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Daily Tech News Show

20 Jun 2025 · 32m · 21 chapters

Episode artwork

Jeffrey Katzenberg’s Animation AI Secret - DTNSB 5044

In short

Daily Tech News Show (June 20, 2025) covers Meta’s Oakley-branded smart glasses launch, Android opening Microsoft Office links without signing in (view-only), multiple tech/industry briefs (chips, browser blocking, Cloudflare data on chatbot traffic), India’s mobile-only media growth, TikTok enforcement extension, JD.com’s humanoid/robot and delivery competition, and a deeper segment on Jeffrey Katzenberg’s claim that AI will make animated movies 90% cheaper.

Guests

Andy Beach (tech/AI industry analyst; writes at Engines of Change.ai) and Allison Sheridan (shares “wise” security-camera switching experience; mentioned as guest contributor).

Key claims

Oakley Meta Houston (H-S-T-N) captures 3K video, 8-hour battery plus 40 in case, supports llama Q&A and Be My Eyes, and has Oakley Prism UV-filter lenses. Katzenberg: AI lowers barriers for independent creators; studios will focus on IP defensibility.

Notable examples

SoftBank “Project Crystal Land” robots in Arizona; Foxconn/NVIDIA humanoid robots in Houston; Samsung Tensor G5 foundry investigation after Google switches to TSMC; Cloudflare: chatbot referrals drop to ~1 per 18 pages crawled (Google) and far lower for OpenAI/Anthropic.

Written by AI. May contain mistakes.

Chapters

0:03

Meta's Launch of Oakley Smart Glasses

Discussion about Meta’s new Oakley smart glasses and features.

“It's called Chat Concierge and it's simplifying car shopping.”
3:16

Meta's Launch of Oakley Smart Glasses

Discussion about Meta’s new Oakley smart glasses and features.

“Start with what you need to know with the big story.”
5:35

The Appeal of Smart Glasses

Exploring the potential market for smart glasses in various sports.

“I'm thinking more, I'm definitely getting ready to get a ticket on the smart glasses train.”
7:33

User Experiences with Smart Glasses

Hosts share personal experiences and thoughts on smart glasses.

“I'm a very poor bicycler, biker, whatever the appropriate noun for that is.”
9:21

AI-Powered Meeting Notes with Granola

Discussion on how Granola helps streamline meeting notes with AI.

“Because, I mean, I haven't really used smart glass.”
12:19

Android and Microsoft Document Updates

Updates on Microsoft documents being accessible to Android users.

“It's called Chat Concierge and it's simplifying car shopping.”
14:11

Microsoft Document Access Update

Android users can now access shared Microsoft documents without logging in.

14:21

Chip Manufacturing Developments

Updates on chip manufacturing efforts from SoftBank and Foxconn.

“without having to log into a Microsoft account.”
14:59

Google's Chip Supplier Switch

Google's switch to TSMC for its Tensor G5 chip raises concerns at Samsung.

“Not everyone is into following the ins and outs of chip manufacturing.”
16:30

Microsoft Family Safety Feature Glitch

Issues with Microsoft's family safety feature blocking Chrome reported.

“I just love the euphemistic terms that companies have to come up with for things like this.”
Show all 21 chapters
17:48

Chatbots Impact on News Traffic

Cloudflare reports significant decline in traffic from chatbots to news sites.

“If it walks like a duck and quacks like a duck, sometimes it's a duck.”
19:58

Shifts in Media Consumption in India

A growing percentage of Indians consume media solely on mobile devices.

“Well, according to Kantar's Insights Division for South Asia, 23 % of people in India use only mobile phones to consume media.”
22:18

TikTok Distribution Law Update

U.S. extends deadline for enforcing TikTok distribution laws again.

“The government has said we won't enforce the law.”
22:38

JD.com's Delivery Strategy in China

JD.com challenges Alibaba and Meituan in China's food delivery market.

“Last chance, last, last chance, you guys.”
23:56

New iPhone Ringtone Discovery

A new version of the default iPhone ringtone has been discovered.

“A new version of the iPhone's default ringtone has been discovered in the first developer beta of iOS 26.”
25:41

Decline of News Alerts Engagement

Many people are disabling news alerts due to information overload.

“A worldwide survey by the Reuters Institute for the Study of Journalism found that 79 % of people surveyed do not receive news alerts on their phone in any given week.”
28:00

Introduction to AI's Impact on Animation

Discover how AI might revolutionize animation production costs.

“I just think the filtering is not done carefully enough, or maybe that's just the hard problem.”
28:34

The Potential of AI in Independent Creation

Learn about how AI tools may benefit independent creators in the film industry.

“Well, if Jeffrey Katzenberg is to be believed, the answer is yes.”
31:16

Challenges and Opportunities in AI Usage

Explore the challenges and opportunities presented by AI in content creation.

“There have been other stories recently about how we're starting to see some of the first big lawsuits by studios against model makers for the content that's coming out of their systems.”
33:44

Discussion on AI's Future in Storytelling

Understand how AI might change storytelling and content creation.

“You know, it gives a storyteller the tools that they didn't previously have access to to go do something.”
36:19

Listener Feedback and Recommendations

Hear listeners' experiences with home camera systems and tech choices.

“We chose Eufy because they're only slightly more expensive and the indoor cams we bought were HomeKit compatible.”
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Transcript

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2:53Huyen Tue Dao: this is the daily tech news for friday june 20th 2025 we tell you what you need to know follow up on context and help each other understand today jeffrey katzenberg says animated movies are about to get 90 cheaper to produce and ray-bans are no longer the only fashionable option for smart glasses thank goodness i'm tom merit i'm windward now let's Start with what you need to know with the big story. If you've been intrigued by Meta smart glasses, but you're an Oakley person, not a Ray-Ban person, well, good news. Evolution takes centuries. We don't have that kind of patience. Meta just launched the Oakley Meta Houston glasses, but it's spelled H-S-T-N.

3:40Huyen Tue Dao: Not Houston, not Houston, but Houston. You know, like the place you go south of in New York City. Unlike rumors, the cameras are still on the side on this bottle. They are not on the bridge, but they can capture 3K video, unlike the Ray-Bans 1080p, and have double the battery life at eight hours on a charge with an extra 40 when you put it in the case. Otherwise, the functions are pretty similar to the Ray-Bans. You can talk to the glasses to take calls, play audio, take photos, take videos, even do some live streaming. You can ask Meta's llama model questions, including about things that are in view of the camera.

4:16Huyen Tue Dao: And the Oakleys, like the Ray-Bans, can also be connected to Be My Eyes to help visually impaired users get a description of what the cameras can see from a human. They have the same IPX4 water resistance as well. One non-Meta thing they have is Oakley's Prism lenses, which Oakley spells with a Z. Those filter out ultraviolet light. This is not a new partnership. Essilor Luxottica makes both the Ray-Ban and the Oakley glasses. And the rumors still say that a version of Oakley's meant for cyclists that'll have that camera in the center will come under Oakley's Sphera design later this year. The first model available is a limited edition with gold accents for an extra$100.

5:00Huyen Tue Dao: You pay$499. You can start pre-ordering on July 11th in Austria, Australia, Belgium. Let me hear it. Canada, Denmark. How about you, Finland? France, Germany. Welcome in Ireland, Italy, Norway, Spain, Sweden, the UK and the US. And if you're like, hey, I'm not in one of those countries later this year, they will come to India, Mexico and the United Arab Emirates. More models than the gold one will follow. Those will be three hundred ninety nine dollars. They'll have a bunch of different frames and lens colors. When does this make you want to jump on the smart glasses train? I'm thinking more, I'm definitely getting ready to get a ticket on the smart glasses train.

5:38So this definitely gives another option. I used to be a big like Oakley. Really? Me too. Oakley person. Yeah. Back in like early 2000s, I think. I had like an Oakley backpack and everything. And I love the glasses, even though I couldn't afford them because I think that was like grad school time. But this just makes so much sense. You know, just Oakley as a brand is still very strong. And of course, I think that that does play into a really good segment of well-known brands partnering with a manufacturer like Meta. So this makes a lot of sense. I don't think I would go for limited edition gold accents for$100.

6:09But yeah, it makes sense. Although I have to admit, especially with meta publishing AI prompts, I'd be a little bit nervous about putting these on. But I do think it's just a smart idea. And just in general, I think smart glasses are a very interesting form factor, especially kind of in the wearable ecosystem.

6:26Huyen Tue Dao: That's a good question about the prompts. As far as I know, that's only when you make them in the meta AI app. I have not seen anyone say that the prompts from their glasses have showed up there, but it does make one wonder. So I think it's a fair thing to bring up. Yeah, I actually was into Oakley at the same time. I have a pair of Oakley flip-flops, as a matter of fact, that I've had for like 25 years. They've lasted forever. It was a big O. Maybe not 25 years, but close to 20 anyway. Yeah. I was thinking like, well, I have the Ray-Ban originals, the ones everybody hated. And I've been kind of waiting to upgrade those, even though everybody loves the second round of the Ray-Bans.

7:08Huyen Tue Dao: And I was like, oh, but Oakley's, this might be fun. But like you, I don't want to spend an extra$100 just for gold accents. So now I'm holding off. And if I'm going to buy, I'm not going to buy until these others come out. I mean, I feel like there's like a big market here for them to push with athletes. if that's something that they can get. I don't know, whatever the privacy issues with glasses, of course. But I mean, like there's so much here. And like, I'm actually really excited for, not that I'm a cyclist myself, I'm a very poor bicycler, biker, whatever the appropriate noun for that is.

7:38But I think there's a big market here for smart glasses, especially with like action sports, just because, you know, I mean, like it's a thing already with folks. And, you know, like there's like, it feels like a whole segment of social media that is just folks doing really awesome mountain biking and trails with action cameras. I can't imagine that this wouldn't just enhance that. And I do like the detail that the camera's on the bridge. I assume that's for some kind of balance wind resistance thing for cyclists, but maybe I'm just overthinking it. Yeah.

8:06Huyen Tue Dao: Or a POV that's like directly. Oh, directly. Probably a little of both. I love that we are, that the meta sort of stumbled into a successful product. There's lots of interviews where their executives are like, yeah, we were only going to take two swings at this and if it didn't work we were going to bail and well the second swing worked so we're going to keep making these plus they've got a version that'll have a display that shows up in your glasses coming out later this year and then they're talking about full-on augmented reality glasses in 2027 i'm into it i i'm very very interested as someone who's finally been turned around on a watch like getting back to watches i i'm really i'm really curious to see what we can do with kind of like heads-up displays in real life it's like yeah it's like science fiction.

8:50Huyen Tue Dao: The heads up display is interesting. And honestly, as the, as the audio quality starts to get better reviewed on these, especially these Oakley's people are saying like, yeah, this is, this is as good as a lot of earbuds. I'm like actually walking around with glasses on and just hearing the speakers might be a better situation for me. Cause I always have to pause and talk to people when I'm walking my dog, cause they have a dog. And then, but my earbuds are in and I always feel a little bit rude. Having the glasses on would be better for that. I like that. Did you, Did you find that you had an adjustment period with the HUD?

9:21Because, I mean, I haven't really used smart glass. I don't think I've ever tried any of the smart glasses, but was the HUD, was there like a ramp up period?

9:28Huyen Tue Dao: I have not used any with a HUD yet. Okay. Oh, wait, then what? Sorry, then my bad. I have no idea what the experience is like on the Ray-Bans. Yeah, so the Ray-Bans is just audio. You can talk to it and you can hear it. So you can play podcasts and music and stuff, or you can talk to it and it answers you, but that's it. So it's got a camera that it can see and you can say, like, is that a tree? It'll be like, no, Tom, that's a car. But it doesn't show you anything. That's what's coming out later this year are a version that will have a head. Oh, OK, OK, OK, OK. That that is what I think I'm interested in.

10:01I've tried I've done the at least assistance in my earbuds. And I just kind of forget that it's there, to be honest with you.

10:07Huyen Tue Dao: Or just like wasn't very good for a long time either. And I don't want to recharge my glasses. That's 2025. Everything needs a charge. I know. Right. All right. Right. Well, DTNS is made possible by you, the listener. We want to take time to thank Tim Deputy, Brandon Brooks, Joni Hernandez, and welcome new patron, Ethereal Annie. Welcome Annie. I used to be the person who hunched over my laptop mid-meeting, typing furiously to catch every word and missing half the conversation because I was too busy transcribing it. That's the problem Granola fixed for me. Granola is an AI-powered notepad that makes your meeting notes useful.

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11:59You stay in control reviewing the draft and deciding what moves forward. Put ChatGPT to work on your most ambitious ideas and projects. Get started at chatgpt.com by selecting work mode. Available on Plus and Pro plans. 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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14:18Huyen Tue Dao: There's more we need to know today. Let's get to the briefs. Well, Android users can now open shared Word, Excel, and PowerPoint documents without having to log into a Microsoft account. Microsoft made this available for iOS in March. You won't be able to make edits or leave comments, though, until you sign in. Yeah. Makes sense. Yeah, it makes sense. There's a little bit of a security to that. You want people to sign in to change the document. But if you've sent the link to someone, you're saying, like, it's cool if you just look at this. So I think this is helpful for people because everybody uses Microsoft documents, it seems like, even if they don't want to.

14:57So true words were never spoken.

14:59Huyen Tue Dao: Not everyone is into following the ins and outs of chip manufacturing. I get that, but there's a lot going on in the space. So let's give you a quick rundown of the latest. Bloomberg sources say that Japan's SoftBank is investigating a partnership with TSMC, Samsung, and others called Project Crystal Land, which really would be better as an amusement park or maybe a rock museum. But anyway, it's going to build robots is apparently what the story is. and other advanced technology in Arizona. The Economic Times says Foxconn may open a new facility in Tamil Nadu in India to make iPhone enclosures.

15:35Huyen Tue Dao: One source said construction had already begun on the plant. It would be close to Foxconn's existing display module plant. So more iPhone production from Foxconn moving into India. Reuters says Foxconn is talking with NVIDIA about using humanoid robots at a plant in Houston, Texas in the United States. that will make servers for NVIDIA. The target is supposedly Q1, when the plant's supposed to get up and running. They want the humanoid robots walking around as soon as they open. Foxconn has been working with NVIDIA and China's UbiTech on humanoid robots. We're not sure which ones we'll use, but since it's an NVIDIA plant, I'm guessing it's probably gonna be NVIDIA if they do it.

16:13Huyen Tue Dao: And a report from The Bell in Korea says that Google switched from Samsung to TSMC for the Tensor G5 chip, that's the one they use in the Pixel devices, has served as a wake-up call to Samsung's chip division. The foundry is running around with some panic, and there is an internal investigation of what it calls the Google incident underway. I just love the euphemistic terms that companies have to come up with for things like this. It's just like, you know, that which shall not be named. Yeah. Yeah, they are. It reminds me of when everybody talked about Google having its red alert moment when OpenAI, which had GPT, came out.

16:55Huyen Tue Dao: It's that kind of thing going on at Samsung. All right. Well, starting June 3rd, users of Microsoft's family safety feature for Windows started reporting that it was blocking the Chrome browser. Microsoft has created a bug report for the behavior and is investigating. Other browsers like Opera and Firefox do not appear to be affected. And some users reported that changing the name of the Chrome.exe file solved the issue. There's so many armchair things you can say here. Like, well, obviously Microsoft's trying to stop people from using Chrome, which I really honestly don't think is the case. From their reaction, it seems like they're like, we don't know what's causing this.

17:36Huyen Tue Dao: Which leads me to my second armchair response of, well, if I can change the name from Chrome.exe to something else, seems like you've just got a filter somewhere on Chrome.exe that you need to figure out. Sometimes, what is it? If it walks like a duck and quacks like a duck, sometimes it's a duck. Do you think this is a duck? I've seen ducks like this before. Wink twice. You think this is a duck? I've seen ducks like this before, just saying. Okay, all right. You can't, no one can see that, but I was blinking wildly at my camera for Tom. Yeah. Cloudflare CEO Matthew Prince told Axios that his numbers show search referrals to publisher websites are falling because people aren't clicking on citation links in chatbots.

18:18Huyen Tue Dao: So that's two problems in one. First of all, you should check those citations because sometimes they don't say what the chatbot says they say. And of course, publishers aren't getting the traffic for their news. Cloudflare's data shows that in 2015, Google sent one visitor to a site for every two pages that it crawled. Six months ago, that ratio had fallen to one visitor for every six pages, and now it's one for every 18. So in the past six months, it has changed significantly. By comparison, chatbots send even fewer people at one visitor for every 1 ,500 pages they crawl for OpenAI and one for every 60 ,000 pages for Anthropic.

18:59Huyen Tue Dao: Cloudflare says it is working on a tool to help publishers block large language models from crawling their sites. And honestly, you don't need to hear this quote from Matthew Prince to believe that Cloudflare is going to make a tool, but Prince is so confident that he told Axios, I go to war every single day with the Chinese government, the Russian government, the Iranians, the North Koreans, probably Americans, the Israelis, all of them who are trying to hack into our customer sites. And you're telling me I can't stop some nerd with a C-Corp in Palo Alto.

19:33I'm sorry. Just the chutzpah that goes into that statement.

19:37Huyen Tue Dao: I don't think anyone was telling him that. No, but I think, yeah. Hey, when you have a shot to kind of flex a little bit, you take that shot to flex a little bit. And honestly, Cloudflare is pretty good at this stuff, and he's not wrong about the sophistication of the attacks that Cloudflare has to defend against. I needed that. That was like a cup of coffee. All right. Well, according to Kantar's Insights Division for South Asia, 23 % of people in India use only mobile phones to consume media. No TVs. That's up from 15 percent in 2023. The trend is higher among men in lower income and rural groups.

20:17Affordable smartphones and monthly service rates as low as four dollars have driven the change. India has the highest share of Internet traffic coming from mobile at 78.6 percent compared to 62 percent, 62.8 percent in China and 43.1 percent in the U.S. along with these numbers is the fact that online marketplaces like Misho and Flipkart have been growing with rural users.

20:40Huyen Tue Dao: Yeah, this makes me want to pay even more attention to the companies that do mobile services in India, because this is the kind of condition where you see a leapfrog where suddenly there's mobile services coming out of India that no one would have thought of elsewhere because they just don't have as many users as they have here. Yeah, it's pretty amazing. And I think like we've been seeing this like for a number of years in like the mobile segment of like the mobile only users. And like we've kind of been aware of it, but it's really fascinating to see it kind of come to head in like emerging markets where it's like, yeah, it's like it's like a different kind of like leapfrogging, like technologically speaking, where in like the development nations, we kind of have a slower ramp up because the technology is developing here.

21:21And then when that technology gets kind of disseminated to emerging markets, things leapfrog and that kind of changes the way the socioeconomics of it works. And so it's really fascinating to see. So, yeah.

21:30Huyen Tue Dao: The Economist was doing a report on what India needs to do to become like Korea, Taiwan, et cetera. And one of the things was they need to have a hit. They don't have a company or a startup that they can point to and say like, aha, that's the one. Vietnam is in the same situation. And so I thought it was interesting to see this. I'm like, ah, if India were to have a hit, it might come out of this just because of the user base. Absolutely. As we expected when we mentioned it on Wednesday, the president of the United States signed an executive order Thursday extending the deadline of non-enforcement of a U.S.

22:08Huyen Tue Dao: law that makes it illegal to distribute TikTok. I know it's a long way for me to say that, but I feel like that gives you a better understanding of what's actually happening. It is against the law to distribute TikTok. The government has said we won't enforce the law. They haven't actually made it legal. Anyway, the extension is for 90 days, And the administration says it'll be the last one they will do, although we'll see. They say they will either get an agreement to divest enough of TikTok to satisfy the law or begin enforcing it. We're really serious this time, you guys, like for realsies this time.

22:42They're so close, so close to it. Last chance, last, last chance, you guys. Well, China's food delivery scene is booming, but it's dominated by Alibaba and Meituan, which I've seen takeout prices rise and driver pay decline. JD.com has tried to take advantage and break the duopoly by charging restaurants no commission, offering bonuses to full-time delivery people and discounts for customers. JD.com's founder, Richard Liu, also gained attention by personally delivering orders in Beijing and, of course, publishing videos of himself doing it, as well as hanging out with delivery folks. JD has captured more than half of the volume of his competitors over the last few months.

23:23Huyen Tue Dao: Yeah, this is a fun story. There's lots of folks who posted selfies of themselves with Richard Liu going like, yeah, I didn't expect when I ordered my food that the founder of the company would be bringing it. But here he is with his bike helmet on, you know, from delivering it on the scooter. Apparently he was like hanging out, having a beer after work with a bunch of the drivers and stuff. You know, I mean, it's a stunt, but it's a pretty good one. It seems to have worked. I agree. I'm all for this kind of stuff. Get your hands dirty, man. Get in there and meet the people. I like it. All right.

23:56Huyen Tue Dao: A new version of the iPhone's default ringtone has been discovered in the first developer beta of iOS 26. It was found in the code by 8810CFW, who posted about it on X. So you can't yet select it from the ringtone settings, even if you have the developer beta. Apparently, it is referred to as Reflection Alt-1-Encore Remix. Reflection is the name of the original iOS ringtone, the default ringtone, which I associate with an alarm that means I'm late for something. This is that alarm. Ah, ah, I literally had goosebumps as I like involuntarily reached to turn off the alarm. Here's what the new version sounds like.

24:54Huyen Tue Dao: So it's similar. It's kind of the same melody maybe, but. It's got a little more something going on, like a little bit more hype. if one could say just a little more energy or something. I don't know. It's nice. I like it. Yeah. Some people are describing it as glassy, which would go with the liquid glass redesign. So maybe that's why it's in there and they were going to introduce it at some point and somebody found it before they were supposed to. But yeah, this is the original again right here. And this is the new one. Yeah, it's a little funkier. Yeah. A little funkier. A little something extra, a little extra hits of something in there.

25:34Anyway, very nice. Well, congratulations. I hope you guys enjoyed it if it actually does come to people's ears soon. A worldwide survey by the Reuters Institute for the Study of Journalism found that 79 % of people surveyed do not receive news alerts on their phone in any given week. 43 % have actively disabled such notifications. The report says people disable the alerts, quote, either because they feel they get too many or because they're not useful. Many consumers are overwhelmed by notifications of all kinds. Yes. Raise my hand. Yes. Yes. I raise my hand on this.

26:10Huyen Tue Dao: I think there are so many things that contributed to this. Obviously, the tenor of the news can make people decide, like, I don't need to be seeing this in the middle of my day all day, every day. Yeah. But I have noticed that I have whittled things down to just the Wall Street Journal and BBC News because the Wall Street Journal will usually tell me the domestic news I want to hear and BBC will tell me the international news I want to hear. But even they, I sometimes get close to turning off because they abuse the privilege. Yes. And I think this is a rampant issue. And I'm more of all lines of like I have just too much of everything.

26:48And so I did at one point kind of try to filter my news alerts when I was feeling a little more capable to handle the tenor with the tenor and the amount of news that happens. But I think just also I do think there's something about like on top of all of that is just people I think increasingly companies are abusing the privilege to have notifications sent. Yeah. And I don't know why that is other than they want to drive traffic because they're losing all the traffic to the chat.

27:16Huyen Tue Dao: I understand the temptation. Yeah. And it's just, maybe it's just too hard technologically to filter things. And also I feel like once it's, for example, again, Android person, like Android is very forward now about being like, hey, do you actually want to enable notifications for this app? So I feel like that's also putting pressure on people. So once they get it in, they will just cram as much information as possible at you, whether that's promotional or not. Yeah. So the ones that really get me are when it's like a feature story and I'm like, that's not breaking news. I don't need to know that, you know, a woman in Minnesota has made a million dollars selling plushies.

27:54Huyen Tue Dao: Sounds like a great story. Not breaking news. Don't need to interrupt my screen with it. No, I think I did actually get several of those, which felt more like, okay, look, I have only so much capacity. Okay, now you've just broken my trust. But I do think that's the thing. I just think the filtering is not done carefully enough, or maybe that's just the hard problem. I don't know. Well, those are the essentials for today. So let's dive into a deeper story. All right. Well, Jeffrey Katzenberg says AI is about to make animated movies 90 % cheaper to produce. Is this the next Toy Story moment or just tech hype?

28:26Andy Beach breaks it down.

28:28Huyen Tue Dao: Andy, thanks again for joining us, man. Hey, Tom, good to see you again. Yeah, good to have you back. So will I be able to make DreamWorks in my basement now? Is that what we're talking about? Well, if Jeffrey Katzenberg is to be believed, the answer is yes. He was recently covered in an Axios article. He was at one of their summits and he was talking about basically the way that AI is changing Hollywood now and compared it to the way that CG and CGI tooling transformed things in the 90s when he was at DreamWorks. This is the kind of thing that Katzenberg does quite often. He says things that are not wrong, but attention getting.

29:14Huyen Tue Dao: Provocative. Yeah, exactly. If you had to gauge how much we should be guided by this would be a way to put it. How would you put it? Well, if you look past the headlines a little bit and look at some of the broader pieces that are there, I think what he was really stating and talking about is that the impact for AI is really going to lower the barrier of entry for independent creators. It's going to give tooling for individuals to go do things with content in a way that it's typically taken a larger collection and a studio to do. So they may be the bigger beneficiary here. And then it is AI studios that are going to come along and probably be more involved in the more traditional Hollywood system, I think.

30:07Huyen Tue Dao: Yeah. And there seems more to look at and say that makes sense given where we are here than, say, with a previous enterprise where we were going to have vertical and horizontal video at the same time. uh is there a other thing are there other things going on in the industry that would lend credence to say like yeah not only is this a good idea but he is not the only one maybe he isn't the one who's going to back the winner well i think i think there's a lot of moving parts in in how this is coming together right now and and probably one of the bigger ones is around who owns the intellectual property that that comes out of these these ai pieces and and until we get a little more resolution about that.

30:51It's going to be tougher to say what is the role overall for content creators when they are using AI at scale and acknowledging it in a more serious way. I think that hurts the independents less because they're less tied to that long-term monetization of every single piece of intellectual property that the independent doesn't have a cast of characters the same way a studio does that they're, they're trying to protect. Uh, so I think until that gets a little more resolution, um, which is really just, uh, moves at the speed of courts, unfortunately, um, it's going to continue to be something that, that holds back the studio system likely more than the independents.

31:34Huyen Tue Dao: So giving the independents a little bit of a leg up, uh, And I think possibly causing people who are worried about job replacements to to look at the studios as the place to provide pressure on this and which would also slow the studios down. Yeah, I think they're going to be heavily focused on not just testing out the ideas with the technology, which they're already fully engaged in, but it's going to be making sure that they can have a defensible position against their content being used. There have been other stories recently about how we're starting to see some of the first big lawsuits by studios against model makers for the content that's coming out of their systems.

32:23And that likely goes hand in hand with some of the regulation discussions that are beginning out there. So it all ultimately sort of collapses back into this overall discussion around the AI revolution.

32:35Huyen Tue Dao: And in the end, like I said, it's a matter of what's good, right? We could see a lot of people take advantage of these tools that are 90 % faster to make something that's not very good. And so you still have to have something that resonates with people the way the original Toy Story did. Yeah. And I think that that even goes back. You can look at sort of the dawn of YouTube gave us a lot of new people putting up content. It didn't mean it was all great content. It just meant we had a lot more content. And eventually you had a sort of sifting in out of what was really good. And that got an audience and an attraction.

33:15And then we had a long tail of, you know, very minorly or niche content as part of it.

33:21Huyen Tue Dao: And honestly, I look forward to that. That was a fun period of time. Not every single thing I watched was amazing, but I definitely started to see things that I never would have seen before. And they were highly entertaining and we're still reaping the benefits today. So I'm not against that part of it. Yeah, no, I personally am also a big fan of that because I think it finds people that weren't necessarily going to be a creator before. You know, it gives a storyteller the tools that they didn't previously have access to to go do something. And you might discover a new voice as part of it. Yeah.

33:57Huyen Tue Dao: Well, Andy, thanks for helping us wrap our heads around this. If people want to read more of your analysis of this, maybe get a few more details. Where should they go? So I've been writing on a sub stack about a variety of topics, this included, and I recently just rebranded it and it now has its own name. It's called Engines of Change and it has a URL, Engines of Change.ai. Excellent. Engines of Change.ai. Thank you, Andy. Thanks so much, Tom. If you have feedback about anything that gets brought up in the show, we love to hear from you. One way to do it is those little social networks out there.

34:31Huyen Tue Dao: We are at DTNS show. You can find us under that name on X, Instagram, Threads, Blue Sky and Mastodon. For TikTok and YouTube, you can find us at Daily Tech News Show.

34:46This 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. Mod.com is changing the way people battle excessive fatigue. Ever hit a wall in the middle of the day and a third coffee just doesn't do it anymore?

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36:18we end every episode of dtns with some shared wisdom today allison has some personal experience

36:25Huyen Tue Dao: to share yes thank you allison and yes this is allison sheridan of no silica cast uh allison writes we didn't get rid of wise the first time they had a security failure but we did the second time i heard tom and jen cutter talking about eufy and then wise in the briefing we replaced all of our indoor Wyze cams the second time they blew it on security. We chose Eufy because they're only slightly more expensive and the indoor cams we bought were HomeKit compatible. Coincidentally, yesterday we replaced all of our remaining outdoor Wyze cams with Eufy cams and they're pretty amazing. Replaced our ring doorbell with a Eufy doorbell too.

37:03Huyen Tue Dao: The outdoor stuff is not compatible with HomeKit, but I'm working on Homebridge now. Very happy to be Wyze free, Allison. so i don't know if this is really sharing wisdom as much as wise dumb sorry what i should not okay very good no very good uh but yeah do i don't know if you use any of these brands at all no well i don't either my husband prefers because we live in colorado he prefers um ubiquity is that the one yeah and so we have all the all the unify ubiquity things that start with you type stuff because we like local. And I guess just generally speaking, he's kind of happy with it. And we do do a lot of like, I think our, we host as much of our data as possible.

37:49And that's as far as I can say, because I don't actually play with that stuff in my house. I just hope that it works.

37:54Huyen Tue Dao: I've been thinking about switching to different cams. We have old Nest Cams, like pre-Google acquiring them, Nest Cams, that we still use and they still work great. And then we have a ring doorbell that's like locked down so that it's not sending anything anywhere. But yeah, I feel like, you know what? Maybe I should look at Ubiquity or Eufy. Yeah, thanks. Actually, it's good to know about Eufy as well because I think sometimes we're not quite happy with Ubiquity, but good to know that there's other options out there. Thanks, Allison. All right, well, what are you thinking about? Do you have some insight into a story?

38:29Please share it with us. Feedback at dailytechnewshow.com.

38:33Huyen Tue Dao: Indeed, and big thanks to Andy Beach and Alison Sheridan for contributing to today's show. Thank you for being along for Daily Tech News Show. You can keep us in business by becoming a patron. Head to patreon.com slash DTNS.

38:54Huyen Tue Dao: This week's episodes of Daily Tech News Show briefing were created by the following people. Host producer and writer Tom Merritt. Host and writer Jason Howell. Co-host Rob Dunwood. Co-host Jen Cutter. Co-host Wen Tway Dao. Co-host Sarah Lane. Producer Anthony Lamos. Producer Roger Chang. Editor Hammond Chamberlain. Editor Victor Bogdott. Science correspondent Dr. Nikki Ackermans. Social media producer and moderator Zoe Detterding. Our mods. Beatmaster, WSGOTUS1, BioCal, Captain Kipper, Steve Guadarama, Paul Reese, Matthew J. Stevens, a.k.a. Gadget Virtuoso, and J.D. Galloway. Mod and video hosting by Dan Christensen.

39:38Huyen Tue Dao: Music provided by Martin Bell and Dan Luters. Art by Len Peralta. Acast and support from Tatiana Matias. And Patreon support from Tom McNeil. Our guests this week included Andy Beach and Patrick Schlott. And thanks to all our patrons who make the show possible.

40:00This show is part of the Frog Pants Network. Get more at frogpants.com. Diamond Club hopes you have enjoyed this program.

40:33love. 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. Still waiting in line? Again? That's time you'll never get back. Save time and money with stamps.com. Over 4 million businesses have skipped the line with stamps.com. Join them to save up to 90 % off carrier rates from your computer or phone right now. Print postage for certified mail, registered mail, and packages in seconds. Then schedule a pickup right from your home or office. For a limited time, go to stamps.com and use code podcast for a free welcome gift.

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Starring Tom Merritt, Huyen Tue Dao, and Andy Beach.


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