And then he was like, I know what to do.
and he would do the very deterministic thing,
which was go to the truck,
get the chemicals,
and spray the chemicals in the house,
and be like,
that'll work until you call it the next time.
And these AI systems
can't actually do that next time.
They're always starting from scratch.
Right.
So you're like, make me the coffee.
You're like, I need coffee or tea or go very hot.
And it's like, how do I do that?
Right.
Which is essentially the same as me being like,
I'm going to get the chemicals.
Which no one wants me to do that.
And to like really beat this analogy to death.
It is an open question whether you're,
exterminator knowing all of the details of the spiders in the woods is useful, right?
Like, yes, yes, it can know in much richer, greater detail all of the things around your house.
But if the answer is just a bucket of chemicals, have we solved any new problems?
He might have been mixing up new batches of different blends, you know?
Maybe.
This one had a much more floral top note.
Like, I don't know, man.
I just know what it looked like, which is the chemicals showed up.
We got sprayed in the house all the time.
And all I'm saying is what you pay for there is expertise.
Yeah.
Right?
This is the thing.
You pay the plumber, the ton of money to come and it takes them two minutes.
And it's because they know what they're doing.
And that's the thing you're paying for.
These AI systems do not have the expertise.
And so I think even in the coffee example, which is very dumb, it doesn't know how to make coffee.
It knows that there's a coffee machine with API inputs and it might have some ability to use those API inputs.
actually unclear how this is all working in the background.
But you tell it, I want this coffee.
And it's kind of starting from scratch every time.
And I think that's why we're seeing the LLMs breakdown in the smart homes so much.
They don't know, like, no matter what you're saying, you want the hallway lights to be turned on.
That's actually what you're trying to get to.
Like, you can just like, shut up, shut up.
The lights are on, right?
Like, the previous systems were kind of like, yeah, I did it.
Right.
I heard the keywords.
And that's why people would talk in that clip Deluxea voice.
Because you learned that you just needed to say the keywords.
And that was much more efficient and much more reliable than this thing, this like, can I run 10,000 GPUs as hot as they can for a minute to not make me coffee?
Yeah.
Yeah.
Well, again, we're going to see a lot of Alexa Plus at the show.
Amazon is air enforcement.
There's other Amazon stuff to talk about.
Gemini is coming to TVs.
Like, this is the bet.
Is this a thing?
And on the other end of it, particularly in the smart.
I think we just keep seeing that gap between we've reduced the brittleness of the input and increase the brittleness of the output.
Yeah, agreed.
All right.
By the way, I think a very fun thing to do would be to take a foghorn into the convention center and just start yelling Alexa commands and just see how many booths respond.
All right.
We need to take a break and then we're going to come back and we're going to talk TVs because, Nelai, you have won the future and I'm furious about it.
We'll be right back.
Support for the show comes from Framer.
Framer is an enterprise-grade no-code website builder
used by teams at companies like Perplexity and Muro to move faster.
With real-time collaboration and a robust CMS,
with everything you need for great SEO,
not to mention advanced analytics that include integrated A-B testing,
your designers and marketers are empowered to build and maximize your dot-com from day one.
So whether you want to launch a new site,
test a few landing pages,
or migrate your full.com,
Framer has programs for startups,
scale-ups, and large enterprises
to make going from idea
to live site as easy and fast as possible.
Learn how you can get more out of your dot com
from a Framer specialist
or get started building for free today
at framer.com slash verge
for 30% off a Framer pro annual plan.
That's framer.com slash verge for 30% off.
Framer.com slash verge. Rules and restrictions may apply. Support for the show comes from Grammarly.
You don't need reminding that the world moves fast. But work today requires clear communication,
and when every message counts, sounding rushed or generic can be getting lost in the shuffle.
Gramerly gives you one place to think, write, and finish your work where you already write,
while giving you access to agents that help you sound natural and engaging. No matter what kind of
of writing you're doing, Gramerly helps you get ideas done faster and move from draft to done
with less friction. You can use Gramerly's AI chat to brainstorm ideas, outline a solid draft,
then refine it with context-aware suggestions that fit what you're working on. See why 90%
of professionals say Gramerly has saved them time writing and editing their work. In a world of generic
AI, you don't have to sound like everyone else. With Gramerly, you never will. Download
Grammarly for free at
Grammarly.com.
That's grammarly.com.
Support for the show comes from
LinkedIn. If you're a small business
owner, you know that every hire
counts, but time and resources
are limited. Finding, connecting with, and screening
the right candidates takes up valuable
time you could be giving to your
customers. That's where LinkedIn
Hiring Pro comes in. It's
built to be your hiring partner,
helping you find the right candidates
faster. That way you can hire with confidence without turning it into another full-time job.
Hiring Pro streamlines the entire process from drafting your job to shortlisting candidates
and conducting AI-powered interviews for initial screenings. Its updated conversational interface
lets you describe what you need in plain language. Nearly 60% of hirers find a candidate to
interview within a week. With Hiring Pro, you spend less time searching and more time connecting
with the right talent. And instead of getting buried in resumes, you get a focus shortlist
that actually moves your hiring forward. Join the 2.7 million small businesses using LinkedIn to hire.
Get started by posting your job for free at LinkedIn.com slash track.
Terms and conditions apply.
All right, we're back. Neelai. The frame TV is just, it's just art TVs now. We've done art
TVs. This is the story of CES, it appears.
Sometimes it's big TVs.
Sometimes it's new acronyms about TVs that I don't understand and you have to explain to me on the show.
This year it appears the story of CES is art TVs.
Yeah, everyone realized you can take your five-year-old panel and sell it for high numbers.
And that will be great.
I think a lot of these TV companies looked at Samsung selling an ancient edge-lit LCD panel with a subscription for art and thought, that's dumb.
Check out our new OLEDs.
That's what the people want.
They want high quality colors and brightness and resolution and black blacks.
And Samsung's like, you know what they want?
They want a five-year-old panel with a subscription to an art store and a lot of influencer marketing saying that this is the best TV for your house because you don't actually watch TV.
You watch TikTok.
Here we are.
Yep.
So they all figured it out that actually making a huge profit margin on old technology is better than making a small profit margin on new technology.
To me, it's quite a list.
The moment that made this feel sort of obviously mainstream was when Amazon announced that it was making an art TV.
The Ember Artline TV, it is just purely a Samsung frame TV running fire TV from Amazon.
And that to me is like this is when we've reached sort of full market penetration is when Amazon,
a company not particularly interested in selling you luxury goods, is in on this.
can I just compliment Amazon for the best gadget name in a long time.
It's a fire TV, but it gets really dim.
Oh, yeah, that is good.
I didn't even foot that.
That's, that is good.
It's good.
It's really good.
Amazon has really gone, I would say, too hard on the whole, like, Kindle and Fire.
And the whole, the whole, Ember is pretty good.
Because it gets dim.
It's a dim fire TV.
Do you see what I mean?
It's not very smart.
So here's my question on this.
There's a lot of this stuff coming out.
And like you said, the thing that all of these are competing on is, like, lots of different color frames and thinness.
And, you know, they have Dolby Vision.
And they have, is there even a tech war to be had in art TVs?
No.
I mean, the tech war is, do they look the most like art?
And this is a real fight between do you want it to look like art or do you want it to look like good TV?
And I keep joking these are five-year-old panels.
But the reason they're all five-year-old panels is because the state of the art in backlights,
are, you know, massive amounts of local dimming zones now powered by micro-RGB LEDs.
Like the backlight technology on the make-a-good TV side of the house is still rapidly advancing.
But none of that stuff is good at make it look really dim, almost reflective.
Like, it's reflecting the light in the room instead of producing its own light, which is an edge-lit TV is still pretty good at.
So you just have this, like, fight between what do you actually want this thing to?
to look like. You want it to look like a piece of art or you want to look like a great TV.
Like LG announced one, but they won't say, they just will say it's a special screen.
It's like obvious that it's, they're just obfuscated in the fact that it's still just an
edge-lit LED TV. Yeah. So I think the question is, you know, Samsung has its variety of
sensors and ambient light controls. You know, there's several generations into this technology to make
it look like a good piece of art. Does that stuff actually work well? It's kind of up for debate.
if anyone can do that better,
I think that's actually what people are buying these for.
I think if you said,
this is a great frame TV,
and it looks much better as a TV,
and it looks worse as a piece of art.
And it's actually less competitive in this market.
Oh, I agree.
I think people will trade off how it looks as a TV
all day, every day,
for how good it looks as a piece of art.
So I don't know how well Amazon has done with that.
Of course, they've added Alexa Plus to this thing.
There's microphones in it,
and then they have this bananas feature
where you can take photos of the room on your phone
and it will choose what art to display on the screen.
That's just nothing.
It's so nothing.
I think, I don't know.
All of this stuff, and there's a bunch of stuff.
There was a frame that we covered right before Christmas
that was basically like an AI generated art frame.
That's dumb.
All of this is just, I don't know,
solutions in search of problems on that particular front.
But I do think you've,
been asking for a couple of years now why this isn't a more robust and competitive category.
Like, it's, it's been so obvious, I think, to you in particular, that the art TV is a, is a powerful and good idea in the TV marketplace.
Why isn't everybody doing it?
It seems like 2026 is the year everybody's doing it.
Like, it's just out there now.
Yeah, they're getting walloped by frame TVs.
Yeah.
Like, and I think there, again, I think there's a certain amount of pride at these companies that keeps them from shipping a five-year-old pan.
with subscription services and calling that a day,
I think they would rather ship really great TVs
and then, you know,
build the connected TV advertising ecosystem
by watching everything you watch and integrating the apps.
And that feels like a much more robust business.
And then you're like, well,
or we could charge you $50 a year to look at art on your TV
and that's enough.
Right. I don't know which one it is, man.
But it, I hear from our audience,
I look at it in our comments.
Whenever we talk about it,
The number of people who are like, it looks good to me.
Stop complaining about the brain TV.
But we should briefly talk about the very other end of the spectrum here.
There are a lot of high-end TVs happening.
LG continues to do the wallpaper TV thing.
No, they brought it back.
They don't continue to.
It went away.
I thought it just sort of...
It went away.
The original one was 2017, and this one is actually thicker than the one I count in 2017.
I would have told you that was like two years ago.
Good Lord.
Okay.
Well, no, the last one was in 2020, apparently.
So it's 2017-2020-8 wallpaper TVs.
It's basically like super flat, stick on the wall,
they hide all the cables.
This is before frame TVs were a thing.
How thin can you make the TV was a thing?
So it's back.
And the thing about this one is it has the Zero Connect box.
So there's no, you plug nothing into these TVs.
You plug everything in the Zero Connect box,
which you can place 30 feet away,
and then it wirelessly sends everything to the TV.
And I do not like that.
don't like it at all.
It's a good idea in theory.
There's just too many ways for that to fall apart.
Yeah.
I mean, this is,
and they all mostly have so far as they've shipped.
Again,
I think this is just goes to my point that people are now buying TVs to not watch them.
And so when they fall down on things like do the inputs work,
it doesn't matter.
Yeah.
Yeah.
You know,
I think that's right.
But then you have TCL doing quantum.
quantum dot stuff,
Samsung continues to do
the, what's it called
the timeless frame,
which I think is a truly
lovely television.
Did I tell you that I tried
for a while to convince Anna
to buy an easel TV?
That was great.
You should get one of those
that motorizes into the TikTok mode.
That's the one I wanted.
You should get that one.
It's like, we can watch everything on this.
That was not.
That didn't go to those.
You know, there's a motorized mount
for the frame TV.
We have at least one reader
who has one.
That's amazing.
apparently it works about as well as you think it does.
That's fair.
So is there anything in the high end of TVs that you're seeing that actually seems interesting and useful to you?
So LG's OLED tech is getting brighter.
They're still doing tandem OLEDs.
Again, as sort of OLEDs get brighter, we're seeing right next to it micro-RGB backlights,
which are brighter and more colorful.
Are the black levels with local dimming going to even air?
out, I don't know. We're also seeing a bunch of mini LED backlights, which are now mainstream,
basically. So you just have LEDs catching up to OLED plaque levels in various different ways,
and then you have a race to be even more colorful on both the OLED side and the microartGB side.
And that's just a bunch of backlight technology. And this is what I mean, like the emissive
backlight that this screen looks like it's producing light at you is that is a spec war.
It's a spec war to end all spec wars. The TVs are just going to get redding brighter. And you can go into
AVS forum. You can go into our own comments and you will see people point out that maybe there's a limit to how bright you actually want your TV to be, especially because nothing on streaming is mastered over a thousand nets, really, and nothing on Blu-ray is even mastered over that. You get into this walkiness really, really, really quickly. But when you're buying the TV in the store, the brightest one wins. So there's a race to get the brightest TV possible. And these are the, these are the emissive technologies that are doing it. And then again, I'm just going to keep pointing this out. And then on the other side of the spectrum, the TV is.
everyone are actually buying are the TVs that can get as dim as possible and look like they're
reflecting light because you're putting art on them instead of actually watching TV. And I
don't know if the incentive to keep making the other technology bigger and brighter is going to be
there for much longer, except in gaming monitors where we're starting to see some of this
technology creep in and then obviously on phones, where everyone wants their phone screen to be ever
brighter forever. Yeah. I mean, this is one of the things I was thinking about reading all of this
news is it does seem like we were on a run there for a long time of honest to God spec
wars, right? And you could argue whether any of it meant anything to most people when they
turned on their TV. And I think art TVs are proof that, no, it didn't. But at the very high end of TV,
these things were getting like technically meaningfully better, kind of over and over for a long time.
And there were a bunch of different ideas about how it would work. And then everybody kind of centered
on a couple of them. But we were pushing in a bunch of different directors all at the same time. And it feels like now we're at a
moment of, I don't know, call it like stasis or plateau, but I don't see any sort of meaningful
leaps forward in new technology about displays here, so much as lots of ideas about what your
TV looks like in the room. And maybe that's just the cycle that we do here, where it's like
the tech gets really good. And then we start to say, okay, how do I make it thinner? What stand
should I put it on? Where do we mount it? What does it look like? What does it do when it's off?
And then we have some other tech breakthrough
and we redo the spec war again.
But it just feels like we're at the end of some kind of
how good can the picture look road here.
Which I actually think is kind of a good thing
because that'll all get cheaper.
My frame TV might not look like shit next time.
And then the idea of like how do we fit this stuff
into your house in a way that looks nice
becomes the question that matters the most.
Yeah, I think that's right.
Every new display technology is what changes the
factors of everything.
Yeah.
If you want to know where phones are going next, you look at the cutting edge of display
technology.
Yeah.
And you would have seen folding phones five years ago.
I mean, that's just how this goes.
So in TVs specifically, yep, some of these ideas enabled frame TVs, which are cool,
what they're enabling now is huge TVs.
So, I don't know, five years ago, the idea of a hundred inch TV that you could just buy was
not available to you.
And now they're pretty,
you can just go to Costco.
You can get a pretty cheap, gigantic TCL TV.
And it will cost $5.
It will surveil you until the day you die.
Yes.
But it will exist on your wall.
It will look like crap, but it'll be fine.
And so I think you're just kind of this place
where the display technologies are enabling the big TVs
and kind of a split where you either want the TV to be
the most dominant thing that is ever,
existed in your entire home, or so invisible, people are surprised when your artwork turns into a TV.
And those are your two choices. You either want 150-inch Samsung timeless frame that literally sits on an
easel and requires you to live in a museum, and it will dominate the gallery of the museum.
Or you want a frame TV, which maybe no one will ever even notice. And it's unclear what's in the
middle of that anymore. I'm not sure. And I think over time, it will be less than less. I think the
TVs will just get bigger and or more art-mody invisible. And that sort of middle class of TVs
is going to squeeze in nothing because people are just watching their phones anyway.
Where do you stand on projectors? Which I would argue if there is a sort of third thing in that
equation, maybe it's projectors where that presentation of display in your house can literally
come and go. And there's a ton of projectors. They continue to get brighter. That's one where there
does seem to be a real spec war in terms of how we actually project this stuff. We did a really cool
video with a projector that is sort of spatially aware.
It's a freestyle, right?
Yeah, it's a freestyle. That's right.
And if you, if you projected on a curtain, it will actually straighten the picture on a curtain
so it doesn't look like it's wavy the way the curtain is.
You can put it against two walls.
It'll still show you a flat picture.
Like, that maybe is the next version of a lot of this.
It's like, how do I display stuff in my house?
Maybe a projector becomes a more meaningfully interesting answer pretty fast here.
Yeah, the Samsung freestyle, this new one, I think there's three generations in.
that technology where it is examining what it's projecting on and compensating for it.
The most impressive one there is they projected it onto wallpaper and it figured out the colors and patterns of the wallpaper and then compensated the image to disappear the wallpaper.
Oh, wow.
That's ridiculous.
It's really cool.
Like, fully ridiculous.
And it stays in focus the whole time you do it.
So you're just like knocking it around, putting it.
There's the one, the two walls in the corner where it made the, you know, the, it's a little, you know, the, it's a, you're going.
the screen looks straight on a corner.
You can put it against the ceiling, too.
So it looks like a square floating at the corner of a ceiling and stays in focus.
I love that stuff.
You are trapped into a weird tyson.
Sure.
But this is the TV life we're all choosing somehow.
This is the TV life for all choosing.
And I think the idea that I want to watch a movie, I'm going to bring this thing out, plug it in.
It will automatically calibrate itself, set it up.
Maybe all I have to do is take one picture off the wall for a few hours and I'm put it away.
That does feel very powerful.
None of these companies are yet marketing anything that way.
I think the actual people in the market
are starting to use these things that's way,
which is why you see the third generation
of the Samsung freestyle.
I have a really good friend who has no TV in his living room,
and he has a big fancy TV in the basement,
and he was like, I don't spend any time with my family
because I'm always going in the basement,
so he just brought a projector for the living room.
And it's a pretty one, and he's like,
this has changed the vibe of my family.
Wow.
We all just stay upstairs now.
Because we didn't want a TV on the wall,
in this room, but now I have this like, it's apparently a beautiful project.
I haven't actually seen, he just told me about it.
But it's like, it looks like a little piece of art.
But it looks like a fancy walnut cabinet thing.
And he's like, yeah, we all just spend time upstairs now.
Like, no one disappears downstairs to watch.
Interesting.
But it doesn't look like we have a TV in our living here.
I think that's a victory.
That feels like a good thing.
It feels like a victory.
Yeah.
So you see these, these kinds of things are going to keep happening because people don't want to put TVs on our wall.
The first solution was the frame TV.
I think the next solution is no TVs at all
because people are just watching their fans.
And then the sort of like intermediate one is
I still want to watch a movie sometimes.
I still want to watch sports.
Can I get a projector?
And there's more action there than I think
in the 150-inch micro-RGB TV world.
I bet that.
But there's something on that freestyle.
That's very cool.
Yeah.
That's another one where like you go to CES
and you see these giant panels of TVs.
And I always think of those as like the outfits
It's they should, they put on like supermodels at, at fashion shows that no actual person will
ever have, but they're there to like look cool and make you feel things.
That to me is that that's the 110 inch TV.
You know what we should talk about real quick in the context of TVs is, yes, you know,
Amazon has fire TVs.
They're putting Alexa Plus and all their TVs, whatever.
Gemini is coming to Google TV in a lot of ways.
Yeah.
And the most interesting thing that they're doing on Gemini is they're putting nanobanana and VEO support
directly into Google TV.
so you can just sit in front of your TV and prompt it for videos,
which is ridiculous.
That to me is like,
we talk about a lot of things that are like ideas that somebody had in a meeting
that seem exciting as long as you don't actually think about it at all.
And that to me is the most perfect example of that I can think of.
That is everybody is going to do that once and go, huh, and then never, ever touch it again.
And that...
Or they're going to do it all day long.
No.
I just don't believe that.
Like, I think there is no evidence that that is...
And we're going to get to this at the very end
because there's some holiday AI news
that I need to get very upset about on this podcast.
And one of those things is this idea that actually the idea that everyone is going to make
and interact with AI content all day, every day is like inevitable.
Not only is it not inevitable, it's completely unproven and I think it's just flatly not true.
and this is like Google being like,
well, what if the future of YouTube is you make your own YouTube?
And I'm just like, no one wants that.
It won't work and also no one wants that.
Oh, I think this battle's already lost.
I think the apocalypse has come and gone.
We are fully in the post, what is a photo apocalyptic landscape.
Which is, I think, is the holiday news you want to talk about.
It is, in fact.
And actually, before we do that, let's take a break.
Then we're going to go back.
We're going to lightning round our way through some other stuff and we're going to get out of here.
We'll be right back.
Support for the show comes from MongoDB.
If you're tired of database limitations and architectures that break when you scale,
it's time to think outside of rows and columns.
Because let's be honest, you didn't get into tech to babysit a broken database.
You got into it to actually build something.
MongoDB lets you do that.
It's flexible, developer first, acid-compliant, enterprise-ready, and built for the AI era.
say goodbye to bottlenecks and legacy code.
Start innovating with MongoDB.
There's a reason it's trusted by so many of the Fortune 500.
And that's because it's a platform built by developers for developers.
MongoDB, it's a great freaking database.
Start building at MongoDB.com slash build.
Support for the show comes from LinkedIn.
If you're a small business owner, you know that every hire counts,
but time and resources are limited.
Finding, connecting with, and screening the right candidates
takes up valuable time you could be giving to your customers.
That's where LinkedIn Hiring Pro comes in.
It's built to be your hiring partner,
helping you find the right candidates faster.
That way you can hire with confidence
without turning it into another full-time job.
Hiring Pro streamlines the entire process
from drafting your job to short-listing candidates
and conducting AI-powered interviews for initial screenings.
Its updated conversational interface lets you describe what you need in plain language.
Nearly 60% of hirers find a candidate to interview within a week.
With Hiring Pro, you spend less time searching and more time connecting with the right talent.
And instead of getting buried in resumes, you get a focus shortlist that actually moves your hiring forward.
Join the 2.7 million small businesses using LinkedIn.
to hire. Get started by posting your job for free at LinkedIn.com slash track.
Terms and conditions apply.
Buzzwords like progressive and affordability are thrown around all the time in politics.
But what do they actually mean?
For me, being a progressive means at least two things.
One, being willing to unite lots and lots of people, all of the folks that are getting
screwed over against the powers that be that are making your life worse.
And then second, being progressive is essentially a hopeful enterprise.
That you think, I think that the world can be much better, that we don't have to settle for crumbs
or settle for the status quo.
And is there a difference between what it means to the elected officials and what it
means to the people?
So money is essentially the root of everything.
I don't care if you're gay.
I don't care if you have all that.
That's like secondary.
Third, like that doesn't, that's not a priority.
That's this week on America Actually.
Let's dig in.
All right, we're back.
So there's lots more gadgets to talk about.
We also, we have a bunch of news that happened over the two weeks we were gone.
So we're just going to lightning round our way through some of the most important stuff going on right now.
You get to go first.
What do you want?
CES, other news, you pick.
I'm starting with a party speaker.
What's more important?
We're so back, Eli.
We're so back.
You know, it's CES.
There's party speakers.
I'm confident we'll see my.
many more this week. Can I tell you what I've enjoyed, by the way? There hasn't been that many,
like, giant party speaker announcements, and yet you and I are going to go to Vegas, and I suspect,
will each be encountered by thousands upon thousands of party speakers. I mean, they are,
they are the only successful new gadget category of the past 10 years. There's the iPhone and
there's party speakers. Name anything else that is this rock to the culture in similar ways.
Just say your thing. I'm just pointing it out. Bring this up at your next family dinner. Be like,
name the gadget that has changed the culture as much as the iPhone or a party speaker.
Can't do it.
LG announced new X-Boom party speakers.
There's a really cool little one.
I don't if this counts.
It just looks cool.
It's called the X-Boom Mini.
It has a little, like, fabric handle.
Anyway, they have AI in them, obviously, and the AI can just remove vocals from songs,
so you can just karaoke anything you want.
Which is a solved problem because Spotify is full of bootleg karaoke tracks.
But, you know, it's a problem.
party speaker at CS. They got lights.
I'm not going to lie. I actually think this is an amazing idea.
Yeah. This is the next
big trend. Immediate karaoke party.
Such a good idea.
But no lyrics, which is a real problem.
Anyway, I'm saying we're going to see more.
If you are at CS and you've got the biggest party speaker in Vegas, let us know.
We'll see what we can do.
Okay. Nealai, let me just cast a vision for you here.
Oh, my God. You fire up your ex boom.
You start karaoke mode.
Your Coyd robot starts dancing.
and your LG Gallery TV shows the lyrics.
This is the future.
Thank you, Lockin, is where I want to be.
It's miserable smart home platform.
While we were in Chicago on the break,
it notified me every single day
that our refrigerator had an available software update.
And I was like, there's no way I'm updating their refrigerator
from hundreds of miles away.
That's like, there's a real, like,
sequence of horror movie events
that start with Neelai updated his,
Yeah, none of it's good.
That's pretty good.
All right, my first one is some breaking news as we are recording this on Monday afternoon,
which is that the Lego group made a CES announcement,
which is an interesting and unusual thing.
They're launching a thing called smart bricks,
which are basically little two by four Lego bricks that have a bunch of sensors and batteries inside of them.
And the idea is that you will use the,
these smart bricks to essentially like be aware of the thing that you've made and make it come to life.
They're selling sets that when you, when you turn it on, it will make the, the lightsaber, make noise, all of this different stuff.
They wirelessly charge.
The idea of having to charge Lego bricks is like, I can just, every parent I know is dying inside at the idea of having to not only keep track of, but charge your Legos.
But this thing, these like little tiny thing, they have a, they have a battery.
pad, they have light sensors, they make noise, they can do lights. This is like a big leap for
this very old toy. There's one, I think Sean Hoss wrote about this for us and he mentioned
one that will play the Imperial March from Star Wars when you sit the Emperor Palpatine
Lego piece onto his throne. Like, that's just cool, right? This is such a like over-technologyed
solution to an imagination problem, but is, is nonetheless very cool. And I think it's going to be
pretty fascinating. Also, the smart bricks have a microphone, which certainly won't cause any
consternation or privacy problems for anyone ever. I fully lost the argument in my family
that everything is listening to serve ads. I've explained Wi-Fi tracking. I've explained
all of it so many times. Like, no, it's just listening to get over it. It's, it's, it's,
wild. I think
societally we have lost that fight.
Yeah, it's over. I think if you just
polled America, almost
everyone would tell you that their microphones
are listening to them. Yeah, I think
most people are like, well, I could either
listen to you, go on and on about
reconciling databases, or I could say
it's listening to me. I'm going to pick listening
to me. In any case, the microphone
and the Lego brick is just a button.
It's not actually a microphone.
So just detect sounds and like triggers
some action. Right. But it's
still a microphone.
It is, yeah, the war is lost.
You did just describe a microphone.
Well, no, it doesn't like take any input or record anything.
Right.
It just closes a circuit.
Yeah, fair enough.
But yeah, I think the idea of that, that's one of those things that is like, there's
lots of really interesting potential for how you can do that stuff.
And someday, when we get like the home assistant Lego thing and I can just set up my
smart home by piecing together Lego pieces, that's the stuff.
That's what you want.
You want to sit at, and.
Emperor Palpatine on a throne.
And my blinds come up.
Hell yeah, dude.
You kidding me?
I see what you're doing.
It's the dream.
What's your next one?
Okay.
So this is, you might have noticed that I have a haircut.
I did notice.
I have a lot to say about this haircut.
Your hair was, it's good.
For people who can't see Neli right now,
Nelai's hair was getting, I don't want to say out of control, but like close to out of control.
It was.
I was going for full flow.
It was at the edges of control.
I stopped cutting.
my hair when the baby was born in July.
And then it was fully out of control.
And then I saw a picture of myself at the balloon museum.
And I was like, well, we're done now.
Like, our experiment with growing the flow has come to an end.
Okay.
And I just going to cut my hair.
And I wish that I had the glide smart hair clipper, which has an AI cutting coach and
automatic fade trimming and only requires you to wear a face band so it can track your
head and go around your head.
I don't even know how to describe this faceband.
Like, imagine you're an NFL player and you're wearing the helmet,
but you're only wearing the part of the helmet that goes around your eyes.
The face mask, the guard?
It is, this is the most ridiculous looking thing.
And then somehow it looks like the cutter is cutting the elastic band of the faceband.
Do you see in this photo?
It is ridiculous.
This is ridiculous.
I love it.
I've been cutting my own hair since the pandemic.
Have you really?
So, yeah, I mean, we moved to the woods.
There's nothing there.
couldn't cut my hair. You just brought the tank of chemicals. Uh, so I bought a bunch of stuff and I have
a thing with a vacuum in it. It's great. So I cut my own hair. But then I was in Chicago, we went to
the balloon museum and I was like, I got out here. And I don't know if you know this. In my mind,
this is like received wisdom for dudes. But if you are a brown dude and you go into a barber,
whatever ethnicity of the barber is the one you come out with. Like, I'm just a blank canvas.
So I went to Pilsen. I won't say what kind of neighborhood Pilsen.
is, but I came out looking like a hot Pilsen guy, including the shave.
They cut my beard, and I was like, I'm ready to rock.
Like, this is too hot for, to handle.
So that's why I have like a dramatic swoop in my hair right now.
I've been thinking you were unusually intimidatingly attractive.
This has been, you know what I'm saying?
I look fly as shit.
I'm pretty uncomfortable doing this podcast for reasons I'm not prepared to talk about.
But I said to my sister, I was like, I went to Pilsen.
I came out looking like a living Wilson.
And she's like, what do you mean?
And I was like, well, you know, like, and then my 20-year-old nephew was like, yeah,
Everybody knows that.
Obviously.
That's really interesting.
But I think the glide, I don't think I could have told the glide to be like, make me look sick.
No.
I think it would have just shaved my ears off.
I'm looking at the glide website and it's basically you go through their app and pick a bunch of presets.
And one of the top presets that says recommended just says sides and top.
This is the haircut sophistication level we've arrived at.
I dare you all next time you get a haircut.
walk in and say, I'd like a sides and top and let me know how that goes for you.
Yeah.
And then you have to wear this thing on your face.
Like there's, I walked into a, you know, a Pilsen barbershop and came out looking like the hottest guy in Pilsen.
And then there's, I'm going to wear this thing in my face and no woman will ever talk to you again.
Yeah.
With my sides and top.
Yeah.
I'm going to cut my own hair in the dark, in the bathroom with the door locked.
So no one knows my shame.
It's good.
It's very good.
Yeah. All right. My next one is I need to get very mad about AI for just a minute because two things happened over the holidays. One is that Saty Nadella, the CEO of Microsoft and now a blogger apparently, wrote a whole thing about basically how we should talk about AI. And essentially his argument is like, stop saying slop because AI is going to be great.
There's a line in here that just blows my mind where he's like,
we need to get beyond the arguments of slot versus sophistication and develop a new equilibrium
in terms of our theory of the mind that accounts for humans being equipped with these new
cognitive amplifier tools as we relate to each other.
There's nothing there.
That's, I understand what he's trying to say, sort of.
and all he's saying is we need to we like the metaphors we use for how people make things are broken now
so we need new ones like that's all he's really saying sure because theory of the mind actually
has a meaning so he's just using it wrong yes um but what he's trying to say is we need a new we need
new metaphors to talk about how we make things but like there's fine have you used copilot nothing
about co-pilot suggests we need new metaphors to talk about human beings using.
No, it's super doesn't. And then, so put that next to this thing that Adam Masseri, the head of
Instagram, posted, I think what he was trying to do was talk about what human authenticity
means going forward. And basically what he said is, we have now, we have sort of crossed the
Rubicon where you can no longer assume that what you're seeing is a thing depicting real
life made by a real person and then just trying to think about like where do we go from here and he
starts talking about you know the the the who becomes more important than the what that actually
authenticity is going to be able to be produced at scale which is like an insane thing to say but also
that that what matters now is who you are more than ever and he said that you know the feed is
dead and we're on to all these other things and i've just been thinking about this ever since and
there is this thing that is coming out of these tech companies that both of these things together
really hit for me, which is this assumption that all of this is inevitable and it is done.
And that like Neil Mohan says stuff like this about YouTube, right? That like, of course AI is going
to become the vast majority of the content that we see on YouTube. And we're all going to be
producing things with it this way. And nanobanana is going to be the way that we create and
consume content for forever. None of that is inevitable. It's just, it's just not. These are choices.
Adam Messeri is reacting to choices that he and his team made about its platform.
Like, Adam Messeri should have written this as I did all of this to you.
And here is what I'm saying.
And Satinetta is saying the same thing.
He's like, I'm pivoting my company around this stuff.
Please stop calling it slop.
It hurts my feelings.
Like, this drives me so crazy because we have not.
A lot of people talk about tech in general as if this stuff happens to us and our only
responsibility is to learn how to live with it.
It's just not true.
It doesn't have to be true.
We are not required to just live with this stuff.
These things don't have to be like this.
And the idea that all of your feeds are going to be overrun with AI slop
and that that's just what we have to deal with is not how it has to be.
And everybody should just stop it.
So let me make the counter argument.
And let me offer you the barest sliver of sympathy for Adam Cemetery.
Wow.
It's not a lot.
This is not where I thought we were going.
It's not a lot.
I love it.
I read this post.
It's worth reading it.
full. It kind of looks like it was written a little bit by A. But it's worth reading in full.
Adam has a pretty good sense of what's happening at Instagram. Yeah. He's connected to his product
in a way that I don't think Mark Zuckerberg has connected anything. I agree with that. This post is
raw nihilism. Adam has lost. He has lost the war to like sexy AI influencers and unending
course scams and Instagram just being only fans of marketing. Like all of that is lost.
Yeah. He's lost it. Whatever pretensions to hire.
art that he thought were happening in Instagram are gone. That thing is a marketing platform
is turned to the QVC for lifestyle influencers and that's the thing it is. And now AI is overrunning
that and he cannot stop it. He might want to. He might have made the wrong choices and
failing to prevent it at the top of all of it, but it is gone. It is out of his control. And I think
he feels a little bad about it. And I think he has no ability to fix it. There's this whole line
here about how the camera companies are doing the wrong thing. I'll read the quote.
Platforms like Instagram will do good work identifying AI content, but it'll get worse at it
over time as AI gets better. It will be more practical to fingerprint real media than fake media.
Camera manufacturers are cryptographically signed images of capture, creating a chain of custody.
That's only part of the solution. We need to service much more context, blah, blah, blah, blah, blah.
He's basically like, this isn't going to work. It's not going to work for you to do content authenticity
initiative and for us to show you labels. And to your point, David,
It's like, I don't know that it won't work because you have never tried.
Yes.
Stop accepting the inevitability of this.
And I just think that the reason they're not trying is because they know they've already lost.
To what?
To just the flood of slop on these platforms.
If you're on Instagram today, it is overrun by people teaching you how to make your own sexy AI influencers
to collect whatever money you can collect from your own sexy AI influencers.
a secondary economy of people trying to sell courses
so you can create your own sexy AI influencers,
which is just the worst.
People teaching you unethical ways to make money on YouTube
by doing AI content of like puppies getting rescued.
And you see they're like,
I made 100 videos and they all made $20,
so now I have $2,000.
And I'm just going to do it 100 more times
and I'll have $20,000.
Like you see how their brains are working, right?
Every one of those dollars is a dollar
that's not going to a human creator.
Yeah.
There's not infinite dollars, right?
So every dollar that YouTube spends on AI brain rot is a dollar that isn't going to go to a real creator.
Every view on Instagram that doesn't go to a human creator that goes to a sexy AI influencer is gone.
Right?
There's only so many minutes of attention.
In reality, what it is is it's $1 to an AI system rather than $5 to an influencer, which is why you make the trade.
Like, I get it.
No, but I'm saying they've, because that economy exists in such force, all.
ready to fix it now requires turning it off.
And I think their tools to turn it off do not exist as powerfully as the tools to have
prevented it in the first place.
I think that's probably true.
I mean, and to some extent this is reminiscent of Google's fight against SEO for so many
years, right, where Google forever kind of, really and forever kind of in gesture only
tried to fight the flood of crappy content
intended to game Google's systems
all the while telling us
that all Google does is uprank good stuff
despite all evidence to the contrary.
But what you could do
is just say,
if our systems detect that you use AI,
we are going to downrank not only your content, but your account.
Like, you could solve that problem in one move.
Would it have lots of problematic
false positives and downstream effects?
Sure. But if the music industry,
wanted Instagram to do that.
Instagram would do that.
You just, like, you are just deciding to do this, right?
Like, YouTube has really good content identification systems that it is choosing not to apply to AI
because it wants that on your feed.
And I just, it wants to present it to you as if this is just the natural course of things.
And it isn't.
And a bunch of people have decided that this is what we want against all evidence to the
contrary.
And I just, if Adam Massario was just like, I'm going to make so much fucking money from this,
that it's going to blow your mind
and we're going to become
the most valuable company in the world.
Sorry, losers.
I would actually be more sympathetic
to the post than I am to this.
Like, don't pretend
you don't have any moves here.
Oh, Adam's got this line in here
that I've been debating
with all kinds of people
for years now.
He said,
individuals, not publishers,
or brands,
established there's a significant market
for content from people,
trust institutions at all time low.
And I'm like,
that's not the nature of the universe.
That's you guys,
did that. The social media platforms did that. Yeah. You destroyed the trust institutions by
elevating an infinite army of teenage creators who you can all replace once you burn them out economically
and then there's new ones. Correct. And the point of the institution is to resist that by
existing over time. So you were always opposed the institution because the institution would demand
that you pay them, which is the history of the media over the last 20 years. The meat, like, BuzzFeed
was like, we'll be so viral, Facebook will pay us money. And Facebook was like, we'll destroy you instead.
here's an infinite army of teenage creators.
And now here's an infinite army of AI slop.
Yeah.
I get that.
I'm just saying my barest sliver of sympathy is, I agree with you.
These are there, we exist in the product of the platform owners choices.
I think Adam is looking at this.
I mean, like, I do not know how to put this Cheney back in the bottle.
I think that's right.
The nihilism in this post is real.
I think that's right.
And I think, yeah, I don't necessarily lay
all at the feet of Adam Masseri for making these decisions about Instagram. Oh, you can. By the way,
you're totally fine to let all the feet of Adam. I lay some of it at the feet of Adam and Sari.
I think he'd get fired if he tried to do the things I think he should do. I also think I lay more of it
at the feet of somebody like Mark Zuckerberg, who is one of the few people who actually has the
agency and protection to do the right thing and just continues to choose not to. Like, it's just,
it's just bad everywhere. And I'm deeply tired of this idea that all of this is happening inevitably
and all we can do is get on board. Because that's how.
we got here and we should stop it.
Yeah.
I mean, I'll read this other quote.
And we wrote this story,
this is very much,
like if you were reading The Virgin Eust was coming three years ago
because we were just blithering on
about what is a photo.
Yeah.
And then Sarah wrote the headline about the pixel
that was no one is ready for this.
Yep.
And she was like,
the flip to not trusting a photo from implicitly
trusting every photo is,
will change society.
Adams got that line here.
Yeah.
Years later after Sarah John wrote that for us.
He says,
for most of my life,
I could safely assume photographs or videos
were largely accurate,
captures of moments that happened. That is clearly no longer the case. That is the what is a photo
apocalypse. We've been talking about it forever. These companies have heard us talk about it.
They have laughed at us because we spend so much time talking about it. We have become
cartoons of ourselves talking about it so much. And now that like, yeah, it happened. Whoops.
Who could have possibly seen this coming? Do you know what institution actually has the ability
to say whether or not something is real? Instagram. Yep. Instagram has the ability to
say this photo is verified. This is true. We have we have enough money to fat check information
and label the stuff that we have verified is real. If you don't see this badge, then you can look
at the authenticity of the creator, whatever it is. But there is some stuff that we do know is real
and they're not going to do it. This is them shutting down content moderation. This is Mark
Sog, we're saying, I don't want to be the arbiter of truth. This is them disclaiming their essential
responsibility as a distributor of information for saying even the barest whisper of verifying
metadata, we know this one's true.
Yep.
So it goes.
It's rough out there.
All right.
What's your next one?
Speaking of AI, I slop, this is, this story blew up over the weekend.
It is just such a perfect example of this.
There's a Reddit post from someone who claimed to be a developer at a major food delivery
app.
And went on and on in great detail about how all of this.
the systems are raid against the drivers, how they're stealing money from you, that when you pay for
rush ordering, you don't actually get rush ordering, everything else gets slowed down. And everyone
believed it. Then, you know, the second wave of stuff happened where people like, is this real?
We reached out, I think Casey reached out. The person behind the post sent us a fake badge, a fake Uber Eats badge.
Turns out all this is generated by AI. This is like a medium-scale AI news hoax that just went down over
the weekend. And everyone's like on vacation.
so it just didn't get this scrutiny.
And it went super viral for several days.
The CEO of DoorDash had to be like,
this isn't us.
Uber had to be like,
this isn't us.
And a bunch of people who worked in these companies are like,
a lot of this stuff sounds correct, but isn't.
And then you also get the,
well, we hate these companies anyway.
So we're just willing to believe any negative thing that we hear.
And it's like, oh, this is that this is,
all of the people who hate AI are,
it's kind of a perfect Venn diagram with the people who hate,
delivery apps. And it's like you are falling for the AI slot now because it's what you want to hear. Like, this is bad on every level. But anyway, it's all hoax. We did get sent the Uber Eats badge and putting that in air quotes. There's no such thing. It was generated by AI. It was fascinating. And I even fell for it a little bit to the extent that it did seem perfectly plausible that all of this stuff is happening. Right. Even like the CEO of DoorDash is coming up being like, this is awful and no one should do this.
And I believe in when he says that because the stuff that is being described in this post is awful.
But I do think the ways in which a lot of people immediately were like, oh, yeah, it makes sense that these companies would be doing that was so fascinating to me.
The tech industry has lost the benefit of the doubt.
Yeah.
None of it seemed out of character at all.
Yeah.
If there's a story of 2026 that we'll be tracking, it's the fact that these companies can't say or do anything without immediate backlash because they have trashed their own reputations.
Totally.
And Nadella, being like, get over it.
Stop calling it Slop. It's like, that's not going to work for you, dude.
Nope. Well, you got to earn it back.
Yeah. Yeah. Agreed. All right. My last one, because this is the Vergecast and this is what we do here.
They didn't ship a Trump phone. Oh, they missed the deadline?
It was, I mean, it's happy 2026. The Trump phone doesn't exist.
What a surprise. They were going to make it at the Foxcon factory.
Right after they started shipping masks and building a website by Google.
It was going to be September and then it was going to be later this year. And now no one knows.
They, Dom Press and our team continues to heroically reach out to try and get comment and continues to not get any comment.
The Financial Times did some reporting.
That's right.
Shout out to Financial Times for following us.
We do a lot of inspiring the world's financial newspapers.
They got one quote, which I think we've gotten in the past.
Trump Mobile blamed it on the government shutdown, which very much implies that there was.
was a phone that was tied up in some sort of regulatory.
Just like, that's not true.
Like, I don't know what to tell you.
Not even a little bit.
Yeah, it's, it would have been, it just based, just come out and say the Democrats did it, right?
Like, Joe Biden never shipped a Trump phone.
Yeah, sure.
Yeah.
Obama won't let me ship this phone.
It's like a perfectly in character thing for them to say.
But yeah, I think we are going to continue to cover this because I think it's just deeply
fascinating and weird.
and a perfectly
version story.
I'm going to hold on to my bet.
The clicks phone will come out before the Trump phone.
It's a good bet.
And I also think there are signs when something is going to ship like this.
You start to see things like they show up in the FCC.
Things will start to leak.
Information exists.
There are people who are tapped into supply chains that start to know about these things.
It's very hard to make a product that exists without anybody knowing about it.
It's very hard to do that.
Do you think these people are going to try to keep it a secret?
No, this is what I'm saying.
There has been not one iota of information that the Trump phone exists except for the Trump mobile website, which is my absolute favorite thing about it.
They're not trying to keep a real thing a secret.
They're trying to make a fake thing really obvious, which is just like such a wild and Trumpy way to think about launching a phone.
I'm looking for ideas.
I mean, poor Dom, we told him he has to cover this every week.
And he is doing, it has because.
Like a poetry reading in many ways.
Like he just has to ruminate a nothing every week for a few hundred words.
And it's very good.
If you can think of ways for us to make this story even bigger, you let us know.
We're here for it.
If you have a Trump phone, call me.
I will fly to your house.
If you know anybody who works at the Trump phone call center where they are apparently paying people to say whatever they want about the Trump phone phone,
you let us know.
Yeah, we'd love to hear from you.
And also, come to our live show in Vegas.
We should get out of here
because you and I have planes to get on.
But we're going to be live in Las Vegas.
You're doing Decoder,
and then we're doing a Vergecast,
Wednesday afternoon at the Brooklyn Bowl.
Keep an eye on the site.
Our team is already on the ground
doing tons and tons and tons of stuff at CES.
This is going to be an interesting one
in that it's midday Monday,
and a huge amount of news has already happened.
And we have like a whole week of this left to go.
So I think we're,
we're going to get like into the true like dregs and bowels of CES in a way that we don't often get to do.
And I'm very excited about it.
Oh, I'm going to go, I'm going to see if one of these robots will fall in love with me.
My, truly for me, it's like the real sign of how deeply have I done CES is have I gone to the bottom floor of the Venetian where it's just, it's just like various countries bring groups of developers to show you whatever phone case they've built.
And that is, that's the true.
meaning of CES as far as I'm concerned.
And I'm very much looking for it.
Look out for David on the basement of the invention, everybody.
I will be there.
And we'll be there.
We're running around.
We're going to have a blast.
Go say hi to our team.
Be nice to everybody.
We're going to get out of here.
Also, remember, subscribe to the Verge.
It's 2026.
Thank you to everybody who renewed already.
If you haven't subscribed, I don't know, New Year's resolution.
Give us money.
You get ad-free podcasts.
You do get ad-free podcasts.
You can also email us, Vergecast at theverge.com.
Call the hotline 866 version.
one, if you see weird stuff at CES that we haven't seen, tell us all about it.
Our team's very good at seeing all the weird stuff, but send us your weird stuff, and we want to hear about it.
Until then, the Vergecast is a Verge production and part of the Vox Media Podcast Network.
Today's show is produced by Eric Gomez, Brandon Kiefer, and Travis Larchuk.
We will all be in Vegas.
We hope to see a lot of you this week.
Until next time, Neely, it's good to be back.
Rock and roll.
