Big Technology Podcast AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers
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Dec 8, 2025 
Ranjan Roy, a tech journalist at Margins, joins for an insightful dive into current tech trends. They discuss the fierce competition in the AI device landscape, examining Apple, Meta, and OpenAI's strategies. Ranjan highlights Meta's potential edge with Ray-Ban glasses, while questioning the future of the metaverse after budget cuts. The conversation also touches on Netflix's bid for Warner Bros and the growing influence of Anthropic in enterprise AI. Dive in for a whirlwind of tech revelations and predictions!
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AI Device Wars Have Officially Begun
- Meta's hire of Apple UI leaders signals the start of a serious AI device war among big tech.
- Hardware form factors now matter as much as models for owning the user's assistant interface.
Meta Ray-Bans As Compelling Hardware
- Ranjan calls Meta the most interesting hardware company today and praises the Ray-Bans he owns.
- He credits Meta for turning VR/metaverse tech into practical AR device work.
Winning Is Owning The Assistant
- The real contest for AI devices is who owns the assistant, not the screen.
- User experience and the underlying AI model jointly determine which form factor wins.