Andrew and Ben react to the Meta Ray-Ban Display and the progress of the Meta Neural Band, including keynote FOMO, debating the value of handwriting words in the air, the strategic logic of shipping these products now, an incredible price point, and lots more. From there: A look at the Intel-Nvidia partnership that was announced Thursday morning, and Ben's thoughts on YouTube after a visit to New York City for an afternoon with creators and YouTube CEO Neal Mohan. At the end: Positive buzz on liquid glass, the dangers of CFOs as CEOs, innovations from incumbent companies, Ben's repatriation takeaways, life advice for moving, and the five CEOs who have contributed most to the Stratechery bundle.

To email the show: email@sharptech.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Meta Ray-Ban Display, Why Less is More, Price and the Neural Band — Stratechery Update

Meta Launches $799 Glasses With Screen and AI Integration — Bloomberg

Meta struggles to decouple from Chinese supplier of AI smart glasses — Financial Times

Intel and NVIDIA to Jointly Develop AI Infrastructure and Personal Computing Products — Intel Newsroom

An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government — Stratechery Interview

An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators — Stratechery Interview

The Deal That Makes No Sense — Stratechery

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956. Epic Intimacy