Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
Ben Bajarin and Jay Goldberg analyze Meta's Orion AR glasses concept, highlighting the impressive miniaturization and custom silicon achieved despite the device being a non-shipping prototype. They compare Meta's strategy of showing a future concept with an affordable current ecosystem (Quest) against Apple's Vision Pro, which prioritizes shipping a high-end product. The hosts discuss the challenges of scaling AR hardware, the role of MediaTek in custom chip design, and the potential for an open software ecosystem in the future.