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Real Vision Podcast: Episode Summary
Podcast Details
- Title: Real Vision: Finance & Investing
- Episode Title: How Blockchain and AI Can Lead an AR Revolution
- Hosts: Evan Helda, Nils Pihl (CEO of Auki Labs)
- Sponsors: NGRAVE
Episode Overview In this episode, hosts Evan Helda and Nils Pihl discuss the transformative potential of spatial computing, augmented reality (AR), blockchain technology, and artificial intelligence (AI). The conversation focuses on how these technologies intersect and their implications for human communication and collaboration.
Key Themes and Concepts
- Augmented Reality as Language
- Quip by Nils Pihl: "Augmented reality is language, and language is augmented reality."
- Explanation: Augmented reality acts as a medium for communication, allowing individuals to express thoughts and ideas in a shared digital environment.
- Example: Using language to frame perceptions (e.g., referring to a fallen tree as a "couch") alters how others see and interact with the world.
- Terrence McKenna's Influence
- McKenna's views on language and its role in human connection are discussed.
- The idea that augmented reality can enhance communication and collaboration is emphasized.
- Memes and Cultural Transmission
- Definition of Meme: A unit of cultural transmission, akin to how genes propagate in biological evolution.
- Memes can influence social behaviors and the spread of ideas, and AR serves as a powerful medium for meme propagation.
- The AR Cloud
- Definition: A shared 3D digital representation of physical spaces where users can interact with AR information.
- Current Approaches:
- Traditional models rely on centralized systems (e.g., Google鈥檚 Spatial API).
- Auki Labs aims for a decentralized approach to enhance privacy and user control.
- Pose Mesh Protocol
- Definition: A decentralized network allowing devices to collaborate on positioning and AR experiences.
- Components:
- Positioning: Accurate location tracking for AR experiences.
- Microservers: Local servers to reduce latency and enhance user experience.
- Token Integration: Tokenomics to incentivize users for contributing resources to the network.
Challenges and Opportunities
- Privacy Concerns: Centralized models pose risks to user data privacy. Auki Labs seeks to provide a decentralized alternative.
- Competition with Major Players: Apple and Google are heavily investing in spatial computing, raising the stakes in the market.
- Market Education: Building awareness and understanding of complex technologies and their implications is crucial for user adoption.
Philosophical Insights
- Spatial computing represents a shift towards integrating digital experiences with the physical world.
- The importance of better communication for empathy and collaboration in society is emphasized.
- Nils Pihl envisions a future where spatial computing enhances our ability to communicate not only with each other but also with AI.
Conclusion The episode wraps up with a call to action for listeners to consider the revolutionary potential of spatial computing and how decentralization can provide a safer, more empowering technological future. The discussion highlights the need for ongoing dialogue about the ethical implications of emerging technologies.
How to Stay Connected
- Websites:
- Auki Labs: [alkilabs.com](https://alkilabs.com)
- Post Mesh: [postmesh.org](https://postmesh.org)
- Community Engagement: Encourage joining the Discord community for discussions and updates.
- Hosts on Social Media: Nils Pihl can be followed on Twitter.
Key Takeaway The intersection of spatial computing, AR, blockchain, and AI holds the promise of redefining communication and collaboration in the digital age, presenting both opportunities and challenges for developers and users alike.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:00Hey, everyone. Today's Real Vision Daily Briefing is sponsored by Engrave, maker of the coldest hardware wallet, Zero, and stainless steel, backup, graphene. Engrave brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10 % Real Vision discount in engrave.io shop with the code Real Vision. Now to the top analysis of today's markets. Hello all and welcome to Real Vision. My name is Evan Helda. If you don't know me, I create a newsletter and a podcast called Medium Energy that explores how to find the right balance between technology and being human.
0:37I also do strategy over at Amazon Web Services for spatial computing. That's exactly what we're going to cover here today. But not just spatial computing, particularly its convergence with things like AI and blockchain. And no, we're not going to talk about just visualizing NFTs in virtual worlds. We're going to cover something much more consequential. To do so, we've invited over the CEO of Alki Labs, Nils Pill. Alki is taking a very unique approach to building out what the industry calls the AR cloud. Think of this as a shared digital canvas of spaces or a shared 3D map that allows us to all see the same digital content in the same place and better collaborate in augmented reality.
1:15Now, in pursuit of that vision, Alki is using tokens in a way that I think is quite compelling. And if they succeed, they're going to be able to build out a more decentralized, much more human-centric version of the metaverse. So I think you guys are going to enjoy this conversation. It's packed with insights about how spatial computing works, its philosophical implications, and how we can use it to really help humans thrive in an AI-powered and fully automated world. So without further ado, I bring you Nils Pill.
1:52Nils, welcome to Real Vision. Thanks for joining us during Education Month. This is Tech Week, and we're here to talk about what I think is one of the coolest movements in tech, And that is the intersections of spatial computing or augmented reality and blockchain. I feel like you guys are definitely one of the more compelling companies exploring this space. So let's just dive right in. To start, I want to help people understand your perspective of augmented reality. I think it's one of the more unique views out there in the industry about what the tech is, what it was capable of. You have a quip that I really enjoy.
2:29You say that augmented reality is language and language is augmented reality. Can you explain what you mean by that for our audience? Of course. Thank you for having me, Evan. The quip is about helping us understand how, in a way, augmented reality is the oldest technological project that humanity has. What I mean by that is language is how we manifest our imagination and knowledge in the minds of other people. This is ultimately what language is for. We use language to get our ideas to manifest inside the mind of someone else. And this is ultimately what augmented reality does. You can kind of show that augmented reality is language and that language is augmented reality by imagining that we were walking through a forest.
3:28This is an example I like to give. We imagine we're walking through a forest and we come across a fallen tree. If I point at that tree and I say, hey, Evan, look at that beautiful couch. The act of describing it as a couch actually impacts your perception of the scene. You can now see the sittingness of the tree. This is a game that probably everyone has played as a kid, pointing at clouds and seeing, you know, what looks like a bunny, what looks like a dog. Language allows us to literally reach into someone else's mind and manifest our imagination in theirs. And this is one of the most deep, profound drives that we have as humans.
4:10We want to be understood. We want to connect. We want to collaborate so that we can build greater things together and preserve knowledge together. And I believe that augmented reality is the next big and maybe the second to final step in human communication before we do direct brain-to-brain communication. I love it. That's awesome. This reminds me of a quote you guys like to use a lot from Terrence McKenna. talks about some of the limits of language that aren't terribly intuitive. And there's a quote I want to read that you guys use in one of your articles and it goes, language today is just small mouth noises moving through space, mere acoustical signals that require the consulting of a learned dictionary.
4:55This is not a very wide band form of communication, but with virtual or augmented realities, well, the true mirror of the mind, a form of telepathy that could dissolve boundaries, disagreement, conflict, a lack of empathy in the world. Pretty, pretty powerful stuff. I completely agree that AR has potential to do just that. And Terrence McKenna, he had quite the prescient perspective of this future and what this tech could mean. It's someone that you look up to, and I think you try to fold in a lot of his ideas and wisdom into your company, into your culture, into your mission. Can you talk a little bit about what Terrence McKenna got right about this future and what it is about his visions that draw you to him so much?
5:36I think Terence McKenna understood the role that language has played in not just human history, but in cosmic history. Listening to Terence McKenna made me understand that in the grand scheme of capital H history, what's happening is that information is starting to propagate itself and that that's really, really radical. He believed that with the advent of the internet and with virtual reality, augmented reality wasn't even really a term that anyone used back in his day, but he believed that with the advent of these technologies, humans would essentially turn themselves inside out, make their insights, their ideas, their learned experiences be what defines them rather than their phenotypic expression.
6:37The things that make us human, if you listen to Terence McKenna, is our language and everything that we make with our language. Viewing the world through the eyes of Terence McKenna is understanding that the whole world is made up of language. A blueprint is language. The instructions to the construction crew is language. How to decorate the inside of the apartment is language. It's all made up of language. And understanding that we ourselves are just a part of that cosmic drama and not necessarily in the center of that cosmic drama, I think puts you in a good headspace to sit and meditate on the coming of AI as well and our our future companions in the propagation of information.
7:25Propagation of information. I feel like that's another way to talk about something else that you're really obsessed with, which is memes. And if what I'm hearing is right, that AR is language, language is AR. AR is the ultimate technology to propagate memes. And memes is something that's pretty embedded into crypto culture. It's embedded into culture in general. It shapes society in many ways. I think the way you talk about memes is really compelling. Can you talk about how you think about memes, how you think about the role of AR in deploying memes, understanding memes? So to preempt anyone accusing me of having a sense of humor, usually when I talk about memes, it's not funny pictures on the internet.
8:10I don't always have the capacity for that. But In 1979, Richard Dawkins, the biologist, wrote a popular science book called The Selfish Gene, where he presented the neo-Darwinian perspective on evolution. And in this book, he coined the term meme. Not everyone knows this, but the word meme is actually from 1979, way before the first cat had the first cheeseburger. And what he meant by meme in that book was the idea that just as natural selection acts on our genes, natural selection is best understood not as acting on species or tribes or even individuals. It acts at the level of genes. Maybe natural selection also acts on our culture, on our behavior.
9:05and he invented the word meme to be a stand-in for a gene in that analogy. A meme is a unit of cultural transmission. It is a unit of behavior. So the word meme is a meme. Waving is a meme. Having the buttons in front of the shirt is a meme. All kinds of behaviors that we can copy are memes. And I believe very much, again, in the capital H history, that we are now in the age of memes, ideas that propagate themselves. Survival of the fittest when it comes to information is information that propagates itself. And we are now living in the century, in the decade, where the meme is starting to talk about itself, like we are in this conversation.
9:59And I think that's a radical moment in the history of the universe.
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11:17Meta memes. so it sounds to me like um this is one of the core drivers of why you're building building alki labs what i think about alki is you guys are really trying to build the right type of canvas for ar for language for means some people in the space call this canvas the ar cloud i don't think many of our listeners probably know what the notion of the ar cloud is Can you give the more broad definition of AR cloud and then maybe go into how you guys are thinking about it and approaching it? Sure. So the AR cloud and spatial computing, I think, are two terms we will need. We will need both to understand one and the other.
12:02If we start with spatial computing, spatial computing is essentially the ability for digital devices to understand the physical world, understand their movement to the physical world or what they're seeing in the physical world, because digital devices don't have an inherent understanding of the physical world. So spatial computing is the attempt to invite digital things into our world. The AR cloud is the entirety of the stack that humanity is building to try to allow for spatial computing and augmented reality specifically, where for the device to be able to even interpret what it's seeing through its camera, it needs to have some kind of digital counterpart that it can cross-reference, a digital twin of the world.
12:57And that digital twin of the world is much too big to fit inside one device. It's much too complex to be reasoned about by a single device. and the AR cloud is a cloud, a bunch of someone else's computers that are working hard to help your device understand the physical world. Got it. So we're creating digital twins, creating these 3D reconstructions of physical space. How are some of the main players approaching this today versus the way that you're trying to do, which I believe is more of a decentralized, bottoms-up approach? So one of the first things you want to do in spatial computing is help the device understand its movement, position, and rotation in space.
13:47We don't often think about it now, but I think we'll start thinking about it a lot more this year and moving forward. But digital devices don't have a very good understanding of where they are in the world. They have the GPS, sure, but GPS is not a very precise technology. And it's a line of sight technology. You actually need to have an uninterrupted line of sight to several satellites to be able to get a really good accuracy of where you are, which means that my GPS could not place me in this hotel room. It can barely place me in this hotel. It cannot place me on this floor. It cannot place me in this hotel room.
14:26And it certainly can't put me in this chair or know that my phone is in my right hand and not in my left hand. Why would you need such pinpoint accuracy? Well, you need that kind of pinpoint accuracy to do things like augmented reality, where you want digital information to be anchored in physical space. If you can't describe, well, there are two things that you need. One, you need to be able to describe precisely where the information is, which technically you could do with a GPS coordinate. But if your phone or your glasses can't resolve its own GPS coordinate, then it doesn't really help how precisely you've described the piece of information.
15:05So one of the big, big arms races in spatial computing is positioning. And the most popular way to tackle that today is visual positioning. Visual positioning is by far the most popular approach to how to teach a device where it is. And visual positioning basically means that you are going to analyze what the device is seeing through its optical sensor, typically a camera, and compare that to the digital twin, typically in the AR cloud, and calculate based on comparing the camera data and the digital twin where the device is. And that makes it possible to position the device in the right circumstances where there is a good digital twin and the environment is not too dynamic, you can position it with centimeter accuracy.
16:07It's very, very impressive. At a really grand scale, Google, it's not that recent anymore. I think it was the summer of 22 or 21. They released the Spatial API, which is maybe one of the great wonders of tech, where they took literally billions of photos taken by Google Street View. And they threw those photos into a very fancy machine learning tumble dryer that spat out a 3D representation of everything that Google Street View has seen. And using that 3D representation, they provided an API that allows a device like this one to share its camera feed with Google's AR cloud. And Google's AR cloud will then tell my device down to about half a meter of accuracy in most urban places in the world where I am, which is considerably better than GPS.
17:11So that's super, super impressive. The downside that you may have caught on to here is that you are always sharing your camera feed with someone else's computer. In the case of Google, you're sharing your camera feed with Google. The way it works is you tell me what you're looking at, I'll tell you where you are, which is obviously not very privacy conserving. And it's not something that people think about too much now when our main computing device is handheld and spends a lot of time in our pocket where there's nothing to see. But if people like Niantic have their way and there will be a pair of consumer AR glasses that you wear out and about that are positioned with visual positioning, then what that means is that these companies will literally have to be looking through our eyes all the time for the device to even work.
18:08Like it doesn't work if the camera isn't on. Like it literally doesn't work if you're not sharing your camera feed. So then you have to trust this provider not to be spying on you while you're quite actively sending them everything that you're looking at. And not just what you're looking at, but also how you feel about what you're looking at. Because a lot of these new headsets also now track how your eyes react to what you're looking at. So they know where you're looking. They know how you feel about what you're looking. And this is one of the biggest threats, if not the greatest threat to human privacy that the tech industry has concocted so far.
18:49And what we are trying to do at the intersection of decentralization and blockchain and spatial computing is to allow for this positioning service to be decentralized. centralized so instead of there being one great digital twin of the world like google's great digital twin of the world instead you have these micro relationships with smaller digital twins that maybe you trust more google should not have a copy of what my space looks like i should have a copy of what my space looks like and it should be up to me whether or not i let your device connect to my space and do AR in here. And that's ultimately what we're building towards with this protocol.
19:35We call the post mesh. Post mesh. So if I had to summarize that, basically the AR cloud is like an API to the world and the implications of that for any application that requires knowledge about location and context is massive, but inherently that data is incredibly intimate data. It's about where we are, who we're with, what we're saying, what we're looking at. And then what you said earlier, even how we're thinking, feeling, and reacting because these devices can read our facial expressions. The Apple Watch can measure our heart rate. And it literally is going to be a bevy of data that is an insight into like our inner being, inner thinking, inner wants, needs, and desires.
20:20So to have that data live in some centralized server that's not accessible and opaque is a concern. And so you guys are trying to basically, a lot of people take that same data, that intimate private data, and put it on their own server and take that same 3D map that would be an AR cloud and have their own personal AR cloud. Yeah. So I think that's a pretty powerful idea. And so you guys said using this pose mesh is the protocol to do that. Can you talk to us about what pose mesh is exactly and how it works and where does where does a token come into play so uh the name post mesh comes from from two words that once you once you know it you can't unsee it once you see it you can't unsee it uh pose is the um the term for something's position and rotation in three-dimensional space so not just where i am but what what way i'm facing that's the technical term for that the pose And a mesh is, well, one, it's a mesh network, which is ultimately what we're building.
21:25But for people familiar with 3D and with AR, the mesh is also typically used to describe the digital representation of what the physical space is shaped like. So the post mesh is a network of devices that are trying to reason about their posts. That's what the post mesh is. And they're trying to do this collaboratively. The big swing that we made in 2021 when we raised$19 million in seed funding was we came out with a bit of a heterodox story about augmented reality. And we said that what augmented reality is missing is not a smaller headset or longer battery life or even a better AR game or anything like that.
22:11What's missing is that if you don't have good positioning, you can't have shared experiences where you see the same thing in the same place. And if you can't do that, then you can't use AR for language. And ultimately, AR wants to be language. So the thing that's missing, our hypothesis was the positioning part in a way that allows for shared AR sessions. That's what's missing. And to do shared AR, there are a couple of things that you need to do really well. Of course, you need to do the positioning well, but you also need to do latency very, very well. When you want to do a shared AR experience and you are looking at digital things in the real world, a lot of the things that you can do with traditional games are not available to you.
23:01If we were playing a game of Counter-Strike against each other, if we have a little bit of latency, we are less likely to notice that because we can't see each other's screen at the same time. We can't see each other's screen at the same time. But when you are rendering on top of the real world, The real world is the same for everyone. And you need to make sure that you can communicate the information between every participating device fast enough not to break the illusion. So shared augmented reality needs lower latency than any mainstream Internet application, which puts a lot of pressure on AR as a medium.
23:42And one of our foundational hypotheses for how to get lower latency was that the AR cloud has to be broken up into tiny little chunks spread all over the world. So rather than connecting to big data centers the way that people like Google are building their AR cloud, instead we would have to build a substrate of microservers that are hyperlocal. The idea is that when you try to do something co-located with me, if we're in the same room or we're trying to see something in AR, that we should be connected to a small private server that's really only dealing with our traffic at the moment. And it's doing so with lower latency than a bigger cluster further away could do.
24:32So this was before D-PIN had really become a talking point that I could hang the story on. Now, luckily, D-PIN is here as scaffolding that I can use to tell the story. But essentially, what we wanted to do was to build a decentralized physical infrastructure for the AR cloud and have it be community run. Because ultimately, there's no way for us as an organization practically to be running thousands, tens of thousands, hundreds of thousands of these microservers all over the world and ensure uptime. That's a work that has to be distributed out to the market. And the token comes into play there in a way that allows the protocol not only to reward people for providing that infrastructure to the network, but also for them to put their own reputation and finances at stake to make a promise that they will actually deliver the service and won't just drop the traffic or spend their compute on the network.
25:44something else that would deteriorate the experience for the person trying to use the network. So the first thing that the token does inside the post-mesh is allow for people to stake into the network and say, like, look, I have some compute that's available that could be part of the post-mesh and could help route these messages around and also earn rewards for doing that. When devices use their specific machine, then they get rewarded for that. Or if they've put up the machine in a part of the world where the foundation that manages the token economy feels is particularly valuable, then the foundation will also directly reward those nodes for participating.
26:33And in a more long-term vision of what the PostMesh and the token will do is essentially allow for collaborative and distributed spatial computing, where your device might provide sensor data, but my device will provide some CPU and some other device will provide some storage. Because our working hypothesis is like, how do you get the glasses to be smaller, actually? You have to move a lot of the compute out of the glasses and you need to allow for the compute to be done collaboratively. And for the compute to be done collaboratively, We've been very inspired by something that Naval Ravikant wrote in, I think, 2014, where he wrote about the Internet needing a new protocol that would allow for machines to reason about and exchange value with each other.
27:29And he used a very prescient example in that post where he said, well, imagine we have a city full of self-driving cars, maybe all self-driving cars, and we need to do things like negotiate lane merging. We're going to take another quick break to hear a word from our partners. We'll be right back with more of the day's top analysis on the Real Vision Daily Briefing.
27:58the ultimate there are two ways that we can imagine such a system it's either controlled centrally and there's some central authority that decides who gets to merge and who doesn't or we leave it up tesla right tesla already has that kind of spatial mapping going on they have a supercomputer they have cars that could all talk to each other so tesla could be the one orchestra in this or absolutely or you try to have some interoperable protocol where the cars can have an economic preference probably the economic preference of the passenger or the owner they said like look i want to get to where i'm going this bad i am willing to pay you a cent to let me merge in front of you etc in in naval's example the idea was that even in a post you know scarcity society from from the point of view of humans there are always going to be certain things that are quite scarce from the point of view of the computer at least in the foreseeable future things like battery and sensor data etc and allowing energy in general yes and allowing the devices to not only have an economic preference but be able to negotiate and with and pay for data from other devices, etc., is something that I think is key to make something like the PostMesh live a healthy life beyond any individual corporate interest.
29:27Because one of the things that I think you need to do well also if you're building the PostMesh and you want to build it in a way that is not leaning towards surveillance, capitalism, and dystopia is you need to build a protocol that ultimately is not dependent on us as a company. It will live on. It will be open source. It becomes a foundational part of the internet itself. And if you're going to build a foundational part of the internet itself that deals with scarce resources this way, I think Naval is right on the money that you need a protocol for how to allow the machines to reason about value and exchange value with each other.
30:08And when he wrote that piece, he was talking about how cryptocurrencies are very likely going to end up being that protocol of the internet. Regardless of if cryptocurrencies become that layer of the internet, we are making a bet on using blockchain as a part of the PostMesh stack. The PostMesh itself is not a blockchain, but the PostMesh reputation and reward system that allows these devices to trust each other and exchange value with each other, that component is handled by a blockchain to allow for the trustless exchange of value between the PostMesh participants outside of our central participation.
30:55that's exciting stuff so to me this network sounds so vital because it's not just about spatial computing in the form of augmented reality headsets but you mentioned cars um it's really any autonomous system that has a camera on it so that's our ar glasses that's cars that's drones that's humanoid robotics any other kind of robotic delivery drones there are so many machines need to have this type of network to tap into. The reason why this mission excites me is because one of the reasons people get so worried about the exponential age is the question, what are humans going to do and how are humans going to make money?
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31:37This is one of those more niche examples that no one thinks about as to how other people can make money. And so towards that end, you guys are using a token as an incentive mechanism. And for people listening, this is a crypto forward crowd people might be familiar with um the helium network which uses um just doing something similar i believe for for bootstrapping a 5g network right where any kind of piece of compute um or router uh could be i could install it i could give you know people access to a 5g um network you guys are doing that for 3d maps of spaces can you break down for us what this economy looks like.
32:21Cause there's, there's multiple players, the tokens move in some unique ways. Um, and there's lots of challenges right now with trying to bootstrap these types of networks, right? There's lots of speculation. People come when they leave. I'm curious how you guys are attacking those problems. So can you just break down the economy of the pose mesh network? I think there's a foundation, right? And then talk about how you're kind of overcoming some of these challenges are inherent to tokens and to something that looks feels like money limit accrues value. So there are a couple of jobs that need to be done by computers and their owners for the post-mesh to function well.
33:03In no particular order, we've already talked about low latency networking and the bet that we are taking with our protocol on using ubiquitous microcomputers, things like smart TVs and routers and computers that are already out in the world that have spare CPU cycles. And more importantly, they have spare bandwidth. They're typically connected to unmetered internet where they don't pay per megabyte, where, you know, you can think of it a little bit of, ask Airbnb for microcomput. This is one thing that we need to do well. but low latency is only one part of it. And the 3D map is another part, right?
33:49And the difference between low latency networking and the 3D map is low latency networking has no requirement of persistence. The data does not have to survive until tomorrow. We're just exchanging messages as fast as we can. But when we're making a 3D map that we want to be able to return to, then that 3D map has to be persistently stored. And not just persistently stored, but it has to be served in real time to people that are trying to connect to that domain, as we call it. We call a domain the digital representation of a physical space. So now we can already see three kinds of jobs that computers can have inside the PostMesh.
34:33One is to be a networking relay. One is to be a domain server, which is the machine that answers participants with information about the domain, like literally serves it over the network in real time when someone asks, is there a wall in front of me? The domain server would answer that question. But we also need replication where the data in the domain server is backed up in other places in case the domain server wants to leave the network or has some fatal error or gets overloaded some way. So clearly three jobs at least that computers can do in the post-mesh. But on top of this, there are also trust and performance issues where the protocol needs to know that no one is lying about the work that is being done there to extort value from the protocol and get paid for work that didn't happen.
35:34So some sort of, you know, I'm reluctant to say proof of work because this is a crowd where proof of work means something, but proof of having done something is also important and proof of contribution, proof of contribution. And so another role within the post-mesh that we are hopefully rolling out this year is something a little bit like a validator, where really what you're doing is you are randomly selected to view interactions between other participants in the post-mesh and provide your third-party account of what happened there so that there's no funny business going on. So now there are at least four different jobs, right?
36:24That, um, that four jobs that the post-match needs computers to do, right? It needs network. How do you educate people? Cause I guess, so sorry to interrupt, but like, I think one of the biggest hurdles here is just to get people to understand the complexity of such an economy and a network and how they can add value. How do you guys approach the challenge of just awareness and marketing this as something that's viable to people? With difficulty. With language, you need AR to better communicate it. We try to build in public. We have a Discord community where we talk openly about how we build and the challenges we face because we have to be honest about the fact that we don't have all the answers.
37:12No one does. And we have to build really quickly anyhow because there's a race against the clock. we believe because we you know we believe ar is fundamentally just unstoppable technology it's coming and that means we have to build it in a decentralized way before it's already been built in a centralized way the way we learned with social media that you know once you've let something out of pandora's box it's very hard to put it back in it's very hard to put it back in so we go to work every day feeling a great time pressure that, you know, we have to build something that's not just an alternative, but it has to be the superior alternative, not just morally, but technically and performance wise.
37:57So to do that, we try to build publicly to find contributors that are passionate and join. Some of our best contributors were found through these community outreach. Our head of developer relations and our creative technologist, Tracy, is a great example of someone that literally found us through our Discord and now is a very key contributor in our project. But also we use language. We talk, we write, we go on podcasts, we write long-form articles and try to shape the conversation about what spatial computing is and what it can be. One of the projects that I feel very passionately about is we work with science fiction writers and ask them to write stories about future with spatial computing, not as a fluff piece for us.
38:57We just say, you know, here's the technology that we think is coming. Can you write a story about the near future, how you think this technology will impact us? And that becomes a learning experience for us as well. Like we get to read these stories and see potential pitfalls of how things are being built and the dangers that it can create. The first story that was written by someone outside of our team was written by Alistair Reynolds, one of my favorite science fiction authors from when I was a kid. He wrote a fantastic short story called End User, which, you know, the first three times I read it, I got goosebumps.
39:40because he had captured something that can very easily happen with augmented reality technology if we're not careful and if it's not built in a decentralized way. And I find myself returning to that piece often to educate myself. Like, why is this important? But to get back to the question, how do we educate people? It's hard. We try to build in public. I think you just said it, right? It's, it's, it's the science fiction narratives. I think science fiction has become no longer just a tool for entertainment and for fantasy and for narrative. It's, it's a tool to educate now because it's not fantasy, it's reality.
40:21The only way we're going to get people to adopt these tools and to do so with, with gusto, not with fear, I think is, is by telling these stories and both the dystopian and the utopian stories are equally as important. right because you won't get people using your platform unless they see the dystopian outcome otherwise that's the problem statement of any good investor pitch deck right to get them to care and then and then you can counter that with a utopian story about here's the alternative and so yeah i'm super bullish on sci-fi as a key part of any go-to-market strategy for any company working in this exponential age so so we got a bit sidetracked from the the token space um to recap there's four different contributions one could make to this network.
41:09We can get rewarded in a token. So that's, we'll call it the supply side of the network. On the demand side, you have developers. Can you talk about how you guys are trying to solve that chicken or egg problem that's inherent to any kind of two-sided marketplace conundrum? So the first thing we did that we were very fortunate to get to do was we created two legal entities. We created one legal entity that is building the protocol and one legal entity that is building applications on top of the protocol. And that allowed us to raise money separately for building the first applications on top of the protocol.
41:51So seven of the 19 million we raised was raised towards building the first experiences on that protocol. And then on top of that, There's, of course, a, you know, the token is launching later this month. And as part of the token ecosystem, there is a sizable treasury and ecosystem reward pool that will be used to incentivize people to come and build on this platform. So short term, arguably the largest rewards you can get for participating is not being on the supply side, but actually being on the demand side. and building things on, on top of the protocol, because we understand, of course, and our backers understand that there is this time window that I talked about.
42:43Like we need to very aggressively get people to adopt this technology rather than, for example, what Niantic is building. Because what Apple's building, I think that's the more important thing to consider here is that in terms of the commercials here, right today, if Apple builds the AR cloud or Google, there's this app store. There's a huge tax you got to pay. They take a ton of revenue and have all the upside. And yeah, sure, you can make money as a business, but relative to the value you're adding, you're not capturing nearly the upside that the company is. But in this case, as a developer, as a creator, I have equity effectively in the place I'm choosing to build on and build with.
43:25So I think that's a huge deal. I think that's very important. And I want to take a few steps back, you know, because when you and I are talking to each other, we're preaching to the choir. We both work in the spatial computing space and we know how much money is being spent by these companies to build these things. But for the sake of Real Vision's audience, I want to just load the context that spatial computing was arguably, at least from Silicon Valley's point of view, the real thing that was happening with hashtag metaverse, right? When people like Mark Zuckerberg or Jensen Huang talk about metaverse, they're not talking about NFTs.
44:13They are talking about spatial computing. And just for scale, I think this is important for the crypto community to remember. in the previous bull run, Meta fired more engineers than there were active contributors to Web3 at the time. Like Web3 is massively outgunned when it comes to the amount of engineers. Meta literally fired more engineers in the last bull run than there were contributing engineers to Web3 at the height of the bull run. It's a hell of a standup. So there is an enormous amount of money going from Google, Microsoft, Apple, Snap, you name it, trying to become leaders in spatial computing.
44:59When Apple announced the Vision Pro, if you listen to what Tim Cook said, he said that just as the Mac introduced us to personal computers and the iPhone introduced us to mobile computers, the Vision Pro will introduce us to spatial computers. It's hard to overstate how seriously you should take that statement. What Apple believes is that after mobile computers is spatial computers. And as a listener, you shouldn't think that, oh, what it means is that we're going from phones to glasses. That's not what's happening. What's happening is we're going from the internet being indexed in databases sorted alphabetically, blah, blah, blah, by being indexed by physical location.
45:45Digital information is moving into physical space, and you're going to start looking through computers more. Your Android or iPhone is already a spatial computer, most of the new phones. Like this iPhone is definitely a spatial computer. It's been a spatial computer for a long time. The big shift that's happening is that the internet is becoming indexed by physical location. And this is a multi-trillion dollar opportunity. And one of the perverse incentives here is that if a company like Microsoft or Google or Apple can own the infrastructure that solves the positioning, then that's very much like kind of owning the next part of the internet.
46:29Imagine a world where, you know, Intel owned the internet. That would be a very, very different internet to grow up on. But that's literally what's at stake and why there are so many billions of dollars being spent by these companies on spatial computing. The biggest thing to have happened to computers since the internet is spatial computing. And it's very easy to miss that if you don't know what it is these companies mean when they say spatial computing and what it is they mean when they say metaverse. Because I assure you, Mark Zuckerberg, when he talks about the metaverse being the future, there's no part of him that means that, well, yeah, like in the future, we'll all have profile pictures, blah, blah, blah.
47:14That's not what it is. What it is, is he believes we're going to move over to devices that have a physical understanding of the world, like his VR headsets and the upcoming AR headsets. Andrew Bosworth, Metas CTO just a few days ago, said that Metas AR glasses prototype is the most advanced piece of technology that humanity has produced as a species. Like they are really, really trying to win the spatial computing race. And I think the decentralization movement should pay very close attention because this could be a much more important battleground than even the decentralization of the banking system.
47:55If I can be a bit of a Cassandra here, you know, who knows if in a post-AI world money will even be that meaningful? You know, at the end of the day, the world has functioned with money for some time now. but we have never seen what the world will be like with centralized spatial computing and the the decentralization the decentralization community should pay very close attention to how much money and how much effort how many engineering years are being spent every day on owning this piece of critical infrastructure how much money yeah it's crazy how much money facebook and apple and microsoft are putting into this space and people aren't really talking about They're starting to wake up to it for sure.
48:41Now, I guess my concern here is I think it's safe to say that Apple and the Vision Pro is probably going to be the lead horse in the near future with the most superior tech. If there's a world where the Apple headset, Apple glasses win, it's a very closed ecosystem. Is the PoseMash Foundation and is Alkylabs in trouble in that worlds that happens or are there other ways in which you guys can still thrive you think and of course i assume one argument would be oh there's the android more open and it's going to be the closed approach too but are there ways for apple users to tap into your network if it's if they remain closed there are definitely ways for apple users to tap into the network um you know even iphones can use aws right it's not that close to an ecosystem uh most of the development we do are on Apple devices.
49:35Apple devices are the best spatial computing devices out there already when it comes to handheld. I think that Apple has treated AR very responsibly so far, sometimes so responsibly that it's even a little frustrating because a lot of people would love to have access to the camera feed for a bunch of cool features. But Apple has been very, very protective about their users' data, which I think is great. And if I can wear my tinfoil hat just for a little bit, the two years prior to the Vision Pro being released, a really, really big deal for Apple's marketing was privacy. iPhone, that's privacy, or privacy, that's iPhone, whatever that campaign was.
50:26and i remember thinking as soon as i saw that the headset's coming the headset's coming because it's it's about preparing people because now we're scanning the room yeah now we're scanning the room yeah um yeah yeah i i think at the risk of sounding like an apple fanboy i think it's probably good for the world uh if apple comes out the lead uh in ar because i think it will will shape the privacy narrative quite a bit. I don't think that Apple is in a position to win the entire computing industry in the spatial computing era in the immediate short term. But I'm convinced that Apple believes that those are what the stakes are, that if you do this really, really well, you know, Apple went from being obscure to being one of the most valuable companies in the world.
51:23a big part of that was how they saw the transition from the personal computer to the laptop to the mobile computer and how well they ushered humanity through that transition and i'm sure they believe that as we go into the spatial computing era they can increase the size of the pie a lot and their share of the pie by even more i am more worried about actors like niantic Yeah. Yeah. I mean, Apple, Apple's a master of marketing. They're master of telling, telling stories that make their products cool. And one of the most noticeable things about the Apple was in pro announcement is they didn't use the word metaverse once.
52:08In fact, I think they avoid it like the plague. They might even ban the word metaverse internally. Why is that word you think so polarizing and how do you navigate it? I I'm starting to become more like Apple and trying to use the word less, but how do you think we rectify it? Because if the word's out of the bag, it's useful in some contexts for marketing. Meta still uses it. How do you see that word evolving over time? And what's your approach to talking about that word with people who are polarized by it? The metaverse means different things to different people, which is something we haven't been honest about or even necessarily aware of.
52:51You know, we have backers both that have come at this from a spatial computing perspective and people that have come from a decentralization and blockchain perspective. And when they talk to us about metaverse, they talk about completely different things, which is kind of how I got savvy to the fact that, oh, hold on, there's a disconnect between what crypto means when they talk about metaverse and what Mark Zuckerberg talks about when he talks about metaverse. And it was clear, you know, that Twitter didn't necessarily understand that when, or crypto Twitter didn't understand that. Oh, you know, does Meta think that they can compete in the crypto?
53:31No, they don't. You think they're trying to do that. What they're trying to do is they're trying to compete with Apple and Google and Snap when it comes to spatial computing. We're having completely different conversations. And I think part of why the word has gotten so infectious was because it was so poorly defined. People that agree on what the metaverse are don't have bad exchanges about the metaverse. People that don't agree about what the metaverse is, they have bad exchanges about what the metaverse is. I think the metaverse as a word, as a meme, is still waiting for a dominant narrative to really define what the word is.
54:11And I think it's more likely that the metaverse will be rehabilitated by Web 2 than by Web 3. Just because of how much bigger Web 2 is and how much more money is going into this. As I said, there are more engineers working at any of the companies, Apple, Google, Microsoft, than in the entirety of blockchain engineering. So if they decide to really talk about the metaverse, that's what will shape the conversation. And we already saw that when meta renamed because the mainstream media started talking about VR headsets and not digital ownership. The people that talked about digital ownership was the decentralization community, the blockchain community, but you're not going to read about that in the mainstream media.
55:07The mainstream media is going to talk about how we're going to be living in the metaverse and we're going to be wearing VR headsets.
55:15maybe you know if if i was a pr consultant for the decentralization movement i think i would tell the decentralization movement to pick another word than metaverse because i think we lost that word already when it comes to describe things like digital ownership and equitable participation all of these things are very important there's a conversation we need to have and we need to not confuse people uh into them thinking we're talking about vr headsets when we're talking about decentralized infrastructure, equitable participation, and digital ownership. We probably need a better word for that. Yeah, there's so much nuance to Metaverse and its evolution.
55:53The way I've started to try to just encapsulate the whole thing is by trying to compress it into a sense that people can't agree with, or sorry, they can't disagree with, which is, it's just the internet, but it's more empowering and more experiential. and the more empowering part has to do with your data, where it lives, how it moves and what you can do with it and how you can benefit from it. Experiential is the spatial computing part. It's the immersion. It's the fidelity. It's how you feel from an experience you're getting and how you're able to communicate with someone, which of course creates feelings all around for all involved, hence the collaboration piece.
56:32And at the end of the day, that's all we're trying to do, right is just live life and feel and feel good and so that's what keeps me hopeful about this this future and why it's so important uh to end on a bit of a philosophical note when you're when you're out at a bar talking to people and you tell them what you do and they they grimace about that future right they go oh it sounds so black mirrorish and you're like yes i'm trying to solve black mirror but for them still just the idea of ar glasses and digital information and it all sounds like Black Mirror. How do you flip that narrative and get them to think differently and be aware of all the good that could come from this?
57:10What's kind of your main talk track in like an elevator pitch or even shorter? Bring it back to language. If we can invoke the great Terrence McKenna again, he said that a civilization can only evolve at the speed that its languages allows and can only be as glued together as the bandwidth of his languages will allow. What follows from that is that one of the most radical things that you can do as a technologist and perhaps even as an effective accelerationist is to build the actual language stack. Build the actual language stack. What spatial computing and augmented reality will do is empower us to have more and better language, language, to communicate more clearly with each other, to better manifest our imagination and knowledge in the minds of others, to help other people see what we mean and to see what other people mean so that we can collaborate more effectively, we can love each other better, we can be a better species.
58:18I think everyone knows deep down that language is our friend and not our enemy. And we might lose track of that if we think of AR and blockchain intersecting with Pokemon Go clones with NFTs rather than thinking about, no, 10 years from now, how we communicate with AR is going to be as impactful to human communication as chat rooms and emojis and video calls have been. we're about to enter a new age of human communication and the things that we will be able to accomplish as a species when we understand each other better it's hard to even imagine from where we're standing now yeah and one more layer on top of that it's not just language for better communication amongst our soundals but better communication with ai right because now computers are becoming language oriented machines and so how do we stay in the loop, right?
59:19How do we, I mean, they're going to become amazing, amazing companions to us. How do we remain companions back to them? How do we understand the insights that are gleaming? It's not going to be just text in a text box. It's going to be visual representation of what the AI is learning about the, the forests, about the deep unexplored oceans, about space, about the nature of consciousness, even one day. Right. And so where that all spirals, where where language takes us is amazing and yeah it's hard to argue that like if you want to try to solve the most upstream problem like that if you want to solve problems and go the first upstream possible to solve them it's probably better communication right which leads to better empathy better understanding and less conflict in the world so if you would allow me to be a little bit cyberdelic, I would say that over the last few decades, humanity has been invited into the world of computers, and we've gone into digital worlds.
1:00:21The great inversion that is happening now is that the digital beings are being invited into the physical world. Spatial computing represents our desire to invite the digital things that we have made into our physical world, summoning the demon, if you will, or summoning angels, depending on how you see this. We're bringing digital things into our world for the first time, and that's going to be incredibly radical. And I think there are very few things that you can work on as a technologist that is more meaningful than spatial computing because spatial computing is ultimately the eyes and ears and the proprioception, the physical understanding of the world of AI.
1:01:12When you're building spatial computing, you are building the sensory apparatus of our future AI companions. And that's a really meaningful thing to do. The sensory apparatus of our AI companions. That's a good way to end, I think cheers to that Nils here, water cheers. Maybe we can do a beer cheers, uh, sometime in the near future. Um, before we wrap here, how can people stay in touch with you, with Alki labs, follow y 'all's progress, anything we can point them to. Uh, you can find us on Alki labs.com. You can follow the development of the post mesh on post mesh.org. And, uh, you can come hang out on our discord discord.gg slash Alki verse.
1:01:55I am Brood Sugar B-R-O-O-D-S-U-G-A-R on Twitter and my DMs are open if you want to build something cool I'm around Brood Sugar we'll have to save my questions about that one for the next interview perhaps but amazing well Nils thanks for coming on Education Month and Tech Week here with Real Vision and hopefully we can chat about it about your progress sometime in the near future and do this again thank you so much for having me
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Evan Helda, principal of strategy and GTM for spatial computing at Amazon Web Services and writer at MediumEnergy.io, hosts Nils Pihl, CEO of Auki Labs, to teach us about the transformative role spatial computing will have in our lives. Together they dive into this nascent tech and how it will be revolutionized by blockchain and AI.
This episode is sponsored by NGRAVE, maker of ZERO, the world鈥檚 only crypto wallet with the highest security certification. of the coldest hardware wallet ZERO and stainless steel backup GRAPHENE. NGRAVE brings you the highest security in a touchscreen experience to safely manage all your crypto offline. Enjoy a 10% Real Vision discount at realvision.com/ngrave. with the code REALVISION
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