Apple’s Plan for Headwear Shapes Up - DTNSB 5050

0:00Robb Dunewood: This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. Some days, getting the work done isn't the problem. Staying locked in is. AlphaBrain is Onnit's daily nootropic formula for cognitive support, designed to support memory, focus, attention, and mental clarity.

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2:04This is the Daily Tech News for Monday, June 30th, 2025. We tell you what you need to know, follow up on context, and just try to help each other understand. Today, we let you know what we think of Apple's reported strategy for smart glasses and headsets. That's an interesting one. I'm Tom Merritt. And I'm Rob Dunwood. Let's start with what you need to know with the big story. Analyst Ming-Chi Kuo has a pretty good record when it comes to Apple. If you recall hearing something from him that didn't turn out to be true, it's more likely that Apple changed its mind about it than Kuo originally got it wrong.

2:36That's probably why his reports always get the buzz, and today's no exception. Apple sees head-worn devices, you know, like VR headsets, smart glasses, that type of thing, as its next major trend. At least that's what Kuo says. It has three Apple Vision headsets, like the Apple Vision Pro in development, as well as four variants on the idea of smart glasses. Now, that makes seven products. So five of those seven actually have timelines associated. The other two are still earlier in the process. Let's go through what Quo says they are. The first is a minor upgrade of the Apple Vision Pro that just has a better chip, runs on an M5 chip.

3:12That one's supposed to come in Q3 this year. That doesn't seem like much more than a chip upgrade and not a big surprise. A lighter and cheaper version that everybody's been wondering would come, often referred to as an Apple Vision Air, is a couple of years out still. Quo says it's Q3 2027, and that one would run on an iPhone processor. Top end, but an iPhone processor, not an M series processor. And then a second generation of the Vision Pro is supposed to come in the second half of 2028, and that would have a whole new design. Let's talk about the glasses. Apple's first competitor to Meta's Ray-Ban smart glasses won't arrive until Q2 2027.

3:51So you're not going to see these anytime soon. It's expected to have multiple frame options, multiple material options, you know, so you can get the glasses that have the look you want. And then the innards will have things like gesture recognition, voice control, photo and video recording, but no display. The first of two smart glasses with a display, the quo refers to as XR for extended reality, will come in 2028. And then finally, there's a tethered product that you'd plug into your Mac or your iPhone and use as a display. That one has been paused because they can't get it light enough. They've got some weight challenges.

4:27Quo thinks the display-enabled smart glasses will probably remain a niche product for the next couple of years. So Apple being later than that is not a big deal. And then he thinks Apple will probably leapfrog what's out there with tech and design improvements, which is a thing Apple has done in the past. Rob, if Quo is right, what do you think Apple's headwear strategy sounds like to you?

4:48Robb Dunewood: I think on the designs with the displays, it probably sounds right. And it probably sounds about right for the timing that it would take Apple that long to get it out. For the ones that are going to basically compete with the Ray-Ban Metas, I actually looked it up. Those things have been out for 20 months. And we're talking about an additional two years before Apple has a competitor to it. If there were any company other than Apple, I would say that that takes way too long for them to come out. But Apple being the behemoth that it is, they can they can release it and just they automatically have a huge market of people who are going to get it simply because they have an Apple logo on them.

5:24Robb Dunewood: So the question that comes up is why two years for the ones that compete with the Ray-Ban Metas? And it makes me think about where Apple is with their AI. Well, they probably don't have any AI coming out for a while. So it could take them that amount of time to actually put the AI in the glasses to make them do the things that you would want them to do with Apple's polish and finish. Yeah, I always think back to other cases of Apple doing this, right, for comparison. So when the iPhone came out, everybody thought that the trio and some of the BlackBerrys, as you know, were pretty cool. And it's like, man, these are great.

6:05What would Apple do that's better than these two? And then we saw the iPhone. It was like, oh, it's significantly better. I think we're in a similar position with those Ray-Ban Metas. And Meta is going to be expanding to other SLR Luxottica brands like Oakley, where people go, hey, they look pretty good. it. So what Apple has to do again is come out with glasses where you go, wow, those look even better. And I'm not sure, and no one ever is before they come out, but I'm not sure what the margin for improvement is and what the tech could do even beyond the AI. Like I'm with you on Apple intelligence, or maybe they just plug into open AI or something like that.

6:42Like that has to work, but the look and the functionality has to be a leapfrog too. And maybe I'm just old, but I'm having a harder time imagining how it could be as much of an improvement over the metas in two years, assuming meta continues to improve as the iPhone was over the trio.

7:01Robb Dunewood: Apple's initial improvement over those initial handhelds that were out years ago, those devices are still pretty new and fairly niche. People have been wearing glasses for a couple hundred years. Yeah, the form factor, right? Yeah, that's a great. Yeah. So that's one of the things that makes me wonder, you're pushing it. But if there's any company that can do it, Apple has a track record of coming out and showing people things that have already existed. And you actually think that Apple created the thing because they do it so well. Yeah. So if any company can do it, I'll give Apple a pass on 2027 before you actually compete with something that's been out for almost four years.

7:42Robb Dunewood: We'll have to see. That camera is going to have to be so small that you can't even tell it's there for it to be a big change in the form factor right and then the functionality is going to have to to wow you somehow yeah right uh quo also noted that apple plans to launch a more affordable 13-inch mac that runs on an iphone a18 pro chip uh that would bring the price down uh it sounds like a apple version of a chromebook honestly uh colorful case options stuff like that thinks we could see it hit later this year or at the latest early next year and in In other Apple news unrelated to Quo, Mark Gurman over at Bloomberg says two unannounced features are coming to iOS 26 later this year, live translation by AirPod and one that hits close to my heart because I'm here in a hotel room in Austin, syncing captive Wi-Fi across Apple devices.

8:29So when you go log on to that hotel Wi-Fi or your coffee shop Wi-Fi, you'd only have to log in once, maybe on the phone. And then when you open your MacBook, it'll be like, oh, you're on the same Apple account. Great. We'll just bring those credentials over to you.

8:41Robb Dunewood: That is a really, really cool feature. And I would have to imagine that there's a whole lot of folks that would be really interested in an even less expensive MacBook. Because it's not like the lower end ones are terribly expensive now. So if you can actually shave off another$150,$200, a lot of people would be really happy about that. Yeah. And going back to the colorful options thing, which Apple has done from time to time in PCs, you know, desktop PCs in the past, that would be interesting too. DTNS is made possible by you, the listener. Today, we want to thank A-Lo, a.k.a. Adam L., Tony Glass, and Philip Less.

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10:47Robb Dunewood: Once you try it on a first meeting, it's hard to go without. You can try it totally free. Head to granola.ai slash daily tech. That's granola.ai slash daily tech to get your time back. Go to granola.ai slash daily tech and try it on your next call. This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade-in value.

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13:07There's more we need to know today.

13:08Robb Dunewood: Let's get to the briefs. We have several bits of Google-related news to let you know about, and thanks to Motang for posting these on subreddit. Android faithful's Michelle Rahman wrote on Android Authority that Gmail for Android is testing a mark as red button with notifications so you don't have to open the app. Rahman also reports that Android 16 is getting the ability to push notification warnings if a connection attempt requests a unique identifier or forces an unencrypted connection. This would alert you of something like a stingray was trying to hijack your cellular connection and spy on you.

13:40Robb Dunewood: Phones would need to have new hardware in the modem to support this, but the groundwork is being laid in Android to support it when they do. In other Google news, Google VO3 is now available for everyone on Vertex AI and Google Cloud, and Google has agreed to buy half the power coming out of a nuclear fission reactor from Commonwealth Fusion Systems outside of Richmond, Virginia. Fusion reactors don't create the toxic waste that fission reactors do, but they are just coming out of the research phase. Commonwealth's test reactor called Spark won't come online until next year. And the full reactor called ARC is scheduled for sometime in the 2030s.

14:13Robb Dunewood: Google did write a check now, so hopefully that test reactor works. Yeah, Google's making a big bet. Fusion reactors working as expected would be huge for our power needs. And the fact that we're seeing multiples of these starting to do test reactors is kind of a big deal if they work. But there's a few people out there who are skeptical that they're going to work as promised. And I guess Google's one to be willing to bet that it's going to. So they'll write a check just so they can get that 200 megawatts of power out of there if it does work out. Google is an AI company. And things we know about AI companies They require enormous amounts of power.

14:55Robb Dunewood: So if there is a way to get a, and I'm doing the air quotes for people who cannot see me right now, you know, this is a relatively clean type of energy. It's nuclear powered. And there's, you know, there's issue with that. But I think everybody thinks of like Three Mile Island meltdowns and we really have not had that since then. So this is something that Google is, they're taking, I don't want to say they're taking a flyer on it, but it's like, you know what? let's go ahead and put the money in now make you see if this stuff works and if it does we are first in line to get enormous amounts of capacity because fusion is much cleaner than fission fission is what we have now that's three mile island uh and that's the one where you split the atom apart to get the power out and then you have radioactivity left over with fusion you push the atoms together and so you don't have anything left over there there's still some byproduct of it but not nearly the toxicity and the difficulty of disposal that you have with fission.

15:53So it would be huge if we can get fusion reactors. And it's going to cause a lot of confusion amongst people too, because they're going to hear fusion, but think fission, like you said. So it's a long road for that, much less the fact of whether it works as promised as well. Well, here's the latest on the provision of the U.S. budget bill regarding prohibitions on states in the U.S. regulating AI. This is part of the big budget bill, but it's that one provision that was saying for 10 years, states couldn't regulate AI. Now, when we last mentioned it, the provision was allowed to stay in the bill because it doesn't actually make state regulations illegal.

16:31It withholds federal funding for broadband infrastructure if states keep regulations. And the Senate parliamentarian said, yeah, that's a budget item. You can put that in the budget bill. The U.S. provides$500 million to states for broadband programs. Now, not every state receives that money, but most of them do. And so if they want to keep receiving it, they'll need to abide by this prohibition. The bill is now in its final form in the U.S. Senate. It then is going to have to go back to the House before being sent to the president to sign into law. The term of the prohibition was reduced. It's no longer 10 years.

17:05It's now five years. And it also added a couple of exceptions. I'm going to read these from the text of the proposed bill. There would be an exception for a law or regulation pertaining to unfair or deceptive acts or practices, child online safety, child sexual abuse material, rights of publicity, protection of a person's name, image, voice, or likeness, and any necessary documentation for enforcement, as long as they don't place an undue or disproportionate burden on AI systems. So they're saying you can still get your funding if you're regulating AI for these purposes, child safety, copyright stuff, that sort of thing.

17:46Senator Marsha Blackburn of Tennessee had opposed the act because it would have affected that state's act that makes it illegal to mimic musicians' voices without consent. Remember, Nashville is in Tennessee, so she's trying to protect the music industry there. the new version of the prohibition explicitly exempts that Tennessee Act, which by the way is known as the Ensuring Likeness, Voice, and Image Security, aka Elvis Act. It could still get pulled out or changed before the Senate passes it back as multiple governors and some ruling party senators still oppose it. And of course, it could face changes or removal in the House before it gets sent to the president.

18:23But the general sentiment is we're probably seeing this bill getting sent to the president by July 4th.

18:31Robb Dunewood: Yeah, it was it was pretty much dead on arrival in its previous iteration. I think that they've put enough stuff in here. They by cutting it in half from 10 years to five years, that is going to get a lot of folks on board that just weren't on board before. But I think you're right that this gets it closer to actually being something that will get through the House, maybe more and more around. They don't have a lot of time. The fourth is Friday, so they don't have a lot of time. But I would imagine that you're going to see something go to the House to get signed and ultimately gets to the president's desk.

19:01And then we'll see if any states want to say like, no, we don't want the funding. We'll keep the regulations.

19:08Robb Dunewood: Spotify's Discover Weekly playlist is getting some updates. The popular way to hear music tailored to your taste has controls at the top where you can select certain genres that you want it to favor. Maybe you usually listen to R &B, but you like a little more contemporary gospel. you can see the new controls at the top of the discover weekly in the made for you hub a couple of safety issues to mention today anchor issued its second recall of power banks this month you may remember earlier this month there was a recall for certain models of power banks sold in the u.s between june 1st 2016 and december 31st 2022 this new recall is for several models sold in multiple markets around the world.

19:49So if you want to check if you have an affected model and get instructions for what you need to do to get a refund or dispose of it, go to anchor.com, look for a page called Product Recall Submission Form, and we'll have a link in our show notes to that as well. Also, security company Rapid7 found a security flaw in the firmware of 689 kinds of brother printers. I've got one of those. As well as 59 printer models from Fujifilm, Toshiba, Rico and Conica Minolta. Partial patches have been issued, but to fully mitigate the vulnerability, you need to make sure you have changed the default admin password on the printer, which all of us did as soon as we got our printers, right?

20:30So we're all good, right? I just changed mine to password, Tom. Nobody will ever guess that. You changed the default 1234 to password. Smart.

20:41Robb Dunewood: YouTuber Christian Perry Fractic Simpson posted a video of details of a share purchase agreement for the assets of Commodore Corporation. The agreement supposedly requires a payment in the low seven figures to be paid to complete the deal. While Simpson and friends have raised some money, they still are looking for angel investors. Lots of folks from the Commodore heyday back in the 80s are on board to work on the new organization should it come together, including the father of the Commodore 64, Albert Charpentier, and Michael Tomschik, aka Vic Czar of the Vic 20. This is a fun idea, and it's a great way to get the angel investing to do it, to be a popular YouTuber with popular videos, and then this goes viral, and then we talk about it, and everybody's talking about it.

21:22And I think everybody likes the idea of Commodore reuniting the old folks and the nostalgia of the brand and all that to be more than just slapping a name on something. Maybe they can make something interesting and new. It's still pretty much nostalgia, though.

21:38Robb Dunewood: It's definitely nostalgia, but it's getting me. My first computer was the TI-99-4A, but my cousin got the Commodore VIC-20. So you know that my second computer was the Commodore 64. It was for the games in addition to being able to code, but I remember that time fondly. It was really the TI-99-4A started it, followed by the 64 that really got me into tech, into computers that has lasted for 40 some odd years. You and I share that lineage. My first was a TI-99-4A, and then I got the Commodore 64, and I have fond memories of both. So I love this too. Microsoft CEO of AI, Mustafa Suleiman, says the company has developed a new language model that can diagnose disease four times more accurately than a panel of human physicians.

22:24Microsoft tested the model with 304 case studies from the New England Journal of Medicine. So these were difficult cases. They assembled them in a test called the sequential diagnosis benchmark. And then the Microsoft language model broke those cases down into a step-by-step sequence that they would need to follow to create a diagnosis. Then, here's the key part, that model consulted other models like GPT from OpenAI, Gemini, Claude, Llama, Grok, and mimicked how multiple human experts team up on a case as a group of experts. Suleiman called it chain of debate, which is a play on chain of thought where a model rethinks multiple times to make sure it gets the right answer.

23:08They call the system the MAI Diagnostic Orchestrator. You might see it as MAI-DXO. It achieved 80 % accuracy on these difficult cases compared to 20 % from a human panel that was not familiar with the cases. It also selected less expensive tests and procedures, which would have reduced the cost of treatment had this been real by 20%. Microsoft has not said how it might or might not implement this research project, but if it wanted to deploy it to people, it would need to conduct a clinical trial on actual patients that were being treated by a human and do comparisons there in the real world.

23:43Robb Dunewood: So when we talk about AI, generically, we're pretty much talking about LLMs, but this is this kind of AI that I'm really, really excited about because, you know, clinical trials and things like that, they take enormous amounts of time. And if you can model this stuff and you can decrease the amount of time that it takes to get better outcomes, that is a good thing for people. Yeah, no, this is a really good one. And I hope it works, right? I'm sure it's proper to be a little skeptical about how it will work. Probably that accuracy percentage goes down when it hits the real world and all the nuances of real world cases, but it could be really helpful.

24:21I don't think it necessarily has to replace his doctors as much as be another member of the team the way it's using a virtual team to create its diagnoses as well.

24:32Robb Dunewood: Scientists at the University of California at Davis have developed a device that can translate brain signals into sounds, including words, without much latency. Most brain computer interfaces do this by translating brain signals to text and then turning them into speech. They put 256 microelectrodes into the area of the brain that controls vocal tract muscles. The signals were sent to a neural decoder, which was trained to detect pitch and voicing. Then it was fed to a vocoder to synthesize speech. Latency was reduced from minutes in previous systems down to about 10 milliseconds. That's almost instantaneous.

25:04Robb Dunewood: The error rate was a bit more than 43 percent, but reached 100 percent when you had a transcript. The scientists are now working with a company from Austin called Paradromics, which has a system with more electrodes. They want to receive FDA approval to do clinical trials. Yeah, this is this is incredible. We've been seeing brain computer interfaces just continue to get better and better and better. And in the past, it had been trying to figure out how to have a person imagine a word and then translate it. And that was impressive that they could do that. This is saying, what if we just try to detect how they would form their mouth when they spoke, if they can't speak, and then turn that directly into speech, and it's instantaneous.

25:47So again, need to get that error rate down. But when you know what they're saying, you can tell what they're saying is what that transcript part that you talked about said. And I think this is incredibly promising. And I'm glad that there's a company that wants to push this one toward clinical trial. I hope they get the approval.

26:03Robb Dunewood: Absolutely impressive here. Just to put it in perspective, you go from several minutes to the blink of an eye. The blink of an eye is about 10 milliseconds. So this is pretty darn impressive if they can get that air rate down. Gardner Group says that its communication with companies indicate that 60 % of agentic AI projects that are under development right now at companies will remain in development by the end of 2027. The rest will be canceled for concerns about cost, concerned about how valuable they are, whether you can control the risks or not. Gartner also projects that by 2028, 15 % of daily work decisions will be made by these kinds of agents.

26:4533 % of enterprise software apps will include an agent. Gartner says successful agents offer enterprise-wide productivity. So if you're looking for how can we make sure our agent is successful, don't look on individual boosts. look at how it's going to affect the entire productivity across the enterprise. And Gartner says that the best chances are automation of routine workflows and information retrieval.

27:09Robb Dunewood: This tracks because right now many companies are pouring money into this just to see what they can do. A year and a half from now, they're going to absolutely be concerned about what is it actually doing effectively and saving us money. So, yeah, this stuff makes sense here. Joby has delivered its first production electric takeoff and landing aircraft to Dubai as part of this plans to launch air taxi service there by 2026. Test flights will begin soon on planned routes with commercial service to begin by the end of this year or early next year. With wide availability following those tests, Joby aircraft are all electric and seat five, including the pilot.

27:41Robb Dunewood: They can reach 200 miles per hour and travel 150 miles on a single charge. I mean, I think this is significant because we are actually getting one of these aircraft that we've been talking about forever. uh in the air i mean i know it's not in the air yet but it actually got delivered uh i think joby has like five in production right now that are out there being tested but this is this is going to one of those stories that we heard like dubai is going to do this air taxi service someday like okay they actually have a vehicle they could do it with so uh that's that's significant they've got a vehicle it looks like it's coming really really soon and we are probably months away from living in the time of the Jetsons.

28:22Months, if not years, but maybe months. We have a live stream show as well, folks. If you like watching live TV, you can catch DTNS Live. Watch it at 4 p.m. Eastern at youtube.com slash daily tech news show, or you can catch it later. You can watch it there on YouTube or as a podcast. Just look for DTNS Live.

28:44Robb Dunewood: This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade in value. Advanced, intuitive, and deployed. That's how they sack. That's technology at Capital One. Soft, cushy, plush, cozy. Soft, smooth, buttery, marshmallowy, warm. Soft. Socks, underwear, tees, and more.

29:27Robb Dunewood: Bombas. Everyday comfort worth obsessing over. Visit bombas.com slash audio and use code audio for 20 % off your first purchase. That's B-O-M-B-A-S dot com slash audio. One purchase equals one donated. Always.

29:47Robb Dunewood: We end every episode of DTNS with some shared wisdom. Today, Mark has some thanks. Yeah, we talked with Bart Bouchotts last week about alternatives to pocket, and a lot of people wrote in thanking us for these. Mark was one of them. He says, thank you, Bart Bouchotts. Rainy.io is exactly what I've been looking for to keep track of sites instead of leaving 80 tabs open on three different devices. This was an excellent recommendation. It is pretty cool. How are you, Tom? How many tabs do you generally leave open on your devices? I've got 20 in this browser window and maybe a good 10 or 12 in other browser windows that are minimized at the moment.

30:28I'm not that bad, but this might be able to help both of us out. Yeah, it just might.

30:32Robb Dunewood: It just might. Thank you, Bart. Thank you, Mark. Well, folks, we'd love to know what you're thinking about. If you've got some insights into any stories, share it with us at feedback at dailytechnewsshow.com. Yeah, big thanks to Mark for contributing to today's show. Thank you for being along for Daily Tech News Show. You can keep us in business if you're not already a patron. If you are, thank you. And if you're not, go take care of that. Patreon.com slash DTNS. Talk to you soon.

31:05Robb Dunewood: The DTNS family of podcasts. Helping each other understand. Diamond Club hopes you have enjoyed this program.

31:18Robb Dunewood: This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge, and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade-in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. Some days, getting the work done isn't the problem. Staying locked in is. Alpha Brain is Onnit's daily nootropic formula for cognitive support, designed to support memory, focus, attention, and mental clarity.

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