Weekly Review of the latest news in XR
Gary Shapiro has spent decades at the center of the global consumer technology industry, leading the Consumer Technology Association (CTA) and building CES into one of the most important stages for innovation, policy, and deal-making on the planet.
In this first episode of 2026, Gary joins Charlie, Rony, and Ted to preview CES, unpack the explosion of AI across every category, and deliver unusually blunt takes on tariffs, China, manufacturing, and U.S. innovation policy. He explains how CES has evolved from a TV-and-gadgets show into a global platform where boards meet, standards are set, and policymakers, chip designers, robotics firms, and health-tech startups all collide.
In the News: Before Gary joins, the hosts break down Nvidia’s $20 billion “not-a-deal” with Singapore’s Groq, the stake in Intel, and what that combo might signal about the edge of the GPU bubble and the shift toward inference compute, x86, and U.S. industrial policy. They also dig into Netflix’s acquisition of Ready Player Me and what it suggests about a Netflix metaverse and location-based entertainment strategy, plus Starlink’s rapid growth and an onslaught of “AI everything” products ahead of CES.
Gary walks through new features at this year’s show: CES Foundry at the Fontainebleau for AI and quantum, expanded tracks on manufacturing, wearables, women’s health, and accessibility, plus an AI-powered show app already fielding thousands of questions (top query: where to pick up badges).
He also talks candidly about his biggest concern—that fragmented state-level AI regulation (1,200+ state bills in 2025) will crush startups while big players shrug—and why he believes federal standards via NIST are the only realistic path. The discussion ranges from AI-driven healthcare and precision agriculture to robotics, demographics, labor culture, global supply chains, and what CES might look like in 2056.
5 Key Takeaways from Gary:
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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:
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.
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Caitlin Krause, author of Digital Wellbeing, argues that intentional design unlocks genuine connection within virtual spaces. Drawing on her teaching at Stanford and the University of Oregon, she's explored how XR environments can foster asynchronous connection and ambient awareness for people who crave belonging without hyper-social performance. Her framework rejects the "digital detox" model entirely—instead advocating for dignity-first design where users match attention with authentic intention.
The hosts debate the deeper question: what happens to human purpose when AI handles all labor? Rony Abovitz frames this as the "asymmetry of design"—it's easy to build addictive tech, hard to build wellbeing tech. Caitlin counters that we may return to the original meaning of "amateur" (from amor, "to love"), where humans find meaning through play, creativity, and what Harvard's lifespan study confirms: quality of relationship and presence. The conversation spirals from platform ethics to post-work society to what first principles we should use when designing XR.
5 Key Takeaways from Caitlin:
In the News: Oracle, Silver Lake, and Abu Dhabi's MGX close the $50 billion TikTok spin-off deal. Meta cuts Reality Labs by 30%, but CTO Andrew Bosworth says it's moving to AI. The TCL glasses demo 70 grams of lighter, more advanced XR hardware than Ray-Ban Meta—proving that smart spending beats mega-spend.
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. Build smarter at mattercraft.io.
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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 Highlights
Guest Highlights
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Vince Kadlubek, co-founder of Meow Wolf, joins Charlie and Ted for a deep dive into the future of immersive entertainment, arguing that in an age of infinite AI-generated digital content, "physical reality is the only place novelty still exists." From Meow Wolf’s origins as a scrappy art collective dumpster-diving for materials in Santa Fe to becoming a global location-based entertainment juggernaut with new sites planned for Los Angeles and New York, Vince reveals the philosophy behind building "maximalist" worlds that don't just tell stories but allow audiences to inhabit them.
In the news segment, Charlie and Ted discuss Netflix's $83B acquisition of Warner Bros (HBO/IP assets only), Meta cutting 30% of Reality Labs to fund AI while poaching Apple's top designer, and the looming battle for 2026 as Android XR prepares to launch.
Vince breaks down Meow Wolf's evolution from static walkthrough experiences to "animated spatial storytelling" where environments and characters respond to user actions—a vision of "XR RPGs" (Extended Reality Role Playing Games) that bridge the gap between video games and theme parks.
He explains why the "monoculture" of Game of Thrones is gone forever, why Netflix's acquisition power signals the end of traditional scarcity models, and why the future of storytelling isn't on a screen—it's cross-reality, persistent, and physically grounded.
Guest Highlights
News Highlights
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David Jiang, CEO of VITURE, joins Charlie, Ted, and Rony for a special Black Friday episode to discuss the breakout year for "display glasses" and why his company is betting on gamers, not just enterprise, to drive mass adoption. With VITURE now hitting shelves at Best Buy and flashing on billboards along Silicon Valley’s Highway 101, Jiang reveals the data behind the device’s surprising "stickiness"—average daily users are logging nearly three hours a day, often to play console games in bed or on the couch to avoid "social pressure" from family over occupying the main TV.
The conversation dives deep into the hardware reality check: why David believes "smart glasses" (like Meta Ray-Bans) and high-fidelity "display glasses" (like VITURE/XREAL) won’t merge into a single device for another decade. He breaks down the physics of weight thresholds—40g for all-day wear, 80g for session-based viewing, and 200g for full headsets—and explains why trying to force high-end compute into a Ray-Ban form factor today is a fool’s errand. David also unpacks VITURE’s new real-time 2D-to-3D AI conversion and why he views Android XR as the inevitable "destiny" for the open ecosystem.
In the news segment, the hosts debate Casio’s $600 AI hamster "Moflin" (cute but annoying), analyze why Snapchat can't monetize despite hitting 1 billion users, and discuss Disney's new autonomous robots roaming the parks.
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Kent Bye—host of the Voices of VR podcast and one of XR's most prolific journalists with over 1,680 published interviews—joins Charlie and Ted for a wide ranging conversation on the state of immersive storytelling, the ethics of AI, and why XR's future might be less about consumer headsets and more about embodied presence and human connection. Kent's decade-long commitment to documenting artists, creators, and developers at the ground level offers a counterpoint to hype-driven tech coverage, revealing the messy, vital ecosystem sustaining VR through festival circuits, location-based entertainment, and government-funded experimental projects that rarely make headlines.
The conversation opens with Jeff Bezos's new AI robotics company Prometheus, Amazon's one-to-one human-robot workforce parity, and the implications of industrial AI automation. Ted shares his recent appearance on cinematographer Roger Deakins's podcast, where they discussed AI as a creative tool rather than a threat—a perspective Kent echoes when discussing artists who use AI to critique AI's "colonizing force." Kent explains his philosophy of "boots on the ground" journalism inspired by Knight Ridder's Iraq War reporting, focusing on developers and creators closest to the work rather than corporate press releases.
Kent reveals why he's been lukewarm on smart glasses despite industry excitement—monocular displays give him headaches, his prescription is too strong for current hardware, and most importantly, there's no compelling narrative content yet. He contrasts this with VR's rich immersive storytelling at festivals like Venice Immersive, Sundance New Frontier, IDFA DocLab, and Tribeca, where government-funded European projects push the medium's boundaries in ways U.S. startups can't afford to explore. The discussion touches on Meta's Ray-Ban AI glasses, the impracticality of Meta's neural band input, and why Snap's developer platform remains the most interesting AR ecosystem despite limited consumer traction.
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Neal Stephenson—legendary sci-fi author who coined "metaverse" in his 1992 novel Snow Crash—and Rebecca Barkin, co-founder of Lamina1, return to the AI XR Podcast for a wide-ranging conversation about building a decentralized creator economy, launching their dystopian AI world-building project Artifact, and why blockchain might finally free creators from Big Tech's chokehold.
Joined by Charlie, Ted, and Rony, the discussion spans Neal's lost Magic Leap project, the resurrection of the open metaverse dream, and how decentralized platforms could flip Hollywood's power structure on its head.
Rebecca details Lamina1's journey from blockchain currency for the open metaverse to Spaces, a multimedia creator platform built on Ethereum that allows IP owners to retain control, set royalties, and build direct relationships with fans.
Think YouTube meets Discord, but on decentralized rails. The goal isn't socialism—it's a creative meritocracy where artists get equity in platforms they help build, instead of just one-time payouts while Netflix captures all the value.
Neal unpacks Artifact, Lamina1's first creative test case: a post-Singularity world where 12 competing mega-AIs fight over energy, copper, water, and GPUs while humans live in the interstices. Co-created with Weta Workshop using AI tools like World Labs' marble splats, the project invites fans to co-create lore, not just consume it. It's a living experiment in collaborative IP development—and proof that small teams with AI amplifiers can build Grand Theft Auto-scale worlds.
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Dr. Tom Furness—esteemed as the “Grandfather of VR”—brings seven decades of breakthrough invention, untold stories, and rare wisdom to the AI XR Podcast. In this episode, Tom traces the thread from making rocket fuel as a kid in North Carolina to pioneering the “Super Cockpit” for the Air Force, founding the HIT Lab, and launching 27+ spatial computing startups. His journey reminds us that big shifts in XR and AI are really about one thing: boosting the bandwidth between the brain and information.
Listen as Charlie and Ted tease out practical lessons from Tom’s career—how head-mounted displays and real-time simulation grew from a Pentagon skunkworks project to tools for pilots, surgeons, first responders, and kids who learn differently. Tom reveals how the “cockpit problem” was never about adding more gadgets, but about human-centered design—and why the next revolution in XR depends on soft skills, not just hardware. He shares how XR can teach memory, empathy, and “open the aperture” of the mind.
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Kirin Sinha, MIT math prodigy and founder/CEO of Illumix, embodies the vital intersection of AI, XR, and real-world relevance. On this episode, she unpacks the hard realities of spatial computing’s journey—from grinding through MIT at sixteen and “building the Iron Man desk as a senior project” to launching Five Nights at Freddy’s AR (garnering 60M+ downloads) and powering Disney/Six Flags location-based XR.
Sinha challenges the XR hype machine: “Location-based constraints are the best sandbox. Real-world variability, lighting, edge compute, and privacy aren’t just demos—they’re survivability.”
She candidly discusses why the first era of mobile AR rarely survived outside of theme parks and why the true metaverse won’t arrive through geofenced phone gimmicks, but rather from ambient cameras, context-aware AI, and wearables that deliver daily relevance.
The conversation dives into XR’s scaling riddle: most startups go too big, too soon—Illumix ran lean and learned real lessons from thousands of live deployments before expanding. Sinha’s take on platform dominance? “Whoever pairs visual context with an always-on, lightweight wearable—without being creepy—wins.” She weighs the mergers-and-acquisitions question with nuance (“you keep every door open, but we’ve built for independence and profitability”), and explains exactly why Niantic’s follow-up AR games failed to recapture Pokemon Go’s lightning-in-a-bottle.
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Paul Raphaël , co-founder of Felix & Paul Studios, joins the AI XR Podcast for a candid, high-energy discussion on the state and future of immersive experiences. Broadcasting live from Las Vegas during the launch of "Interstellar Arc" at AREA15, Raphael details the three-year journey behind this ambitious location-based VR attraction—capable of hosting 170 simultaneous users in a fully interactive, physically-anchored world.
Paul explains how Felix & Paul’s background in cinematic VR, including their Emmy-winning "Space Explorers" ISS series, led organically to massive real-world installations like The Infinite and Interstellar Arc. The team’s relentless commitment to high presence, practical haptics, and social immersion has kept Felix & Paul at the top of XR content for over a decade. Raphael shares the lessons learned from surviving through hardware hype cycles, pivoting when needed, and betting big on experiential location-based entertainment. He compares the Interstellar Arc’s staged onboarding and world-building to the best of Disney Imagineering, blending nostalgia with cutting-edge tech.
The group unpacks the mixed reviews for Samsung’s Galaxy XR headset, discusses OpenAI and Microsoft’s latest browser moves, and debates the implications of California’s new chatbot disclosure law. Paul and the hosts dig deep on business realities—headset costs, throughput limitations, and why word-of-mouth and “the ultimate holodeck” matter more than the marketing hype. Raphael offers advice for young creators: stay obsessed, be nimble, and design for what’s actually possible today—not just hype for the future.
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