Spiegel articulates a strong philosophical stance against Virtual Reality, arguing it isolates people from the real world. Snap's strategy is to invest exclusively in Augmented Reality technologies like Spectacles that aim to enhance in-person human connection rather than replace it with a virtual one.

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Endeavor CEO Ari Emanuel calls his focus on live events "the opposite of an AI bet." The logic is that as AI makes digital content abundant, the scarcity and value of real-world, in-person human experiences will skyrocket. This is a powerful counter-narrative that leverages the AI trend to its advantage.

AI will operate our computers, making our primary role monitoring. This frees people from desks, accelerating the need for a mobile interface like AR glasses to observe AI and bring work into the real world, transforming productivity.

As AI drives the marginal cost of digital content to zero, unique, in-person events become increasingly valuable. This is a strategic bet on the enduring human need for social connection and status, which cannot be digitally replicated. Value shifts from the digital to the physical.

As AI makes digital content increasingly artificial and indistinguishable from reality, the value of authentic, in-person human connection will skyrocket. The most powerful counter-position to the AI trend isn't less technology, but rather using technology to facilitate more tangible, "real" world interactions.

Instead of visually-obstructive headsets or glasses, the most practical and widely adopted form of AR will be audio-based. The evolution of Apple's AirPods, integrated seamlessly with an iPhone's camera and AI, will provide contextual information without the social and physical friction of wearing a device on your face.

Beyond hardware issues, VR's primary adoption barrier is its isolating, 'antisocial' nature. While gaming trends toward shared, social experiences, VR requires users to strap on hardware and disconnect from their physical surroundings, creating a fundamental conflict with modern user behavior.

Advanced AR glasses create a new social problem of "deep fake eye contact," where users can feign presence in a conversation while mentally multitasking. This technology threatens to erode genuine human connection by making it impossible to know if you have someone's true attention.

Brian Chesky posits that as the digital world becomes increasingly artificial, the value of authentic, in-person experiences will skyrocket. The true counter-position to the AI trend isn't different tech, but the "real world." This creates a massive opportunity for businesses focused on tangible human connection.

We don't perceive reality directly; our brain constructs a predictive model, filling in gaps and warping sensory input to help us act. Augmented reality isn't a tech fad but an intuitive evolution of this biological process, superimposing new data onto our brain's existing "controlled model" of the world.

While phones are single-app devices, augmented reality glasses can replicate a multi-monitor desktop experience on the go. This "infinite workstation" for multitasking is a powerful, under-discussed utility that could be a primary driver for AR adoption.