Humane

“I mean, we humane tried with the pin. I still think maybe some kind of pin is going to be around Johnny Ives pin at open AI.”

“I think the humanes of the world, the rabbits of the world were actually victims of hype and of the cycle that like a proper startup having Time to kind of like work through, get it into the hands of early adopters, have people test buggy devices, be happy abo…”

“What happened is the kingdom announced that they're going to build their own local hyperscaler or AI platform called Humane.”

“I think it's interesting because it's kind of uncontested right now. Like maybe Apple will get in the game. Maybe. If they still have, like, the juice to do it, Snapchat seems to have fallen out. The famous, like, I forgot what the thing was called. Magic leap…”

“I think the Humane Pin, even at their price point, got, like, 7000 pre-orders.”

“It was the most predictable startup failure you could imagine.”

“You can't do Apple style launches in the social media era.”

“But we lost like a hundred K, like not like a lot of.”

“Then you have a bunch of strategics and family offices because no smart people would invest in this, right? Like that's like how you end up with strategics and like hedge funds is when like the serious venture people are like, absolutely not.”

“We think that the phone's just so dominant and it will be until we have the next generation, which is not going to be for five, you know, maybe some Orion type glasses that are cheap enough and like light enough, like that's going to take a long time before wi…”

“I think the Humane is like pretty incredible. Some of the engineering they did, but like, it wasn't kind of geared towards solving the problem. It was just it's too heavy. The swappable batteries is too much demand. The heat, the thermals is like too much.”

“A lot of the wearable companies would have done better going for the kids market because kids don't have phones already. Parents want them off devices. So if you give them an audio native device, it makes sense.”

“And so, you know, the humane pin people, whatever it was called, made a mistake when they picked their customers. Because they showed up like they had a finished Apple quality product, and they were trying to appeal to the kind of people that would buy on pre-…”

“I do not think it will sell for a billion dollars.”

“One of the things that they have done is they've recruited an enormously talented team of many, many, many, many, many ex Apple people, probably arguably one of the most valuable teams out there right now.”

“This whole generation is going to get wiped out. Everyone's going to zero. Dave, you're losing money. I'm losing money by proxy sucks, whatever.”

“We're a year away, probably max, from that thing being able to have a billion parameter or five hundred million parameter model that basically has all the capability you need it to have.”

“I think Humane and Rabbit are both LTE and Wi-Fi, but to get like a wearable, you really need Bluetooth.”

“Up until the fall of last year, every single person that joined Humane didn't know what they were joining to build. We didn't even tell candidates what it was”

“Our architecture allows for multiple models. Things are made by companies like OpenAI. We have a good relationship with the team there and smaller models of things that are proprietary to us, and these will change and evolve over time, and we are able to Add t…”

“We're not recording at all. We're not recording from the cameras or the microphone unless you engage with the device.”

“The traditional idea of what an app is, is, is effectively gonna disappear and it kind of already has.”

“I think any company that raises that much money and has a site that says change everything and has raised a hundred and twenty million dollars and has never shown anything, I think they always fail. Nine out of 10 times. I think that they're gonna fail because…”