Orion

product on 14 shows · 16 statements across 14 episodes · said 65 times in 27 episodes since 2024

TBPN 22 Big Technology 18 Acquired 8 All-In 6 BG2 Pod 2 Latent Space 2 A Product Market Fit Show 2 the a16z Podcast 2 the Knowledge Project 1 the Startup Ideas Podcast 1 the MAD Podcast 1 More or Less Lenny's Podcast Top Founders

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TBPN 22Big Technology 18Acquired 8All-In 6BG2 Pod 2A Product Market Fit Show 2Latent Space 2the a16z Podcast 23 more shows

2026 17 mentions in 8 episodes 2 per episode
2025 13 mentions in 9 episodes 1 per episode
2024 35 mentions in 10 episodes 4 per episode

every mention on every show, scene by scene, with the transcript →

16 statements about Orion, every show

BIG TECHNOLOGY Disclosure
Bosworth: Meta shelved Orion consumer launch due to unviable pricing
“Even though we couldn't get the price to be one that we felt comfortable launching as a consumer product, we did intent when we designed it and developed it was a consumer design and intention.”
Andrew Bosworth Jul 8, 2026 ▶ 30:47 Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
BIG TECHNOLOGY Disclosure
Himel: Meta began Orion AR development immediately following the Oculus acquisition
“At the time when we acquired Oculus, part of the rationale was there was a research division led by Michael Abrash that was looking at augmented reality technologies. Augmented reality translates into glasses and wearables. And right out of the gate, we starte…”
Alex Himel Jun 11, 2026 ▶ 41:11 Meta' Secret Plan To Kill The Smartphone — With Alex Himel
LENNY'S PODCAST Assertion Supported
Kalinowski: Meta Orion’s waveguides and microLEDs are unready for mass production
“Orion, the air glasses we worked on, I worked on most recently are a bit ahead of their time because they're using waveguides and micro LEDs that are not quite ready for mass production. The yields just aren't there. The cost is still high.”
Caitlin Kalinowski May 17, 2026 ▶ 5:32 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
LENNY'S PODCAST Assertion Supported
Kalinowski: Meta's Orion AR glasses have a 70-degree binocular field
“The great thing about Orion is you got a 70 degree field of view, binocular.”
Caitlin Kalinowski May 17, 2026 ▶ 7:11 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
TBPN Assertion Supported
Generative UI is the ultimate bull case for Meta AR headsets
“Ben Thompson wrote a big bull case for the meta augmented reality headsets, not just Orion, but also the meta Ray-Ban displays today talking about as AI models get better on the fly UI generation with less Chrome, which is like the top bar and the bottom bar a…”
Jordi Hays Apr 27, 2026 ▶ 29:32 China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
ALL-IN Assertion Supported
Isaacman: NASA's Orion spacecraft is 20 years old without crewed flight
“Orion is 20 years old, by the way, it hasn't flown humans yet.”
Jared Isaacman Jun 4, 2025 ▶ 31:11 Jared Isaacman: What went wrong at NASA | The All-In Interview
a16z Insight
Bosworth: Meta's Orion prototype proves post-smartphone computing is achievable
“That's why I said like the, Orion was the first thought time I thought Me. Like, the first, Orion, like, putting that in my head, I was like, okay, like, it could happen. Like, there does exist, like, a life for us as a species past the phone.”
Andrew Bosworth Apr 24, 2025 ▶ 12:24 What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
BIG TECHNOLOGY Assertion Not checkable as stated
Patel: OpenAI's Orion training run failed to reach GPT-5 performance levels
“There were hopes that Orion could be used for GPT-V but its improvement was, like, not enough to be, like, really a GPT-V. Furthermore, it was trained on the classical method, which is, like which is a ton of pre-training, and then some reinforcement learning …”
Dylan Patel Apr 23, 2025 ▶ 36:12 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
LATENT SPACE Prediction Not checkable as stated
Sutin: Smartphones will dominate until affordable smart glasses arrive in 5+ years
“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…”
Ethan Sutin Feb 17, 2025 ▶ 12:50 Bee AI: The Wearable Ambient Agent
BIG TECHNOLOGY Prediction Open · timeframe Jan 2028
Newton: Meta Orion consumer glasses are years away and will be downgraded
“So my understanding is that the Orion headset is, like, multiple years out, and that when it arrives, it won't actually even be as good as the glasses that we tried on this year, because in order to make the cost work, they're just gonna have to, like, rip out…”
Casey Newton Jan 5, 2025 ▶ 20:51 Bold Predictions For Tech and AI in 2025 — With Casey Newton
MORE OR LESS Prediction Open · timeframe Oct 2027
Sam Lessin: Meta Will Not Release Its Orion AR Glasses Anytime Soon
“By all accounts, I've heard Orion's amazing, but they're not going to release it any time. Like, there's no, Device coming. It's going to be a long time on the burn, and I think it's a totally different story in terms of what the progression is there.”
Sam Lessin Oct 25, 2024 ▶ 30:03 #70: Is Apple’s Vision Out of Focus? · More or Less Podcast
TBPN Assertion Supported
Coogan: Meta's Orion prototype costs $10,000 with a two-hour battery life
“Meta announced this Orion prototype. It costs 10 K to produce right now per unit, and it has like a, like maybe a two hour battery life.”
John Coogan Oct 14, 2024 ▶ 27:03 Zuck Just Killed the Apple Vision Pro (ep2)
STARTUP IDEAS Prediction Not checkable as stated
Chaudry: Society will eventually view hunching over smartphones as strange
“Like, I think there will be a moment in human history where we look back and go, that was weird that we were all hunched over these, like, black rectangles all day.”
Samir Chaudry Oct 7, 2024 ▶ 5:41 How Creators Can Thrive in the AI + AR Era (Samir from Colin and Samir)
STARTUP IDEAS Prediction Not checkable as stated
Isenberg: Mainstream AR glasses adoption will occur around 2035 to 2040
“I think it's going to be further than Zuck, you know, predicts. I think that my take is, it's going to be maybe, 20, 35, twenty-forty.”
Greg Isenberg Oct 7, 2024 ▶ 8:40 How Creators Can Thrive in the AI + AR Era (Samir from Colin and Samir)
BIG TECHNOLOGY Assertion Not checkable as stated
Bosworth: Meta's Orion Codec Avatars Fooled Video Call Recipients
“And then conversely, what they would see is your codec avatar. And we've really fooled some people with the codec avatars. When they've seen the codec avatar call in they don't realize it's a codec avatar. They think it's a real, an image.”
Andrew Bosworth Oct 4, 2024 ▶ 3:06 Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
TOP FOUNDERS Disclosure
Robbins: Motorola is a strategic investor in Orion Labs
“Motorola is a strategic investor in Orion.”
Jesse Robbins Jul 21, 2018 ▶ 20:59 1092 Why Chef Creator Raised $30m to Replace Walkie Talkies

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