The AI XR Podcast

Seventeen years into building the world's largest XR conference, Ori Inbar is not prone to hyperbole. He has watched hype cycles inflate and collapse, made predictions that turned out too optimistic, and learned to hold claims carefully. That is what makes his framing of AWE 2026 worth paying attention to: he calls it the most consequential year in the show's history. Not because everything is working — there have been heartbreaking layoffs in some corners of the industry — but because the convergence happening right now between AI and spatial computing is unlike anything the field has seen before.Before Ori joins, the hosts wade through a week of signal and noise. Three big IPOs — Cerebras, Quantium, and others — are absorbing investor attention, with Quantium carrying a $15 billion market cap on what Charlie calls "de minimis revenue," raising questions about whether the quantum AI bandwagon has lapped actual quantum utility. Rony poses the challenge directly: what is the real use case for quantum computing besides breaking encryption? Ted and Rony unpack qubits, superposition, and state-based computing in plain language, with Rony floating the multiverse analogy and the idea that neurons themselves might function as tiny quantum computers. Ted points to Cleveland Clinic's work with IBM as a concrete near-term example. Elsewhere: Anthropic has announced it is close to recursive self-improving AI — which, as Charlie notes, is the textbook definition of AGI. Apple's WWDC is around the corner, promising a Siri overhaul, a folding iPhone, and — per a Rony tease — a secret wearable project he can say almost nothing about. Google's new Dream Beans app indexes all your files and reads your emails for $70 extra on top of YouTube Premium; Ted cuts through it simply: "It's an ad play." Suno is raising $400 million at a $5.4 billion valuation while still being sued for training on copyrighted music — Rony's investor thesis frames it as AI-generated sound engineered to trigger neurologic adrenaline hits, an addiction feedback loop he calls "musical crack." And Fox is reformatting "Farmer Wants a Wife" into 101 vertical two-minute episodes — Charlie's read is that this may be the moment when video content permanently shifts from advertising-supported to direct-to-consumer.When Ori arrives, the conversation opens on Snap. Evan Spiegel is expected to make a major consumer announcement at AWE — Ori says Snap has put all their eggs in this basket, and the audience at the show will be the first to see it. Ted frames the stakes plainly: if the price shocks people, it's a consumer breakthrough; if it's expensive and exotic, it stays in the science column. Snap recently acquired Illumix, a spatial universe understanding startup, a move that signals the company is building seriously in this space. More broadly, Meta's retreat from the metaverse has acted as a talent accelerant — hundreds of experienced XR engineers are now building independently, and the resulting Cambrian explosion of content for both AI glasses and AR glasses is just beginning. Ori points to Supernatural spinning off from Meta at a fraction of what the company paid for it as a symbol of a broader reset: the talent is free, the tools are ready, and the content is coming.The tools argument extends to development itself. Ori built a working AR prototype — he describes it as a "chat with animals" experience — in two days using Gemini in the backend. Vibe coding for spatial computing is no longer theoretical. Unity has added it. Google is building game worlds by prompting them into existence. Ted's broader thesis: AI has learned from game engines well enough that it may not need them for 90% of use cases — a provocative observation for an industry built on Unity and Unreal.AWE's show floor this year reflects how much is happening at once: 250 exhibitors, a dedicated smart glasses pavilion, 25 studios and LBEs launching new games, the first-ever art festival with a single juried winner, research paper posters bridging academia and industry for the first time, a digital twins pavilion, and 300 enterprise attendees expected. Ori calls it "almost 10 festivals in one." The iSpatial theme — deliberately constructed as a counter to iRobot — puts humans at the center of spatial AI. Ori was using the phrase "spatial AI" years before the current AI wave hit; he had called it "SPAI" in a pandemic-era keynote. His three biggest XR trends of 2026: AI smart glasses, AI-generated content for glasses, and world models colliding with XR.The endgame vision comes from Rony: Oakley-weight wraparound glasses at 30–40 grams, human retina resolution, full indoor/outdoor capability, AR and VR combined, wireless, all variable focus, under $500. Ted adds that it also has to land under $650 fully costed at retail. Ori's honest answer: "I promised myself I'm not gonna predict when this happens. I've tried many times and was always way too optimistic." Ted teases Gixel, a German startup he and Rony are involved in using non-waveguide display technology already above 60 pixels per degree — when you put the prototype on, he says, it is crystal clear.Defense is the fastest-growing vertical at AWE. Healthcare, manufacturing, aerospace, and automotive are major enterprise sectors. Digital twins are the biggest thing in enterprise XR right now, with world models emerging as the intelligence layer sitting beneath them. Over 10 million AI glasses — display-free — sold last year. Ori's framing of why display glasses matter more: AI is shifting these devices from tools that help you learn about things to tools that actually do things.Key moments:[00:02:47] Quantum IPO bubble — Rony asks what the actual use case is[00:05:48] Quantum mechanics in plain language — qubits, superposition, neurons as quantum computers[00:09:51] Apple WWDC preview — Siri, folding phone, Rony's secret Apple wearable tease[00:11:38] Google Dream Beans — Ted: "It's an ad play"[00:12:51] Suno $400M raise — Rony: "Musical crack" and the TikTok-for-music thesis[00:14:42] Fox reformats "Farmer Wants a Wife" into 101 vertical episodes — the content inflection point[00:17:00] Ori joins — AWE 2026 as "most consequential year in our history"[00:17:40] Snap and Evan Spiegel's expected consumer announcement at AWE[00:19:38] Cambrian explosion of XR content — Meta talent diaspora, Supernatural spinoff[00:23:07] Vibe coding for XR — Ori's AR prototype built in two days with Gemini[00:25:48] Charlie inducted into the AWE Hall of Fame — joining Ted and Rony[00:28:36] iSpatial theme — Ori's three biggest XR trends: AI glasses, AI content, world models[00:39:31] Defense fastest-growing vertical. Digital twins biggest in enterprise.[00:47:18] Rony's endgame AR glasses vision. Ted teases Gixel's crystal-clear prototype.So what? The XR field has spent years promising a future that kept receding. What this conversation makes plain is that the receding has stopped. The content is coming, the hardware is multiplying, the development tools have dropped the floor on what it takes to build, and the enterprise use cases are no longer pilot projects. AWE 2026 is a snapshot of something already underway.Brought to you by Zappar and Mattercraft. Build web-based AR experiences without writing code at mattercraft.io.Find full episodes where you listen to podcasts and watch on YouTube https://youtu.be/MUJW1Kp0Yu4See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens when you can transform yourself into any character, in any world, in real time, while streaming live? Dean Leitersdorf is the CEO and co-founder of Decart, an Israeli AI company that just cracked the code on real-time generative video. Within a week of launching at TwitchCon, Twitch streamers were making thousands of dollars per hour letting their audiences morph them into cartoon characters, fantasy worlds, and entirely new realities—live, on stream, for three dollars per hour of AI processing.Dean's insight: the next wave of AI doesn't just make video generation faster or cheaper. It makes it interactive. Creators can now edit themselves, their backgrounds, and entire environments on the fly during Zoom calls, live streams, or gaming sessions. Decart runs this at roughly 100x cheaper than competitors and is targeting another 100x cost reduction over the next year to reach YouTube-level pricing (cents per hour instead of dollars). That shift unlocks new markets—gaming mods, consumer filters, XR glasses, and eventually robotics training in photorealistic simulated worlds.News: Humans&, a 3-month-old AI lab founded by researchers from Anthropic, Google, and X AI, raises $480 million at a $4 billion valuation based almost entirely on founder pedigree. Xreal sues Viture for patent infringement in bird bath optics, echoing the very lawsuit Magic Leap filed against Xreal years ago—a cycle of irony layered with allegations of trade secret theft and China-based IP evasion. OpenAI discloses $20 billion in revenue but rumored $50–60 billion in annual operating expenses, raising questions about path to profitability. TikTok's US operations close under Oracle's stewardship, and a new vertical drama app called Pinedrama launches. ElevenLabs launches music generation, competing with Suno and Udio.Key Moments Timestamps:[00:20:30] Dean's background: Israeli tech ecosystem, the Technion, and building a team of 0.001 percenters[00:22:00] The real-time video demo: transforming Dean into a cartoon character, live, during the podcast[00:26:30] Decart's competitive advantage: 100x cheaper than competitors, targeting another 100x reduction[00:28:00] TwitchCon success: streamers making $2,000/hour letting audiences control real-time transformations[00:31:00] Exit strategy or go-it-alone: why Decart believes foundational model owners capture the market[00:40:00] XR and robotics use cases: world reshaping, robot training simulations, AR glasses at 6K/120fps[00:48:30] Culture and talent: renting 34 apartments next to the office so engineers live two minutes away[00:55:00] The secret sauce: synthetic data from game engines beats internet-scale scrapingDean explains why Snap Camera's 10-year-old integration into stadium kiss cams proves the market is ready for the next evolution, how world models will power the next generation of XR glasses, and why the bottleneck shifts from rendering to semantics—making sure a virtual car doesn't block a real-world foot. Decart is building the foundation. The ecosystem will sprout on top.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Mattercraft combines the power of a game engine with the flexibility of the web, and now features an AI assistant that helps you design, code, and debug in real time, right in your browser. Build smarter at mattercraft.io.Listen to the full episode and subscribe to the AI XR Podcast for weekly conversations at the intersection of AI, XR, and the future of human-computer interaction.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dean Takahashi is the dean of tech writers and a 25-year veteran correspondent covering consumer electronics, gaming, and emerging technology for GamesBeat. He's covered every major tech transition—from mobile's rise to VR's boom-and-bust cycles to the current AI explosion—with a skeptical eye and a talent for finding the human story beneath the hype. This is his fifth appearance on the AI XR Podcast.For CES 2026, Dean walked the floors across the Convention Center, the Venetian Expo Center (Eureka Park), Pepcom, and Showstoppers, emerging with a clear reading: China has decisively shifted from periphery to center stage in consumer electronics manufacturing, American incumbents are pulling back and rethinking their booth strategy, and the economics of CES itself are in transition. Robotics companies are moving from prototype to commercial faster than expected—but they still can't answer basic questions about pricing and labor displacement.News: Sony cuts its booth to demo an electric car instead of TVs. Samsung skips the show floor entirely for the first time. Nvidia takes over the Fontainebleau to showcase its role in robotics enablement. Lenovo dominates the Sphere with a Gwen Stefani concert. Chinese robotics companies proliferate with laundry folders, latte makers, and toilet-cleaning units. Roomba files for bankruptcy; Chinese competitors take over the robotic vacuum market.Key Moments:[00:01:23] Dean receives his virtual green jacket as a five-time returning guest and Charlie thanks him for his insights[00:03:00] China takeover at CES: TCL dominates Central Hall, ROED owns the XR booth, robotics companies fill the floor[00:06:00] Nvidia's Fontainebleau takeover and the "chest-pumping" show of force; why scale messaging still matters[00:14:18] The robotics explosion explained: Nvidia's digital twins, Cosmos world models, and synthetic testing accelerate time-to-market[00:19:00] The pricing problem: robotics companies won't answer how much their products cost; the minimum wage rental model doesn't translate globallyWhen American companies built the show, CES reflected American manufacturing dominance. Now that China manufactures most consumer electronics, CES reflects that shift—and the implications ripple through labor, supply chains, and where the next epicenter of innovation will be. Dean, Charlie, and Ted grapple with what CES 2026 signals about global manufacturing advantage and why the geography of tech matters more than we think.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Mattercraft combines the power of a game engine with the flexibility of the web, and now features an AI assistant that helps you design, code, and debug in real time, right in your browser. Build smarter at mattercraft.io.Listen to the full post-CES debrief and subscribe for weekly conversations at the intersection of AI, XR, and consumer technology.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shelly Palmer has spent 45 years watching technology reshape every industry—from writing news themes for CBS to consulting with every major media company on AI strategy. On this year-end recap, he cuts through the noise with one devastating observation: 2025 was the year everyone talked about AI while almost nobody actually used it. Executives shook their heads knowingly in meetings, pontificated about capabilities the models don't yet have, and parroted nonsense they read from other people who knew nothing. But when you asked one innocent question, they crumbled.In the News: CES 2026 shapes up with Nvidia sponsoring two full days of AI training. Samsung is skipping the main floor for a massive offsite activation. Sony brings no electronics—only Honda's experimental vehicles. The TCL and Chinese companies' presence hinges on tariff policy. The innovation series breakfast that Shelly runs is becoming an official CES event after a decade of independence.The conversation spirals into deeper territory: $3 trillion in government money is stacked behind AI development. The U.S. explicitly states it must beat China to AGI—making this the Manhattan Project of our lifetime. Shelly walks through what he's seen in successful companies (leadership using the tech, paid "Tech Tuesdays" for AI experiments, cross-discipline teams with SecOps and legal at the table) versus the chaos of places with no process. He breaks down what's real—drone warfare, cybersecurity applications, robotics—versus what's hot air. And he makes a case that won't be killed by AI itself, but by militarized applications and the geopolitical arms race we're already in.5 Key Takeaways from Shelly:Leadership belief and hands-on use are non-negotiable. Companies winning with AI have senior leaders who actually use the technology. When the CEO walks into an LT meeting saying "I built this agent over the weekend," everyone else starts experimenting too.The recipe for AI success has three ingredients: leadership belief, paid time to experiment (Tech Tuesdays/Thursdays with real budgets), and cross-discipline teams (SecOps, legal, compliance, risk) paving the way. Chaos erupts without this structure.You cannot build a point of view on AI from reading blogs or watching YouTubers. Pick a personal project you care about, go hands-on with a model (Claude, Gemini, GPT), and complete it from beginning to end. Only lived experience grounds your understanding.AI parallelizes with web 1.0: In 1998, you had to hand-code HTML, build databases manually, write raw JavaScript. Today you can vibe code a site in 90 seconds. AI will eventually reach "spin me up an expert that does X" without asking questions—we're not there yet, but it's inevitable.It's both bubble and Manhattan Project. Some valuations are insane and will burst. But military applications, cyber warfare, drone control, robotics—those aren't going anywhere. The government won't back off. Both outcomes happen simultaneously.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Mattercraft combines game engine power with web flexibility and features an AI assistant to help you design, code, and debug in real time in your browser. Build smarter at mattercraft.io.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this special live episode recorded at SynthBee headquarters in South Florida, hosts Charlie Fink, Ted Schilowitz, and Rony Abovitz bring listeners inside a special gathering of neuroscientists, philosophers, and technologists debating the future of AI. Moving beyond hype, the conversation focuses on "Collaborative Intelligence" vs. Artificial General Intelligence (AGI), exploring whether we are building tools that amplify humanity or autonomous systems that will eventually replace it.Instead of traditional interviews, the hosts invite workshop speakers to the hot seat for rapid-fire insights on the deepest questions in tech: Can we measure an AI's true intentions? Is consciousness a physics problem? And how do we ensure these systems remain compatible with human flourishing?News HighlightsDisney invests $1B in OpenAI & licenses IP: The hosts debate whether this is a masterstroke to engage fans with user-generated Sora content or a "Yahoo powered by Google" mistake that hands the keys to the kingdom to a rival.Valve launches new PCVR hardware: A quick look at the attempt to revive the high-end PC VR market.Meta adds real-time vision to Ray-Bans: The next step in multimodal AI wearables.Guest HighlightsDr. Uri Maoz (Neuroscientist, Chapman/Caltech): Discusses the "black box" problem of neural networks, comparing the opacity of AI to the human brain, and how neuroscience tools might help us detect deception in AI systems.Dr. Walter Sinnott-Armstrong (Ethics Professor, Duke): Argues that ethical AI regulation shouldn't be a monolith; different cultures need "sovereignty of ethics" to allow diverse moral frameworks to coexist rather than one centralized Silicon Valley standard.Dr. Julio Frenk (Chancellor, UCLA): Frames the AI race as a battle between "Computational Democracy" (distributed, transparent power) and "Computational Autocracy" (centralized control), warning that universities must preserve critical thinking or risk losing the ability to govern AI at all.Reed Maxwell & Laura Condon (Hydrologists, Princeton/Arizona): Reveal how AI is modeling the planet's water crisis, predicting "black swan" climate events, and why funding for this critical earth-science work is mysteriously disappearing.Danny M (12-Year-Old Prodigy): Steals the show with a stunningly articulate take on AI consciousness, "trapped man" experiments, and how fractal geometry might map neural weights—proving the next generation is more ready for this future than we are.Dr. Aaron Schurger (Psychology, Chapman): Explores the neuroscience of spontaneous action and free will, debating whether "telepathic" connections and quantum effects in the brain could be the missing link for true human-AI compatibility.Jared Ficklin (Chief Product Officer, SynthBee): The former Frog Design fellow argues we must shift the conversation from AI "capability" to "compatibility," using the intuitive connection humans have with dogs or horses as the benchmark for successful AI interfaces.Thanks to our sponsor Zappar!Subscribe for weekly insider perspectives from veterans who aren't afraid to challenge Big Tech. New episodes every Tuesday. Watch full episodes on YouTube. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.