The Rundown Meta to Unveil New AI Smart Glasses, Oracle's TikTok Buyout Speculation Grows
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Sep 16, 2025 Explore the latest innovations as Meta gears up to release AI smart glasses that are shaking up the tech landscape. Delve into Oracle's trending stock amid speculation of a TikTok buyout, contrasting sharply with Dave & Buster's recent struggles. Witness how Amazon is reimagining sports broadcasting to attract the younger generation, merging gaming and traditional viewing to keep fans engaged. The conversation highlights the dynamic shifts in tech and finance, igniting discussions on the future of investment and entertainment.
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Circular Signals In Nvidia–CoreWeave Deal
- NVIDIA agreed to buy all of CoreWeave's excess cloud capacity through 2032, creating a large guaranteed revenue stream.
- The host flags this as potentially circular since NVIDIA also invests in CoreWeave and supplies its chips.
Meta's Smart Glasses Are A Developer Play
- Meta will debut $800 AI smart glasses at Connect, aiming to overlay notifications and assistant responses in your field of view.
- Analysts expect only a few hundred thousand initial units, but Meta wants developers to build apps and lower costs over time.
Host Uses Meta Ray‑Ban Glasses Daily
- Zaid mentions owning the Meta Ray-Ban glasses and using them almost daily as a personal endorsement.
- He also requests a review unit for the new version, noting he's a big fan of the prior model.