Latest / Connecting the Dots / Connecting the Dots - 5-21-2025
Transcript
- 0:00Today's tech news moves fast, but understanding
- 0:03it shouldn't be hard. That's why Snarful Solutions
- 0:06Group brings you Connecting the Dots, where we
- 0:09break down what's happening in tech and why it
- 0:11matters to you. Now, let's dive in with your
- 0:14hosts. It's Wednesday, May 21st, 2025, and you're
- 0:19listening to Connecting the Dots. I'm Alex, joining
- 0:21you from Snarful Solutions Group here in Sacramento,
- 0:23California. And I'm Morgan. Good to be here also
- 0:25in Sacramento. Quite the sunny one today. Oh
- 0:28yeah, definitely sunny. They're saying a high
- 0:29of 92 degrees, so maybe a good day to be inside
- 0:33talking tech. Absolutely. And before we get started,
- 0:36just a quick check on the markets from yesterday's
- 0:38close. The Dow Jones finished up at 423, 43 .42.
- 0:44OK. And the S &P 500 closed at 5908 .34. Got
- 0:48it. All right. Markets noted. Let's dive in.
- 0:51So Google I .O. just wrapped up their big developer
- 0:54conference, and wow, lots came out of it. Yeah,
- 0:56a ton. We've been looking through it all, and
- 0:58we've picked out three main stories we think
- 1:00are really worth digging into, stuff that could
- 1:02genuinely change things day to day. Exactly.
- 1:04And what's kind of neat is all three are, well,
- 1:06they're all Google -driven, spinning out of I
- 1:08.O., smart glasses, AR, better video calls. It
- 1:11all ties together. It really does. A big focus
- 1:14across the board. So let's kick off with the
- 1:15first one. Google is making a serious push into
- 1:18smart glasses with something called Android XR.
- 1:22Now XR is that umbrella term, you know, augmented
- 1:25virtual reality. Right, extended reality. But
- 1:28this announcement really leans into the glasses
- 1:31side of things. And they're not doing it alone.
- 1:34No, definitely not. They've confirmed partnerships
- 1:37with some pretty major eyewear companies. This
- 1:40is the interesting part. Yeah, this caught my
- 1:42eye too. They specifically named Warby Parker
- 1:44and Gentle Monster. Right. Instantly tells you
- 1:47something, doesn't it? These aren't just tech
- 1:49gadgets. They're thinking about style, like actual
- 1:52fashion. Precisely. Warby Parker, you know, that
- 1:55classic maybe slightly preppy look. And then
- 1:57Gentle Monster, super bold, high fashion stuff.
- 2:00It suggests they want these glasses to look good,
- 2:03feel good, maybe offer different styles right
- 2:06out of the gate. Which is smart. If you want
- 2:07people wearing these things all day, they can't
- 2:09look like some sci -fi prop, right? Exactly.
- 2:11Aesthetics matter. And it's not just fashion
- 2:14brands they're working with. No, good point.
- 2:16Samsung is also on board. They'll be making Android
- 2:18XR glasses too. Which makes sense given their
- 2:21long history with Google on phones and watches.
- 2:24And this is in addition to that headset we've
- 2:26been hearing rumors about, Project Muham. Yeah,
- 2:28the Muham headset expected later this year probably,
- 2:31so Samsung's kind of hitting both angles, the
- 2:34full immersion headset and these more everyday
- 2:36glasses. Though details on the Samsung glasses
- 2:39specifically are still, well, pretty limited
- 2:42for now, but their involvement is significant.
- 2:44Totally. And one more partner they mentioned,
- 2:47someone who's been in this space for a bit, Xro.
- 2:49Ah, yes. Formerly Unreal, they know AR glosses.
- 2:53And Google specifically called out their upcoming
- 2:55project, Project Aura, as running Android XR.
- 3:00OK, so Project Aura. That sounds like one of
- 3:02the first concrete products we might see using
- 3:04this new platform. Seems likely XRL has the hardware
- 3:07chops. So when do we actually get our hands on
- 3:10any of these these AI powered glasses from Warby
- 3:13Parker or XRL sounds like it's still early days
- 3:16It is Google said they have prototypes out with
- 3:18trusted testers right now. So real -world testing
- 3:20is happening. Okay, that's progress. Yeah And
- 3:23they mentioned more info on availability in the
- 3:25coming months. Plus, you can sign up for an Android
- 3:27XR newsletter if you're really keen. A newsletter,
- 3:31huh? Yeah. The classic sign up for future product
- 3:34news. OK, so let's connect the docs for you listening.
- 3:38What does this actually mean? Stylish glasses,
- 3:41AI built in. Well, think about the possibilities.
- 3:44You're walking around maybe in a new city. Directions
- 3:47could just appear subtly in your vision. Like
- 3:49a little floating arrow. Exactly. Or point your
- 3:52glasses at a menu in Spanish and it translates
- 3:54instantly. Because Gemini, Google's AI, is meant
- 3:57to be baked right in. So it's about blending
- 3:59that digital information much more smoothly into
- 4:02like your actual view of the world, not having
- 4:05to plot your phone for everything. That's the
- 4:06promise, making that interaction more seamless,
- 4:09more natural. Okay, very cool potential there.
- 4:12Let's stick with that thread and zoom in on our
- 4:13second story, which is actually about that XR
- 4:16device we just mentioned, Project Aura. Right,
- 4:19because this one seems pretty far along, relatively
- 4:21speaking. It's officially the second device slated
- 4:24for Android XR after Samsung's Project Muhan
- 4:28headset. Ah, okay. So, Muhan is first, but it's
- 4:31a headset. Aura is second, but it's glasses.
- 4:34Exactly. Aura is aiming for that everyday eyewear
- 4:37form factor, but with AR smarts, more subtle
- 4:40than a full headset. And who's building this?
- 4:42It's not just XRL and Google, right? No, it's
- 4:44a three -way collaboration. You've got Google
- 4:46providing the Android XR platform and the Gemini
- 4:49AI, XRL handling the actual glasses hardware,
- 4:53drawing on their experience, and Qualcomm providing
- 4:57the chip. likely one of their Snapdragon XR processors,
- 5:00which are built specifically for this kind of
- 5:02thing. Okay, so a tech powerhouse trio behind
- 5:05it. What about the tech inside the glasses? They
- 5:09mentioned optical see -through. What's that mean
- 5:10practically? Optical see -through, or OST, is
- 5:13key for AR glasses. It basically means the displays
- 5:16are transparent, you see the real world through
- 5:18the lenses, and the digital stuff gets overlaid
- 5:20on top. Got it. So it's not like VR where your
- 5:22whole view is blocked. Exactly. Now, XRL historically
- 5:26has used micro OLED displays combined with something
- 5:28called birdbath optics. Birdbath optics sounds
- 5:32splashy. Huh. Yeah, it's a way of using curved
- 5:36mirrors inside the glasses to bounce the image
- 5:38into your eye. The upside is you can get pretty
- 5:41bright images and a decent field of view, which
- 5:43you need for AR. Okay, brighter, wider view.
- 5:46What's the downside? Sometimes birdbath designs
- 5:49can be a little bulkier than other methods, like
- 5:52waveguides. Waveguides are these super thin transparent
- 5:55pieces that guide light, aiming for that really
- 5:58sleek look, but... They've sometimes struggled
- 6:01with brightness or field of view. Ah, okay. So
- 6:03it's a design trade -off. Be interesting to see
- 6:05where Aura lands on that spectrum. And the Gemini
- 6:08AI we talked about, that's definitely an Aura.
- 6:10Oh, yeah. That's central to the whole Android
- 6:13XR idea. So expect Aura to do things like real
- 6:16-time translation, answering questions contextually
- 6:18based on what you're seeing, maybe recognizing
- 6:21objects, all powered by that onboard AI. That's
- 6:23a lot for a pair of glasses. Now, they also said
- 6:26Aura will be tethered. What does that mean? Do
- 6:28I need like a... wire running down my back? Not
- 6:31necessarily down your back. But yeah, tethered
- 6:33means the glasses themselves don't do all the
- 6:36heavy lifting, processing, battery, etc. They
- 6:38need to be connected probably by a thin cable
- 6:40to another device. Like my phone? Most likely
- 6:43your smartphone, yeah. Or maybe a small dedicated
- 6:46processing puck you keep in your pocket. Hmm,
- 6:49okay. So the glasses can be lighter, maybe less
- 6:52bulky on your head? Right, but you've got this
- 6:54other thing to carry and keep charged. It's definitely
- 6:57a trade -off. Yeah, convenience versus capability,
- 6:59I guess. Yeah. When do we learn more specifics,
- 7:02like battery life, exact features, what it tethers
- 7:05to? Soon, hopefully. ExoRail said they'll be
- 7:09revealing more details about Project Aura at
- 7:11the Augmented World Expo AWE. That's happening
- 7:13in Long Beach this June. OK, AWE in June. Mark
- 7:17the calendar. So the big picture here is making
- 7:20AR more accessible. Maybe. Using the Android
- 7:23apps you already know, but through glasses. I
- 7:26think that's part of it. Tethered glasses might
- 7:27be a stepping stone for a lot of people compared
- 7:29to, you know, a big standalone headset. Plus
- 7:32the AI assistant right there in your vision.
- 7:34That could be genuinely useful day to day. Fascinating
- 7:37stuff. All right, let's shift gears for our third
- 7:40and final story from I .O. This one's about communication,
- 7:44but in a really different way. Google Beam. Ah,
- 7:49yes, Google Beam. You might remember this as
- 7:51Project Starline. They've been demoing it for
- 7:53a while. Right, the crazy 3D video calling thing.
- 7:56Looks like it's finally becoming more of a real
- 7:59product. It seems so. They've officially rebranded
- 8:02it as Google Beam and the goal is still the same.
- 8:05Create these incredibly realistic, almost holographic
- 8:08video calls where it feels like the other person
- 8:10is right there with you. No glasses needed. OK,
- 8:13no glasses. That's key. But who is this for?
- 8:16Is this replacing Zoom for everyone? Not yet.
- 8:18Definitely not. They're positioning Beam primarily
- 8:21for enterprise customers, at least initially.
- 8:23Business is looking for that next level of remote
- 8:25interaction. Makes sense. The tech sounds intense.
- 8:28How does it actually work? How do you get that
- 8:293D effect without goggles? It's pretty complex.
- 8:32Each Beam unit has, get this, a six camera array
- 8:35that captures you from multiple angles. Six cameras.
- 8:38Wow. Yeah. And that data feeds into an AI model
- 8:42that builds a real -time 3D model of you. Then
- 8:46it uses a special kind of screen called a light
- 8:49field display to project that 3D image to the
- 8:52person on the other end. It tricks your eyes
- 8:54into seeing depth. A light field display. Yeah.
- 8:57Okay, so it really creates that illusion of presence.
- 9:00They were claiming things like near -perfect
- 9:02head tracking too. They're definitely aiming
- 9:04for a very natural feel, like you can actually
- 9:06make eye contact, perceive subtle movements almost
- 9:09like they're across the table. Big step up from
- 9:11a flat webcam image. For sure. And is there anything
- 9:15new besides just the rebranding to Beam? Yes,
- 9:18actually a pretty significant new feature. AI
- 9:22-powered real -time speech translation. Oh, okay.
- 9:25Like live subtitles? More than that. It translates
- 9:27the speech in real time, initially between English
- 9:30and Spanish, but they plan more languages. And
- 9:32here's the cool part. It tries to preserve the
- 9:35speaker's original voice and tone in the translation.
- 9:37Whoa. So it wouldn't sound like a robot translating.
- 9:39It would still sound like, well, them. That's
- 9:42the goal, to make cross -language conversations
- 9:44feel much more natural. And they're bringing
- 9:46this translation tech to regular Google Meet,
- 9:49too, for some subscribers. That voice preservation
- 9:51thing sounds amazing. potentially. So who's actually
- 9:55making the hardware for this? Is Google building
- 9:58these booths? No, they've partnered with HP to
- 10:01manufacture the Google Beam hardware. HP is apparently
- 10:04focused on making the design as sort of minimalist
- 10:07and office -friendly as possible, given the tech
- 10:10inside. Okay, HP is building them, and how are
- 10:13they getting them out there? They're working
- 10:14with distribution partners globally and making
- 10:16sure it integrates smoothly with Google Meet
- 10:19and also Zoom, so it fits into existing video
- 10:21conferencing workflows. Smart. Makes adoption
- 10:24easier for businesses our companies actually
- 10:26biting any early users Yeah, they mentioned quite
- 10:29a few big names already exploring it or planning
- 10:32to use it Deloitte Salesforce NEC even Duolingo
- 10:36and a major health system Seems there's real
- 10:38interest in that high fidelity remote collaboration
- 10:41given all that six cameras light field display
- 10:45AI I'm guessing this isn't cheap. What's the
- 10:47price tag look like? Yeah, nobody expects this
- 10:50to be cheap Analysts are predicting a price point
- 10:53likely in the tens of thousands of dollars per
- 10:55unit. Oof. Okay. Definitely enterprise -level
- 10:57pricing. For sure. It's high -end tech for businesses
- 11:00where that level of remote presence offers significant
- 11:03value. Not really a consumer product right now.
- 11:06Right. But even if Bean itself is for big companies
- 11:09now, what is this kind of tech signal for the
- 11:12future? For, you know, the rest of us. Well,
- 11:15that's the really interesting long -term question,
- 11:17isn't it? While Beam is enterprise -focused today,
- 11:20it's pushing the boundaries of what's possible
- 11:22in remote communication. Like a proof of concept
- 11:24for better virtual presence. Exactly. Imagine
- 11:28years down the line, maybe this tech becomes
- 11:30more affordable, more compact. Think about talking
- 11:33to family overseas and feeling like they're actually
- 11:35there. It could fundamentally change how we connect
- 11:38when we can't be physically together. Reducing
- 11:41that feeling of distance in a much more profound
- 11:43way than just seeing a face on a screen. Precisely.
- 11:46So even if Beam isn't for your living room yet,
- 11:49the underlying innovations in 3D capture display
- 11:52and that AI translation could eventually trickle
- 11:54down to more mainstream tools. Very cool to think
- 11:57about. OK, let's try and wrap this up and connect
- 11:59all these dots from Google I .O. Sounds good.
- 12:02So quick recap. First, Google's big push into
- 12:05Android XR smart glasses, bringing in partners
- 12:08like Warby Parker, Gentle Monster, Samsung and
- 12:10XR with a heavy dose of AI. Then we dove into
- 12:14X -Rail's Project Aura, specifically likely one
- 12:17of the first Android XR glasses, using optical
- 12:20see -through tech, tethered design, and again
- 12:22that Gemini AI integration. More details coming
- 12:25in June. And finally, Google Beam, the artist
- 12:27formerly known as Project Starline. High -end,
- 12:30glasses -free 3D video calling for enterprise,
- 12:33now with that impressive real -time translation
- 12:35feature that aims to keep the speaker's voice.
- 12:37So looking at all three, what's the main thread
- 12:40connecting them for you? What's the big takeaway?
- 12:41For me, it really feels like Google is doubling
- 12:45down on embedding AI more deeply into how we
- 12:48see and hear the world, and how we interact remotely.
- 12:52Whether it's AI enhancing our vision through
- 12:54glasses, or making remote conversations feel
- 12:57more real. Yeah, AI is definitely the engine
- 13:00under the hood for all of this. It gives us a
- 13:01lot to chew on. And maybe that leads to our final
- 13:04thought for you, our listener. Go for it. As
- 13:06this kind of tech -ting... The AR glasses, the
- 13:09hyper real video calls as it gets more woven
- 13:13into our lives. What do we need to consciously
- 13:15think about? You know what aspects of just plain
- 13:18old human connection might get lost or maybe
- 13:21changed in ways We don't expect and what new
- 13:24possibilities might open up That's a huge question
- 13:26finding that balance between the technological
- 13:28possibility and well genuine human interaction
- 13:31something will all be navigating indeed Well
- 13:33on that thoughtful note, thank you so much for
- 13:35joining us for this deep dive into the latest
- 13:37from Google IO Hope we gave you some things to
- 13:39think about. Yeah. Thanks for tuning in to connecting
- 13:41the dots. We'll catch you next time That's a
- 13:47wrap on today's top stories. Remember, tech doesn't
- 13:50have to be complicated, and we're here to help
- 13:52connect the dots. If you've got questions or
- 13:55want to learn more, visit us at snarful .com.
- 13:58Thanks for listening, and we'll catch you next
- 14:00time.