智能眼镜投资的未来

欢迎收听这个播客。

Welcome to the podcast.

上周末我失声了，所以现在声音有点哑。

I lost my voice over the weekend, so my voice is a little bit gone.

我们总算有点恢复过来了。

We're we're making a bit of a comeback.

我会尽量压低声音说话，后期再把音量调上去。

I'll try to talk quiet and boost the audio afterwards.

上周末我忙得不可开交，偏偏还失了声。

I had a pretty busy weekend with my voice being lost.

结果我不得不在教堂做演讲，只能对着麦克风小声嘀咕。

I ended up actually having to give a talk at church, so that was a lot of fun, whispering into microphone.

我还因为发了一条很烂的帖子，在领英和Reddit上突然爆火了。

And also, I went very viral on LinkedIn and Reddit, for just a crap post that I put out there.

这事特别搞笑，数据简直离谱，而且内容还跟人工智能有关。

It was really funny, but I the the numbers on it are hilarious, and also the topic is AI related.

所以今天我会聊一下这个，还有 Meta 和 Andrel 合作的 AI 眼镜、行业里那些让人头疼的 AI 垃圾内容问题、NextEra 和 Dominion 高达 660 亿美元的巨额合并，以及 Amazon 的 Alexa Plus 要做 AI 播客，还有一些公司融资的消息。

So I'll be covering that along with Meta and Andrel's AI glasses collaboration, some bug bounty AI slop struggles that the industry is facing, a huge energy merger with NextEra and Dominion for $66,000,000,000, Amazon, Alexa Plus doing AI podcasts, some companies raising money.

今天播客里要聊的内容挺多的，那咱们就开始吧。

There's a lot going on on the podcast today, so let's get into it.

首先我想聊的话题挺有趣，也能给新的一周开个好头。

The first thing I wanna talk about is kind of fun and funny to kick the week off.

我之前在 LinkedIn 上发过一条帖子。

I posted over on LinkedIn.

开玩笑地说，我儿子刚拍了一张我坐在卡车后斗的照片，我两膝上各放着一台笔记本电脑。

As a joke, I had, my son just took a picture of me sitting on the back of my truck with a laptop on each of my knees.

我最近又买了一台新笔记本，因为手头这台性能不够强，所以我把旧的让给我老婆了。

I recently got another laptop because the one I currently have wasn't powerful enough, so I let my wife have it.

其实那台旧电脑是我很久以前从她那儿‘抢’来的，现在算是物归原主，顺便换了台新的。

I actually stole it from her a long time ago, so I was just giving it back to her and got a new one.

总之，我两膝各放一台电脑，当时我说：‘我刚买了第二台 MacBook Air，这样我就能同时运行两个 MacBook Max 的订阅服务了。’

But anyways, I had a laptop on each knee and I said, just bought a second MacBook Air, so I can now have two Clad Max subscriptions running at once.

总之，这当然是个玩笑。

Anyways, obviously this is a joke.

我说，让我来给你算笔账，然后接着说，一个 Claude Max 套餐按原始 API 算力算，每月价值 11,000 美元。基本上就是说，因为我一直在顶着额度上限用，你知道的，这补贴力度太大了，你们简直是在疯狂赚钱，真的，这玩意儿必须得买。

I was like, let me walk you through the math, and then I I go I proceed to say that a Clad Max plan is worth $11,000 a month in raw API compute, and basically said that because I kept paying my token limit, you know, it's so subsidized, you're just making so much money, you know, you have to have this.

然后，我觉得就是这部分内容惹恼了不少人。

And then this is the part that I think triggered a lot of people.

我说，这是瞬间回本的账。

I said instant ROI math.

一次性投入是1800美元，解锁后的算力成本是每月11000美元，回本周期不到一周，停机时间彻底归零。

The cost is $1,800 one time, unlocked capacity is $11,000 a month, the payback period is under a week, Downtime eliminated, 100%.

在研产品数量提升了13倍。

Products in active development, 13x.

我觉得就是这句话惹毛了大家。

This is the line that I think triggered people.

我说，要是到了2026年你还在用单一订阅，那恕我直言，你根本没把这事儿当回事。

I said, If you're still on one subscription in 2026, respectfully, you're not serious.

不过呢，这本来是个玩笑，结果火了，这条帖子底下居然有两百五十多条评论，准确说是三百三十六条。

Anyways, this was a joke, but it blew up, and I ended up having two fifty people or actually three thirty six comments on this post.

在LinkedIn上获得了大约十万次曝光，后来被人截屏转到了Reddit的‘LinkedIn疯子’板块，有人留言说：我真的受不了这些人了。

It had about 100,000 impressions on LinkedIn, and then it got screenshotted and shared over to Reddit on the LinkedIn lunatics Reddit where someone said, I can't with these people.

获得了1300个赞，三百三十八条评论。

It had 1,300 upvotes, two thirty eight comments.

大部分评论都在问：要不要跟他们提一下虚拟机？

Most of them are just people being like, Hey, should we tell them about virtual machines?

然后呢，基本上所有人都在翻我整个职业生涯，把我待过的每家公司、做过的事全扒一遍，说我在干的每件事都一无是处。

And then, you know, mostly everyone just trying to scroll through my entire work history, every company I've worked at, saying everything I've ever done in my life is terrible.

这算是LinkedIn这边的情况。

That was kind of the LinkedIn side of it.

Reddit那边呢，情况差不多是这样。

Over on or so that was on the Reddit side of it.

在LinkedIn这边，其实还挺搞笑的。

Over on LinkedIn, it was pretty funny.

大概一半的人觉得这挺搞笑的。

There's probably a fiftyfifty of people that were like, this is funny.

另外一半人则拼命告诉我，用两台笔记本同时开两个Cloudmax订阅是错的，其实一个账号就能跑两个，对吧？

And then probably 50% of the people that were trying to explain to me why running two laptops with two Cloudmax subscriptions was a bad idea and I could just run two Cloudmax subscriptions on one account, right?

你不是会限速吗？那就再注册一个账号，登录另一个就行。

Like you get rate limited, just make a second account, log into that.

不过说真的，这事儿挺逗的。

Anyways, it was pretty funny.

每个评论我都有回，主要是继续调侃，说他们显然不懂我电脑的热力学边界，或者别的什么特别技术宅的搞笑理由。

Every single person that commented, I replied to them, mostly just doubling down and saying they obviously didn't understand the thermal envelope of my computer, or I don't know, some other funny, overly technical thing.

总之，这件事在谷歌搜索上的效果让我自己都挺吃惊的。

Anyways, the results of it was actually pretty impressive to me on Google.

就凭这一条，第一天就有5400人搜索了我的公司名字‘AI Box’，直接点进我的网站。

Just from that, I had 5,400 people search for the name of my company AI Box, and go to my website on the first day.

谷歌搜索控制台的数据有两天延迟，所以我只清楚第一天的情况，但第二天这事儿就火了，谷歌搜索量可能接近一万，因为Reddit上所有截图都清清楚楚地放了我的照片和名字。

Google Search Console's a couple days behind, so I only really know what happened on that first day, but it went pretty viral the next day as well, so might be somewhere like 10,000 Google searches for my company because in all the screenshots specifically on Reddit, it had my picture and my name on it.

但其实那天我过得特别好，当月经常性收入和年度经常性收入都创了新高。

But actually, did have a really good day, and we did hit our all time high in monthly recurring revenue and annual recurring revenue that day.

所以我们的发展势头一下子上来了，全靠那篇帖子带来的影响，挺有意思的。

So we are jumping up on things, which is pretty funny all from that post.

我今天又发了个跟进帖，说我现在用四台笔记本了，不过这次没多少人当真，也没人再被激怒了。

I did a follow-up post today about it where I now have four laptops, but I think not as many people think it's real, so they're not quite as triggered by that one.

明白了。

Okay.

咱们聊聊Meta最近的情况吧，我觉得他们和Andrel那边现在正发生一件特别有意思的事。

Let's talk about what's going on with Meta because I think this is a wild story happening right now over on Meta and Andrel.

他们刚刚公布了不少关于增强现实眼镜的新细节。

They both have just shared a bunch of new details about their augmented reality headset.

目前他们正在和美国陆军合作做原型测试，基本原理是：士兵只要盯着目标，轻点一下太阳穴，再用日常语言说出指令，眼镜就会推荐相应的行动方案。

So they're kind of prototyping this right now with the US Army, but basically how this piece of hardware works is that a soldier can look at a target, they can tap their temple, and then they can talk in, you know, plain language, and the glasses are gonna recommend a course of action.

比如调用附近无人机进行打击——不过最终决定还是要走正规指挥链审批，AI并不会全权接管，只是充当一个交互界面而已。

So it could include things like sending a nearby drone strike, That still has to be approved up the normal chain of command, so it's not like AI is running the whole thing, but it is helping to, you know, be the interface.

对吧？

Right?

这就像是把Siri或者Alexa直接集成到了眼镜里。

It's kind of like having Siri or Alexa or something built into this.

这份合同是为陆军士兵任务指挥系统的原型开发阶段提供的1.59亿美元，而且这不是一次性项目。

The contract is for a $159,000,000 for the prototyping phase of the army's soldier borne mission command program, and it's not just a one off.

陆军在三月还单独宣布，将投入200亿美元用于整合Andrel的Lattice软件。

The army actually announced separately in March that it's spending $20,000,000,000 to integrate Andrel's Lattice software.

这套软件能把陆军所有的传感器和平台整合成一个统一的战场态势图，而且会覆盖整个军事基础设施。

That is the engine that pulls every army sensor and platform into one battlefield picture, and that's gonna be happening across, I think, all of its infrastructure.

所以这些眼镜，其实就是这套200亿美元软件系统前端的交互界面。

So the glasses are kind of the user interface on the front end of this kind of $20,000,000,000 software backbone.

我觉得这彻底改变了整个讨论的格局。

And I think that changes basically the conversation.

对吧？

Right?

这可不是什么酷炫的原型而已。

This isn't just like a cool prototype.

Andrel 正在真正成为人工智能作战平台的核心层，这一点非常有意思。

Andrel is really becoming part of the platform layer for AI enabled warfare, which is very interesting.

现在很多人还没注意到，这些眼镜其实正在测试三种不同的大语言模型，作为语音转文字的指令系统。

Something I think not a lot of people are talking about right now is though is that these glasses are testing three different LLMs as the speech to text command layer.

它们用的是 Gemini、Llama 和 Claude。

So they're using Gemini, LAMA, and Claude.

Andrel 并不押注某一家 AI 公司。

Anthropic is not betting on any single AI company.

Claude 和美国政府之间关系紧张，这本身就已经是个新故事了，而它居然也被纳入了测试范围。

Obviously, Claude has so much beef with the US government.

能把 Claude 纳入测试，这本身就很说明问题。

Just that's a new story in itself that this is included in there.

然后 Andrel 会选一个在军事条令、机密内容处理和边缘设备延迟方面表现最好的模型。

And, Andrel is then going to pick whatever model handles military doctrine, classified content, and edge device latency best.

所以他们正在全面测试所有模型，没有排除任何一家，都在逐一评估。

So they're testing them all out, not ruling Cloud out, but they're testing out all the models.

哪个模型表现最出色，哪家公司就有可能被选中，成为这个项目的合作伙伴。

Whoever does it best is going to kinda get the contractor to get pulled into this tool.

整个项目的关键部件是从三月开始陆续到位的，这主要是因为一系列联邦采购规定。

So for this whole project, components apparently started arriving in March, and that's because of a bunch of federal contracting rules.

所有这些零部件都必须来自不依赖中国公司的供应链。

All of those parts had to come from supply chains that didn't rely on Chinese companies.

像Meta那些商用的Ray-Ban眼镜，从中国进口也没关系。

Meta's, you know, commercial Ray Bans that they have, those can come from China.

但一旦是为美军开发的产品，他们就不想依赖中国供应链。

That doesn't really matter, but when you make these, you know, something for the US Army, they don't wanna be to be reliant on China.

我觉得这背后其实也是一场本土制造能力的建设，Meta正在负责显示屏和光波导这些核心部件的生产。

So I think this is also a bit of a domestic manufacturing build that's happening right now, and Meta is building in kind of the displays and the waveguides.

Andrel则主要负责整个系统的集成工作。

Andrel does a lot of the system integrations.

当然，这件事里还有个挺有意思的地方，就是Meta和Andela合作。要知道Paul Merlucky当初创立了Oculus，后来被Meta收购，结果因为Jason Kallikanis这些激进人士的压力被踢出了Meta。现在他又回来跟他们合作了，这确实挺有意思的。

Of course, another funny part of this is that Meta and Andrel working together is interesting considering Paul Merlucky started Oculus, got acquired by Meta, and then got kicked out of Meta due to a lot of activists like Jason Kallikanis, but now he's back working with them, so that's kinda funny.

他在X平台上发了一条动态，大意是说那些祈祷我倒霉的人，得加倍努力祈祷才行。

He posted on X something that's like, people praying for my downfall need to pray harder.

总之嘛。

Anyways.

所以他显然心里还憋着股劲儿，不过这样也好，毕竟他在努力推动并尝试开发一些有用的软件。

So he obviously has a chip on his shoulder, but that's good because he's pushing and trying to make some, you know, useful software.

另外，Andrel 这边也有他们自己出资的部分，这个项目叫鹰眼。

So there's also the self funded Andrel side of this whole thing, project called Eagle Eye.

它会被集成到头盔和耳机里。

It's gonna be built into the helmets and head sets.

军方其实没要求加这个功能，但 Andrel 说他们还是会加上。

The army hasn't asked for this, but Andrel says that they're gonna get, they're they're adding this anyways.

接下来我想聊的另一个话题，其实我关注有一阵子了，但听说情况越来越糟，所以我觉得有必要再提一下。

The next story I wanna cover is actually something I've been hearing about for a while, but apparently the problem has been getting worse, so I feel like it's worth bringing up again.

但听说企业漏洞赏金计划现在几乎被AI生成的提交内容淹没了。

But apparently corporate bug bounty programs are basically just getting completely flooded by AI generated submissions.

所以有些公司干脆直接关闭了这些计划。

And so some of them are just completely shutting down.

一些原本有漏洞赏金项目的大型公司也陆续关停了，这确实挺让人遗憾的。

Some of these big companies that had bug bounty programs, they're just shutting them down, which is kind of a bummer.

像Bugcrowd这样的平台，客户包括OpenAI、T-Mobile和摩托罗拉，他们说三月份短短三周内提交量增长了四倍多，但大部分都是假的。

Bug crowd whose customers include OpenAI, T Mobile, Motorola, they said that reports more than quadrupled over a three week stretch in March, and most of them were fake.

这问题确实挺棘手的。

So that's kind of the hard thing.

有人让Claude去爬取所有代码、找漏洞，然后提交一堆虚假报告，真要从中筛选出有用的简直太难了。

People will go in and tell Claude to go scrape all the code, try to find bugs, and then submit kind of fake reports, and it's really hard to go weed through all of them.

HackerOne为高盛、谷歌和美国国防部管理赏金项目，他们一年内收到的提交量飙升了76%。

HackerOne, which runs bounties for Goldman Sachs, Google, and the Department of Defense, they logged a 76% jump in submissions in a year.

有意思的是，虽然提交量涨了76%，但真正有效的漏洞其实只占四分之一左右，漏洞数量本身基本没变，还是维持在25%上下，大部分线索最后都白忙活了。

And what's interesting is out of that, right, they saw like a 76% jump, but only, I think, you know, one out of four was an actual vulnerability, was a real one, so vulnerabilities are still flat at around 25%, and most of the leads that they're getting go nowhere.

这现在是个非常严重的问题。

So this is a really big problem that's happening right now.

我们不得不依赖AI来过滤这些AI生成的漏洞报告。

We're literally having to use and rely on AI to filter these AI bug reports.

明白了。

Okay.

我们来聊聊NextEra和Dominion之间的重大合并吧。

Let's talk about the huge merger happening between NextEra and Dominion.

六千六百八十亿美元。

$66,800,000,000.

NextEra已经同意收购Dominion。

NextEra just agreed to acquire Dominion.

这是美国史上规模最大的公用事业交易之一，这笔交易被公开视为对人工智能驱动电力需求的一次押注。

This is one of the biggest US utility transactions ever announced, and the deal is basically being framed openly as a bet on AI driven power demand.

路透社报道了这件事，据说合并后的公司将成为全美最大的私营公用事业公司之一。

Reuters was reporting on this, and apparently, the combined company would be one of the largest investor owned utilities in the entire country.

这件事真正关键的不是电力公司，而是人工智能，因为多米尼昂的服务区域覆盖弗吉尼亚州，那里拥有全球最密集的超大规模数据中心。

The reason why this isn't so much about utilities as it is about AI is because Dominion's service territory, it covers Virginia, which hosts the densest concentration of hyperscaler data centers in the world.

如果你用过AWS，或者用过很多VPN，只要稍微关注过服务器位置的选择，你会发现，大家总是问：‘要选弗吉尼亚吗？’

If you've ever been on, like, AWS or, I don't know, like, many, like, VPNs or or, there's just, a lot of if if you've done anything with where you're picking, like, where your server location is, it's always like, do you want it in Virginia?

还是选加州，或者东海岸的其他地方？

Or do you want it in, like, you know, on the East Coast in, like, California?

你通常只有几个选项，但弗吉尼亚永远在列，因为那儿的数据中心实在太多了。

Like, you usually have, like, a couple choices, but there's always the Virginia option because there's just so many data centers there right now.

光是劳登县，就有大量全球互联网流量经过弗吉尼亚。

Loudon County alone has a huge chunk of global internet traffic going through it in Virginia.

我觉得这事特别重要，是因为现在AI扩张的瓶颈已经不只是GPU了——以前大家头疼的是怎么搞到足够多的英伟达显卡。

The reason I personally think this is a really big deal is because the bottleneck for these AI build outs is not just GPUs anymore because that was kind of the problem before, it was how you could get your hands on enough GPUs from NVIDIA, etcetera.

现在问题已经不只是资金了，而是电力供应，还有并网排队的等待时间。

Now I think it's not even just the capital, it's basically the megawatts, and it's a lot of the interconnection queues.

多米尼昂在弗吉尼亚的并网申请排队，已经拖到了好几年后。

So Dominion's Virginia interconnection queue has stretched into multi year weights.

要投入六千六百八十亿美元搞电力基础设施，前提是得相信人工智能对电力的需求是长期稳定的。

There is a you know, putting together a $66,800,000,000 utility tie up, it only makes sense if you believe that AI electricity demand is structural.

这不是暂时的波动。

It's not cyclical.

对吧？

Right?

这可不是什么短期泡沫。

This isn't just a big bubble.

这样的话，这笔投资就说得通了。

So this would make a lot of sense.

如果真是这样，那掌握大量受监管的电力供应能力，就成了人工智能产业链里最稳妥的布局。

And then if that's the case, then owning a lot of this regulated load serving capacity is basically the most defensible position in the AI value chain.

NextEra 就是在下这个注。

So NextEra is making that bet.

他们对此说得非常明白。

They're pretty clear about this.

他们觉得，要在弗吉尼亚州新建这么多数据中心，难度会很大。

They're, you know, they're betting like, Hey, it's gonna be hard for people to build more of these data centers in Virginia.

我们几乎会为所有这些数据中心供电。

We're basically gonna be powering all of them.

还有个有意思的地方是，弗吉尼亚州、佛罗里达州的监管机构，还有联邦层面的FERC，都得批准才行。

There's also another interesting part of this, which is that the state commissions in Virginia, Florida, and FERC at the federal level, all of them have to sign off.

像这种规模的交易，过去通常要花十二到二十四个月，有时候甚至更久。

So, approvals on deals this size historically take twelve to twenty four months, sometimes longer.

肯定会有大量干预，各种监管流程也少不了。

Definitely, there's a lot of interventions and a lot of, you know, regulation that goes through.

很多人会极力争取保护电价用户，但如果这一切都能顺利通过——我是说，如果这笔并购真能成，那AI领域最有价值的资源，恐怕就不是模型权重了，对吧？

A lot of people are going to push hard for rate payer protections, but if all of this clears, if this merger acquisition, I guess you could say, is actually going to happen, I think the most valuable real estate in AI isn't just going to be the model weights, right?

而是背后那些并网接入的权限。

It's basically the interconnection rights behind them.

接下来，亚马逊的Alexa Plus现在能按需生成AI播客了。

Next up, Amazon's Alexa Plus can now generate AI podcasts on demand.

我的工作现在真的悬了。

My job is officially at risk.

你只要说个主题，它就会给你出个大纲，然后派两个AI主持人来讨论这个话题。

You basically can tell a topic, and it's gonna show you the outline, and then they'll have two AI hosts that are kind of talking about it.

时长还能自己调。

You can adjust the length.

过几分钟，你的Echo Show会提醒你，这时候就能直接听完整期节目了。

And a few minutes later, doing all of this, your echo show pings, and you're ready to listen to the full episode.

路透社也提过这事，还有其他几家出版商，不过我觉得这形式其实不新鲜。

Reuters talked about this and a bunch of other publishers as well, but I think the format's not new.

谷歌的NotebookLM，咱们节目里聊过好多次了，你也能这么用。

Google's NotebookLM, we've been talking about it a lot on the show, but you can do this.

你可以丢进去一个PDF，或者你的作业、论文、工作报告，它就能生成一个像播客一样的对话，两个人在那儿聊内容。

You can put a PDF or you can put your, you know, your schoolwork or a paper or some sort of work report into NotebookLM, and it'll have like a podcast where it's two people talking about it.

很多人觉得，这样听比自己硬啃文字要轻松多了。

A lot of people find this more digestible than just trying to get through the content and read it yourself.

不过当然了，NotebookLM 得上网站上传文件，而 Alexa 就不一样了，你直接开口说个主题，它就能给你马上生成一段内容。

But of course, NotebookLM, gotta go to the website and upload it, whereas the Alexa, you can just talk to it out loud, tell it the topic, it can put something together for you.

我这个想法可能完全错了，但当初我刚开始做这个播客时，本来觉得市面上 AI 工具这么多，我根本没必要用 AI 模仿我的声音，把一堆 AI 新闻念出来，因为大家应该更想听真人讲的东西。

I could be completely wrong on this bet, but when I first started this podcast, basically my assumption was because there was a lot of AI tools out there, I wasn't gonna clone my voice and just dump in AI news to be read because people probably wanted to hear it from a real person.

现在看来，这个想法的短板很明显了——我嗓子现在完全哑了，搞不好大家觉得我声音难听得要命。

Now you can see the downsides of this theory because right now my voice is lost, and so maybe people think I sound terrible.

我不确定。

I don't know.

也可能是我嗓子一哑，说话就特别吃力。

Or maybe it's just harder for me to talk when my voice is lost.

好在这事碰巧发生在周五，所以我还有周六周日能稍微缓一缓。

I mean, luckily it happened on like Friday, so I had Saturday and Sunday slightly recover.

你能看到，用 AI 当主播确实有好处，但你也会错过真人讲的那种小故事，很多人其实就爱听这个。

But you can see there are some pros to, having an AI voice host, but you kinda miss the, the anecdotes from the person talking, which a lot of people like.

明白了。

Okay.

我想聊的最后一个故事是Lenin AR。

The last story I wanna talk about is Lenin AR.

这是一家韩国的光学初创公司。

This is a Korean optics startup.

他们刚刚从韩国开发银行和Lottie Ventures那里完成了1850万美元的融资。

They just closed an $18,500,000 round of funding from the Korean Development Bank and from Lottie Ventures.

目前为止，他们总共筹集了4170万美元。

So they've raised total $41,700,000.

他们计划明年在首尔上市。

They actually have a IPO planned for next year in Seoul.

那这家公司到底是做什么的？

So what the heck does this company do?

为什么它对这个节目这么重要？

Why is it important on this show?

最让我惊讶的是这一点。

This is what was really shocking to me.

去年全球AI眼镜的出货量达到了870万台。

Global AI glasses shipments hit 8,700,000 units last year.

相比前一年增长了三倍。

That's a 300% jump year over year.

而Omnia预计今年出货量将达到1500万台。

And Omnia is projecting 15,000,000 units this year.

我之前提到的Lenin AR这家公司，不光做眼镜，还专门生产光学模组。

So Lenin AR, this company I've been talking about, they don't just make the glasses, they actually make the optical module.

就是那个 tiny 的镜片组件，能把图像投射到你的视野里。

That is the tiny lens component that projects images onto your field of view.

他们的CEO是金在旭，他说光学模组最难做，因为必须同时做到轻薄、省电，而且每家眼镜厂商都得靠他们供货。

Their CEO is Jaed Hyuk Kim, and he said that the optics module is the hardest part to get right because it has to be thin, light, and power efficient at the same time, and every glasses maker has to source one.

他们搞了个叫‘针式倾角设计’的技术，能把光线精准导向眼睛，而不是像主流的波导方案那样让光在镜片上乱散射。

So they have something called pin tilt design, which is going to direct light precisely towards the eye instead of scattering it across the lens like a dominant waveguide approach.

那样会浪费大部分光子，电池也会快得多。

This is gonna throw away most of the photons, and it's gonna drain the battery a lot faster.

他们已经为瑞士Aegis Rider公司的AR摩托车头盔供货了。

So they're already shipping inside a Swiss AR motorcycle helmet from Aegis Rider.

这家公司源自苏黎世联邦理工学院的计算机视觉实验室，能把导航箭头精准地投射在时速160公里的路面上，这个应用场景太棒了。

It's a spinout of ETH Zurich's computer vision lab, and that anchors navigation arrows to the actual road at about a 160 kilometers an hour, which is a super cool use case.

他们还有不少其他大客户。

They have a bunch of other big customers.

其中一个叫Dynabook，是日本的公司。

One of them is called Dynabook in Japan.

LG以前是他们的投资方，现在据说也在自己研发AI眼镜，所以双方现在有合作。

LG was an earlier backer and is reportedly building their own AI glasses now, so they're kinda working with them.

我个人特别喜欢聊这些推动趋势的公司，比如AR眼镜背后的赢家，这个故事真的特别吸引我。

Personally, I love to talk about the companies behind a lot of the trends like AR glasses and and the companies that are winning because of that, so this is a really fascinating story to me.

各位，非常感谢你们收听这期播客。

Guys, thank you so much for tuning into the podcast.

如果今天的内容你喜欢，别忘了在你听播客的平台给我们打分和写评价。

If you enjoyed the episode today, make sure to leave us a rating and review wherever you get your podcasts.

希望我的声音能好一点。

Hopefully, voice gets a little bit better.

如果恢复得没那么快，我可能会穿插一些我在 AI Chat 或 AI Applied 播客里的片段。

Maybe I'll splice in some podcasts from my AI Chat or AI Applied podcast if I'm if I'm not recovering too quickly.

不过真的非常感谢大家收听。

But, yeah, thanks so much guys for tuning in.

别忘了去 aibox.ai 看看。

Make sure to check out aibox.ai.

每月 8.99 美元，就能一次性访问 80 多个 AI 模型。

It is $8.99 a month to get access to over 80 AI models all in one place.

顺便说一下，我发的那篇 LinkedIn 文章，节目笔记里我会放上链接。

And also, if you want to by the way, for the LinkedIn post that I did, I'll leave a link in the show notes to that.

挺有意思的。

It's funny.

如果你想深入了解我提到的这些播客，或者想看更详细的图文内容，可以去 aichatdaily.com 看看。

But if you wanna check out all of these different podcasts I talk about and get a more in-depth view as either a newsletter or as an article that you can read, go check out aichatdaily.com.

我也会在描述里放上链接。

I'll also leave a link in the description to that.

好了。

Alright.

下期节目见。

Catch you guys all in the next episode.