
The episode discusses the latest developments in virtual reality and immersive displays, featuring an interview with Barmak Heshmat, CEO of Brelyon.
Charlie, Ted, and Rony open on Higgsfield's $400 million raise at a $5.4 billion valuation, and the uncomfortable gap between its strong revenue and a wave of user complaints about its terms of service (Charlie discloses he's a Higgsfield creative partner). From there: Snap's $2,195 Specs launch on September 16th, and Evan Spiegel's candid admission that he doesn't expect them to sell well, which Rony compares to Jensen Huang's decade-plus of staying the course before Nvidia's breakout. The group also digs into Epic Games quietly offloading Sketchfab and ArtStation to the much smaller KitBash, and a wide-ranging debate on AI filmmaking sparked by a Chatham House Rules event with Google and the American Film Institute, including Rony's memorable comparison of AI-native filmmakers to Skrillex versus the full-orchestra, Abbey-Road approach of traditional Hollywood. Barmak Heshmat, founder and CEO of Brelyon, joins to make the case for immersive displays that skip the headset entirely. A former head of optics at the AR company Meta (not Facebook) and MIT computational imaging researcher, Barmak explains Brelyon's curved monitor, which uses monocular depth to create what he calls "a…
Hosts: Charlie, Ted, Rony
Guest: Barmak Heshmat
Organizations: Higgsfield, Snap, Nvidia, Epic Games, Sketchfab, ArtStation, KitBash, Google, American Film Institute, Meta
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