VR Download - Meta Ray-Ban 显示屏售罄,“苹果 Vision Air” 被取消了吗? 封面

Meta Ray-Ban 显示屏售罄,“苹果 Vision Air” 被取消了吗?

Meta Ray-Ban Display Sells Out, Is "Apple Vision Air" Canceled!?

本集简介

我们讨论了Valve在Pico头显、Vive Focus Vision以及Quest 3和3S上推出Steam Link,且Quest 3和3S在SteamVR上的使用量已超越Quest 2;Meta Ray-Ban Display因早期用户抢购而售罄,同时分享了我们在纽约市对Meta Ray-Ban Display和Meta神经带的亲身体验;以及苹果的最新动态,包括通过Apple Immersive Blackmagic摄像机将你置于MotoGP赛道旁,Vision Pro新机型出现在FCC网站上,以及据称苹果已暂停Vision Air项目,转而优先开发带显示屏的智能眼镜。

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Speaker 0

大家好,感谢大家今天抽出时间参与VR下载节目。

Hello, everyone, and thanks for giving us your time today for VR download.

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我是来自纽约的伊恩·汉密尔顿,与伦敦的戴维·希尼在Upload VR演播室连线,共同探讨个人计算的下一步发展。

I'm Ian Hamilton in New York joined by David Heeney in London in the Upload VR studios as we talk about the next steps in personal computing.

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今天我们佩戴的是Quest 3头显,并使用上一代的Meta虚拟形象。

We're wearing Quest three headsets today with last generation meta avatars.

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我们正在使用手势追踪和内置麦克风。

We're using hand tracking with built in microphones.

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我们面前的平板电脑上显示着笔记和评论,以便在直播时与观众互动。

We've got tablets in front of us that show our notes and comments so we can interact with our audience when we're live.

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感谢我们的赞助者支持我们在uploadvr.com上所做的工作。

Thank you to our patrons for supporting the work we do over on uploadvr.com.

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如果这是您第一次观看,您可以在uploadvr.com成为付费会员,直接支持我们的工作。

In case this is your first time, you can become a paying member at uploadvr.com to support our work directly.

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我们会在本播客中点名感谢赞助者,并在网站上列出他们的名字。

We thank our patrons by name here on this podcast and listed on the website.

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其中包括XR开发者新闻、Podem、Hollonet、Mike Manzano、Justin Corcoran、Richard Mellor、Parmajon Kubitz、Steve Lucas、David Wyatt、DePonch和SoulPresence。

That includes XR Developer News, Podem, Hollonet, Mike Manzano, Justin Corcoran, Richard Mellor, Parmajon Kubitz, Steve Lucas, David Wyatt, DePonch, and SoulPresence.

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真诚地感谢每一位的支持。

Sincerely, all of you, thank you for your support.

Speaker 0

大家好。

Hello to everyone out there.

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欢迎大家分享你们观看我们的地点,也向那些在不同时间或以不同速度观看我们的时间旅行者,以及通过通用翻译器收听我们并将其翻译成母语的朋友们问好。

Please feel free to share where you're watching us from, and hello to our time travelers catching us at different times or speeds, and those of us watching us through a universal translator into their native language.

Speaker 0

你们也好。

Hello to you as well.

Speaker 0

大卫,今天我们有什么内容?

David, what do we have today?

Speaker 1

大家好,很高兴伊恩本周回来了。

Hello, everyone, and it's good to have Ian back this week.

Speaker 1

我在这里看到很多评论都在询问《Robo Recall 2》的最新消息。

I have multiple people in the comments here asking about Robo Recall two news.

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很遗憾,据我们所知,并没有《Robo Recall 2》。

Unfortunately, there is no Robo Recall two that we're aware of.

Speaker 1

我也很希望看到它。

I would love to see it as well.

Speaker 1

如果真的推出,我们会通知大家的。

If it happens, we'll let you know.

Speaker 1

我看到还有其他人期待《Steam Frame》的消息,但情况也一样,自从注册了《Steam Frame》这个商标后,我们再也没有看到任何实质性迹象表明它即将发布。

I see other people hoping for Steam Frame news, and it's the same thing that since that trademark of Steam Frame, we haven't really seen anything else that would substantively indicate whether a launch is imminent or not.

Speaker 1

很多人原本预计它会在Connect大会上发布。

A lot of people obviously expected it to happen over connect.

Speaker 1

但它并没有。

It didn't.

Speaker 1

我认为Valve总是会按照自己的节奏来。

I think Valve is going to always go on Valve time.

Speaker 1

他们会在准备好时发布产品,一分一秒都不会提前。

They will release something when they're ready to release something and not a minute or second earlier.

Speaker 0

是的。

Yeah.

Speaker 0

就在一个普通的星期二,一个普通的月份,我们收到了那封邮件,说时候到了。

Just a random random Tuesday and a random month is when we get the email that, it's time.

Speaker 0

对吧?

Right?

Speaker 0

这正是我们所期待的。

That's that's what we hope for.

Speaker 0

所以,Valve,你们就在那里。

So Valve, you're out out out there.

Speaker 0

我们正等着你们按照Valve的时间来发布,你们准备好了,我们就准备好了。

We're we're waiting for you to deliver on your Valve time, and, you know, we'll be ready when you're ready.

Speaker 1

对。

Yep.

Speaker 1

而且,这确实很难。

And, I mean, that is difficult.

Speaker 1

你知道,对于像Meta和苹果这样的公司,我们有时可以根据可靠的报道告诉你某款产品可能何时发布。

You know, we sometimes are able to for companies like Meta and Apple, tell you based on reliable reports when something's likely to launch.

Speaker 1

你知道,在Quest 3S发布之前,我们一直告诉所有人:现在别买Quest 2。

You know, before Quest three s, we were very much so telling everyone, don't buy quest two now.

Speaker 1

现在买Quest 2是极糟糕的时机,但我们对Valve的情况一无所知。

It's a terrible time to buy quest two, but we just don't know with valve.

Speaker 1

他们可能明天就发布,也可能两年后才发布。

They could release it tomorrow or they could release it two years from now.

Speaker 1

我们真的完全不知道。

We really do not know.

Speaker 1

显然有很多迹象表明新品即将发布,但之前也出现过类似的迹象。

There there are obviously lots of indications that something is imminent, but there have been indications of something being imminent before.

Speaker 1

你知道的?

You know?

Speaker 1

两年前,就曾有过某些迹象。

There two years ago, there were certain indications.

Speaker 1

一年前,也有其他的迹象。

And a year ago, there were other indications.

Speaker 1

所以,在某个时候,你必须决定愿意等多久,预期它何时发布,不幸的是,Valve的情况就是这样。

So at some point, you just have to decide how long you wanna wait, when you expect it, and unfortunately, that's the situation with Valve.

Speaker 1

在这个时代,他们极其保密,就连曾经以保密著称的苹果,现在所有动向也都被泄露了。

They are remarkably secretive in this day and age given that even Apple, which used to be the kind of titan of secrecy, everything they do now leaks out.

Speaker 1

如今,你几乎不可能参加一场苹果的直播,而不提前从马克·古尔曼或其他人那里得知几乎所有内容。

You don't go to an Apple livestream these days and not have pretty much everything already announced by Mark Gurman or someone else at this point.

Speaker 1

对于Meta来说,情况也非常相似。

With Meta, it's very, very similar.

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有趣的是,我们还没来得及谈到这个子话题,就直接深入进去了。

It's funny we didn't even get to the sub subject here before just drive it diving into the subject.

Speaker 0

但如果你还记得,在Index发布之前,曾经有过一次泄露。

But if you remember, there was that leak before the index.

Speaker 0

对吧?

Right?

Speaker 0

我在想,因为当时好像有个显示屏泄露,就在头显发布前几个月左右,有一些照片被泄露了。

And I wonder because of like, it was I don't know it was a display leak, but there were, like, photos that leaked right before a couple months or something before the headset.

Speaker 0

由于瓦尔夫公司员工人数很少,要修复导致那次泄露的漏洞可能并不难。

I because of the few number of people that work at Valve, it probably wasn't a huge undertaking to fix whatever leak caused that.

Speaker 0

哦,这明显就是泄露的原因。

Like, oh, that's clearly how that happened.

Speaker 0

我们不会再这样做了。

We won't do that again.

Speaker 1

是的。

Yeah.

Speaker 1

这是一种解读。

That's one interpretation.

Speaker 1

另一种可能是,如果Deckard或Steam Frame,不管它叫什么,距离发布还很远,那你就不会看到这样的泄露。

Another is that, you know, if Deckard or steam frame or whatever it's called isn't imminent, then you wouldn't see leaks like that.

Speaker 1

但我认为距离发布比以往任何时候都更近了,不过这显然有点老生常谈。

But I I think it's closer than ever, but that is obviously slightly somewhat of a truism.

Speaker 1

对吧?

Right?

Speaker 1

显然,在产品发布之前,它总是看起来比以往更接近了。

It's obviously always closer than ever until it arrives.

Speaker 1

总之,让我们进入今天要讨论的主题。

Anyway, let's get into our topics that we're discussing today.

Speaker 1

我们这里有三个相当不错的部分。

We have three pretty neat sections here.

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第一个部分与Valve有关,但并不是你们中一些人所期待的那种方式。

So the first one is somewhat Valve related, but not in the way that some of you are hoping.

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这是我们关于SteamVR的部分,我们将讨论Valve在Pico和VIVE Focus Vision上推出Steam Link,并将APK分发给其他Android头显厂商如Play4Dream进行测试。

It's our SteamVR section, and we're going to talk about Valve launching Steam Link on Pico and VIVE focused vision, as well as distributing the APK to other Android headset makers like Play4Dream to test with.

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在SteamVR部分的第二个话题是,Quest 3和Quest 3S在SteamVR上的使用量现在已经超过了Quest 2,结束了Quest 2作为Steam上头显类型第一名长达四年的统治地位。

And our second topic in the SteamVR section will be that Quest three and three s are now used on SteamVR more than Quest two, which ends its four year reign Quest two's four year reign as the number one headset type on Steam.

Speaker 1

然后我们将进入Meta Ray-Ban显示部分,讨论这款产品在大约48小时内售罄,许多热切的早期采用者发现很难真正买到一台。

Then we will have a meta Ray Ban display section where we discuss the product selling out in pretty much forty eight hours as lots of eager early adopters have found it incredibly difficult to actually secure a unit.

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这次发布可谓一片混乱。

This has been a chaotic launch.

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有些人会称之为纸上发布。

Some would describe it as a paper launch.

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从外部来看,很难判断这种状况在多大程度上是供需问题,但目前如果你想买到一个,将会非常非常困难。

To what degree this is due to supply and demand is always difficult to know from the outside, but right now, if you wanna get one of these things, it's gonna be very, very difficult.

Speaker 1

接下来我们会谈谈伊恩在纽约市使用Meta Ray-Ban眼镜的经历,他是少数在发布当天成功抢到设备的幸运者之一,似乎是纽约市最后几台之一,他会向你详细讲述他在现实世界中的使用体验。

We will then talk about Ian's experience with Meta Ray Ban display across New York City as he was one of the lucky few who was able to secure one on launch day, one of the last units in New York City, it seems, and he'll tell you all about his experience using it in the real world.

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你已经听过我使用它在Meta公共演示室里的体验。

You've heard about my experience using it in the meta communal demo room.

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现在你将听到伊恩在真实城市中使用它的经历,周围没有任何Meta工作人员陪同。

Now you'll hear Ian's experience of using it in an actual city without any meta handler anywhere near him.

Speaker 1

今天我们的第三个部分将是苹果。

Then our third section today will be Apple.

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上周,我提到伊恩尝试了MotoGP Tour de Force的苹果沉浸式视频,但他上周没能参加。

So last week, I talked about how Ian had tried the MotoGP Tour de Force Apple immersive video, but he wasn't able to make it last week.

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现在他将向你详细讲述这一切。

So now he'll be able to tell you all about that.

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如果你还记得我们上周的讨论,这里的背景是那些黑magic相机和达芬奇调色软件的支持已经发布了。

And if you remember our discussion last week, the context here is that those Blackmagic cameras and DaVinci Resolve editing support are out.

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所以这是苹果沉浸式视频的新一代。

So this is the the new wave of Apple immersive video.

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接下来我们将讨论全新的Apple Vision Pro,目前大量报道称其即将发布,并且已出现在美国FCC官方网站上。

We will then discuss the new Apple Vision Pro, which a bunch of reports now indicate is fairly imminent, has been listed on the official US FCC website.

Speaker 1

因此,如果你对各种传闻持高度怀疑态度,那么这是目前公开可得的第一份直接且确凿的证据,证明确实存在一款新的Vision Pro。

So this is the first if you're someone who's very skeptical about reports, this is the first kind of direct solid evidence that is publicly available that there's a new Vision Pro.

Speaker 1

当然,Mac传闻网站也表示,他们在苹果软件中发现了暗示新VisionPro的代码,但他们并未公开这些内容。

Of course, Mac rumors also did find, according to them, code within Apple software that suggested a new VisionPro, but they didn't show that publicly.

Speaker 1

因此,关于苹果即将为Vision Pro进行性能升级的说法,目前有很多迹象。

So there's a lot of smoke there around the idea that Apple will soon give VisionPro a spec bump.

Speaker 1

但另一方面,许多人真正热切期待的,不仅仅是对当前Vision Pro的性能升级,而是被称为Apple Vision Air的下一代产品——预计在2027年推出,提供更便宜、更轻便的体验。

But on the other hand, what a lot of people have been really eagerly anticipating is not just a spec bump for today's VisionPro, but an Apple Vision Air as many dub it that would deliver a cheaper and lighter experience in 2027.

Speaker 1

因此,我们今天最后一个话题是彭博社的马克·古尔曼的报道、说法,或者你怎么称呼它——苹果已经暂停了Apple Vision Air产品的开发,转而优先推出更快上市的带显示屏的智能眼镜。

And so our final topic of today will be Bloomberg, Mark Gurman's report or claim or however you wanna put it that Apple has paused development of that Apple Vision Air product to instead prioritize shipping smart glasses with a display sooner.

Speaker 1

这可能会如何发展,我们将在回应Meta时进行讨论和猜测,拭目以待。

And that may be, as we will discuss and speculate in response to Meta, we'll have to see.

Speaker 0

这周的话题真有趣。

Fun subjects this week.

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我很期待能快速聊完这些内容。

I'm excited to get through a bunch of these.

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对我们俩来说,这真是非常有趣的一周,我们努力追踪这个显示演示,尽可能快地把尽可能多的信息呈现给观众。

Very interesting week for us both to, I don't know, chase this display demo down and, try to get as much as we could in front of our audience as quickly as possible.

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这真是一次不小的挑战。

It's been quite an undertaking.

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如果可以的话,请点个赞,向算法传递一个信号,让大家知道这些是真实的人在虚拟现实里以虚拟形象交谈。

Do hit the like button if you can, send that signal out to the algorithm that lets everyone know these are real people talking as avatars in virtual reality.

Speaker 0

这很有趣,大卫。

And it's funny, David.

Speaker 0

我们做这个已经快六年了吧,我不确定具体多久。

Like, we've been doing this for, I don't know, six years now or something.

Speaker 0

我们这个工作室也开了好一阵子了。

We've we've had this studio a while.

Speaker 0

所以嘛,我也说不好。

And so it's like I don't know.

Speaker 0

如果你从早期就开始看我们的节目,那时候我们甚至还在HTC,不对,是在Index上运行这个系统,我还用过一阵子那个漂亮的Index麦克风。

If you've been watching us since the early days when we were on a we even had a version of this running on HTC, or sorry, on the index, and I had that beautiful index microphone for a little while.

Speaker 0

我们已经在虚拟现实中直播了五年多,而且每次软件和硬件更新,体验都在不断变好。

Like, we've been broadcasting from virtual reality for over half a decade now, and, you know, it's just still getting better with each new software release, each new hardware release.

Speaker 0

我们都清楚,我们的观众也特别了解,VR在真实感方面究竟能达到多高的水平。

And we all know, our audience knows uniquely, I think, just how much how how high how high VR goes in terms of realism eventually.

Speaker 0

对吧?

Right?

Speaker 0

现在看起来像卡通,但以后不会一直这样。

It looks like cartoons now, but it won't always look that way.

Speaker 0

所以,好吧,我们来继续看这些第一个主题,大卫。

So, yeah, let's move through these first subjects, David.

Speaker 1

好的。

Sure.

Speaker 1

我们来进入第一个主题。

Let's get into the first subject.

Speaker 1

我今天嗓子不太舒服,可能需要停下来喝点水。

My my throat's not great today, so I might have to pause to grab some water.

Speaker 1

你可能已经注意到我在每个主题结束时都这样做了,但无论如何我们都会搞定的。

You may have noticed me do that at the end of the topics there, but we'll we'll make this work regardless.

Speaker 1

所以我们的第一个主题是,Valve 已经在 Pico 头显和 VIVE Focus Vision 上推出了 Steam Link。

So our first topic is that Valve has launched Steam Link on Pico headsets and VIVE Focus Vision.

Speaker 1

这和你现在很可能在 Quest 头显上使用的 Steam Link VR 是同一个东西。

So this is the same Steam Link VR that you have today, very likely on your Quest headset if you're watching this show.

Speaker 1

它能让你轻松、无缝、无线地将你的独立式头显连接到 SteamVR,使其表现得像一台无线 PC VR 头显。

It lets you easily, seamlessly, wirelessly connect your standalone headset to SteamVR so that it acts as if it was a wireless PC VR headset.

Speaker 1

当然,这并不是唯一能实现这一点的应用。

It's not the only app that lets you do that, of course.

Speaker 1

你可以花25美元购买Guy Gauden的Virtual Desktop。

You can get Guy Gaudens Virtual Desktop for $25.

Speaker 1

你也可以使用Meta官方的Quest链接功能,但这个功能的优势在于它直接集成到了SteamVR中。

You can also use Meta's official link Quest link feature, but this one has the kind of advantage of being directly integrated to SteamVR.

Speaker 1

一旦启动这个应用,你就会进入SteamVR。

Once you launch this, you're in SteamVR.

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没有中间步骤,你知道的,这是Valve与SteamVR共同开发的功能。

There's no middle step, and, you know, this is something that Valve is codeveloping alongside SteamVR.

Speaker 1

你可以在SteamVR的发布说明中看到,Steam Link被列为它的核心组件。

You see in the in the release notes of SteamVR, Steam Link mentioned as a core component of it.

Speaker 1

显然,拥有Pico头显的人比拥有Quest的人少得多,而拥有VIVE Focus Vision的人更是寥寥无几。

So there are obviously are not that many people out there that own Pico headsets compared to Quest, and there are very, very few who own VIVE Focus Vision.

Speaker 1

但我认为这并不是这件事的重点。

But I don't think that this is explicitly what this is about.

Speaker 1

显然,对于Valve来说,即使市场很小,也让尽可能多的人能够一键无缝连接到SteamVR非常重要,但我认为这更多是为了奠定Android XR的基础。

Obviously, for Valve, it is important even when the market is small to let as many people as possible seamlessly one click connect to SteamVR, but I think this is more about setting the foundations for Android XR.

Speaker 1

因此,他们还将APK分发给了诸如Play for Dream等通用Android头显制造商。

So they've also distributed the APK out to makers of general Android headsets, such as Play for Dream.

Speaker 1

所以他们目前正在与用户测试它,并且由于它支持眼动追踪,包含了视网膜编码功能。

So they are testing it right now with their users, and because it has eye tracking, includes the foveated encoding.

Speaker 1

但我认为,很多这些举措很可能都是在为SteamLink成为运行在Google Android XR上的多设备系统铺路。

But I think a lot of this is likely setting the the stage for SteamLink to be a multi device system that runs on Google's Android XR.

Speaker 1

由于Google的Android XR、Meta的Horizon OS、Pico OS和Vivo OS都以Android为核心,并支持OpenXR这一开放行业API,这个非常相似的APK可以在这些不同的头显上运行。

And because Google's Android XR and Meta's Horizon OS and Pico OS and Vivo OS all use Android at their core and support OpenXR, the open industry API, This this same very similar APK can run a bun along these different headsets.

Speaker 1

因此,我认为我们很快就会看到三星的Android XR头显——这款即将推出Android XR的设备——获得Steam Link,甚至可能在发布当天就已提供APK,即便不在Google Play商店上。

So I think we will probably see the Samsung Android XR headset, the the headset that's set to introduce Android XR, get Steam Link very, very soon, and possibly even an APK will be out there at launch day, if not on the Google Play Store.

Speaker 0

你刚刚解释的这个原因,确实让人深思为什么Valve至今还没有推出自己的产品。

Really interesting to to ponder whether you just explained why Valve hasn't unlaunched its own product yet.

Speaker 0

我的意思是,对于Google和Valve来说,在推出另一个硬件平台之前,把这件事彻底做对,这将是一次巨大的发布。

I mean, that's ultimately a huge launch, for for for both Google and Valve to get right before going and and launching a whole another, hardware platform.

Speaker 1

是的

Yeah.

Speaker 1

我认为,Valve推出任何硬件的压力和动力都显著减少了。

I think there is significantly less pressure and incentive for Valve to ship any kind of hardware.

Speaker 1

我仍然认为他们会推出。

I still do think they will.

Speaker 1

有很多证据表明他们正在开发某种产品,而且过去四年里他们多次明确表示,我们正在开发一款新头显。

There's a lot of evidence that they are working on something, and they have explicitly said over the past four years many times, we're working on a new headset.

Speaker 1

我们正在开发一款新头显。

We're working on a new headset.

Speaker 1

他们也多次暗示过这一点,但如今这已不像上个十年那样关键了,那时这些平台还在相互竞争。

And they've made strong hints about it, but it's not as essential these days as it was, you know, last decade when these were competing platforms.

Speaker 1

当你购买这些头显时,你可以进入它们的商店下载Steam Link并连接到SteamVR。

When all of these headsets that you buy, you can go on to their store and download Steam Link and connect to SteamVR.

Speaker 1

Valve会从你在Steam上购买的任何PC VR游戏获得30%的分成。

Valve is getting the 30% cut of any PC VR game you buy on Steam.

Speaker 1

他们正在收集你在SteamVR上的使用数据。

They are getting your usage on SteamVR.

Speaker 1

我早在SteamVR两年前登陆Quest时就说过这一点。

There's just I said this as soon as SteamVR launched on Quest almost two years ago now.

Speaker 1

对于Valve来说,这是一个全新的时代,正如我们在下一个话题中的Steam硬件调查中将讨论的那样,是的,他们当然会发布硬件,但他们现在已经不需要了。

This is a completely new era for Valve, as we'll discuss in the Steam hardware survey in our next topic, yes, they will want to release hardware, of course, but they don't need to anymore.

Speaker 1

他们真的不需要了。

They just don't need to.

Speaker 0

是的。

Yeah.

Speaker 0

所以,Shala在外面说,Quest是SteamVR有史以来最好的事情,但每个人仍然认为恰恰相反。

So there's, Shala out there saying Quest is the best thing that ever happened for SteamVR, yet everyone still thinks it's the opposite.

Speaker 0

而且,当然,还有关于投资游戏和原创游戏的批评,你多次提到过,这种对这些公司的比较是不公平的。

And that there's, of course, the criticism thing of investing in games and actual original games that you've brought up repeatedly as being this unfair comparison that people hold between these companies.

Speaker 0

但Shalala指出了看待这一切的另一种方式。

But Shalala's pointing out kind of like the the other way of viewing all this.

Speaker 1

我非常同意这一点。

I I very much so agree with that.

Speaker 1

我认为那些认为Meta和Quest头显对PCVR有害的人,还没有深入思考过这个问题。

I I think people who think that, you know, Meta and Quest headsets are bad for PCVR haven't quite thought it through.

Speaker 1

我们现在生活在一个时代,你可以花300美元,或者在促销时花250美元买一个头显,只需一键,就能免费无线连接到SteamVR。

We now live in an era where you can go out and buy a $300 or when it's on sale, $250 headset that in one click for free can wirelessly connect to SteamVR.

Speaker 1

你已经进入其中了。

You're in there.

Speaker 1

你在玩你的PC游戏。

You're playing your PC games.

Speaker 1

对吧?

Right?

Speaker 1

这可以说是件好事。

Like, the the this is arguably a good thing.

Speaker 1

正如我们将在下一个话题中讨论的那样,看看市面上有多少头显是Quest。

And as we'll talk about in our next topic, look at how many of the headsets out there are Quest.

Speaker 1

有些人认为这些市场和这些动态是零和的,即Quest获得的任何东西都会从其他所有地方夺走,但事实并非如此。

Some people have this idea that these markets and these dynamics are are zero sum as in anything that Quest gets is taken away from everything else, but it's not.

Speaker 1

作为一个PC玩家,能以这个价格买到一款具有不错分辨率和良好镜片的头显,真是个绝佳的处境。

Like, the as a PC gamer, it's an amazing place to be that you can get a headset for this price that has, you know, decent resolution, decent lenses.

Speaker 1

如果你升级到500美元的Quest 3,就能获得更好的镜片和更高的分辨率,并且还能无线连接。

And if you go up to the $500 of Quest three, really good lenses and better resolution that can just wirelessly connect.

Speaker 1

我认为这绝对是一件非常好的事。

I think it's a it's a very much so a good thing.

Speaker 1

当你看到Quest 2上市时的使用情况时,你就明白了。

And you saw that in the in the usage as Quest two arrived.

Speaker 0

是的。

Yep.

Speaker 0

我们或许可以直接过渡到下一个话题了,我觉得因为

And we should probably let's just transition right next to the next subject if we can, I think, because it

Speaker 1

感觉对吧?

feels Sure?

Speaker 1

我觉得这是个好主意,直接进入下一个话题,毕竟我们本来就要讨论Steam硬件调查。

I think that's a a good idea, yeah, to just go straight into that next topic when we're talking about the Steam hardware survey anyway.

Speaker 0

所以,在你查找那张图片的时候,我想向Davin、Caleb、Christophe、Denver、Biggs和Kayleighs打个招呼。

So Well, while you're looking up that image, I'll just say hi to Davin, Caleb, Christophe, Denver, Biggs, Kayleighs.

Speaker 0

各位YouTube上的观众朋友们,你们好。

Hello to all of our members on YouTube.

Speaker 0

感谢大家今天收看。

Thank you for tuning in today.

Speaker 1

是的。

Yeah.

Speaker 1

感谢大家的到来。

Thanks for everyone for being here.

Speaker 1

我们一直都很感激。

We we always appreciate it.

Speaker 1

接下来在SteamVR部分的话题是,Quest 2终于被取代,不再是Steam上最受欢迎的头显了。

So the next topic on the SteamVR section is that Quest two has finally been dethroned as the number one headset on Steam.

Speaker 1

那我直接来看图表,正确的那个,不是错误的。

So I'll just get straight to the chart, the correct one, not the wrong one.

Speaker 1

请稍等。

Standby.

Speaker 1

好了。

There we go.

Speaker 1

因此,Quest 3 和 Quest 3S 作为一个整体系列,现在已成为 Steam 上使用最多的头显。

So Quest three and three s as a headset family are now the most used headset type on Steam.

Speaker 1

它们的用户占比约为 SteamVR 用户的三分之一,而 Quest 2 的占比为 26.2%。

They're used by around a third of SteamVR users compared to the 26.2% of Quest two.

Speaker 1

因此,关于这个话题,我们之所以将 Quest 3 和 Quest 3S 归为一个系列而非分开统计,是因为根据你连接 SteamVR 的方式——无论是 QuestLink、Virtual Desktop、SteamVR 还是其他如 ALVR 等工具——你的 Quest 3S 经常会被识别为 Quest 3。

And so to start this topic off, the reason that we are grouping Quest three and three s as a family rather than separating them is because depending on the method you use to connect to SteamVR, be it QuestLink or virtual desktop or SteamVR or something else like ALVR, your Quest three s will often report as a Quest three.

Speaker 1

所以如果你去看 Steam 硬件调查的原始数据,会发现它相当具有误导性,因为很多被标记为 Quest 3 的数据实际上是 Quest 3S 用户。

So if you go look at the raw data on the Steam hardware survey, it's actually quite misleading because a lot of what's marked as Quest three is actually three s users.

Speaker 1

因此,我们更准确的说法是,作为一个整体系列,它们的使用占比达到了这个数值。

And so what we can far more accurately say is that together as a family, they have this percentage of usage.

Speaker 1

我们不知道具体的细分数据。

We don't know what the breakdown is.

Speaker 1

在某种程度上,这并不重要。

And to some degree, it doesn't matter.

Speaker 1

当然,其中一些细节还是有影响的。

Obviously, there are nuances that do matter there.

Speaker 1

我们非常想知道在Steam上使用Quest 3和Quest 3S的具体人数分别是多少。

We would love to know exactly how many people are using the Quest three versus the three s on Steam.

Speaker 1

但总的来说,当我们讨论Meta当前的产品线作为PCVR系统有多成功时,

But I think in general, in terms of talking about how does Meta's current lineup have success as a PCVR system?

Speaker 1

这就是我们现在能提供的分析。

This is the analysis we have for you now.

Speaker 1

因此你可以看到,确实有将近三分之一的SteamVR用户使用的是这款新的Quest 3和Quest 3S系列。

And so you can see now that, yes, a solid third of SteamVR usage is this new Quest three and three s family.

Speaker 1

所以我想我们显然应该指出的是,大多数Quest用户并不会在PC上使用他们的头显。

And so I guess what we should obviously note is that, you know, most Quest users don't use their headset on PC.

Speaker 1

他们将其作为独立头显使用。

They use it as a standalone headset.

Speaker 1

所以这只是Quest使用情况的一个子集。

So this is only a subset of Quest usage.

Speaker 1

因此,他们显然更倾向于爱好者群体。

And so they obviously will tend slightly more towards enthusiasts.

Speaker 1

所以我们并不是在暗示,在独立式头显的更广泛市场中,Quest 3和Quest 3S的使用量超过了Quest 2。

So we're not suggesting here that in the wider market for standalone, Quest three and three s are are being used more than Quest two.

Speaker 1

我们只是说,在PCVR这个特定情境下,情况并非如此。

We're just saying in the specific context of PCVR, that is not the case.

Speaker 0

我当时笑了,因为我正在读Hussein的评论,他说Quest拯救了PCVR。

So I was laughing there because I was read was reading Hussein's comment, and the comment is Quest saved PCVR.

Speaker 0

Steam拯救了豪华游艇制造商。

Steam saved luxury yacht manufacturers.

Speaker 0

我们把这两句话放在一起问:Quest是否为加布的游艇买单了?

Let's put those two statements together and ask, did the Quest pay for Gabe's yacht?

Speaker 1

所以这只是其中的一部分。

So a subset of it.

Speaker 1

对吧?

Right?

Speaker 1

所以我们必须放大视角,看看Steam VR在Steam整体使用中的占比。

So we have to then, you know, zoom out and look at Steam VR usage as a percentage of Steam overall.

Speaker 1

如果我们不对中国用户进行调整,占比仍然低于2%。正如我们之前讨论的,中国有大量的网吧,VR市场也非常不同,因此我们确实需要对这部分进行调整。

We're still talking about sub 2% If you don't adjust for Chinese users, as we've discussed before, lots of Internet cafes in China and a very different VR market means that we do wanna adjust for them.

Speaker 1

如果我们进行调整,占比仍然在23%左右。

If we do adjust, we're still talking about somewhere between 23%.

Speaker 1

所以,主要是PC游戏玩家为吉布斯的游艇(复数)买单了,我应该指出这一点。

So it's mostly PC gamers that have paid for Gibbs yachts, plural, I should point out.

Speaker 1

他拥有的是一支豪华超级游艇舰队。

It is a fleet of luxury super yachts.

Speaker 0

但我们并不知道他具体拥有多少艘游艇。

But we don't we don't know how many yachts he has specifically.

Speaker 0

如果他有一百艘游艇,那可能是其中两三艘。

If he has a 100 yachts, it could be two to three of them.

Speaker 0

对吧?

Right?

Speaker 0

我们的收入是按Quest逐件计费的。

We're paid for by piece by by Quest.

Speaker 0

好的。

Alright.

Speaker 1

据我记忆,大概是四、五或六艘左右。

As far as I can remember, it's somewhere like four, five, or six, that kind of kind

Speaker 0

这个范围。

of range.

Speaker 0

我们是在统计小型游艇。

We're counting mini yachts.

Speaker 0

游艇的定义是什么?

What's the definition of a yacht?

Speaker 0

他是不是有一支像水上世界那样的舰队,围绕着游艇运行?

Does he have does he have, like, a water world type armada that runs around the yacht?

Speaker 0

我,呃,我知道其中一艘。

I I have I mean, I know that one

Speaker 1

我认为最大的那艘确实有一艘伴随追击的游艇,就是一艘超级游艇后面跟着一艘游艇。

of them, I think the biggest one does have, like, a follow pursuit yacht, so there's a super yacht and a yacht behind it.

Speaker 1

我的意思是,我会去看看。

I mean, I'll go see

Speaker 0

如果我们要去参观游艇,我觉得可能得做一次新冠检测,对吧?如果我们被邀请的话。

the yachts if if but I have to take a COVID test, I think, probably to go see the yacht, right, if if we get invited.

Speaker 1

蒸汽引擎将在那里进行演示。

That's where the steam frame will be demoed.

Speaker 1

你们都会被接到我们这里来。

You'll all be flown out to us.

Speaker 0

是的。

That's yeah.

Speaker 0

我得试试。

I need to try it.

Speaker 0

我的意思是,船上会有晃动吗?

I mean, does is there any motion on the boat?

Speaker 0

我的意思是,我在一艘船上。

I mean, I'm on a boat.

Speaker 0

好吧。

Alright.

Speaker 0

我们来

Let's

Speaker 1

蒸汽框架会有支持游艇的旅行模式吗?

go to the Will it have will steam frame have a travel mode that supports yachts?

Speaker 1

这是个好问题。

That's a good question.

Speaker 1

我觉得没有任何

I don't think any of

Speaker 0

其他头显设备很快就发现了这一点。

the other headsets figured that out immediately.

Speaker 0

对吧?

Right?

Speaker 0

是的。

Yeah.

Speaker 1

对。

Yeah.

Speaker 1

基輔會說,如果不支持我的游艇,就別想出貨。

Kiev will say it's not ready to ship unless it supports my yacht.

Speaker 1

对。

Yeah.

Speaker 1

所以,更广泛的背景是,没错,我们刚才谈到的是,即使剔除过去几年Steam上中国市场的增长,PC VR的整体占比也已停滞不前。

So the the wider context here, yes, that we kind of got into is that as a overall percentage of PC gaming, even once you filter out Chinese growth on Steam over the past few years, PC VR in general has stagnated.

Speaker 1

因此,我们是在将这一点与PC游戏的增长进行比较。

And so we are comparing that to the growth of PC gaming.

Speaker 1

我们并不是在说整体情况。

It's not we're not saying that overall.

Speaker 1

如果你看绝对数值,它仍在增长。

If you take that in, it is still growing on an absolute level.

Speaker 1

但以每月连接VR头显的PC游戏玩家所占比例来看,它仍然停滞不前,令人遗憾。

But as a as a percentage of PC gamers who connect a VR headset in a month, it's it's still stagnating, unfortunately.

Speaker 1

我已经讨论过可能的原因。

And I've discussed the the possible reasons for this.

Speaker 1

我认为其中一部分原因是硬件还不够好。

I think some of it is that the hardware just isn't good enough yet.

Speaker 1

另一部分原因是内容。

Some of it is the content.

Speaker 1

目前没有平台方在发布像《蝙蝠侠:阿卡姆阴影》、《死侍VR》和《阿斯加德的愤怒2》这样的游戏。

There is no platform holder publishing games like, you know, Batman Arkham Shadow and Deadpool VR and Asgard's Wrath two.

Speaker 1

对吧?

Right?

Speaker 1

五年前,没有Valve发布的一款重磅游戏。

There's no Valve published one big game five years ago.

Speaker 1

五年前他们开发了一款主要游戏,之后就再也没有了。

It's developed One major game five years ago and and nothing since.

Speaker 1

除了平台持有者之外,还有谁会愿意花比预期销售收入更多的钱呢?

Who else would have an incentive to spend more money than they would actually make back from sales of the game other than the platform holder?

Speaker 1

这里存在一个鸡生蛋、蛋生鸡的问题,而这个问题可以通过投入数十亿美元来解决内容,但Valve并不愿意这么做,这实际上直接呼应了我们之前关于史高治·麦克老鸭在超级游艇上的讨论。

There's a chicken and egg problem there that that meta is solved by pouring billions into content and that Valve is not willing to, and that kind of does really directly back to our Scrooge McDuck on the super yacht discussion.

Speaker 1

当然,加布·纽维尔有权随意支配自己的钱。

But, of course, Gabe Newell can spend his money however he wants.

Speaker 0

我们准备好讨论下一个话题了吗?

Are we ready to talk about the next subject?

Speaker 0

我非常享受外面所有的讨论。

I'm really enjoying all the discussion out there.

Speaker 0

他难道不也让人怀疑吗?

Is he not suspicious as well?

Speaker 0

向Clay、Ibrahim和Lil问好。

Hello to Clay and, let's see, Ibrahim, Lil.

Speaker 0

我们外面还有谁?

Who else do we have out there?

Speaker 0

Seekfree,感谢你的收听。

Seekfree, thank you for tuning in.

Speaker 0

他们之前提到过,我95%的游戏都来自Steam。

They said up there earlier, I get 95% of my games from Steam.

Speaker 0

你和PC游戏领域中很大一部分人其实都是同一个人,有着相同的行为模式。

You and a very large percentage of the PC PC gaming space are all the same person out there with the same behavior.

Speaker 0

Steam上有了《地铁》系列,但内容却非常少。

Steam got Metro, and there's very little content.

Speaker 0

全是UAVR,对每件事都发表评论。

It's all UAVR, just commenting on everything.

Speaker 0

是的。

Yeah.

Speaker 0

我们该继续下一个话题了,我想在谈到苹果部分时聊聊内容。

We we should go on to the next subject that so I wanna get I wanna talk about content when we get to the Apple section.

Speaker 0

是的。

Yeah.

Speaker 1

好的。

Sure.

Speaker 1

我只是想回应一下这些评论,因为这里有很多有趣的内容。

I just wanna address some of these comments here because there's a lot of interesting stuff here.

Speaker 1

Shallow Alaska 提出了一个有趣的观点,即相比 Quest 和 PlayStation VR,很多使用场景是传统意义上的游戏。

Shallow Alaska is making the interesting point that whereas Quest and PlayStation VR, a lot of usage is gaming in a in a very traditional sense.

Speaker 1

而对于 PC VR,很多使用场景是 VR 聊天和模拟器。

For PC VR, a lot of usage is VR chat and simulators.

Speaker 1

所以这些人所代表的市场并不是快速增长的。

And so these people these are not rapidly growing markets.

Speaker 1

这些更像是相对稳定的爱好。

These are kind of relatively steady hobbies.

Speaker 1

所以这是这里的一个主要动态。

And so that's kind of a major dynamic here.

Speaker 1

Mindweaver指出,是的,瓦尔维显然没有发布AAA内容,但跨平台发行商确实在发布。

Mindweaver pointing out that, yeah, you know, Valve is not obviously releasing AAA content, but multi platform publishers are.

Speaker 1

所以Steam确实获得了《地铁:觉醒》、《巨兽》和《异形》这些跨平台作品。

So Steam did get Metro Awakening and and Behemoth and Alien, and these cross platform titles do come across.

Speaker 1

对吧?

Right?

Speaker 1

尤其是PlayStation VR上的一些内容,比如《杀手》也更新了。

And especially some of the stuff for PlayStation VR too, like Hitman got the update.

Speaker 1

并不是说SteamVR上没有内容。

It's not that there is no content on SteamVR.

Speaker 1

只是如果你想说服某人花几百美元购买一个能带来全新游戏体验的PC外设,你就需要比这些更多的游戏。

It's just that if you wanna convince someone to spend hundreds of dollars to buy a new accessory for their PC that gives them a new type of gaming experience, you need to have more games than just, you know, some of these.

Speaker 1

内容库必须足够庞大,这里存在一个鸡生蛋、蛋生鸡的问题。

The the title the the content library needs to be big enough there, and there is a chicken and egg problem.

Speaker 0

鸡生蛋还是蛋生鸡的问题让我立刻想到《Walk About》,抱歉,我又来填你们的宾果卡了,但每道菜是4美元,我想。

Chicken and egg problem makes me immediately go to walk about, and I'm sorry to sorry to fill in your bingo cards, but each each course is $4, I think.

Speaker 0

对吗?

Is that right?

Speaker 0

因为他们确实涨价了。

Because they they did the up.

Speaker 0

4.04美元,4美元,他们的发布周期大约是六到七周,从2020年到2025年,团队从一到两名开发者扩展到了三十多人。

$4.04 $4, and they're on a cycle of about six to seven weeks for release, and they've grown from the year 2020 to 2025 from being just one to two devs to being more than 30 devs.

Speaker 0

他们通过销售DLC做到了这一点,不仅在Steam上,也在Quest和其他平台上。

And they did it by selling DLC, not just on Steam, but on Quest and other platforms as well.

Speaker 0

这是唯一的例子。

And it's it's the only example.

Speaker 0

比如《Golf Plus》差不多,但《Golf Plus》和Meta有很多联动,这使得很难单纯评估它的影响力,因为它只存在于Meta的生态系统里,我认为。

Like, Golf Plus would be close, but Golf Plus has a lot of tie ins to Meta that makes it hard to, like, establish the influence of just like, it's it's only on the Metas ecosystem, I think.

Speaker 0

我觉得《Golf Plus》不在Steam上,所以对我们的所有观众来说,这并不是完全相同的情况。

I don't think Golf Plus is on Steam, so it may it's not the same thing to just all of our audience.

Speaker 0

对吧?

Right?

Speaker 0

如果你是这款游戏的粉丝,你每六到七周就会有理由回到你的头戴设备上。

If you're a a fan of that game, you have a reason to come back to your headset about every six to seven weeks.

Speaker 0

他们建立了一套系统,让你真的有内容可以回来体验。

They've they've built out that system that, like, you've you actually got the content to come back to.

Speaker 0

我每隔一个半月就会去一次,每次都有一个明确的理由戴上头显回来。

I'm going every every month and a half, I have a I have a marquee reason to put on my headset and come back.

Speaker 0

而且,确实没有其他类似的东西。

And, yes, there's nothing else like that.

Speaker 0

是的。

Yes.

Speaker 0

我们同意内容存在短缺,但我也想指出,有证据表明,即使是小团队,市场也在取得成功。

We agree that there's a content deficit, but I wanna also point out that there that that that there's proof that the market is succeeding even for little guys.

Speaker 1

当然。

Sure.

Speaker 1

但我觉得,虽然Walkabout在Steam和PCVR上都有,我很好奇,这些使用一体机头显的人当中,有多少人如果使用PC VR,就会购买像Skydance Behemoth这样的大型PC游戏来获得更好的画质。

But I think while Walkabout is on Steam and PCVR, I wonder how many people of all of these people who are using a standalone headset, yes, if they're using PC VR, they're gonna buy big titles like, you know, Skydance Behemoth, the likes on PC to get the graphics.

Speaker 1

但如果我是这些人中的一员,像我这样的人,我会直接在头显上购买Walkabout的一体机版本,因为这样我就能便携使用了。

But if I was one of these people, I as I am, I would buy Walkabout standalone on the headset because it means I can then portably use it.

Speaker 1

即使我的电脑正在渲染或编译东西,我也可以随身带着它。

And even if my PC is, you know, rendering or compiling something, I can bring it with me.

Speaker 1

Walkabout Mini Golf在一体机和PC版之间的画质差异并不明显。

There's not a dramatic difference in graphical quality of Walkabout Mini Golf from standalone to PC.

Speaker 1

像《Beat Saber》《Pistol Whip》这样的游戏也是如此。

Same thing with something like Beat Saber, Pistol Whip.

Speaker 1

对于一些相对简单的游戏,即使你是热衷于Steam的大PC玩家,我认为综合来看,你还是会倾向于在Quest上购买这些游戏。

For some of these more simple games, even if you are a big PC gamer and you wanna buy things on Steam, I think on balance, you're gonna wanna get that on Quest anyway.

Speaker 1

所以我觉得,Walkabout是一个一体机成功游戏的很好例子,但我想知道,考虑到超过50%的用户都在使用一体机头显,有多少人会直接在一体机上购买Walkabout,而不是在Steam上购买?

So I imagine, like, Walkabout is a good example of a standalone successful game, but I wonder how many people given that, you know, over 50% are using standalone headsets, how many people just buy Walkabout on standalone rather than Steam?

Speaker 0

不过,这里有个复杂的情况是,他们可能也加入了某些订阅服务,我认为是这样。

Well, then the complication there is they're they're also members of subscription programs as well, I believe.

Speaker 0

所以很多用户是通过这种方式获得游戏的,资金会以另一种方式回流给Walkabout,但这并不是直接的购买。

So a lot of users get the game through that route and the money is gonna get back to Walkabout one in another way, but it's not that direct purchase.

Speaker 0

是的,这些都是值得思考的好问题。

And, yeah, those are great questions to think about.

Speaker 0

我过去指出的差异在于,如果我现在就能在Apple Vision Pro上运行Walkabout,并使用PlayStation VR2控制器,同时通过电脑的实时摄像头以4K分辨率录制,

I'm the the difference there that I pointed out in the past is, if I I could launch Walkabout right now on Apple Vision Pro with the PlayStation VR two controller, and the live camera will record at four k on the PC.

Speaker 0

那么就能为我们的观众提供清晰、精美、极其出色的课程录制画面,因为这是4K分辨率,而我无法在Quest上直接做到这一点。

And it'll be a crisp, beautiful, incredibly gorgeous recording for our viewers to go and look through a course because it's at four k resolution, and I can't do that directly on a Quest.

Speaker 0

所以不同型号有不同的用途。

So there's different uses for the different models.

Speaker 1

不。

No.

Speaker 1

对于图形相对简单的游戏来说,这是个很好的观点。

That's a great point for graphically simplistic games.

Speaker 1

你确实可以用电脑做这类有趣的事情,但对大多数用户来说,他们可能并不会进行这样的录制。

You can do interesting things like that with the PC, but for most users, they're probably not doing recording like that.

Speaker 1

没什么可疑的。

Not suspicious.

Speaker 1

我们在评论中的开发者表示,他很想知道有多少Steam用户在使用Steam Deck,并将之与PC VR进行对比。

The developer in our comments has said, I'd love to see how many Steam users are on Steam Deck and compare that to PC VR.

Speaker 1

我目前没有最新的图表,但我几个月前确实有一份包含这一数据的图表。

I don't have a recent chart for you, but I do have one from a few months ago where we actually have this exact thing.

Speaker 1

但需要强调的是,这份数据是几个月前的。

So massive caveat, this is data from a few months ago.

Speaker 1

但你可以看到,Linux系统(包括Steam Deck)的用户数量仅略高于VR用户。

But you can see here that Linux, including Steam Deck, is only slightly bigger than VR.

Speaker 1

所以,PC VR的用户规模并不小。

So, like, it's not that PCVR is tiny or anything like that.

Speaker 1

这取决于你如何定义这些类别。

It depends how you define these things.

Speaker 1

这里存在一种悖论:主流科技和游戏媒体会认为Steam Deck是成功的,但事实上,当考虑到部分Linux用户并非使用Steam Deck时,Steam Deck的用户规模实际上小于PC VR。

There is kind of a a paradox here that the general tech and gaming media would consider Steam Deck a success, and yet Steam Deck is when you consider that some of these Linux users are not Steam Deck, obviously, it's actually smaller than PC VR.

Speaker 1

所以,Steam VR 用户比 Steam Deck 用户更多,你可以在 Steam 硬件调查中查到这一点。

So there are more Steam VR users than there are Steam Deck users, and you can check this on the Steam hardware survey.

Speaker 1

今天这仍然大致成立。

It's still roughly true today.

Speaker 1

Steam Deck 的用户数量要么非常接近,要么略少一些。

It's either quite similar or slightly smaller for the Steam Deck.

Speaker 1

所以,为了更广泛地看这个问题,PCVR 并不是只有几万人在使用。

So just to kind of go in a wider context, there are there are it's not like PCVR is a few tens of thousands of people.

Speaker 1

它实际上仍然是数以百万计的人在使用。

It is still actually millions of people.

Speaker 1

你知道,这大约占 Steam 月活跃用户基数的 2%,那就是几百万人,我印象中大概在两百万到三百万之间。

You know, this this roughly 2% of Steam's monthly user base is millions of people, something like between two and three million off the top of my head.

Speaker 1

只是在更广泛的背景下,如果你在为 VR 开发内容,你需要比这更大的用户群体。

It's just that in the wider kind of context of the fact that if you're building for VR, you need a bigger user base than that.

Speaker 1

对吧?

Right?

Speaker 1

比如,任天堂Wii U被视作一场巨大失败,但它的销量仍有大约一千二百万台。

Like, the Nintendo Wii U was considered a massive flop, and it sold something like 12,000,000 units.

Speaker 1

所以相比之下,你就有这样一个安装基数。

So that's the install base you had there in comparison.

Speaker 1

如果开发者想要制作那些人们愿意购买的大制作AAA级媒体游戏,他们首先需要拥有庞大的用户基础,而这正是永恒的鸡生蛋还是蛋生鸡的问题。

And developers, if they're going to build these big triple a media games that people want to buy into a platform, they need to have a big user base in the first place, and that is the constant chicken and egg problem.

Speaker 1

而要解决这个鸡生蛋还是蛋生鸡的问题,是非常非常困难的。

And it's very, very hard to solve that chicken and egg problem.

Speaker 1

一种方式就是让事物在数十年间缓慢自然增长。

One way is to just let something slowly grow over the course of decades.

Speaker 1

对吧?

Right?

Speaker 1

这在某些内容产业中几乎就是常态。

That's pretty much what happens with some content industries.

Speaker 1

另一种方式则是注入人为的资金,强行推动它实现。

The other is to inject artificial funding in there and and and make it happen.

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Speaker 1

这就是你看到Meta和Valve正在做的,前者采取的是前一种方式。

That's what you see Meta doing, for example, and and Valves doing the the former approach.

Speaker 0

我们来看看这个。

Let's look at this.

Speaker 0

有一些有趣的评论。

A couple interesting comments.

Speaker 0

为了澄清我之前关于Apple Vision Pro上Walkabout的说法,我现在使用开源的ALVR应用,将我的PC内容串流到Apple Vision Pro上。

So to be clear on what I was saying about Walkabout on the Apple Vision Pro right now, I'm using the open source ALVR app to stream from my PC to my Apple Vision Pro.

Speaker 0

SteamVR本质上和Steam Link是同一个应用,只是去除了品牌标识,而且比Steam Link更开放,因为它不需要你在连接的另一端拥有Steam账户就能访问内容。

Steam it's basically the same app as Steam Link except unbranded and more open than Steam Link because it doesn't require your Steam account on the other end of the connection to access that content.

Speaker 0

所以这就是我如何实现流畅体验的方式:4K录制会传输到我的PC,记录下我所进行的操作,同时我使用PlayStation VR控制器将我的动作传输到电脑上,所有这些都协同工作。

So that's how I get that's how you get a nice flow there where a four k recording goes and records to your PC of what you're doing while I'm using a PlayStation VR controller that relays my movements over to the computer and all that.

Speaker 0

当然,我们非常希望看到Walkabout能获得官方应用商店的直接支持。

We would, of course, love to see direct actual, you know, app store support for Walkabout as well.

Speaker 0

他们已经推出了iOS版本,这相当不错,我也在平面屏幕模式下用过多种方式。

They already have the iOS version, which is pretty neat, and I've used it in various ways in flat screen mode.

Speaker 0

用鼠标拉回球杆然后推杆,这种玩法还挺有意思的,但和真正到球场上和别人一起打球的感觉还是不一样,我想澄清一下,我们都知道,是的。

Kinda neat to to use a mouse to pull back your your ball and and putt that way, but it's not the same as actually getting out there on the course with people and just wanted to clarify that for people that we're all you know, it's yeah.

Speaker 0

PCVR的串流解决方案一直在不断改进,而且在无线和有线支持方面还有很多提升空间。

That there's there's the the solutions for streaming from PCVR are improving all the time, and gosh, there's so many improvements still to gain from from better wireless and better wired support.

Speaker 1

这里有个来自Mastoris Mars的有趣评论,他们提到我之前说过,Valve正在向其他Android头显厂商分发Steam Link的APK文件。

So an interesting comment here from Mastoris Mars, and they are referencing the fact that earlier I said that Valve is sending out the APK, the the Android app file to other Android headset makers for Steam Link.

Speaker 1

他们问Mistora Smart:这会不会让所有头显都能获得官方支持,包括Vision Pro?

And they're asking Mistora Smart is asking, maybe that will open up all headsets to get official use, including Vision Pro.

Speaker 1

Apple Vision Pro是目前唯一一款不基于Android内核的独立VR头显,除非我忘了什么,但我确信我没忘。

So Apple Vision Pro is the only standalone VR headset, unless I'm forgetting something, I'm pretty sure I'm not, that does not run on an Android core.

Speaker 1

苹果使用的是Vision OS,它实际上基于iPadOS,但经过了深度修改。

So Apple has Vision OS, which is actually based on iPadOS, but it's heavily, heavily modified iPadOS.

Speaker 1

因此,Android APK在Vision Pro上完全无法兼容。

And so there is zero compatibility there with an Android APK.

Speaker 1

这大概就是为什么我们看不到官方版的Steam Link VR支持Vision Pro的原因。

And so that's probably why we don't see an official Steam Link VR on Vision Pro.

Speaker 1

顺便说一下,你现在确实有Steam Link的iPad应用,所以你可以像在Steam Link VR上一样,在一个大型虚拟显示器上玩你的平面Steam游戏。

Now you do have the Steam Link iPad app, so you can play your flat screen Steam games on a large virtual monitor just as you can on Steam Link VR, by the way.

Speaker 1

它确实有一个平面屏幕模式让你做同样的事情,但它不支持VR。

It does have a flat screen mode to let you do the same thing, but it doesn't have the VR support.

Speaker 1

所以Valve不能直接复用他们用于Quest、Pico、Vi Focus Vision、Play for Dream以及可能Android XR的相同Android代码。

So Valve could not just reuse the same Android code that they're using for Quest and Pico and Vi Focus Vision and Play for Dream and presumably Android XR.

Speaker 1

他们实际上需要开发一个VisionOS客户端,这对于一个小市场来说工作量要大得多。

They would have to actually develop a VisionOS client, and so that's a lot more work for a small market.

Speaker 1

而且情况比这更糟,因为他们甚至无法重用他们的OpenXR代码,因为苹果是唯一不支持OpenXR的主要独立头显厂商。

And it's worse than that because they can't even reuse their OpenXR code because Apple is the only major standalone player that doesn't support OpenXR.

Speaker 1

所以苹果的专有标准和定制操作系统在某些方面给了它巨大的优势。

So Apple's proprietary standards and custom OS give it big advantages in certain ways.

Speaker 1

有些事情只有苹果能做,别人做不了,而且他们能把一些事情做得更好,但在获取这类内容的便捷性方面,它也存在着巨大的劣势。

Are things that Apple can then do that no one else can do, and they can do some things better, but it also has a massive disadvantage when it comes to how easily it can get content like this.

Speaker 0

Little out there提出了一个有趣的评论。

Little out there has an interesting comment.

Speaker 0

我真心认为,只有AI生成的媒体才能推动VR进入主流。

I really believe AI generated media is the only thing that will jettison VR into being mainstream.

Speaker 0

开发三维游戏所需的时间和成本都是巨大的人力和资金投入。

The time and cost needed to develop three d games at all times is work and money.

Speaker 0

这个观点很有趣,但我忍不住想,这是否与人们当前使用AI的方式,以及我们对AI长期应用的预期相矛盾?

It's an interesting comment except it's I wonder if it flies in the face of of how people are using AI right now and how we think about it'll be used in in the long term.

Speaker 0

我理想中的情况是,说一声:

What I would love is to say, hey.

Speaker 0

给我生成一个房间,让它看起来很糟糕,然后我慢慢把它改造得完全符合我的设想。

Produce a room for me and have it to look like crap, and I slowly mold it into looking exactly like how I want it.

Speaker 0

我会一点一点地改造这个房间,把它变成闪亮而美丽的样子,但这仍然需要花时间去调整这个世界,对吧?

I go piece by piece through the room and turn it into something shiny and beautiful, and that's gonna be a still a time stuck, right, to to tweak the world.

Speaker 0

但另一方面,我也得说,大多数世界如果没有有趣的机制,其实并不吸引人。

But then again, I also have to say most worlds aren't necessarily interesting unless you have cool mechanics in them.

Speaker 0

你必须给用户一个理由,让他们愿意在这个世界里探索和互动。

You have a reason for the person to mess around in that world.

Speaker 0

嗯,这实际上已经超越了仅仅围绕在你周围的物体,进入了更高层次的体验设计。

Well, that's that's actually like that's experience design on the next level beyond just the objects that are floating around you.

Speaker 0

你开始谈论,比如,这个东西在你手中的感觉如何?

You're starting to talk about, like, how does the feel of this thing in your hand?

Speaker 0

它是不是摇晃的?

Does it is it wobbly?

Speaker 0

当你把手伸进你世界中的某个物体时,会发生什么?

Is it what happens when you put your hand through an object in your world?

Speaker 0

有些物体允许你的手穿过去,而有些物体则不行?

Do some objects let you push your hands through and some objects don't?

Speaker 0

这些是AI目前还无法为你实现的,而这正是进入虚拟现实的一大乐趣所在。

Those are things that AI is not ready to handle right now in implementing for you, and that's much of the joy of going to virtual reality.

Speaker 1

是的。

Yeah.

Speaker 1

所以我认为你刚才描述的一切都会发生。

So I think everything you just described will happen.

Speaker 1

那些认为这不会发生的人,可能没有跟上进展,或者只是在否认现实。

The people who think it aren't isn't going to happen are probably not keeping up with progress or or maybe in denial.

Speaker 1

但另一方面,那些AI炒作派人士声称明天传统软件就会消失,他们严重高估了这一进程的速度。

But on the other hand, the people who who are, you know, the AI hype pros that say tomorrow traditional software is going away, they are deeply overestimating how quickly this is gonna happen.

Speaker 1

我们最终会达到那个目标,但不会很快。

It will get we will get there, but not soon.

Speaker 1

那将是最终的解决方案。

That will be the ultimate solution.

Speaker 1

现在,即使是你为生成高质量资产所使用的模型,在服务器上也需要花费数分钟的时间。

Right now, you know, even per model that you're generating for decent quality assets, even on servers, you're talking about minutes at a time.

Speaker 1

即使是优秀的推理模型,要生成支撑这些交互的脚本,也需要数分钟的推理时间。

Even for good reasoning models to get this kind of scripts that underlie this to make those interactions you're talking about, You can talk about minutes of reasoning time.

Speaker 1

所以,你今天或许能拼凑出你刚才描述的内容,但从你说到它真正实现之间,会存在数分钟的延迟。

So you could probably put together what you just described today except between everything you said until it actually came to life, you would be talking in minutes of delay.

Speaker 1

在VR中站着等待数分钟才能看到下一步发生,这体验并不好;然后,哦,我想稍微调整一下,又要再等数分钟。

And that's not a great experience to stand there in VR and wait minutes for the next thing to happen, and then, oh, I wanted to tweak that slightly, and then wait minutes again.

Speaker 1

所以我们需要的不是更多的能力。

So we're going to need not so much capability.

Speaker 1

我认为,如果你看看GPT-5或Codex这样的模型,我们正逐渐接近能够实现这一点,但推理时间需要提升几个数量级。

I think if you do look at, like, GPT five codex, for example, we are getting to the point where something like that could probably be put together, but the the inference time is going to need to get order of magnitudes better.

Speaker 0

承认这一点有点可笑。

It's it's sort of like silly to admit.

Speaker 0

你在解释这一切的时候,我一直在想象它的运作机制,大卫。

I I was trying to picture the mechanics of it, of how this could ideally work while you were explaining all that, David.

Speaker 0

想象一下,你让世界上最顶尖的室内设计师戴上头盔。

And it's like, imagine you've got the best interior designer in the world, and you put a headset on them.

Speaker 0

你让世界上最顶尖的游戏设计师戴上头盔。

And you've got the best game designer in the world, and you put a headset on them.

Speaker 0

你把他们俩放在同一个房间里,让他们都能用语言命令周围空间的变化。

And you put them both in this room together, and you give each of them the ability to command what the space looks like around them with their with their words.

Speaker 0

对吧?

Right?

Speaker 0

大卫所描述的是,当一个人站在那里,觉得这个角落看起来很糟糕时,服务器却需要很长时间才能返回好的结果。

And what David is describing as the server time to to return good results while a human is standing there going, this this corner looks like crap.

Speaker 0

我们换一个更好的。

Let's get a better one.

Speaker 0

对吧?

Right?

Speaker 0

比如,我希望这个角落有颜色,这里放些花,然后改一下那个,但他们却要等上几分钟才能得到响应,而游戏设计师则在那边通过代码提示来为这个世界添加机制。

Like, I would like color in this corner and flowers here and, you know, change this, and then they've gotta wait minutes for the response to come back in that one thing while the game designer is over there doing their own code prompting in order to add mechanics to this world.

Speaker 0

我们描述的是为了得到一个解决方案而耗费的大量人力和时间。

And we're describing labor and hours of it in order to get a solution.

Speaker 0

所以,是的,我们终将到达那里。

So, yes, we will get there.

Speaker 0

只是这需要多少年,真是个很好的问题。

It's just how many years is a really good question.

Speaker 1

是的。

Yeah.

Speaker 1

我认为这正是Meta从VR创作平台Horizon Worlds转向桌面编辑器的原因,该编辑器即将以Horizon Studio的名义重新发布,因为现有的迭代周期实在太长了。

And I think that's obviously why Meta pivoted from in VR creation for Horizon Worlds over to the desktop editor that's going to be, you know, relaunched as Horizon Studio soon because there is this very long iteration time.

Speaker 1

因此,我看到这里有个来自John Jones的评论说,我们无法确定这些模型是否会达到平台期,这一点确实没错。

And so, you know, I I see a comment here from John Jones saying there's no way to know if the models are going to plateau, albeit, and that that's true.

Speaker 1

但即使AI的能力没有任何进步,我们只需要将性能提升约两个数量级,就能实现刚才描述的愿景——站在VR中直接指挥并调整周围的世界。

But even if there was no progress made in the capabilities of AI, all we need to get what we just described, this idea of standing in VR and being able to command the world around you to change and tweak is about two orders of magnitude of performance increase.

Speaker 1

这听起来很难,但随着时间推移,这一定会实现。

And that sounds difficult, but that'll happen over time.

Speaker 1

模型会变得越来越高效。

The models get more efficient.

Speaker 1

NVIDIA每年都会推出新一代显卡,像Meta这样的公司会大量采购并部署到他们的数据中心。

NVIDIA comes out with newer GPUs every year that, you know, companies like Meta and such buy up and put in their data centers.

Speaker 1

只要把我们今天拥有的技术再提速一点,我们就能达到目标。

If you just take what we have today and make it faster, we're gonna get there.

Speaker 1

因此,我们是有希望的,但同时,这也不会一夜之间发生。

So there is optimism, but at the same time, it's not gonna happen overnight.

Speaker 0

是的。

Yep.

Speaker 0

我认为我们可以开始讨论Meta Ray-Ban显示屏了,除非你还有什么想深入探讨的评论。

I think we're ready to talk about the meta Ray Ban display here unless there's any comments you wanna get into there.

Speaker 1

对。

Yeah.

Speaker 1

我们来看看这里有没有什么评论。

Let's see if there's any any comments here.

Speaker 1

是的。

Yeah.

Speaker 1

我觉得很多人只是在表达他们对AI的看法,这是一个很有趣的话题。

I think a lot of people are just giving their kind of views on on AI there, and it's an interesting kind of topic.

Speaker 1

我还看到一些人说,他们真的很期待未来十年内这些技术的全面到来。

And I see some people saying that, you know, they're they're they're really ready for all these things in the next decade to to arrive.

Speaker 1

那么,我们正式进入Meta Ray-Ban显示屏的部分吧。

So let's get on to our meta Ray Ban display section indeed.

Speaker 1

关于它的第一条新闻是,它在上线大约48小时后几乎在所有销售渠道都售罄了。

So the first news around it is that it is sold out almost everywhere it's available after around forty eight hours.

Speaker 1

它之所以售罄,是因为许多热切的早期采用者在实际购买到一台设备时遇到了很大困难。

And the background here of it's selling out is that many eager early adopters have significantly struggled to actually get a unit.

Speaker 1

所以如果你错过了更广泛的背景,Standby。

So if you have kind of missed the wider context here Standby.

Speaker 1

抱歉。

Sorry.

Speaker 1

是的。

Yes.

Speaker 1

更广泛的背景是。

The wider context here.

Speaker 1

周二,Meta Ray-Ban 显示屏作为产品发布,但仅在美国部分实体零售店发售。

On Tuesday, Meta Ray Ban display launched as a product, but only in select physical retail stores in The United States.

Speaker 1

也就是说,仅限于部分百思买、LensCrafters、太阳镜屋和Ray-Ban门店,以及Meta在加州的唯一一家门店MetaLab。

So that is select Best Buy LensCrafters, Sunglass Hut, and Ray Ban stores, as well as the MetaLab in California, their current only store.

Speaker 1

但正如我们上周所讨论的,他们很快就要在洛杉矶开设一家门店了。

But as we talked about last week, they're gonna launch an LA store soon.

Speaker 1

因此,即使你知道这些门店中哪些会有或不会有这款眼镜,如果你想直接上门购买,仍然很有挑战性。

So even knowing which of these stores will or won't have the glasses if you are wanting to try and walk in and get one is a challenge.

Speaker 1

如果你真的上门尝试,或者在过去几天内去过,大多数门店都会告诉你需要预约。

If you do walk in and try, or I guess if you did in the past few days, in most stores, would find them telling you that you need an appointment.

Speaker 1

但当然,这些预约在发布当天就已经排到了十月中下旬。

But of course, those appointments were already by launch day booked out to mid and late October.

Speaker 1

现在预约已经排到了十一月,有些甚至到了十二月。

Now they're booked out through November, some of them even December.

Speaker 1

所以这次发布可谓一片混乱。

So this has been quite the chaotic launch.

Speaker 1

显然,要么是供应存在问题,要么是他们在部署进行演示和适配的专家方面出了问题。

There's clearly either a supply problem or an issue with how they're deploying these experts that do the demos and and fittings.

Speaker 1

Meta之所以现在严格要求必须进行演示,或者至少需要预约(技术上你并不需要演示,但在大多数地点必须预约),是为了测量Meta神经带的尺寸。

The reason the meta says that they're they're kind of strictly requiring these demos or at least an appointment from now, you don't technically need a demo, but you do need an appointment in most locations, is to size the meta neural band.

Speaker 1

它有三种尺寸,一号、二号和三号。

It comes in three sizes, one, two, and three.

Speaker 1

如果你没有根据手腕尺寸(他们会在店内测量)选对尺码,那么表面肌电技术可能无法达到最佳效果,你可能会错过一些手势,或者检测到一些实际上并不存在的手势。

And if you don't get the right size for your wrist, which they measure in the store, then the SEMG technology might not work optimally, and you might, you know, miss some gestures or have some gestures detected that aren't really there.

Speaker 1

所以,这款产品在这方面有一个有趣的动态。

So that's an interesting dynamic with this product.

Speaker 1

随着时间的推移,他们将不得不让人们在家自行测量,因为他们确实计划在网上发售。

Over time, they're going to just have to let people measure themselves at home because they do plan to launch it online.

Speaker 1

但目前,他们可能想确保首批体验评价不会受到诸如‘因为尺寸不对所以不好用’这类问题的影响。

But for now, they probably wanna make sure that the first impressions that come out aren't hampered by, oh, this doesn't work because I got the wrong size.

Speaker 1

所以,我的意思是,我们看到不仅仅是爱好者,就连记者和内容创作者也很难买到这些产品。

So, I mean, we've seen not just enthusiasts, but even journalists and content creators struggle to get these.

Speaker 1

有人,你知道的,在发售日那天一家店一家店地跑,就像伊恩即将告诉你的那样,他在纽约骑自行车从一家店到另一家店,就为了拿到一台设备。

There were people, you know, going from store to store on launch day like Ian's about to tell you in New York as he cycled from one store to another to get a unit.

Speaker 1

而且我认为Meta真的需要大幅提升这里的供货能力。

And I think Meta is going to have to really expand the availability here.

Speaker 1

在我把话题交给伊恩之前,我要先告诉你们Meta的CTO安德鲁·博斯沃思说了什么。

And they have said that before I I hand you over to Ian, I'll just tell you what Andrew Bosworth, the CTO of Meta, has said.

Speaker 1

他说补货即将开始,并计划将销售这款眼镜的门店数量翻倍,超出原定计划。

He said that restocks are coming, and they plan to double the number of stores where the glasses are offered compared to their original plans.

Speaker 1

安德鲁·博斯沃思表示,我引用一下:‘我们原本就对这款产品感到兴奋,但说实话,市场的反响比我们预期的要强烈得多,所以我们正在努力追赶。’

And Andrew Bosworth claims, and I quote, we were already excited about the product, but I'll be honest, this response has been much stronger than we expected, so we are working to catch up.

Speaker 1

所以,伊恩,你跟我们说说你的使用体验吧?

So, Ian, why don't you tell us about your experience?

Speaker 1

在你谈使用体验之前,能不能先讲讲你在纽约市发售当天购买这款产品的经历?

Before you get into the experience of using the product, why don't you just tell us about your experience of acquiring it on launch day in New York City?

Speaker 0

是的。

Yep.

Speaker 0

我非常喜欢。

I love it.

Speaker 0

我想聊聊这东西到底是什么。

And I wanna talk about what is it?

Speaker 0

在谈这个之前,先说一下德克萨斯科学家的评论。

Texas scientist comment here before I get to that.

Speaker 0

他们说,等这些眼镜支持iMessage时我就买,这很有趣,因为它们根本就不支持iMessage。

They said, I will buy these once they work with iMessage, which is funny because they don't work with iMessage.

Speaker 0

你实际上会收到一条通知,技术上讲,是的。

You actually get a note well, technically, like Yeah.

Speaker 0

你会在眼镜里收到通知,如果你参与的是群聊,它只会回复其中一个人。

You get you get a notification in the glasses that says, if you're if you're got a group chat, it will only reply to one person.

Speaker 1

是的。

Yes.

Speaker 1

所以你会收到iMessage的通知,但其实无法在群聊之类的情境中真正互动。

So you get the notification for MyMessage, but you can't really, like, interact in group chats and things like that.

Speaker 1

这是因为苹果的API限制。

That is because of Apple's APIs.

Speaker 1

这不是Meta自己决定的。

It's not meta deciding this.

Speaker 1

我只是在你进入你的话题之前补充一点背景:这确实是苹果的API。

Just the context I'm gonna add before you get into your thing is that that is Apple's APIs.

Speaker 1

我们实际上已经从一些苹果爆料网站看到迹象,表明苹果正计划通过一个新的iMessage API来更好地支持手表和眼镜等第三方外设。

We've actually seen indications from some of the Apple rumor sites that Apple is looking to better support third party peripherals like watches and glasses with a new API for iMessage.

Speaker 1

我们得看看他们是否会推出这个功能,我认为他们很可能会这么做,以防监管机构日后强制要求他们这样做。

We'll have to see if they ship that or not, and I think they're probably gonna be doing that in case regulators come and make them do it at a later point.

Speaker 0

所以,是的,德克萨斯的科学家们会在我们谈到苹果部分时再回来跟你讨论。

So, yeah, Texas scientists will come back to you at the end when we talk about the Apple section.

Speaker 0

但现在让我们回顾一下我的一周。在回顾之前,我上周不在,因为我有一些个人事务要处理。

But now let's recap my week, and I'm gonna before so to recap my week, I got I I had a, I was gone last week because I had some personal, thing to attend to.

Speaker 0

我周一晚上回到纽约,周二早上在纽约市中心的法院出庭参加陪审团选拔。

Got back into New York on Monday night, and I had jury duty, in downtown at the courthouse in Downtown New York on Tuesday morning.

Speaker 0

所以我去参加陪审团选拔时,包里带着我的Apple Vision Pro和Meta眼镜。

So I went to jury duty, and I brought my Apple Vision Pro in a bag, and I brought my Meta Glasses in the bag with it.

Speaker 0

我必须从这里说起,因为我在法院安检时,他们注意到了我包里的Meta眼镜。

And I have to start here because I'm going through security at the courthouse for jury duty, and they spot the metaglasses in the case.

Speaker 0

他们说:这些Meta眼镜可能得先寄存一下,因为法院里不允许带摄像头。

They're like, these metaglasses probably we're probably gonna have to hold on to them because you can't have a camera in the courthouse.

Speaker 0

而且,这个包里还有什么?

And, also, what's in this bag?

Speaker 0

我打开包,里面是我的VR头显。

And I open up the bag, and it's my VR headset.

Speaker 0

他们说:哦,这个可能也得寄存一下。

And they're like, oh, also, yeah, maybe that too.

Speaker 0

于是他们带我走到法院入口处的一个安检台前。

So they walk me over to security or like this this this desk in the middle of the the the opening of this courthouse.

Speaker 0

我对他们说:你们可以把Meta眼镜拿走。

And I tell them, you can take the metaglasses.

Speaker 0

我不需要它们,但这是我的工作设备。

I don't need them, but this is my work device.

Speaker 0

这是我的电脑。

This is my computer.

Speaker 0

这是我的苹果Vision Pro电脑。

This is my Apple Vision Pro computer.

Speaker 0

我和这些人争论电脑的定义,因为我指出:等等,陪审团房间里会有人带着笔记本电脑吗?

And I'm arguing with these people over the definition of a computer because I I pointed out, wait, are there gonna be people with laptops up there in the jury room?

Speaker 0

等等。

Wait.

Speaker 0

只是用笔记本电脑打发时间。

Just pep passing the time with their laptops.

Speaker 0

是的。

And they're like, yeah.

Speaker 0

会有。

There will be.

Speaker 0

这和笔记本电脑没什么不同,但你们可以留下那些增强现实眼镜。

Like, well, this is no different than a laptop, but you can keep the Metaglasses.

Speaker 0

总之,我成功保留了这两样东西。

Anyways, I was able to keep both pair.

Speaker 0

他们并没有把它们从我这里拿走。

They didn't take them away from me.

Speaker 0

我在法院期间也从未把它们从包装里拿出来过。

I also didn't pull them out of their cases ever, while I was in the courthouse.

Speaker 0

但我注意到,进入法院的路上有一块告示牌,上面写着禁止携带蜂鸣器、报纸以及食物和饮料进入法院。

But, I did notice there was a sign on the way into the courthouse that said no beepers, no newspapers, and no food or beverages in the courthouse.

Speaker 0

我觉得很有趣的是,我们科技发展到如今这个地步,理论上甚至可以把VR头显带进法院,但为了让VR头显正常工作,它必须感知周围的环境,而这立刻引发了各种隐私问题。

I think it's funny that we've come that far technologically that we could arguably bring a VR headset into a courthouse, except that in order for the VR headset to function, it does need to see its environment around it, then that that, you know, creates all sorts of privacy issues immediately.

Speaker 0

截至Vision OS 26版本,Apple Vision Pro允许你从任何录制内容中排除物理环境。

Apple Vision Pro does as of Vision OS 26, the last version, lets you disinclude the physical environment from any recordings.

Speaker 0

很值得思考的是,政府机构能否触发这一设置,以防止在这些场所进行录制。

It's really interesting to think, would government facilities be able to trigger that setting in order to prevent recording in those locations.

Speaker 1

如果你开FaceTime并开始共享你的视角,那会怎样?

And what if you went on FaceTime and started sharing your view or something like that?

Speaker 1

而且我想,如果你有笔记本电脑,它上面也有摄像头。

And I guess if you have a laptop, it has a webcam on it.

Speaker 1

如果你打开摄像头会发生什么?

What happens if you turn the webcam on?

Speaker 1

这里显然有一条界限,迟早会被跨越。

There is obviously a line here that at some point it becomes crossed.

Speaker 1

这是一个有趣的问题,他们在哪里划这条线。

It's an interesting question where they draw the line.

Speaker 0

所以我推迟了我的陪审团义务。

So I I I I postponed my, jury duty.

Speaker 0

将来某一天,你会因为我不履行对纽约州的义务而错过我几周。

At some point, in the future, you're going to miss me for a couple weeks because I was not able to fulfill my obligation to the state of New York.

Speaker 0

我离开了大楼,然后走到雷朋商店。

And I exited the building, and then I walked over to the Ray Ban store.

Speaker 0

这就是我要说的重点。

That's my that's my lead in here.

Speaker 0

在发布日早上十一点左右走到雷朋商店。

Walking over to the Ray Ban store at, like, eleven in the morning on launch day.

Speaker 0

这是曼哈顿的主推Ray Ban门店。

This is the main, Ray Ban store in Manhattan.

Speaker 0

我走过去坐下,他们问我:‘您有预约吗?’

And I go and sit down, and they're like, do you have an appointment?

Speaker 0

没有。

No.

Speaker 0

我没有。

I do not.

Speaker 0

我明天有预约。

I have an appointment tomorrow.

Speaker 0

你们需要预约才能试戴吗?

You need an appointment in order to demo it?

Speaker 0

我说:‘我能把名字加到取消名单上吗?’

I said, can I put my name on the cancellation list?

Speaker 0

他们把我加到了取消名单上。

They put my name on the cancellation list.

Speaker 0

那里大约有四五个人也在等着试用这些产品。

There were about four or five people sitting there also trying to get these demos.

Speaker 0

我坐在那里二十分钟,试图弄清楚这里到底发生了什么。

I I sat there for about twenty minutes trying to figure out what is going on here.

Speaker 0

我能不能直接给你们900美元,买下这些产品,然后不试用就离开?

Can I can I simply just offer you $900 to buy the things and walk out without a demo?

Speaker 0

正如你所说,他们对预约非常严格,确保为每个人量身合适这款手环,以获得最佳的试用体验。

And as you pointed, they're they're really strict on meeting making sure they size you for this band so that they have the best possible experience of the demos.

Speaker 0

所以我坐在那里,试图弄清楚到底怎么回事。

So I'm waiting there, trying to figure out what's going on.

Speaker 0

看起来我既没法当场试用,也没法直接买一台。

Doesn't look like I'm going to, a, be able to get to a demo right there or b, buy a unit.

Speaker 0

于是我离开了商店,回到家,心想:好吧,这就是发布日我能做的最好的了。

So I leave the store, I go home, and I'm like, this is the best I could do, right, on launch day.

Speaker 0

我和大卫讨论了我还能够报道些什么。

And I'm talking to David about what else I could cover.

Speaker 0

有一个手势物理实验室,看起来正在向Apple Vision Pro靠拢,我本来想体验一下,并对比它在Quest版本上的表现。

There's a hand physics lab, looks like it's on its way to Apple Vision Pro, and I was looking to play with that and compare it to how it it works on the Quest version.

Speaker 0

我们聊着聊着,大卫突然意识到自己手腕上戴着的腕带尺寸,他知道这对应的是眼镜的尺寸。

And we're talking about it, and David realizes he's got his band size on his wrist, and he knows it's the size of the glasses.

Speaker 0

也许我可以把这信息带回店里,直接告诉他们:我知道我的尺寸,就能拿到一台。

And maybe I could take that information back to the store and get a unit with just telling them, oh, I I know the size.

Speaker 0

对吧?

Right?

Speaker 0

我在雷朋店就这么做过。

And I I did that at the Ray Ban store.

Speaker 0

我骑着电动自行车回到雷朋店。

I biked back to the Ray Ban store on an ebike.

Speaker 0

我试了试,但他们说:已经卖光了。

I I tried that there, and they're like, we're sold out already.

Speaker 0

从早上我第一次去店里,到下午这个时候,已经过去了四五个钟头,现在他们居然卖光了。

This was four or five hours had passed from my stop off in the morning to the afternoon, and now they're sold out.

Speaker 0

然后我盯着瑞宝的店员,心想:如果我买不到,那我明天来体验还有什么意义?

And then I'm I'm I'm staring at the the Ray Ban employee and going, well, why would I come for my demo tomorrow if I can't buy it?

Speaker 0

仅仅来试戴一下就是答案。

And to to just try it is the answer.

Speaker 0

对吧?

Right?

Speaker 0

现在每个人 everywhere 都面临这种情况。

And that's now what everyone is facing everywhere.

Speaker 0

你只是进去试戴这个神经带,看看显示屏,判断自己最终是否想购买。

It's just you're going in to try out this neural band and look in the display and see if you eventually wanna buy it.

Speaker 0

然后我离开了那家瑞宝店,因为我记得之前打过电话,确认纽约有两家店在发售日当天有实际展示样机。

Then I left that Ray Ban store because I knew I had called before and identified that there were two stores in New York that had actual display kits in their store on launch day.

Speaker 0

另一家店是第五大道的太阳镜屋。

The other store was Sunglass Hut on 5th Avenue.

Speaker 0

我骑上了自行车。

I took the bike.

Speaker 0

我又查了下城市自行车,骑到太阳镜屋,进去问:你们有现货吗?

I I checked out the city bike again, rode it over to the Sunglass Hut, and walked in there, said, do you have any units in stock?

Speaker 0

有。

Yes.

Speaker 0

他们有两台现货,一个是一号带,一个是三号带。

They have two units in stock, a size one band and a size three band.

Speaker 0

他们的预约表上没有空档。

They have no openings on their schedule.

Speaker 0

现在是大约5点15分。

It's about 05:15.

Speaker 0

我就问:我能加到取消预约的名单里吗?

I'm like, can I put myself on the cancellation list?

Speaker 1

他们说好的。

And they're like, yeah.

Speaker 1

去吧

Go

Speaker 0

往前走。

ahead.

Speaker 0

好的。

Alright.

Speaker 0

我有点口渴了。

I'm gonna I I'm a little parched.

Speaker 0

我需要喝水,于是出去从街上一位小贩那里买了一瓶水。

I need water, so I go out and get a get a water from some guy on the street.

Speaker 0

回来后坐下,突然他们说:‘我们有点时间可以给你做个演示。’

Go come back in, sit down, and like, oh, we've got some time for you to do a demo.

Speaker 0

离下一场演示还有十分钟,进来吧。

Ten minutes before the next demo, come on in.

Speaker 0

关键在于,当我走进太阳镜店时,我明确表示我有900美元预算,并且非常想购买。

The key here was that when I went into the sunglass hut, I made it pretty explicitly clear that I had $900 to spend, and I was very motivated to buy.

Speaker 0

我觉得这有帮助,什么?

That I think helped as I What?

Speaker 0

不是800吗?

Isn't it 800?

Speaker 0

我的意思是,含税之后,因为

I mean, after tax because

Speaker 1

哦,当然。

Oh, sure.

Speaker 1

当然了。

Of course.

Speaker 1

我总是忘记美国人不会把销售税包含在价格里。

I always forget Americans don't include, sales tax and the price continue.

Speaker 1

我已经忘了美国的规矩了。

I've forgotten the ways of America.

Speaker 0

是的。

Yeah.

Speaker 0

所以我跟他们说我很想买,然后出去买了饮料,回来坐下。

So I'm I'm I'm I'm telling them that I'm very motivated to buy, go out and get my drink, come back, sit down.

Speaker 0

他们说:‘哦,你可以进来。’

They're like, oh, you can come in.

Speaker 0

我们还有十分钟才到下一个演示。

We've got ten minutes before the next demo.

Speaker 0

太好了。

Oh, great.

Speaker 0

我其实已经在排队了。

I'm actually in the queue.

Speaker 0

我回去了。

I go back.

Speaker 0

他们给我戴上了设备。

They put the band on me.

Speaker 0

他们给我戴上了眼镜。

They put the glasses on me.

Speaker 0

我只看了两分钟。

I look at it for all of two minutes.

Speaker 0

我说:‘好,我买了。’

I'm like, yep, I'll buy.

Speaker 0

我走到前面,他们给了我三号手环。

I walk out to the front, they give me the the size three band.

Speaker 0

我的手腕尺寸就是三号。

My wrist is size size three.

Speaker 0

他们有个小测量工具,用来判断你是一号、二号还是三号。

They have a little measuring thing they put on you to size one, two, or three.

Speaker 0

我是三号。

I'm size three.

Speaker 0

我说:‘给我三号的。’

I'm go, give me the size three.

Speaker 0

我走到前面,买了这个东西,然后坐下来想跟你们聊聊,告诉你们发生了什么。

I walk up to the front, I buy the thing, and then I sit down to try to talk to you guys and let you know what's going on.

Speaker 0

我还在戴着这个试用手环。

I'm still wearing the test band.

Speaker 0

我刚离开商店,还没走远,还戴着之前测试用的手环,因为我从说‘好,我要买’到走到前台,整个过程太快了。

They've I've walked away from the I'm almost out the store, and I'm still wearing the wristband from the test earlier because they I went so quickly from, yep, I'm buying it, to to the front.

Speaker 0

总之,我回去把另一个手环还了,然后走出了商店。

Anyways, I I went and handed back the other band, and then I walked out of the store.

Speaker 0

我上了地铁,才想起来原本计划晚上6点在纽约自然历史博物馆见我妻子,现在我得改变路线或计划,抓紧时间在中央公园测试这个设备。

And I'm I go on the train, and I realize I've got, I had planned to meet my wife at 6PM at the Natural History Museum in New York, and I now had to change my directions or my plans for testing this device in a limited amount of time by going to Central Park.

Speaker 0

好吧。

Alright.

Speaker 0

于是我去了中央公园,这才是我故事真正开始的地方。

So I go to Central Park, and this is where I sort of pick up my story.

Speaker 0

你去读读我关于首次实际体验的那篇文章吧。

You go read my article of my first hands on testing.

Speaker 0

我在Citi Bike的车篮里拆开了这个设备。

I unbox this thing in the basket of the Citi Bike.

Speaker 0

我为我的手机套餐增加了数据流量,以便手环和眼镜能通过我的手机接收固件更新。

I add data to my, cell phone plan so that the band and the glasses can get firmware updates through my phone.

Speaker 0

我骑着城市自行车穿过公园,因为我想在骑车时拍摄视频,并在去博物馆的路上与家人会合。

I'm walking my Citi Bike through the park because I wanna film videos while riding a bike again and meet up with my family on the way to the museum.

Speaker 0

于是我拍下了我的第一批视频。

So I capture my first videos.

Speaker 0

我开始摆弄这个手环。

I start messing with the band.

Speaker 0

我在那里拍了一张照片。

I capture a a photo there.

Speaker 0

整个过程真的很流畅。

It's it's a really it was a really cool flow.

Speaker 0

快去读我的文章吧,这是一篇相当中立的记录,只是讲述了我在这副眼镜上花了大约四个小时做了些什么。

I'm this was so go read my article, and it's a pretty it's a pretty, like, neutral take of just this is what I did for about four hours with these glasses.

Speaker 0

我只是做了一件事接着一件事。

I'm just I did one thing after another after another.

Speaker 0

但在这个过程中,尤其是在第一次体验时,我跳过了教程。

But through that and through this moment of first first like, I skipped through the tutorial.

Speaker 0

我其实并不在意。

I didn't really care.

Speaker 0

我脑子里已经有了你们所有报道提供的所有前提。

I I had all the premises in my mind from all your reporting.

Speaker 0

我知道所有手势应该怎么做。

I I know all the gestures should be.

Speaker 0

我只是想进去试试看。

I just wanna get in and and try it.

Speaker 0

那条路线是从中央公园的一侧到另一侧,大约四个小时后到达。

And that path was from from the side of Central Park to the to that side again about four hours later.

Speaker 0

我尝试了这个设备能做的一切,包括慢慢掌握这些手势,而这些手势真的很棒。

I ran through the whole gamut of everything you can do with this device and including just slowly getting a grip on these gestures, and then the gestures are amazing.

Speaker 0

我做完了,不想再复述所有内容。

I finished I don't wanna go through the whole recap of everything.

Speaker 0

如果你能看到我测试所有功能,就去读这篇文章吧。

Go read the article if you can see me test everything.

Speaker 0

我想去看看评论,试着回答那个分析问题,因为我一直努力保持中立,只是如实描述它的体验。

I wanna go read the comments and try to ex answer the analysis question because I tried to be so neutral in my right above just this is what it was like.

Speaker 0

现在是时候谈谈优点了。

Now it's time to talk about was the good.

Speaker 0

对吧?

Right?

Speaker 1

是的。

Yeah.

Speaker 1

那我们干脆就结束关于发布本身的讨论吧。

So let's let's kind of just end the discussion of the launch itself.

Speaker 1

显然,整个过程非常混乱。

It's obviously very chaotic.

Speaker 1

关于发布本身,最后我想说的是,Meta 最初说你不需要演示,但后来他们从指导材料中删掉了这句话。

Some of the confusion there, the last thing I wanna say in the launch itself is that Meta originally said you don't need a demo, and then they took that language out of their guidance.

Speaker 1

结果发现,演示和适配之间是有区别的。

And it turns out there's a distinction here between demo and fitting.

Speaker 1

所以你一直都需要试戴,但不一定需要演示。

So you did always need a fitting, but not necessarily a demo.

Speaker 1

更让人困惑的是,正如詹姆斯·奥洛林在评论中指出的,一些门店的政策各不相同。

And to make matters more confusing, as I think James O'Loughlin pointed out in the comments here, some stores had different policies.

Speaker 1

这可不是一个统一的Meta门店。

It's not like this is one giant meta store.

Speaker 1

对吧?

Right?

Speaker 1

这些全是不同的门店。

These are all different stores.

Speaker 1

百思买是独立运营的。

Best Buy is its own thing.

Speaker 1

太阳镜屋和LensCrafters由Essilor Luxottica拥有,这是Meta与Ray-Ban和Oakley品牌合作的巨头公司。

Sunglass Hut and LensCrafters are owned by Essilor Luxottica, the giant that Meta partnered with for the Ray Ban and Oakley brands.

Speaker 1

此外,所有区域门店和经理都有自己看法和决定,比如Upload VR的唐·霍珀就去了他当地的百思买,店长一脸茫然地说:我也不知道这里发生了什么。

And then all regional stores and managers will have their own opinions and their own decisions and, you know, upload VR's Don Hopper, for example, went into his local Best Buy and the manager was kind of like, I have no idea what's happening here.

Speaker 1

本来应该有个元宇宙专员的。

There was supposed to be a meta person.

Speaker 1

唐拍了一些照片,我们在这篇文章里用了这些照片,展示那些本该有货却空空如也的货架,你可以看到那里有个展示架,不管它是不是真的能用。

Don has these photos that we put in our article about this of these empty shelves where they're supposed to be stock, and you can see that there's like a display unit, whether that's functional or not.

Speaker 1

谁知道呢?

Who knows?

Speaker 1

这显然是用来帮你确定尺寸的支架,但根据唐的说法,这位经理根本不知道货什么时候到,或者相关人员什么时候来。

This is obviously the band that they use to to find your size, but this manager, according to Don, didn't even know when stock might arrive or when the person might be.

Speaker 1

所以,发布得非常混乱。

So very chaotic launch.

Speaker 1

我想没人会不同意这一点。

Don't think anyone can disagree about that.

Speaker 1

与Apple Vision Pro相比,元宇宙显然需要在实体零售策略上学习很多东西。

Meta's obviously gonna need to learn a lot about doing physical retail strategies like this compared to Apple Vision Pro.

Speaker 1

你知道,Apple Vision Pro要更简洁,也更容易被理解。

You know, that was a lot more sleek and and kind of more well understood.

Speaker 1

我在评论里看到有人,我觉得是Subcoq指出,所有这类产品在发布时都会售罄,这没错。

And I see someone in the comments, I think it was Subcoq pointing out that all products like this sell out at launch, sure.

Speaker 1

但如果你要实行线下零售策略,你就得把流程说得更清楚些。

But if you're going to do a physical retail strategy, you need to make it a lot more clear.

Speaker 1

你该怎么买?

How do you buy?

Speaker 1

你什么时候能买?

When can you buy?

Speaker 1

谁有资格买?

Who gets to buy?

Speaker 1

你需要体验吗?

Do you need a demo?

Speaker 1

还是不需要?

Do you not?

Speaker 1

什么叫体验?

What's a demo?

Speaker 1

什么是适配?

What's a fitting?

Speaker 1

Meta需要学会一些教训。

And Meta is gonna need to learn some lessons.

Speaker 1

但如果你不想再多说关于发布的事情,我们是不是该聊聊你使用这个设备的体验,并看看一些评论?

But unless you wanna say anything more about the launch, should we get onto your impressions of using the device and take some comments?

Speaker 1

是的。

Yep.

Speaker 0

好的。

Alright.

Speaker 0

这是我在骑自行车时自拍的照片,因为大卫说自拍是展示这些东西的方式。

So here's here's me on the bike taking a selfie because David says that selfies are the way to to show these things.

Speaker 0

果然,没错,它确实奏效了。

And sure enough, yeah, it's a it worked.

Speaker 0

我戴着我的小自行车头盔。

I'm wearing my my my my little bicycle helmet.

Speaker 0

这就是为什么它这么放大了。

That's why it's such a zoomed in thing.

Speaker 0

我手腕上戴着腕带。

And I've got the wristband on my wrist.

Speaker 0

我注意到,当你手臂靠在自行车把手上时,无法做捏合手势。

I noticed that, you can't you can't do the pinch gestures while resting your arm on the bar of the of the the bike.

Speaker 0

所以你得松开把手,让手自由,然后才能做这些手势。

So you have to release the bar and then you leave your hand free, and then you can do the gestures.

Speaker 0

在那四个小时里,它一直运行良好。

And it worked like over that four hour period.

Speaker 0

当时我就想,哦,这是前进。

It was like, oh, here's forward.

Speaker 0

这是返回菜单系统。

Here's back in the menu system.

Speaker 0

这是关闭显示屏的方法。

Here's how to turn the display off.

Speaker 0

这是如何打开显示屏幕的方法。

Here's how to turn the display on.

Speaker 0

然后你做这个手势来操作任何径向旋钮,或者在系统中进行缩放操作。

And then you do this gesture to do any radial dials or any, like, zoom in, zoom out in the system.

Speaker 0

在我使用这些设备的一天半里,我尝试了所有可以使用这个扭转手势的方式。

And over the course of, the day and a half that I have these, I went through all the ways you can use that twist gesture.

Speaker 0

实际上是我们观众中的詹姆斯提醒我,捏合手势可以用于相机的缩放功能。

And it was actually James in our audience that pointed out to me that pinch gesture, can be used for zoom on the camera.

Speaker 0

这真是让我大开眼界。

And boy, was that an eye opener.

Speaker 0

意识到这个显示在你右眼的屏幕不仅提供了一个取景框,真是一个重要的时刻。

That was a really big moment to realize not only do the display does this display over in your right eye give you a framing viewfinder.

Speaker 0

所以你现在可以真正地为视频和照片构图了。

So now you can actually frame your videos and photos.

Speaker 0

但通过缩放功能,如果你真的想让视频更具电影感,你可以在恰当的时刻选择你想要的精确缩放效果。

But with the zoom feature, you can start to be a little cinematic if you really wanted to about exactly what kind of zoom you wanted at the right moment of your video.

Speaker 0

这真的很有趣。

That's that's really interesting.

Speaker 0

就像,现在你有了一个系统,拍摄对象可以与你进行眼神交流,他们知道你就是镜头,你在直接看着他们。

Like, that's now you've got a system where the the subject can make eye contact with you, and they know that you're the camera and you're seeing them directly.

Speaker 0

所以你以一种略有不同的方式参与了这次创作。

So you're part of this creation in a slightly different way.

Speaker 0

而且你现在有了这些精细调整的控制方式,用于与内容互动。

And you've got these fine tuned controls now for interacting with the content.

Speaker 0

直到我看到那个功能,我是说,光是那个功能就几乎让我以前的摄像眼镜过时了。

That until I saw that, I mean, that feature right there alone nearly makes my old camera glasses obsolete.

Speaker 0

就像,我喜欢,我再也不想用旧眼镜拍照了,因为我没有那些构图能力。

Like, I like, I don't wanna take pictures anymore on the old glasses because I don't have those framing those framing capabilities.

Speaker 0

就像我拍了很多有趣的精彩视频,但你看,我不知道,视频到了第23秒,我就这样摇摇头。

It's like I've taken so many amazing videos that are fun to look at, but you get to, I don't know, the twenty third second of the video, and I shake my head like this.

Speaker 0

这是因为我没有那种反馈,让我意识到,哦,我现在其实是个摄影师,我是在为摄影目的录制视频。

And it's because I didn't have that feedback that I'm I'm, oh, I'm actually a photographer right now, and I'm and I'm recording video for photography reasons.

Speaker 0

我认为这是我最喜欢的部分,抱歉。

That's I think it's my favorite part of the sorry.

Speaker 1

请说。

Go ahead.

Speaker 1

是的。

Yeah.

Speaker 1

我本来想说,不是的。

I was gonna say, no.

Speaker 1

你这么说真的很有趣,因为在这类产品推出之前,你还说过,我不知道HUD能用来做什么。

It's just very interesting you say that because I remember before these came out, you were saying, you know, I don't know what I would use the HUD for.

Speaker 1

这个HUD到底有什么用?

What is this HUD for?

Speaker 1

但现在你发现,对你来说,普通Ray Ban Metaclasses的使用更多偏向摄影,而对我而言则更偏向音频。

And now you're finding that for you, you know, your usage of the regular Ray Ban Metaclasses has been more towards the photography and for me has been more audio.

Speaker 1

但你说,这个功能让摄像头体验更好了,未来可能会成为你主要的摄像设备之一?

But you're saying for you, this has actually made this camera feature even better and start to become one of your kind of perhaps primary cameras in the future?

Speaker 0

是的。

Yeah.

Speaker 0

我能理解。

I could see it.

Speaker 0

我觉得这一代还达不到,但我确实看到它未来有可能实现。

I don't think it's this gen, but I do see it potentially getting there.

Speaker 0

是的。

I yeah.

Speaker 0

你说得完全对。

You you're exactly right there.

Speaker 0

我之前看到一个来自Mindweaver的问题。

And I saw so I I saw a question from Mindweaver up earlier.

Speaker 0

你们上厕所时怎么处理这副眼镜?

How do you what's the protocol for going to the bathroom with these glasses?

Speaker 0

我把它们摘下来放到头顶上。

I take them to the top of my head.

Speaker 0

我只是在从公共空间进入半私密空间,或者进入他人拥有的地方时会这么做,比如那种夫妻小店之类的。

It's just and I and I do that in any anytime I'm going from a public space to a semi private space or a place that's owned by another individual, like like it's a mom and pop type shop, maybe whatever.

Speaker 0

我的做法就是,我不想让任何人因为觉得我在拍摄他们而感到不舒服。

I just that's my protocol is, like, I don't need to make any of these people uncomfortable with the idea that I'm capturing them.

Speaker 0

根本没有必要那样做。

There's no reason to do that.

Speaker 0

我们就把它们戴在头顶上吧。

Let's just put them on the top of my head.

Speaker 1

但为了让我们不了解的观众清楚一点,这副眼镜的LED灯和别的眼镜是一样的。

But just to be clear for our audience who aren't aware, this does still have the same LED light as the other glasses.

Speaker 1

所以当你在录制视频或拍照时,你会看到前面的LED灯在闪烁。

So when you're recording or taking a a video a photo, you will see the the LED pulse on the front.

Speaker 1

没错。

That's correct.

Speaker 1

是的?

Yeah?

Speaker 0

是的。

Yep.

Speaker 0

当然。

Absolutely.

Speaker 0

那些灯仍然在那里。

Those lights are still there.

Speaker 0

但我还要指出,如果你上网搜索,会发现有人一直在努力遮挡这个灯,以便设备仍能正常运行,但这并不是什么好事。

I will also point out though that if you go online, there is a a constant effort to obscure that light for you know, and still have the the device function, and it's not a great not a great thing.

Speaker 1

对。

Yeah.

Speaker 1

我做过研究。

I've researched it.

Speaker 1

我觉得它们效果不太好。

I don't think they work very well.

Speaker 1

问题是,这个LED不仅仅是发光装置。

The the problem is that the LED is not just a light emitter.

Speaker 1

它也是一个光电传感器。

It's also a photo sensor.

Speaker 1

所以他们确实有办法阻止你。

So they do actually have a way of stopping you.

Speaker 1

如果有人还不知道的话,如果你用胶带之类的东西遮住它,当你尝试拍照或录像时,它会提示‘请解除对LED的遮挡’。

If in case anyone wasn't aware, if you do just cover it with a piece of tape or something, it will just, when you try to take a photo or a video, say, please unblock the LED.

Speaker 1

所以我推测这些设备也是同样的情况,尽管我们没有明确测试过。

So I I presume it's the same on these, though I don't think we've explicitly tested.

Speaker 1

我拿到之后,会用手指盖住它,看看会发生什么。

I get them, I will I'll put my finger over and see what happens.

Speaker 0

是的。

Yeah.

Speaker 0

所以这些就是我的观察:在这个镜头周围,我看到了身后景物的反射,这让我感到非常、非常困扰。

So that that those are my so the the thing on around here on this lens, I see a reflection of what's behind me, and it's extremely, extremely distracting, at least for me.

Speaker 0

大卫刚说他在受控演示中没看到这种现象。

David just said he didn't see it in his controlled demo.

Speaker 0

但是

But

Speaker 1

是的,没错。

just yeah.

Speaker 1

澄清一下,我的演示并没有使用强光。

To be clear, my demo was not with any strong lighting.

Speaker 1

户外部分是在傍晚进行的,室内部分也没有特别明亮的灯光。

It was in the evening for the outdoor part, and the indoor part, there was no really bright light.

Speaker 1

所以你是说,在明亮的光线下,无论室内还是室外,你都在右眼看到了这些反射?

So you're saying that in bright light, both indoors and outdoors, you saw these reflections in your right eye?

Speaker 0

是的。

Yeah.

Speaker 0

于是我回到了Ray Ban商店,当时James正在那里做演示,他正坐在那儿第一次试用这款硬件。

So I went back to the Ray Ban store where James was doing his demo, and he's sitting over there getting his first time in the hardware.

Speaker 0

我对他说:你们有没有其他几副眼镜,我可以试戴一下?

I'm like, do have do you have another pair or two of there that I can just put on?

Speaker 0

我试了试,发现光线很暗的房间里——就是他们做Ray Ban演示的地方——看反射更困难了,但依然能看见,因为我清楚该看哪里,而且它和在这些眼镜上一样明显。

And I tried them, and it was harder to see the reflection in the dim lighting, in the very dimly lit room where they were giving the Ray Ban demos, but it was still there because I knew what to look for and it was pretty apparent, just as much as it was on these.

Speaker 0

所以,你说得对。

So, like, you're you're right.

Speaker 0

你正在做动态活动并进行录制。

You're doing active stuff and recording.

Speaker 0

你可能会有一个单目显示器。

You might have a monocular display.

Speaker 0

所以你的眼睛里有东西遮挡了你正前方的视线。

So you have something in your eye obscuring what you see right about there.

Speaker 0

而这边又有一个来自你侧面物体的反射。

And then you've got a reflection over here of things that are off to your side.

Speaker 0

我骑着自行车,突然一棵树或其他东西从我眼前一闪而过,我心想:哦,那是什么?

And I'm I'm riding my bike and all of a sudden a tree or something blinks past my eye, and it's like, oh, what is that?

Speaker 0

所以我不喜欢那个地方的反射。

And that's the so I didn't like the the reflection there.

Speaker 0

那确实相当分散注意力。

That was pretty distracting.

Speaker 0

随着我使用神经波带的时间越长,我就越喜欢它。

As the more time I spent with the neural band, the more time more I loved it.

Speaker 1

是的。

Yeah.

Speaker 1

对。

Yeah.

Speaker 1

关于反光问题,我想补充一点,因为这可能是带显示屏和增强现实功能的智能眼镜普遍存在的一个主要问题。

Just to cover the reflections there, because I think we this could be a major thing with smart glasses in general with a display and and AR glasses.

Speaker 1

为了让我们的观众更清楚地理解你所说的,你的意思是即使显示屏完全关闭,问题在于你仍然能看到现实世界在这一侧的反光。

Just to be very clear to our audience of what you're talking about, you're saying that even with the display completely turned off, the issue here is that you're seeing reflections of the real world in this side.

Speaker 1

我认为这里的技术原因——虽然我们尚未得到确认——是这类导光元件,这些出瞳耦合器,其根本设计目的是将来自微型LCOS投影仪的光线引导并覆盖到你右眼的视野范围内。

And I think the the technical reason here, we haven't got this confirmed yet, but these kind of we have guide out gradings here, these out couplings, they're designed to fundamentally, at the end of the day, bring in light from the little LCOS projector and kind of move it across your field of view in your right eye.

Speaker 1

所以问题在于,很多时候,它也会捕捉到来自现实世界、物理环境的光线,尤其是强光下,并执行相同的操作,对吧,即对其进行塑形并投射到你的瞳孔视野中。

So the problem is that a lot of the time, this is also gonna catch in light from the real world, the physical world, especially if it's bright and do the same thing, right, to shape it and bring it over your pupil's field of view.

Speaker 1

所以,据我所知,这是波导技术中一个相当根本的问题。

So this is, as far as I'm aware, something that is quite fundamental to to waveguides.

Speaker 1

你在我们最近报道的Rivet AR眼镜上就能注意到这一点。

Something you'll notice in the Rivet AR glasses that we covered recently.

Speaker 1

它们是美国陆军 contracted 的两家公司之一,负责为军方制造AR系统,另一家是Andoril,你看这里。

They're one of the two companies being contracted by the US army to make AR systems for the military as well as Andoril, is look here.

Speaker 1

看看这些Rivet AR眼镜上你看到了什么。

Look what you see here on these rivet AR glasses.

Speaker 1

这里有一个小遮罩,正是为了阻止伊恩所提到的情况,防止外部光线进入波导的耦合结构并引发同样的问题。

It's a little cover to stop exactly what Ian is talking about, to to stop outside light coming in and going into the waveguide out couplings and causing the same issue.

Speaker 1

所以,我非常想知道的是:当我戴上这副眼镜时,我是否也会注意到这一点?

So, I think there's a possibility that I really want to see, is this something that I notice as well when I get the glasses?

Speaker 1

我们非常好奇,这种问题在不同人身上是否会有差异,即每个人的眼睛对这种现象的敏感度是否不同?

We're super curious to see, is this something that varies by individual to individual, how much your eye cares about this?

Speaker 1

但要彻底解决这个问题,我们可能真的需要在眼镜上加装这些小遮罩。

But it is possible that to get rid of this, we are going to just need to see some of these little covers on glasses.

Speaker 1

我们之前讨论过波导眼镜、HUD眼镜和AR眼镜,这些都还只是理论上的概念,但现在我们终于看到了将它们带入现实世界的消费产品。

That's something that we've talked about waveguide glasses, HUD glasses, and AR glasses as this theoretical, but we're only now seeing consumer products that take it out into the real world.

Speaker 1

当你把实验室和早期实验中的东西带到现实世界时,就会出现类似这样的问题。

And when you take something from the lab and early experiments into the real world, you're going to see issues like this that crop up.

Speaker 1

我觉得你注意到这一点非常有趣,因为这可能是HUD眼镜和AR眼镜的一个根本性问题,需要真正加以解决。

And I think this it's fascinating that you've picked up on this because this could be something that's fundamental to HUD glasses and AR glasses and, be a real issue that needs to be addressed.

Speaker 0

所以,詹姆斯,你在评论区,我很想请你回答一下,这个问题是谁提的?

So James out there in the comments, I would love for you to answer, whose question was it?

Speaker 0

他们说,这问题是不是克里斯托夫提出的?

They said how far it was Christophe's question.

Speaker 0

你觉得Zoom功能距离改善普通人远距离阅读文字的能力还有多远?

How far do you think Zoom feature is from being an improvement to average human eyesight for reading text from far away?

Speaker 0

所以我正和詹姆斯坐在一起。

So I'm sitting there with James.

Speaker 1

不好意思。

I'm sorry.

Speaker 1

继续说。

Continue to talk.

Speaker 1

我只是在给我们的观众展示。

I'm just showing our audience.

Speaker 1

继续讲。

Keep talking.

Speaker 0

哦,是的。

Oh, yes.

Speaker 0

我当时和詹姆斯坐在一起,他基本上进入了我的应用设置,测试了所有这些功能。

I'm I'm sitting there with James, and he basically, went into the settings of my app and tested all those features.

Speaker 0

他真的很想了解这个功能究竟是什么,我也很好奇他怎么看。

He really wanted to understand what that what that feature was, and I would be curious what he thinks.

Speaker 0

依我的感觉,我的直觉是,Zoom的工作方式就像iPhone上有0.5倍镜头和1倍镜头一样,Zoom从0.5倍提升到大约0.8倍左右。

In my impression, my my gut would be on the the way the Zoom works is if you've got the point five lens on an iPhone and then the one x lens on an iPhone, it's like going from point five x to, like, point eight x or something on Zoom.

Speaker 0

这还不足以让你在拍摄时看到更远的景物。

It's not enough to get you anything further away for camera capture purposes.

Speaker 0

但有一个独立的设置,可以在单目显示器中预览你在显示屏内所看到的内容。

The there's but there's there's a separate setting to do, like, a preview in the little monocular display of what you're looking at inside the display.

Speaker 0

我认为,这代产品对这个问题的回答是否定的。

It's it's not this generation is my answer to that question, I think.

Speaker 0

这真的很有趣,值得一看。

It's I don't it's it's fascinating to see.

Speaker 0

在我们的报道中,我们必须非常非常密切关注这一点。

It's gonna be it's something we're gonna have to pay attention to really, really closely in our reporting.

Speaker 0

一旦苹果发布下一代Apple Vision Pro,Meta发布下一代眼镜,这些设备都会标称一个理论上的拍摄分辨率,而实际最常使用的分辨率则不同。

As soon as Apple announces the next Apple Vision Pro and then Meta announces the next glasses, all of these things are gonna come with a theoretical, like, resolution that they can film at, and then there's the resolution you most often film at.

Speaker 0

你有时会用这个分辨率进行放大,而放大功能用于辅助功能和用于拍摄,是完全不同的使用场景,我们必须谨慎对待这些讨论。

And you're gonna use that resolution in some instances to zoom, and how that zoom is used for accessibility or for capture are completely different use cases that we are gonna have to be really careful about talking about.

Speaker 0

所以我试用了一些这些东西。

So I played with some of that stuff.

Speaker 0

我没什么明确的结论,因为再次强调,我总共只有二十四小时的时间使用这个设备,之后就把它打包寄往英国了。

I didn't I don't have anything really definitive to say because, again, I had basically twenty four hours with the device in total before I put it in a box and sent it to England.

Speaker 1

让我们回到这个反射问题,因为我在观众的提问中看到很多人对此感兴趣。

Just to go back to this reflections issue because I'm seeing a lot of interest in the audience here in questions.

Speaker 1

他们首先问,这只发生在一只眼睛里吗?

They're asking, firstly, is it only in one eye?

Speaker 0

是的。

Yes.

Speaker 0

就是所有这些。

It's all this.

Speaker 0

所以这个镜片看起来完全清晰。

So This lens felt completely clear.

Speaker 1

好的。

Yeah.

Speaker 0

只在这边有。

It was only on this side.

Speaker 1

所以有些人想知道,他们说在普通眼镜上也遇到过这种情况,但伊恩这里说的不是这个意思。

So some people are wondering, you know, they've said that they've experienced this with regular glasses, but that's not what Ian's referring to here.

Speaker 1

这 again,我还没有确认,但我是在把两件事联系起来并运用推理。

This is again, I haven't confirmed this, but I'm putting two and two together and and using reason.

Speaker 1

这显然与这里的导光耦合问题密切相关。

This is obviously quite obviously related to the the guide out couplings here.

Speaker 1

所以它们的作用是将上方、此处背后的微型LCOS显示屏进行引导并投射到你的视野中,但同时它们也在处理那些不该被引导出来的杂散光——当强光以完美角度射入时。

So they are doing their job in taking a little LCOS display that's up here, behind here, and bring and kind of shaping it out to your field of view, but they are also doing their job for a light that isn't supposed to be brought out there, a stray light when it's very intense and it comes in at the perfect angle.

Speaker 1

这就是这里的问题所在。

That's the the problem here.

Speaker 1

未来能否设计出某种方案来阻挡这个特定角度的光线,或者使用某种特殊镀膜来解决?

Could you find design solutions to this in future that kind of block out that specific angle, or are there some sort of special coatings that can be used?

Speaker 1

谁知道呢?

Who knows?

Speaker 1

但这个问题非常非常有趣,我很想知道,要过多久才会有一些配件厂商做出我刚刚展示的这种针对Rivet的解决方案。

But I it's very, very fascinating this is an issue, and I wonder how long it will take until some accessory maker makes exactly what I just showed for Rivet.

Speaker 1

你想谈谈吗?抱歉。

Do you wanna talk about sorry.

Speaker 1

说到你的变焦问题,我觉得这很值得讨论,因为我觉得这纯粹是摄像头分辨率的问题。

When it comes to your zooming thing, I think that's interesting to talk about because I think it's just a matter of camera resolution.

Speaker 1

对吧?

Right?

Speaker 1

在某些时候,要在里面塞入一个非常高倍光学变焦的摄像头会很困难,但你可以想象未来逐渐使用多个摄像头。

At some point, it's difficult to get a, you know, very high optical zoom camera in here, but you could imagine having multiple cameras eventually over time.

Speaker 1

但我认为最终很可能只是靠纯粹的数字变焦,我本来要骂脏话了,就是用海量的像素来解决。

But I think it probably gonna be just a a raw brute force digital zoom with a a I was about to say, I swear word, a s ton of pixels at some point at some point.

Speaker 1

现在是1200万像素。

This is 12 megapixel right now.

Speaker 1

总有一天,你会只想靠 brute force(硬上)。

At some point, you're gonna wanna just brute force.

Speaker 1

是的。

Yeah.

Speaker 1

传感器尺寸是个难题,但随着时间推移,这会很有趣。

Difficult with the sensor size, but it'll be interesting to see over time.

Speaker 1

这些眼镜会像Vanguard眼镜那样向中心移动吗?

Do these glasses move to the center for the camera like the the Vanguard glasses?

Speaker 1

显然,这涉及到电气工程师的问题。

There are obvious With electrical engineers

Speaker 0

有时候,你必须居中才能实现中心视线。

sometimes, like, you have to center to have that center eye.

Speaker 0

我确实喜欢那种中心拍摄的外观,但每次看到它,我都想戳一下对方的额头中间。

I do kinda like the the even though I like the look of the capture in the center, it looks I wanna poke poke a person in the middle of their forehead whenever I see it.

Speaker 1

我的意思是,我想知道,我们会不会 someday 拥有立体摄像头?

I mean, I wonder, do we get stereo cameras at some point?

Speaker 1

对于AR眼镜来说,我们最终必须有,但某个时候,你是否会在这两个视角之间做某种对齐并合成一个居中的图像?

We we will have to for AR glasses, but at some point, do you do some sort of view reconciliation between them and and synthesize a centered image?

Speaker 1

这可能是他们能够实现的。

That's something that they could probably pull off.

Speaker 1

而且,这些摄像头中是否有可能有一个比另一个略带变焦,从而实现这些功能?

And is there a possibility that one of these cameras could have slightly more zoom than the other or something like that and achieve these things?

Speaker 1

我们才刚刚看到这个品类的出现。

We're only just seeing this category emerge.

Speaker 1

将会出现大量疯狂的设计。

There are gonna be a bunch of different crazy designs.

Speaker 1

我肯定,任何经历过2000年代初期的人都记得诺基亚、黑莓以及这些公司推出的各种形状、以最奇特方式折叠的智能手机。

I'm sure if anyone who was around in the early two thousands remembers all of the crazy smartphones that came out from Nokia and BlackBerry and all of these companies that were every shape you could imagine and folded in all the craziest ways.

Speaker 1

但最终,显然它落脚在了平板触屏设计上。

And then eventually, obviously, it landed at the slab of touchscreen.

Speaker 1

无论是初创公司还是大企业,都将在这里进行大量实验。

There's gonna be a lot of experimentation going on here from startups and big companies alike.

Speaker 0

作为摄影师,大卫,我们经常就这些设备中摄影的使用展开争论,而摄像头一直没能好到足以取代我们目前用手机所做的一切。

Well, like, as a photographer and and, David, we have a lot of debates about the use of photography in these things, and the cameras have never quite been good enough to to supplant anything that we existing like, we we use our phones for.

Speaker 0

你出去买一部iPhone 16或17 Pro,或者最新的谷歌Pixel或三星设备,拍的照片可能是4800万像素,可以随意裁剪,拍摄的视频还能在后期以非常创意的方式稳定处理。

You go out and get a iPhone 16 or 17 Pro or the latest Google Pixel or Samsung device, you're taking, I don't know, in some cases, 48 megapixel photos, and you can crop that to whatever you want, and you're taking videos that you can stabilize in in in post in really creative ways.

Speaker 0

但要真正实现我之前提到的、在专业商业拍摄场景中使用这些设备,还有很长的路要走。

But there's still this, like, long route to go to, like, give me all the things I would need to use this in that theoretical professional setting of making a commercial that I talked about earlier.

Speaker 0

但真正有趣的是,这里有个问题:我们还要等多久才能实现后视视野?

But, like, what's really fascinating so so there's a question here saying, how long until we have rear rear view vision?

Speaker 0

在今天的Apple Vision Pro或Meta Quest 3上,我可以插上一个UVC摄像头,把它贴在脑后,直接获得后视视野,就像汽车后视镜一样。

And on an Apple Vision Pro today or a Meta Quest, three today, I can plug in a UVC based webcam and stick it on the back of my head and give myself myself rear view vision right here exactly like I'm a car, but the camera's out the back of my head.

Speaker 0

今天在VR头显上,通过简单的USB连接实现这一点简直轻而易举。

That's that's trivial today on a VR headset with a simple USB connection.

Speaker 0

但我真正需要的是在这副眼镜背后有个USB接口,连到我侧边的电池包,这样我才能以最高分辨率录制一小时的访谈,而不会因为眼镜过热导致录制中断。

That's not the the the what I need is a USB port in the back of these glasses to run down to a battery pack on my side so that I can record an hour long interview at maximum resolution without it, you know, stuttering in the middle because it overheated the glasses.

Speaker 0

这种设计在眼镜上能行得通吗?还是说,VR头显的设计在散热方面会更好一些?

And is that gonna work in these glasses, or is that heat dissipation going to work better in the other design, you know, the VR headset design?

Speaker 1

我完全同意你的观点,这种形态下,你很可能在耗尽电池之前就先遇到散热瓶颈。

I think you're absolutely right to point out that you're probably gonna run into thermal limits long before you run into battery limits in this form factor.

Speaker 1

这确实是个大问题。

It is a huge problem.

Speaker 1

正如我们在这档节目里经常提到的,便携电子设备的性能问题,归根结底大多都是散热问题。

As we always talk about on this show, a lot of the questions of portable electronic devices and performance do come down to thermals.

Speaker 1

在普通的雷朋Metaglasses上,炎热的夏天进行常规的拍照和录像时,我们都遇到过设备过热的问题。

On the regular Ray Ban Metaglasses, on a hot summer day of just doing regular photo and video capture, we've both run into the thing overheating.

Speaker 1

当你还需要驱动显示屏时,这将变得更加困难。

When you now have to add in the complexity of driving a display, that's going to be even more challenging.

Speaker 1

到目前为止,解决这个问题的方法(如果有的话)是将计算能力分散到眼镜的各个部分。

And what the solution to this in so far that there is a solution is that you distribute the computing throughout the glasses.

Speaker 1

这正是Orion AR原型机所做的功能之一。

It's one of the things that the Orion AR prototype does.

Speaker 1

Orion并不是只配备了一个芯片。

It's not just one chipset on Orion.

Speaker 1

它的各个部位都有芯片在执行不同的任务,未来你会看到更多这样的设计。

There are chipsets all throughout it doing different tasks, and that's what you're going see over time.

Speaker 1

但这显然会增加成本。

But that obviously drives up cost.

Speaker 1

当然,一些公司正在研究先进的散热解决方案。

There are obviously companies working on exotic cooling solutions.

Speaker 1

微软研究院推出过一个方案,但那更多是用于服务器场景。

Microsoft Research came out with something, but that's more for server usage.

Speaker 1

它能效不高。

It's not energy efficient.

Speaker 1

这仍然属于材料科学的研究范畴。

It's still in the material science research fears.

Speaker 1

在现实世界中实现越来越多的功能,这将是最大的挑战之一,而问题又回到了这个反射问题上。

That's going be one of the biggest challenges of getting more and more capabilities in the real world, and it comes down to this reflection issue again.

Speaker 1

顺便说一句,我本来想开个玩笑,你说过你用右眼已经能获得后视视野了。

The joke I was going to make, by the way, is that you've described that you do already get rearview vision with this in your right eye.

Speaker 0

这完全公平。

That's a 100% fair.

Speaker 0

是的。

Yeah.

Speaker 0

但我真的很讨厌它。

And I hated it.

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