Roy: Humane and Rabbit failed because extreme hype prevented normal iteration
“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…”
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…”
Sutin: Bee intentionally avoided an over-hyped Rabbit-style CES launch
“We didn't want to do like a big over hypey promised kind of rabbit launch. Cause I mean, they did hats off to them, like on the presentation and everything, obviously, but like, you know, we want to let the product kind of speak for itself and like, get it out…”
Sutin: Hardware startups get immense value at CES without buying booths
“I think to do it like a big rabbit style or to have a huge show on there, like you need to plan that six months in advance. And it's very expensive, but like, if you know, go there, there's everybody's there, all the media is there. There's a lot of some pre-s…”
Hays: AI wearable startups should have targeted children, not adults
“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.”
Sutin: AI wearables require Bluetooth, contrary to Humane and Rabbit's LTE approach.
“I think Humane and Rabbit are both LTE and Wi-Fi, but to get like a wearable, you really need Bluetooth.”
Coates: GUI AI agents instantly turn the open web into an app store
“If it actually works, the strategic brilliance of that is they instantly have the world's largest app store because the world's largest app store is just the web, right?”
Temkin: Asynchronous social platforms like Facebook function as performance art
“Facebook and sort of asynchronous social experiences end up being performance art. You're trying to craft a persona to get people to React to you”