Meta's AR Leak, Larry's TikTok Takeover & Brett Burns Another Billion

Built 2 Scale

This week on Built 2 Scale, Scott broadcasts from Maui while Matt navigates New York with a sick toddler as we dive into Meta's AR Ray-Bans leak, Elon's humanoid robot complexity revelations, and why Larry Ellison just became Gen Z's granddaddy overlord. Plus: Brett Adcock burns another billion, Mira Murati releases a research blog instead of a product, and our AI Top 5 rankings get spicy.

Built 2 Scale | Episode 24

TIMESTAMPS:

0:03 Aloha from Maui: Kids Vomiting on Qantas Without WiFi

3:36 Google's Nano Banana Creates Perfect Scotty Beach Photo

5:16 Meta Ray-Bans Go Full AR: Display + EMG Wristband Leak

8:48 Apple Vision Pro is Dead vs Meta's $300 Social Wearables

10:22 All In Summit: Elon's 45-Minute Masterclass Returns

11:35 Optimus Complexity: 26 Hand Actuators, Zero Suppliers Available

16:31 Scotty Stocks Bell: Tesla Doubles, Nvidia Up 40%, Google Up 30%

18:00 Larry Ellison's September: $100B Overnight + TikTok Control

22:10 Demis Hassabis: DeepMind Now Controls All Google AI

24:03 AGI Definition Debate: Einstein's Knowledge vs Model Training

25:24 Robot Rundown: Factory Worker Job = 18 Lines of Code

32:00 Brett Adcock Raises $1B+ for Figure at $39B Valuation

36:32 Brookfield, Nvidia, Macquarie: Serious Money Backs Humanoid Vision

40:35 OpenAI Job Posts Hint at Robotics Entry Strategy

42:51 Mira Murati's $2B Raises $2B, Releases Research Blog Six Months Later

49:09 Tool of the Week: Granola Mobile App vs ChatGPT Voice Mode Failure

55:03 Parting Wisdom: Humanoid Gold Rush - Picks and Shovels Strategy

59:31 AI Top 5 Draft: Murder Accusations, Knighted Scientists, Daddy's Home

This Episode Covers:

- Meta Ray-Bans AR upgrade with display and EMG wristband control leaked accidentally

- Elon reveals Optimus complexity: 26 hand actuators none commercially available

- Larry Ellison's $300B Oracle-OpenAI infrastructure deal and TikTok acquisition

- Demis Hassabis restructures Google with DeepMind as AI engine room

- Factory automation compressed to 18 lines of code raises job complexity questions

- Figure AI raises $1B+ from Brookfield, Nvidia, Macquarie at $39B valuation

- Mira Murati's deterministic AI research blog after six-month $2B raise silence

- Granola mobile app phone call transcription vs ChatGPT voice unreliability

KEY INSIGHTS:

- Apple Vision Pro failure vs Meta's social-first AR approach at accessible pricing

- Vertical integration strategy: Tesla building all Optimus components in-house

- Infrastructure plays: Oracle capturing OpenAI spend, Nvidia supplying everyone

- CEO role evolution: Vision, talent, capital over hands-on product development

- Humanoid robotics gold rush: Opportunity for picks-and-shovels businesses

About Built 2 Scale:

Weekly analysis of artificial intelligence business strategy, robotics adoption, and technology market dynamics. Hosted by Scott Wilcox (Australia) and Matt Perrott (Austin), providing actionable insights for founders, investors, and technology executives navigating the AI transformation.

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