Mon. 11/18 – More Smartglasses On The Horizon

Nov 18, 2024 15m

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We have the nomination for the next FCC chair. More hype around smartglasses. About that Jake Paul/Mike Tyson fight on Netflix. Is YouTube now the king of the podcast ecosystem? And a deeper dive on how AI is giving Wall Street a brand new window into the startup ecosystem.

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Trump Designates FCC Veteran Brendan Carr as Chair of Agency (Bloomberg)
Report: Samsung XR glasses have Ray-Ban Meta specs with more features, seemingly no display (9to5Google)
Netflix’s Tyson-Paul Boxing Bout Gets 65 Million Viewers at Peak (Bloomberg)
Why Everyone Is Now Watching Podcasts on YouTube (WSJ)
Nvidia Customers Worry About Snag With New AI Chip Servers (The Information)
Wall Street's Elites Are Piling Into a Massive AI Gamble (Bloomberg)

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AI-Generated Summary

Nomination of FCC Chair

The episode kicks off with President-elect Donald Trump's nomination of Brendan Carr, an FCC commissioner since 2012, to become the next FCC chair. Carr is noted for his fight for free speech and regulatory reform. Trump and Carr advocate for the FCC to regulate Big Tech more stringently, including a potential overhaul of Section 230, which could restrict content moderation practices by platforms. Moreover, Carr supports expanding broadband access, particularly through competitive satellite services like SpaceX's Starlink.

The Smart Glasses Landscape

There's considerable buzz around smart glasses, with Samsung poised to release its own model in Q3 2025, powered by Qualcomm’s AR1 chipset. Rumors suggest that these upcoming XR glasses will share specs with Ray-Ban’s smart glasses but are expected to forgo a display. Instead, they would focus on AI functionalities such as gesture and human recognition, hinting at more advanced capabilities than current models available in the market.

Netflix's Streaming Success and Challenges

In an unexpected turn, the Jake Paul versus Mike Tyson boxing match streamed live on Netflix attracted 60 million households, peaking at 65 million concurrent streams, potentially making it the most-watched event of the year. However, many viewers experienced significant streaming issues, highlighting Netflix's challenges with live events due to their content delivery network's limitations. The company is reportedly making investments to bolster its live event streaming capabilities.

YouTube Dominating the Podcast Space

A new survey indicates that YouTube has surpassed both Spotify and Apple Podcasts as the leading platform for weekly podcast listeners in the U.S. This shift towards video podcasts is redefining the podcast landscape, forcing traditional audio giants to adapt. YouTube's rise is attributed to strategic investments made during the pandemic, which resulted in significant growth in video podcast viewership.

Nvidia's AI Hardware Challenges and Wall Street Opportunities

Nvidia faces issues with overheating in its Blackwell GPUs, essential for AI growth, raising concerns among customers about production delays. Despite these challenges, Wall Street banks are seizing the moment, recognizing the AI boom's potential and predicting a massive influx of investments into the necessary infrastructure to support AI technologies. There’s an ongoing discussion about the long-term sustainability and monetization of investments in AI.