Shelly Palmer has spent 45 years watching technology reshape every industry—from writing news themes for CBS to consulting with every major media company on AI strategy.

On this year-end recap, he cuts through the noise with one devastating observation: 2025 was the year everyone talked about AI while almost nobody actually used it. Executives shook their heads knowingly in meetings, pontificated about capabilities the models don't yet have, and parroted nonsense they read from other people who knew nothing. But when you asked one innocent question, they crumbled.

In the News: CES 2026 shapes up with Nvidia sponsoring two full days of AI training. Samsung is skipping the main floor for a massive offsite activation. Sony brings no electronics—only Honda's experimental vehicles. The TCL and Chinese companies' presence hinges on tariff policy. The innovation series breakfast that Shelly runs is becoming an official CES event after a decade of independence.

The conversation spirals into deeper territory: $3 trillion in government money is stacked behind AI development. The U.S. explicitly states it must beat China to AGI—making this the Manhattan Project of our lifetime. Shelly walks through what he's seen in successful companies (leadership using the tech, paid "Tech Tuesdays" for AI experiments, cross-discipline teams with SecOps and legal at the table) versus the chaos of places with no process.

He breaks down what's real—drone warfare, cybersecurity applications, robotics—versus what's hot air. And he makes a case that won't be killed by AI itself, but by militarized applications and the geopolitical arms race we're already in.

5 Key Takeaways from Shelly:

• Leadership belief and hands-on use are non-negotiable. Companies winning with AI have senior leaders who actually use the technology. When the CEO walks into an LT meeting saying "I built this agent over the weekend," everyone else starts experimenting too.

• The recipe for AI success has three ingredients: leadership belief, paid time to experiment (Tech Tuesdays/Thursdays with real budgets), and cross-discipline teams (SecOps, legal, compliance, risk) paving the way. Chaos erupts without this structure.

• You cannot build a point of view on AI from reading blogs or watching YouTubers. Pick a personal project you care about, go hands-on with a model (Claude, Gemini, GPT), and complete it from beginning to end. Only lived experience grounds your understanding.

• AI parallelizes with web 1.0: In 1998, you had to hand-code HTML, build databases manually, write raw JavaScript. Today you can vibe code a site in 90 seconds. AI will eventually reach "spin me up an expert that does X" without asking questions—we're not there yet, but it's inevitable.

It's both bubble and Manhattan Project. Some valuations are insane and will burst. But military applications, cyber warfare, drone control, robotics—those aren't going anywhere. The government won't back off. Both outcomes happen simultaneously.

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Caitlin Krause, author of Digital Wellbeing, argues that intentional design unlocks genuine connection within virtual spaces. Drawing on her teaching at Stanford and the University of Oregon, she's explored how XR environments can foster asynchronous connection and ambient awareness for people who crave belonging without hyper-social performance. Her framework rejects the "digital detox" model entirely—instead advocating for dignity-first design where users match attention with authentic intention.

The hosts debate the deeper question: what happens to human purpose when AI handles all labor? Rony Abovitz frames this as the "asymmetry of design"—it's easy to build addictive tech, hard to build wellbeing tech. Caitlin counters that we may return to the original meaning of "amateur" (from amor, "to love"), where humans find meaning through play, creativity, and what Harvard's lifespan study confirms: quality of relationship and presence. The conversation spirals from platform ethics to post-work society to what first principles we should use when designing XR.

5 Key Takeaways from Caitlin:

• Loneliness is a biological prompt to find another human—not a void to fill with endless content. XR can foster genuine forms of connection without requiring hyper-social performance.
• Dignity-first design unlocks freedom, invention, and agency. When digital spaces prioritize user agency over engagement metrics, people report feeling like they "got their life back."
• Science will soon prove what we already know about fractal patterns in nature and digital signals. The key is designing digital experiences that resonate with how humans biologically thrive.
• The "middle path" between nature and digital is both/and. Gamers building entire lives in virtual worlds can be healthy when those worlds offer creativity, belonging, and meaningful challenge.
• The post-labor economy needs a reset in literacy and values. When AI outperforms human workers, purpose shifts from survival to what makes you feel alive—maker culture, digital fab labs, hands-on creation, and "amateur" pursuits driven by love.

In the News: Oracle, Silver Lake, and Abu Dhabi's MGX close the $50 billion TikTok spin-off deal. Meta cuts Reality Labs by 30%, but CTO Andrew Bosworth says it's moving to AI. The TCL glasses demo 70 grams of lighter, more advanced XR hardware than Ray-Ban Meta—proving that smart spending beats mega-spend.

This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Build smarter at mattercraft.io.

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In this special live episode recorded at SynthBee headquarters in South Florida, hosts Charlie Fink, Ted Schilowitz, and Rony Abovitz bring listeners inside a special gathering of neuroscientists, philosophers, and technologists debating the future of AI. Moving beyond hype, the conversation focuses on "Collaborative Intelligence" vs. Artificial General Intelligence (AGI), exploring whether we are building tools that amplify humanity or autonomous systems that will eventually replace it.

Instead of traditional interviews, the hosts invite workshop speakers to the hot seat for rapid-fire insights on the deepest questions in tech: Can we measure an AI's true intentions? Is consciousness a physics problem? And how do we ensure these systems remain compatible with human flourishing?

News Highlights

• Disney invests $1B in OpenAI & licenses IP: The hosts debate whether this is a masterstroke to engage fans with user-generated Sora content or a "Yahoo powered by Google" mistake that hands the keys to the kingdom to a rival.
• Valve launches new PCVR hardware: A quick look at the attempt to revive the high-end PC VR market.
• Meta adds real-time vision to Ray-Bans: The next step in multimodal AI wearables.

Guest Highlights

• Dr. Uri Maoz (Neuroscientist, Chapman/Caltech): Discusses the "black box" problem of neural networks, comparing the opacity of AI to the human brain, and how neuroscience tools might help us detect deception in AI systems.
• Dr. Walter Sinnott-Armstrong (Ethics Professor, Duke): Argues that ethical AI regulation shouldn't be a monolith; different cultures need "sovereignty of ethics" to allow diverse moral frameworks to coexist rather than one centralized Silicon Valley standard.
• Dr. Julio Frenk (Chancellor, UCLA): Frames the AI race as a battle between "Computational Democracy" (distributed, transparent power) and "Computational Autocracy" (centralized control), warning that universities must preserve critical thinking or risk losing the ability to govern AI at all.
• Reed Maxwell & Laura Condon (Hydrologists, Princeton/Arizona): Reveal how AI is modeling the planet's water crisis, predicting "black swan" climate events, and why funding for this critical earth-science work is mysteriously disappearing.
• Danny M (12-Year-Old Prodigy): Steals the show with a stunningly articulate take on AI consciousness, "trapped man" experiments, and how fractal geometry might map neural weights—proving the next generation is more ready for this future than we are.
• Dr. Aaron Schurger (Psychology, Chapman): Explores the neuroscience of spontaneous action and free will, debating whether "telepathic" connections and quantum effects in the brain could be the missing link for true human-AI compatibility.
• Jared Ficklin (Chief Product Officer, SynthBee): The former Frog Design fellow argues we must shift the conversation from AI "capability" to "compatibility," using the intuitive connection humans have with dogs or horses as the benchmark for successful AI interfaces.

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Vince Kadlubek, co-founder of Meow Wolf, joins Charlie and Ted for a deep dive into the future of immersive entertainment, arguing that in an age of infinite AI-generated digital content, "physical reality is the only place novelty still exists." From Meow Wolf’s origins as a scrappy art collective dumpster-diving for materials in Santa Fe to becoming a global location-based entertainment juggernaut with new sites planned for Los Angeles and New York, Vince reveals the philosophy behind building "maximalist" worlds that don't just tell stories but allow audiences to inhabit them.

In the news segment, Charlie and Ted discuss Netflix's $83B acquisition of Warner Bros (HBO/IP assets only), Meta cutting 30% of Reality Labs to fund AI while poaching Apple's top designer, and the looming battle for 2026 as Android XR prepares to launch.

Vince breaks down Meow Wolf's evolution from static walkthrough experiences to "animated spatial storytelling" where environments and characters respond to user actions—a vision of "XR RPGs" (Extended Reality Role Playing Games) that bridge the gap between video games and theme parks.

He explains why the "monoculture" of Game of Thrones is gone forever, why Netflix's acquisition power signals the end of traditional scarcity models, and why the future of storytelling isn't on a screen—it's cross-reality, persistent, and physically grounded.

Guest Highlights

• Origins of the Multiverse: How a Santa Fe art collective turned a bowling alley into the "House of Eternal Return" with George R.R. Martin as landlord.
• The "Cross-Reality" Future: Why physical locations alone aren't enough—Meow Wolf is building a "mechanically connected transmedia universe" where your actions in the park affect your digital profile and vice versa.
• Hollywood 2.0: New LA location takes over a movie theater to "honor cinema" while deconstructing it into spatial storytelling.
• Novelty Theory: "I don't care about photorealistic AI gorillas anymore." Why digital content has zero value and physical presence is the new premium.
• Questing & Agency: New "XR RPG" mechanics in Dallas/Houston allow visitors to level up, solve puzzles, and impact the world—gamifying reality without headsets.

News Highlights

• Netflix acquires Warner Bros assets ($83B)—Streaming wars end with tech giants vacuuming up legacy IP; theaters face the "nail in the coffin."
• Meta cuts 30% of Reality Labs—Pivot to AI funding while hiring Apple's former design chief signals a shift from brute-force VR to refined wearables.
• Android XR & Samsung 2026—Google and Samsung prepare to challenge Vision Pro with a new ecosystem launch next year.
• Alibaba launches Quark AI Glasses—China enters the smart glasses race with multimodal AI assistants.

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David Jiang, CEO of VITURE, joins Charlie, Ted, and Rony for a special Black Friday episode to discuss the breakout year for "display glasses" and why his company is betting on gamers, not just enterprise, to drive mass adoption. With VITURE now hitting shelves at Best Buy and flashing on billboards along Silicon Valley’s Highway 101, Jiang reveals the data behind the device’s surprising "stickiness"—average daily users are logging nearly three hours a day, often to play console games in bed or on the couch to avoid "social pressure" from family over occupying the main TV.

The conversation dives deep into the hardware reality check: why David believes "smart glasses" (like Meta Ray-Bans) and high-fidelity "display glasses" (like VITURE/XREAL) won’t merge into a single device for another decade. He breaks down the physics of weight thresholds—40g for all-day wear, 80g for session-based viewing, and 200g for full headsets—and explains why trying to force high-end compute into a Ray-Ban form factor today is a fool’s errand. David also unpacks VITURE’s new real-time 2D-to-3D AI conversion and why he views Android XR as the inevitable "destiny" for the open ecosystem.

In the news segment, the hosts debate Casio’s $600 AI hamster "Moflin" (cute but annoying), analyze why Snapchat can't monetize despite hitting 1 billion users, and discuss Disney's new autonomous robots roaming the parks.

• VITURE enters mainstream retail: Now available at Best Buy, marking a shift from niche tech to consumer electronics.
• "Secretly sticky" usage data: Active users average 2 hours 50 minutes daily; top 5% users hit 10+ hours/day replacing monitors.
• The "At-Home Mobility" Insight: Gamers aren't just using glasses on planes—they use them to play Steam Deck/Switch in bed while partners watch TV.
• Real-time AI 2D-to-3D: New feature converts legacy content (YouTube, photos, retro games) into 3D on the fly.
• Weight Philosophy: Defines strict form-factor limits: 40g (glasses), 80g (media visor), 200g (VR headset).

• Casio's Moflin AI Pet—Charlie reviews the $600 emotional support robot; cute, but drives the dog crazy.
• Snapchat hits 1 Billion Users—massive reach milestone, yet the hosts debate why they still can't monetize like Meta.
• Disney's AI Robotics—autonomous characters like the "frozen snowman" begin roaming parks.
• Android XR & Samsung—Google Maps AR updates and the "Gear VR" revival signal a major ecosystem shift for 2026.

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Kent Bye—host of the Voices of VR podcast and one of XR's most prolific journalists with over 1,680 published interviews—joins Charlie and Ted for a wide ranging conversation on the state of immersive storytelling, the ethics of AI, and why XR's future might be less about consumer headsets and more about embodied presence and human connection. Kent's decade-long commitment to documenting artists, creators, and developers at the ground level offers a counterpoint to hype-driven tech coverage, revealing the messy, vital ecosystem sustaining VR through festival circuits, location-based entertainment, and government-funded experimental projects that rarely make headlines.

The conversation opens with Jeff Bezos's new AI robotics company Prometheus, Amazon's one-to-one human-robot workforce parity, and the implications of industrial AI automation. Ted shares his recent appearance on cinematographer Roger Deakins's podcast, where they discussed AI as a creative tool rather than a threat—a perspective Kent echoes when discussing artists who use AI to critique AI's "colonizing force." Kent explains his philosophy of "boots on the ground" journalism inspired by Knight Ridder's Iraq War reporting, focusing on developers and creators closest to the work rather than corporate press releases.

Kent reveals why he's been lukewarm on smart glasses despite industry excitement—monocular displays give him headaches, his prescription is too strong for current hardware, and most importantly, there's no compelling narrative content yet. He contrasts this with VR's rich immersive storytelling at festivals like Venice Immersive, Sundance New Frontier, IDFA DocLab, and Tribeca, where government-funded European projects push the medium's boundaries in ways U.S. startups can't afford to explore. The discussion touches on Meta's Ray-Ban AI glasses, the impracticality of Meta's neural band input, and why Snap's developer platform remains the most interesting AR ecosystem despite limited consumer traction.

• Published 1,682 VR interviews with 1,000+ unpublished; focused on artists, creators, and developers over corporate narratives.
• Covers 30+ hours of immersive content per festival at Venice, Sundance, IDFA DocLab—documenting ephemeral art that may never distribute widely.
• Started in 2014 after buying Oculus DK1; began by capturing oral history at Silicon Valley VR Conference's first gathering.
• Background as F-22 Raptor radar systems engineer turned documentary filmmaker—blends hardcore technical knowledge with artistic sensibility.
• Advocates for XR as antidote to smartphone addiction—technologies that foster embodied presence rather than infinite distraction.

• Jeff Bezos launches Prometheus AI robotics company—focusing on industrial applications where enterprise adoption will drive innovation faster than consumer markets.
• Amazon hits one-to-one human-robot workforce parity—roughly 1 million humans, 1 million robots, with plans to shed 100K+ workers over five years.
• Warner Brothers settles with AI music company Udio—following Axel Springer, AP, and Fox licensing deals as New York Times litigation drags on.
• Enterprise AI startups raise massive rounds—Stut (collections automation, $29.5M from Andreessen), Albatross (real-time personalization, $12.5M), signaling vertical-specific AI SaaS wave.
• HaptX acquired by Ohio manufacturer—haptic glove company pivots to industrial training applications after years targeting consumer VR.

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Neal Stephenson—legendary sci-fi author who coined "metaverse" in his 1992 novel Snow Crash—and Rebecca Barkin, co-founder of Lamina1, return to the AI XR Podcast for a wide-ranging conversation about building a decentralized creator economy, launching their dystopian AI world-building project Artifact, and why blockchain might finally free creators from Big Tech's chokehold.

Joined by Charlie, Ted, and Rony, the discussion spans Neal's lost Magic Leap project, the resurrection of the open metaverse dream, and how decentralized platforms could flip Hollywood's power structure on its head.

Rebecca details Lamina1's journey from blockchain currency for the open metaverse to Spaces, a multimedia creator platform built on Ethereum that allows IP owners to retain control, set royalties, and build direct relationships with fans.

Think YouTube meets Discord, but on decentralized rails. The goal isn't socialism—it's a creative meritocracy where artists get equity in platforms they help build, instead of just one-time payouts while Netflix captures all the value.

Neal unpacks Artifact, Lamina1's first creative test case: a post-Singularity world where 12 competing mega-AIs fight over energy, copper, water, and GPUs while humans live in the interstices. Co-created with Weta Workshop using AI tools like World Labs' marble splats, the project invites fans to co-create lore, not just consume it. It's a living experiment in collaborative IP development—and proof that small teams with AI amplifiers can build Grand Theft Auto-scale worlds.

• Neal Stephenson coined "metaverse" in Snow Crash; former Magic Leap creative lead with lost IP still trapped at the company.
• Rebecca Barkin pivoted Lamina1 from metaverse currency to Spaces: a decentralized platform for multimedia creators retaining IP rights and earning equity.
• Artifact launches as Lamina1's test case—collaborative world-building in a dystopian post-AI Singularity where fans shape the narrative.
• Built on Ethereum with Consensus Network backing; uses blockchain to solve micro-transaction volatility and give creators sustainable economics.
• Signed Bob's Burgers team (Ghosted Media) and other Hollywood refugees seeking autonomy from studio gatekeepers.

• Valve launches PC cube + wireless Index headset—sub-$1000 system to compete with Xbox/PlayStation and revive PCVR market, but will enthusiasts bite?
• Meta adds real-time computer vision to AI glasses—Ray-Ban smart glasses gain live AI interpretation, pushing toward inflection point for wearables.
• Google Maps integrates Gemini AI—natural language directions and real-world context awareness transform navigation into conversational copilot.
• 11 Labs launches voice marketplace—Michael Caine licenses voice cloning; Matthew McConaughey invests but won't sell his own likeness.
• Disney announces AI user-generated content strategy—Bob Iger teases platforms for fans to create with Disney IP, following Lego's remix culture playbook.

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Dr. Tom Furness—esteemed as the “Grandfather of VR”—brings seven decades of breakthrough invention, untold stories, and rare wisdom to the AI XR Podcast. In this episode, Tom traces the thread from making rocket fuel as a kid in North Carolina to pioneering the “Super Cockpit” for the Air Force, founding the HIT Lab, and launching 27+ spatial computing startups. His journey reminds us that big shifts in XR and AI are really about one thing: boosting the bandwidth between the brain and information.

Listen as Charlie and Ted tease out practical lessons from Tom’s career—how head-mounted displays and real-time simulation grew from a Pentagon skunkworks project to tools for pilots, surgeons, first responders, and kids who learn differently. Tom reveals how the “cockpit problem” was never about adding more gadgets, but about human-centered design—and why the next revolution in XR depends on soft skills, not just hardware. He shares how XR can teach memory, empathy, and “open the aperture” of the mind.

• Invented the Super Cockpit: the first immersive, wearable pilot interface, inspiring modern VR/AR.
• Founded the University of Washington HIT Lab; mentored a generation of XR founders and researchers.
• Championed headsets, tracking, spatial sound, and haptics in military, medical, education, humanitarian, and entertainment fields.
• Built VR tools for everything from the F-35 to “light schools” that boost learning and emotional intelligence.
• Advocates for XR’s potential to unlock new forms of human growth and creativity—beyond the screen.

• Stability AI and Anthropic win landmark copyright cases—courts rule AI model training as legal “fair use,” with distinctions for retaining source material.
• AI data centers drive up public power bills—the debate over who pays for tech’s massive energy appetite heats up.
• Magic Leap alumni debut no-code AR platform—pushing toward mainstream AR creation, but will intent and timing finally align?
• Google adds Gemini to Maps—AI-powered natural language search changes real-world navigation and travel.

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