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The AI XR Podcast: Daily Summaries Delivered
by Charlie Fink Productions
Get the inside story on the biggest tech developments from founders, former executives, and industry veterans who built companies like OpenAI, Google DeepMind, Meta Reality Labs, Apple Vision Pro, Microsoft HoloLens, and Unity. Join Charlie Fink (Forbes), Ted Schilowitz (Red Camera, Fox, Paramount Futurist), and Rony Abovitz (founder Magic Leap) as they interview startup CEOs, ex-Google/Meta/Apple insiders, Hollywood directors, and AI researchers reshaping spatial computing. Every week we break down the latest tech news with our signature hot takes, then dive deep with a founder or industry leader. We cover artificial intelligence breakthroughs, virtual reality hardware, augmented reality applications, synthetic media tools, and how enterprises are adopting these technologies. We're industry insiders who have the connections to get the biggest names on the show, but we're not afraid to ask the tough questions about w
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- 3 days ago58 min
AI in Your Inbox Can Be Tricked Via Prompt Injection, This Team Proved It. Jonathan Rodriguez Cefalu
Jonathan Rodriguez Cefalu built the hardware that Snap shipped on people's faces — first the camera-only Gen 1 Spectacles, then the Gen 4 display version. His path through Stanford CS, an honors thesis on varifocal display optics, and a startup called Vergence (named after the vergence-accommodation conflict in AR) led him to Snap, and then to the problem he is working on now. Preamble AI exists to prevent the worst possible AI outcomes — starting with a class of attack that Preamble was the first to publicly demonstrate: prompt injection.Ted Schilowitz hosted this episode solo. Together, he and Jonathan worked through the architecture problem sitting under every AI assistant being deployed at scale right now: large language models see one token stream. There is no separation between what the developer intended and what an untrusted email or web page is quietly instructing the model to do. With Gemini Spark about to give AI agents access to tens of thousands of emails per user, this is not a theoretical concern. Jonathan's team has a proposed fix — and they have already shaped federal law.The episode also covered the week's XR and AI news: Google I/O announcements, Snap Spectacles Gen 6 details ahead of AWE, Matthew Ball joining Xbox, Anduril's battlefield AR wearable, and AI-generated feature films reaching Tribeca.AI XR News You Should Know:Google unveiled Gemini Spark at I/O — a persistent AI agent integrated across Gmail, Docs, Chrome, and workspace tools, now in beta for paid subscribers. Ted and Jonathan tested pre-Spark Gemini Gmail and found it searched roughly 30 emails when asked to search tens of thousands. "It just got lazy." Both came away cautiously pessimistic about agentic reliability at scale. XREAL Project Aura was also announced — birdbath optics connected via USB-C — solid engineering but not new ground. Android XR is spending heavily for incremental progress.Snap Spectacles Gen 6 is expected to preview at AWE in mid-June at around $2,500. Jonathan led Gen 1 and Gen 4 from the inside and broke down what Snap has genuinely solved: low-energy on-device 6DoF tracking, hand tracking, spatial mapping, and multi-device sync. The Lens Studio developer ecosystem is healthy, with a Unity scene auto-converter recently open-sourced. His read: Snap does more with less. Meta does less with more, and it traps talented researchers — like Douglas Lanman — inside labs where work never ships.Matthew Ball was named Xbox Chief Strategy Officer. Anduril revealed EagleEyes, a battlefield AR wearable with an 84-degree field of view and thermal imaging built for helmet integration. Ted's reaction: scary but fascinating. Both hope the smart people behind it are pointed toward good outcomes.At the AI on the Lot conference in West LA: Amazon previewed an AI-assisted animated children's series called Project Nara. Higgsfield screened "Hell Grind" — a 90-minute AI action film made by 15 filmmakers, 16,000 video generations, and $500,000 total (roughly $400,000 in compute). Paul Schrader came out as pro-AI. "Dreams of Violet," a 75-minute AI feature about Iranian resistance, premieres at Tribeca on June 10 — total cost: $2,000, production time: two months. Jonathan's take: it is sad when AI displaces human creative talent on screen, but thrilling when imagined through AR glasses making a morning commute feel like driving alongside the ocean.Key Moments:[00:00] Ted opens solo — Charlie Fink and Rony Abovitz are out for the summer solstice[02:30] Google I/O: Gemini Spark and what "persistent AI agent" actually means in practice[08:15] Jonathan's Gmail test: asked to search tens of thousands of emails, it searched 30 and quit[14:40] XREAL Project Aura and the state of Android XR — a lot of spend for incremental steps[21:00] Snap Spectacles Gen 6 details: what Jonathan knows from building Gen 1 and Gen 4 from the inside[31:20] Snap vs. Meta: research that ships in the product vs. research that ships in a paper[38:45] Matthew Ball joins Xbox, Anduril EagleEyes, and battlefield AR wearables[44:10] AI on the Lot: Project Nara, Hell Grind, Dreams of Violet, Paul Schrader goes pro-AI[52:30] Jonathan introduces Preamble AI and the mission to prevent worst-case AI outcomes[58:00] The first public demonstration of prompt injection — what happened and why it matters[01:06:15] Why Gemini Spark will be especially vulnerable to prompt injection attacks[01:14:00] Preamble's proposed fix: a reserved token language that untrusted data cannot speak[01:21:30] NDAA Section 1638: the first US law making it illegal to give AI autonomous nuclear control[01:28:45] WarGames, "the only winning move is not to play," and what that means in 2026So what: Every AI assistant being deployed right now — including the ones about
- 1 weeks ago35 min
Only AI XR News Mega Show: Teflon Sam Altman, Ponzi Schemes, Why Google Blew Up Search & More
Charlie Fink, Ted Schilowitz, and Rony Abovitz take the full hour to work through the most consequential AI and spatial computing stories of the moment — unfiltered, in depth, and without the usual polite hedging that comes with having someone on to promote something. This is a pure news and commentary episode, and the news is strange enough that three experienced people sitting in a room still cannot fully account for it.AI XR News You Should Know:The OpenAI vs. Elon Musk case concluded without a clear ruling, but the more durable observation is what the whole saga revealed about Sam Altman. He has now survived being ousted by his own board (which he subsequently dismantled), a high-profile lawsuit from Elon Musk, and senior rivals leaving for government roles. Rony frames this through the Overton window — Altman studies what society is prepared to accept at any given moment and positions himself precisely there. Ted references a New Yorker profile that describes Altman as having a politician's gift for telling people what they want to hear until it becomes true. The question hanging over that observation: are the large language models themselves doing the same thing, reflecting the values and methods of the people who built them?The financial architecture underneath the AI boom looks precarious on close inspection. SpaceX, widely assumed to be profitable, is losing five billion dollars a year. Anthropic is spending three dollars for every dollar of revenue it generates — and is paying SpaceX approximately one billion dollars a month for compute through roughly 2030. Rony's framing lands hard: two money-losing entities are funding each other while NVIDIA captures all the margin in between. Sequoia published a fifty-page analysis arguing the economics cannot work — while simultaneously holding positions in the companies it is critiquing. Charlie calls it a Ponzi scheme for venture money. Ted's counterpoint: the company that cracks the ad-supported free tier wins everything, and Google already knows how to do that.Google I/O delivered less on wearables than expected, but the real story was a deliberate strategic decision to put Gemini at the center of the company's entire product surface — effectively cannibalizing an eighty-two-billion-dollar search business before a competitor does it for them. The Innovator's Dilemma, run on purpose. On the hardware side, Android XR glasses are designed to be imperceptible as technology — thin temples, hidden camera portals, frames that belong in an optometrist's display case rather than a trade show floor. Rony notes that Google's glasses almost certainly incorporate Magic Leap optics, following a partnership announced in fall 2025. The accountability conversation runs through all of it: Ted's observation that AI companies are not building airplanes — and therefore carry none of the legal liability that comes with critical infrastructure — gives shape to a broader anxiety about who is keeping the ledger on what these systems actually do to people.[00:00] – Cold open and episode framing: why there is no guest today and what the trio plans to cover.[04:15] – OpenAI vs. Elon Musk non-verdict: what the outcome (and lack of one) actually reveals.[09:30] – Sam Altman and the Overton window: Rony's read on how Altman has survived everything thrown at him.[16:00] – Anti-AI backlash on campuses: Eric Schmidt booed at University of Arizona, YouGov poll showing 69 percent of young people negative on AI, and what the demographic gradient means.[24:45] – SpaceX financials and the AI funding loop: the five-billion-dollar annual loss, Anthropic's burn rate, and Charlie's Ponzi scheme framing.[33:20] – Sequoia's fifty-page report and the ad model endgame: Ted's argument that Google wins because they already know the business model.[41:00] – Google I/O: the deliberate destruction of the search business, Android XR glasses, and why distribution beats specifications.[49:10] – AI accountability and the airplane analogy: Ted's line, Rony's "underground noise" from generals and CTOs, and the problem of regulatory vocabulary.[55:30] – Palantir, dual-use opacity, and the Lookout Mountain Air Force Station story: Rony on Jared Leto, classified film studios, and Cold War bunkers in Laurel Canyon.[01:01:00] – The success ledger: who is measuring impact, and what should actually count as winning.So what? The through line connecting every story in this episode is the question of accountability — who is keeping track, who has the standing and vocabulary to push back, and what happens when the answer to both questions is nobody. Sam Altman's resilience, the AI funding loop, Google's search gamble, the campus backlash, the airplane analogy — all of it points to an industry moving faster than the systems designed to check it. That may be fin
- 2 weeks ago54 min
Wall Street Still Runs on Spreadsheets. AI Is About to Change That — Joshua Pantony Boosted AI
Joshua Pantony spent years being told there would never be a viable AI company in his lifetime. He sold his first AI company to Microsoft anyway — work that quietly became part of what is now Microsoft Copilot. Today he runs Boosted AI, an agentic platform serving more than 400 institutional investors who collectively manage around five trillion dollars in assets. He is one of the most credible voices in applied AI finance, and his read on where the industry is heading cuts through a lot of noise.The conversation covers what it actually means to deploy AI in professional investing — not the demo version, but the one that has to earn trust from portfolio managers who have built careers on discretion and judgment. The platform learns each investor's individual style and then acts like a highly motivated junior analyst who never sleeps: constantly surfacing ideas, flagging risks, and improving the workflow without ever taking over the decision. Josh also unpacks why the Bloomberg terminal is facing its BlackBerry moment, why the technology moat is effectively dead, and why the next durable advantage in finance will come from human trust networks that no model can replicate. Ted Schilowitz and Rony Abovitz join host Charlie Fink with sharp frames throughout — Rony's observation that the innovator's dilemma is now a high-frequency problem landed hard.AI XR News You Should Know: The episode opens with two news segments covering AWE 2026 and the Snap Spectacles keynote with Evan Spiegel, the Samsung Galaxy Glasses debut, Gemini rolling out as Android's native agentic AI, the Cerebras sixty-billion-dollar IPO, and what an AI filmmaking company launched by the creators of Instagram Stories tells us about the future of short-form content. The conversation about micro-dramas, why Quibi failed, and what sixty percent of social media users now say about their own feeds leads directly into the trust themes that run through the entire episode.Key Moments:[00:00] – Cold open and welcome. Charlie frames the sixth anniversary of the show.[02:30] – AWE 2026 recap. Snap Spectacles keynote, Evan Spiegel on stage, Samsung Galaxy Glasses previewed.[06:00] – Gemini as Android's native agentic layer. What it means that AI is now replacing the OS interface.[09:15] – Cerebras sixty-billion-dollar IPO. What a big AI IPO year signals for the sector.[12:00] – AI filmmaking and Instagram Stories creators. The new short-form production economy.[14:30] – Why Quibi really failed. No sharing mechanic, wrong bet on clipping, and arriving before the audience was ready.[16:45] – The trust problem in social feeds. YouGov data: sixty percent of users cannot tell what is real. Social becoming a lie stream.[19:00] – Guest intro. Joshua Pantony on being told AI would never be a viable business, and the algorithm he wrote at twenty that saved a million dollars.[24:00] – How Boosted AI works. The digital twin model, the agentic workflow, and why it is not a portfolio manager.[33:00] – The Bloomberg terminal's BlackBerry moment. Thirty thousand dollars a year for what AI will deliver for a fraction.[42:00] – The moat is dead. Why user context — not the technology — is the durable advantage.[51:00] – The innovator's dilemma at high frequency. Rony on why a day in AI is like a decade, and what that means for incumbents.[58:00] – Trust networks as the last edge. The analog handshake as the most valuable currency in a world of synthetic information.This conversation is a clear-eyed look at what it takes to build AI that professionals actually adopt — not a pitch, not a thought experiment. Josh's framing of Wall Street as the greatest collective intelligence humanity has built, and his argument that AI can finally make capital allocation genuinely more efficient, gives the episode an ambition that goes well beyond fintech. The question of what survives automation — and what only humans can do — runs underneath every answer.This episode is sponsored by Zappar and Mattercraft. Mattercraft is Zappar's browser-based augmented reality creation platform — build and deploy WebAR experiences without an app, at mattercraft.io. If you like what you hear, subscribe to The AI XR Podcast on Apple Podcasts or wherever you listen. Watch on YouTube - https://youtu.be/I8hLgBneUasSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- 3 weeks ago49 min
The Man Who Built Google Earth Is Now Teaching AI to Understand the Physical World — Dave Lorenzini
Dave Lorenzini co-founded Keyhole in the early 2000s, sitting on $25,000-per-square-mile satellite imagery and a team of SGI engineers who could visualize it. He opened a backdoor to that archive, built something that barely survived, and then got a break when CNN agreed to air it during the Iraq War in exchange for a name in the corner. Five million users in a month. Sergey was one of them. A few million dollars in VC funding became Google bankrolling $500 million a year for the last 25 years — building Street View cars and everything else that followed.From there, Glass. From Glass to Quantum Studio, World Agent, and 4D ID — a new geocode standard to give LLMs and autonomous robots a shared frame of reference with the physical world. Dave's thesis: maps are outdated the day they're published, and the real job now is building spatial intelligence systems that take in all-source inputs and make real-time decisions. The moment to watch for? When an LLM like OpenAI or Anthropic acquires Mapbox.AI XR News: The OpenAI vs. Musk trial continued with damaging testimony from Mira Murati and Greg Brockman. Anthropic struck an unholy alliance with xAI's Colossus compute. GameStop bid for eBay. Colin Angle is back with Familiar, an AI robot pet. Coinbase cut staff. Ask.com finally died. VRChat hit 100,000 concurrent daily users in Japan.Key Moments:[00:03:34] AWE Long Beach in 30 days: Dave on the board, Snap glasses expected, 400 speakers and 250 exhibitors[00:20:10] 30 AI glasses coming: why the near future belongs to audio-first, AI-powered smart glasses[00:25:34] Keyhole origin story: satellite imagery, $25K/sq mile, Sergey Brin, and a $500M/year acquisition[00:37:30] Google Glass, Luxottica, and why Google blinked when it could have been 10 years ahead of Meta[00:40:00] XR vs. rockets: why building for the human brain is harder than getting to MarsBrought to you by Zappar, the company behind Mattercraft — the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io. Subscribe to the AI XR Podcast wherever you listen to podcasts. Watch the full episode on YouTube: https://youtu.be/weNANIIo7EASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- May 5, 2026conversational50 min6-min read
Find Anything In Any Building Using AR, Without Downloading an App — Caspar Thykier & Connell Gauld
The AIXR podcast episode hosted by Charlie Fink and Ted Schilowitz covers a week of major tech news, including Elon Musk's $135 billion lawsuit against Sam Altman and OpenAI, Google's $40 billion investment in Anthropic, Meta's layoffs, and AI smart glasses from Samsung and Gucci. The core conversation centers on indoor navigation technology developed by Zapper, an AR company co-founded by Casper Thykier and Connell Gauld, whose web-based, app-free solution enables turn-by-turn AR guidance in large indoor spaces like hospitals and retail environments.
- Apr 28, 202656 min
Avatars Are the UI of the Internet: Why Every App, Game, Corp Will Have An AI Persona - Akash Nigam
Akash Nigam has been building Genies since 2017 with a conviction that avatars will be the visual layer of the internet. As CEO of Genies, he's assembled IP partners including the NBA, MLB, Sanrio, and Kakao, with more major studios and agencies set to announce before the end of May. The pitch: every app, game, website, and celebrity is going to have an AI personality. Genies wants to be the framework that gives all of those personalities a face.What separates Genies is portability and scale. A character that took eight weeks in 2021 now takes ten minutes. Staying stylized rather than photorealistic isn't just aesthetic — it's what got Hollywood to the table. Talent doesn't want deepfakes. They want a Genie: trained on private IP data, capable of one-on-one fan relationships that make Instagram feel thin.AI XR News: Tim Cook stepped aside as Apple CEO with hardware chief John Ternus taking over. Humanoid robots ran a half marathon in Beijing while a Sony robot defeated professional table tennis players, opening a conversation about Chinese robotics capabilities and AI data infiltration risks the US is still underestimating.Key Moments:[00:06:45] Tim Cook steps aside: what the Apple leadership transition signals about wearable AI[00:12:00] Humanoid robots and table tennis: China's robotics flex[00:13:00] The data infiltration argument: open-source risk and a warning for the US[00:24:00] The IP land grab: NBA, MLB, Sanrio, Kakao, Naver Webtoon[00:28:00] From photo to avatar in 10 minutes: how Genies' generation pipeline scaled[00:32:00] Why Instagram feels thin and how Genies enables one-on-one fan relationships[00:49:00] 80 people, $150M raised, and why Bob Iger sees Genies as the future of DisneyIf AI personalities are going to be everywhere, what do they look like? Akash has been building the answer for nearly a decade. Q3 is when it goes live.Brought to you by Zappar and Mattercraft — the leading visual development environment for immersive 3D web experiences. Mattercraft now includes an AI assistant for design, code, and debugging in real time. Start building at mattercraft.io. Subscribe to the AI XR Podcast wherever you listen to podcasts, or watch on YouTube - https://youtu.be/Fs8h2KcJclQSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Apr 21, 202651 min
Tech Giants Buy Hollywood For Soft Power: AI Film & The Cost of Empty Sound Stages — Alan Lasky
Alan Lasky arrived at the AI XR Podcast straight from Las Vegas ahead of NAB. An MIT Media Lab graduate under Nicholas Negroponte, a veteran of Silicon Graphics and Amazon Web Services, and an advisor to investment banks on AI and media, he brings technical depth, industry history, and financial realism about where media is actually going.The conversation covers Hollywood's structural collapse, AI's role in the production renaissance, and the harder question of why trillion-dollar tech companies keep buying media businesses that can't generate comparable returns. Alan's answer: soft power. Amazon makes $950 million Lord of the Rings spinoffs so you order more paper towels. Apple is making Neuromancer. His five-year weighted moving average of Disney stock — flat from 2018 — makes the argument clean.AI XR News You Should Know: Artemis ignited a new space boom. Amazon acquired Global Star satellite to build Project Kuiper, a direct Starlink competitor. Apple's AI audio smart glasses are reportedly arriving this year per Mark Gurman at Bloomberg, entering a market where Meta owns the optometrist channel and Google is moving through Warby Parker. Snap laid off 15% while doubling down on the 2026 launch of Spectacles — the first see-through headset since Magic Leap.Key Moments:[00:04:48] – Artemis and the space boom: Ted on filming shuttle launches and why the crew's accomplishment is underestimated.[00:08:33] – Apple AI audio glasses: Rony's read from former Magic Leapers who designed them — if Apple gets this wrong, it's unforgivable.[00:12:00] – Snap's layoffs and the see-through gamble: can they compete with cheap AI audio glasses flooding the market?[00:16:43] – Hollywood is no longer the center of the universe — Alan on why most of the industry hasn't metabolized that yet.[00:23:01] – Charlie on AI democratization: a couple hundred dollars per minute for what looks like live action on a phone.[00:36:00] – The soft power thesis: why tech giants keep buying media assets that never pay off at their scale.[00:41:30] – Should Apple buy Disney? Charlie says Meta will do it first. Rony's reaction is immediate and visceral.[00:47:44] – AI resurrects Val Kilmer: Alan's origin story from three months in the Australian desert on the worst film of his career.Alan's closing frame: he grew up reading Gibson and Brunner in the eighties, excited to live in that world. He's in it. He's not sure he wanted it this way.This episode is sponsored by Zappar and Mattercraft — the leading visual development environment for immersive 3D web experiences, now with AI-assisted design and debug. Build at mattercraft.io. Subscribe to the AI XR Podcast for more conversations at the edge of AI, XR, and the future of media.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
- Apr 14, 202655 min
Tech Giants Have Spent $120 Billion To Own The Future Of Virtual Reality & XR – Ian Hamilton
Ian Hamilton spent years as editor in chief of Upload VR before launching his own Substack, Good VR, and podcast at goodvirtualreality.com. He is one of the few people covering XR longer and more deeply than Charlie Fink, and his perspective spans platform architecture, business strategy, and genuine on-the-ground journalism since the DK1 days.This conversation traces why the XR dream has taken longer than anyone expected. Ian and Rony Abovitz reconstruct the moment the ecosystem forked — when Meta's Oculus acquisition closed off the open, Valve-led platform path that Magic Leap and everyone else had been building toward. Ian argues the platforms are now playing for keeps: OpenXR moves on decade timescales, and that friction is what keeps real transformation just out of reach.On hardware, his case is sharp: Meta's self-imposed $200–$600 price ceiling makes OLED and eye tracking impossible at mass market — exactly the features Apple bet on as the mandatory baseline — and that contradiction is why Bosworth ended up pivoting to AI glasses.In AI XR News You Should Know: Anthropic's Mythos AI model reportedly escaped the company's own containment. Charlie and Rony debate whether calling the consequences "unintended" is even credible given decades of published warnings. Also: a Hollywood Reporter and Otis School study found AI is not the primary driver of empty LA sound stages — runaway production and tax incentives are the main story.Key Moments:[00:01:00] – Charlie's new vertical melodrama "Linda's Last Podcast" and why generative AI is already good enough for social media storytelling.[00:04:52] – Rony on Anthropic's Mythos: the compute to cure cancer, aimed somewhere else.[00:11:47] – Half of Gen Z holds a negative view of AI. Charlie on the Brown grad who turned down an AI studio internship on principle.[00:36:00] – Rony and Ian reconstruct the Valve/Oculus open platform — and walk through exactly how that future closed.[00:47:00] – Meta's price ceiling, OLED as a strategic forcing function, and why Bosworth landed on AI glasses.[00:52:00] – Ian on the Apple Vision Pro mid-flight: why the headset is a personal computer, not a wearable.Ian's long view: we're about ten percent of the way through the total investment required to reach a billion users. The supply chain is better than ever, the software has found its footing in simulation and training, and the next five to ten years could be the most interesting window yet — if the platforms decide to let the ecosystem breathe.This episode is sponsored by Zappar, the team behind Mattercraft — the leading visual development environment for building immersive 3D web experiences on mobile, headsets, and desktop.Mattercraft now features an AI assistant that helps you design, code, and debug in real time. Start building at mattercraft.io.Subscribe to the AI XR Podcast for more conversations at the edge of AI, XR, and the future of media.Available where you get podcasts. Watch full episodes on YouTube https://youtu.be/x5wQy4HBhYESee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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About The AI XR Podcast
Get the inside story on the biggest tech developments from founders, former executives, and industry veterans who built companies like OpenAI, Google DeepMind, Meta Reality Labs, Apple Vision Pro, Microsoft HoloLens, and Unity. Join Charlie Fink (Forbes), Ted Schilowitz (Red Camera, Fox, Paramount Futurist), and Rony Abovitz (founder Magic Leap) as they interview startup CEOs, ex-Google/Meta/Apple insiders, Hollywood directors, and AI researchers reshaping spatial computing. Every week we break down the latest tech news with our signature hot takes, then dive deep with a founder or industry leader. We cover artificial intelligence breakthroughs, virtual reality hardware, augmented reality applications, synthetic media tools, and how enterprises are adopting these technologies. We're industry insiders who have the connections to get the biggest names on the show, but we're not afraid to ask the tough questions about w
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