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Zach Handshoe

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67
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2025-10-29
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2025-10-29
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  1. And we're going to give away thanks to our friends at Gamma who have the best presentation software I've ever seen. People love it. They're going crazy for it. Beautiful, beautiful presentations. And it's so fast to make a gorgeous one. You're going to be like Steve Jobs on a nicotine pouch or two. If you use gamma.app.gamma.app, I love it, and they gave us twenty five thousand dollars to invest in one of the great companies. So Asiv, you're in the running for a 25K check from your boy JCAL, thanks to our friends at Gamma.app. I appreciate you pitching us. And yeah, you're doing great. Keep going.

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  2. You've been seeing me equally. I got a paper. You know, it's expensive to ski cat skiing is not expensive. It's $1,200 a day. I need to do some ad reads. Order to afford it.

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  3. I'm your Greek cousin. This is the thing. I'm so ashamed that I never learned a second language, Alex, that I've decided I'm going to try to learn the two hardest. Arabic and Japanese. That's my goal.

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  4. I love doing too much. Vassif, congratulations. Enjoy your time in the Foundry University. If anybody wants to come to Founder University, founder.iversi. If we do a good job, the only thing I'm going to ask of Vivasif is two things. One, you write us a testimonial. Two, you tell us what we could do better. Do we have a deal?

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  5. You know, hidden skill you'll have, all right? Great job. So a lot of show today. We did a lot of show. We did too much show.

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  6. People who have the skills you need, great developer, great marketer, whatever, but also have passion for the topic. So if you made a four-quadrant chart, and one of them was how qualified they are at their job, and the other one was how passionate they are about the topic, if you can find somebody who's a 10 of 10 developer and who is obsessed with chess, you don't have to motivate that person to do great things. That's why when we hire people here at the launch fund, we need people who are obsessed with entrepreneurship and technology and startups. Then I don't have to tell them, hey, usually we're 50, 60 hours a week and make this your career. They're like, I want this as my career. I love startups. So when you meet somebody like Maddie, she's obsessed with entrepreneurship. She's obsessed with startups. I don't have to push her. I have to keep up with somebody like Maddie. I have to keep up with somebody like Lucas or Oliver or Marcus on my team because they're so passionate about it. That's a key, key.

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  7. So, like tone base, Fitbod, which also went to our accelerator, just like Tone Base went our accelerator. We have some great expertise and affinity for what you're doing. Fitbod is for people who are really into weightlifting and people who want to design their workouts and then see their progress. And they used AI, machine learning previously five years ago when they started saying, this company's on a tear. They're making lots of money just like chess.com. They're very similar to chess.com in that way, 15 million downloads, 120 million logged. You need to meet the founders of these two companies, Tome Base and Fitbod, because you're doing what they did, which is they said, this is not. Tome base is not for people who want to learn how to play Dylan songs on guitar or just play brown-eyed girl. And Fitbot is not for people who just want to have great biceps. It's for people who are really into it. But the less invested was one you've innately learned, which is when you hire people, hire

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  8. So, I want you to have another tip for you here since we're going deep. If you pull up FitBod for me, Alex, the FitBod team. I want to show you a picture of the FitBod team retreat, which I don't know, it was in Austin, and I'm trying to find a picture of it if they actually had a posted. Maybe one of the founders posted it to their... One of the FITBOD founders posted pictures of it to their social media anyway. The FitBod team, and it's, I think it's fitbod app. Let me find their, yeah, fitbod.me. This reminds me of you. This is another elite group that went after the top 1%. Do you see my screen?

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  9. Oh, Maddie's awesome. Maddie's in the HQ, and she is running the syndicate for me, just so you know. So we have our syndicate. I think if you can get this tightened up into like one really great device that you can ride to sustainability, which would be 500K a year in revenue, $1,000 a day in revenue. If you can get to that sort of level, coming to our accelerator and then we could help you with the pitch to really try to get VCs to understand it. And the reason we started Founder University, Alex, is because we meet founders like Vasiv all the time. They know the market. They know, you know, what people want, but they have to get product market fit. They have to build a team. They've got to get their first couple of customers and they also have to understand how to pitch VCs to bring them along. And that's where you're at. That's where we can be super helpful. Where you based, Vassip

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  10. When did you go? Are you in the current class? Yes, yes. You're in the car in class, F11. Fantastic. Whose pot are you in? Whose pot are you in?

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  11. But I think you just hired the Botaz sisters. You do a deal with them. I know them. They're awesome. They're entertaining. They're spicy. They get into it. They're just great like YouTubers. So I would try to find those type of folks to build this. You did a great job. You went to Foundry University. You went to our Foundry University. Yes,

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  12. Well, she ran out of time because she played on a clock versus four of us. I think I was the first out. And the video's out there. But people love that. So I think there's another one here, which is celebrities, you know, the schmoze versus the pros is also very exciting. And I just played in the NBC heads up telecast as one of the celebrities. That's how hard up they are for celebrities, I guess, to play in these things now. But I was one of the top five celebrities there. I guess maybe I'm a micro celebrity in podcast land and amongst poker people. Maybe.

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  13. I have one suggestion when you do this just hire the Botaz sisters. Botaz sisters came to Allen Summit, played the four of us, they smashed us. Or although I think she ran out of time.

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  14. You have anything that would be an interesting question for him or a note about given your startup experience that would be helpful

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  15. And then you actually play the hand. And you see if there's consensus, there is a version of this, which is when you're watching poker commentary, they'll be like, well, this is obvious. There's two choices here. One is they could slow play this hand. They've already got the nuts. The other one is they could put a small bet out, but that might look suspicious. So I think what you want to put out here is 50% of the pot bet and hope the other person raises. Then you can call, and now it's going to maximize whatever. I love that idea of being able to watch a group of experts and then reveal it. So I'm thinking like a TV producer here to make it even more exciting and unique in the world. This has been amazing. Alex, what are your thoughts here? You've seen this great pitch. You've got this great founder, lots of energy.

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  16. Okay, so he likes the speed chess, classical, it's a five hour match. But let's say it is a five hour match. I think, or if it's a 15, pausing the telecast and then allowing the community to talk about, like if you had five people and the five people each gave what the next move should be, what they would play and what they believe Magnus will play. And then they lock it in.

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  17. If you watched it on time delay and the live person, instead of watching them play this 10-minute match, I don't know, what is the average match when Magnus plays, what is the time that they typically play?

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  18. I love your going after the high end. I think you haven't figured out what the killer app is yet, and that'll take a little time. So you're in the phase we call triangulation and finding product market fit. So when you're triangulating this and trying to get to product market fit, it's good to try a couple of different things and see which one actually clicks. One of the things I noticed when I just typed into producer claude, Claude AI, what do grandmasters want to know when they are watching Grandmasters play live? One of the things it said is they want to understand their tactical strategies, et cetera, their emotional control, all that kind of stuff. But one of the things it said is they want to guess the next move and compare their move to what the Grandmasters were doing. Here's an interesting idea.

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  19. Their classes, and then you could split where like live classes or tutoring once you have all them on it, instead of trying to make 100 bucks, you could let them in for free. And you have to be approved to be part of the community. And the way you get approved is you apply. And the way you apply is you have to play three games and you have to beat at least one of the people who are in the community already. Now, it's like it's hard to get into. You have to be invited, or each Grandmaster can invite two players. You build this community. And then if people like myself want to come, I can buy my daughters a chess lesson if they really got into it with Magnus or whoever the great one is. What do you think of this idea of when the elite, the top 10% of the audience, and then bring everybody else in to have access to the elite?

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  20. Musician as well. One of them is for it's like chess.com and one of them is like chess ever. And as you can see here, learn from the world's best musicians. And so if we scroll down here, or actually just pick an instrument and let's see who pick the most interesting guitar or piano? Yeah, sure. Now let's go down here and see who they have. I wonder if they'll show you the actual, yeah, here we go. So if you look here, they now have very famous people from legendary pianists, and I think you could scroll to the right and see more of them, and you can go to training with them. If you click on one of those and you did Claire Delune, you picked the right one, now they've made these. So they've made masterclass Vasif, as you can see. And this for the person who is a serious musician has never existed before. This is what you're building. I wonder if you could say, here are the greats and here are the

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  21. So, the challenge with this then becomes if chess.com is making $100 million a year, you're going to take the top 10% of the market and make $10 million a year if you're going to raise venture capital, that's a challenge because you've basically said we want less customers at least to start, and then we're going to go to the other customers. I think you should onto something with getting the elite people. I wonder if there is a way once you have the elite people hanging out here to figure out a way. So just think this through for a second. I was talking about a company called ToneBase we have that we've invested in, and we've invested in the company four times, I think. We're so enamored by it. Pull up tone base, Alex. This is a really good corollary for you. Tone base is not for people looking to learn to play guitar or piano. That's another one called musician. We are investors in.

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  22. Greatly improved. You're talking about like all types of different features, but you have to step back and big picture it. Big picture. And eventually all the people who are, we want to build this into a community, we believe that they will pay not just $100 a year. We believe they'll pay $500 a year. Is that true? Will these folks pay more money than the average chess.com person, or are they cheaper?

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  23. One, the archive of important matches They simply are not optimizing for these legendary matches. That's what I'm looking for as a grandmaster. I want to look at every time Magnus Carlson has played this opening. I want to sort by those openings. And then I want to take notes on them and I want to watch all of them in succession. And I want that database to be available to me and really easy. This would be the equivalent of the elite poker players wanting to see all the hands with the opponents they might face in their next cash tournament or their cash game or in a giant 100k tournament at the World Series of Poker. Great. Now we've established that. Number two, when they're doing a live broadcast, they're broadcasting to the lowest common denominator. What we want to see is the experts who are not explaining things for the average chess player. We want to have broadcasting tools and comments.

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  24. So, where you're a pitch breaks down is that you set it up really great, but you don't explain for the lay person, the investor who might want to invest in the company, there are three things missing from chess.com. Let me show you what they are. You need to slow down during that part.

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  25. Okay, so there's the commentary on live events and the coverage of live events is one aspect that chess doesn't come do. But tools for experts are different. What is the tool? Just describe it to us in plain English as non-grandmasters. What are they trying to get out of their tool that you don't get out of the chess.com tools

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  26. So, the number one thing missing from chess.com for the top 1% of the audience for experts is that they don't do commentary on live chess matches in a way that a grandmaster would want to receive it. Am I correct?

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  27. Okay. The pitch here is that chess.com, which is an incredible app, which I use and everybody I know uses. And people rave about being able to get matches really quick and being able to get trained. All the amateurs I know absolutely love it. I was literally over the weekend with in a group of CEOs and VCs and people were raving about paying for it using it and getting their scores up. It turns out The experts, the grandmasters like yourself, they want something more than what chess.com provides. Do I have the pitch correct?

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  28. So you have your deck, you built a beautiful deck using gamma. Visit gamma.app and let's hear a quick pitch from Chess Ever. And remember, most people are listening, so Vasif, if you can describe what you're seeing, that would be great.

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  29. Tech team in 48 hours or less. Twist listeners get 15% off their first four weeks. That's lemon.io slash twist L-E-M-O-N.io slash twist.

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  30. Top sovereign wealth fund that's looking to increase deal flow. Founders, let's be real. Finding the right developers is really hard when you're trying to run and scale your startup. But lemon.io can save you time, money, and a ton of headaches. They've pre-vetted high quality developers and they've ensured that their experience, result-oriented, and that they're seeking competitive rates. These are hand-picked devs with a minimum of three years of on the job experience and only one percent of applications to lemon.io are accepted into their program. So forget the long drawn out hiring process. Lemon's going to match you with the skilled developer in just a few days. And they're not just recruiting talent either. They're helping you integrate them into your team. And if anything goes wrong, Lemon will find you a replacement developer ASAP. We've had a ton of launch founders work with Lemon.io. So go to lemon.io slash twist and find your perfect developer.

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  31. Love it. You know, there'll be like an Alexander picket. And they'll come on the show with us and we'll do a little promo for who's on their episode this week and what's going on in, let's say, China, Japan, Singapore, what's going on in Europe, what's going on in South America. So we're looking for those type of partnerships. Typically, we partner with a government agency that's trying to grow the region.

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  32. Yes, no, it's another international city. So the founder university program continues and the empire, the sun will never set on the Founder University Launch Empire. And we're also going to be announcing another city for this week in startups. So there will be a regional weekly version of this week in startups in another city soon. So we're going to take this week in startups, the franchise, and have it in hopefully like four regions I really want to do. So there'll be an Alex and Jason, not us. In each of these different regions, you can imagine maybe one in the Middle East, one in Asia, one in Europe, et cetera. So they'll franchise in a way this week in startups. And then we'll have those Alex and Jason's come on the program, Alex. This is my grand vision.

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  33. I'm so excited about this startup. I'm so excited. I mean, the crop of startups we're hitting right now, as telling you before we got on air, that, you know, things are firing on all cylinders. Our Foundry University program where we work with companies like Zach before they're even incorporated. You don't even have to be incorporated to come to founder.university. We do it three times a year here in the US. It's a virtual program, but we do have some in-person components. And the first week in November, November 3rd, 4th, and 5th, I will be in Riyadh, Mina.launch.co. This is the founder university website. We've had thousands of people go through the program. And then if you go to mina.launch.co you'll see that we partnered with the pif synobil specifically which is their venture arm to bring founder university to the city of riyadh i will be there for three days and we're going to host it at sanabel's offices i'll be doing three dinners monday

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  34. The work effort, speaking of 996, we have to match the effort and the responsiveness of our founders. When we ask our founders for something, they get back to us in minutes. When they ask us for stuff, are we getting back to them in minutes or are we getting back to them in hours or days? Once you get into like days to get back to somebody, I just think it's disgraziad. You got to get back to people at the pace they get back to you, Zach. Continued success. Thank you.

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  35. Zach, it's been great. Really rooting for you again if you ever need anything from us, the firm launch, launch.co, you let us know immediately. And if my team takes more than seven minutes to get back to you and just CC me. We'll do, Alan.

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  36. Quite helpful to have the dossier and say, well, we did all these things, we would like an allocation in the next round. We have our pro rata, but we want to go super pro rata. We want to increase our ownership from 4% to 7%. Would that be okay with you? And by the way, here's everything we've done for you. Maybe you could compare that to your other investors when you become outrageously successful and you are oversubscribed. We want to make our case to you for a little extra investment. So we're building those systems. Zach, it's great to be on the cap table. If you ever need anything, you have my mobile phone number. Text me anytime.

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  37. Know Alexis retweeted something from him. He came on, in our case, he came on this week in startups on these two dates. Oh, they spoke at this event and we introduced her to 72 investors through the Whisper network, kind of keeping track of all the work we try to do for founders. Sometimes founders, Zach, you're not going to believe this. But if they become incredibly successful, they're like, what have you done for me?

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  38. Then instead of having somebody email Stephanie at Sequoia cold, I would say Stephanie, congratulations on the spatial gen announcement at the Apple thing. By the way, we have another company in our portfolio. They're doing something in AR and they would love to meet you. Would it be okay for us to here's the capsule from the founder? If you'd like to take the meeting, we can introduce you, click here, or you can just reach out to them. Here's their contact information. Here's their mobile phone number. Here's their email. So we just trying to creep that velocity. But the other important thing is something Alexis O'Hanian inspired me to do. He built a software system where they keep track of everything they're doing for their founders so that they can say to other founders, hey, you know, for Zach, we did these 17 things. Here's the evidence of it.

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  39. Yeah, I think it's getting close to a thousand. I set a goal of getting to a thousand for the team. We don't want everybody. We want people who have relationships with. So I told the 12 members of the investment team, if you each have 50 people in the Whisper network that you've built relationships with, I want you to email them and just say, hey, here's where we invest. We'd love to understand where you invest or where co-investors in this company. So if, let's say, spatial gen were to have Sequoia and the partner at Sequoia with Stephanie, and I was the contact with Stephanie because I have the best relationship with her. When the next spatial gen comes out and, you know, this other firm, oh, we have a thousand ninety in there. Great. So we broke a thousand. Good job. Nugal, 1,500. Let's go.

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  40. Yeah, so what we did was Alex, just to help founders because of our track record in the industry, investors like when we send a warm intro. But, you know, we needed to have a way to track this and process it and build systems. So I've been building software internally. We built this Whisper network software. So when someone like Zach is looking through our database, it's probably got close with.

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  41. Well, this is when we like to invest in startups when they're in year zero or year one because we feel like if we're involved, we can really help hopefully with our whisper network introduce you to the right people. People don't know about the whisper network, Alex. It's been helpful.

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  42. Are you hiring now? Anything you need that we can be helpful with as investor early investors in the company or a shout out we can do right now? Do you need any particular positions filled?

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  43. You've heard me talk so much on the pod about the importance of renewable energy. That's why I'm so excited to talk to you about Crusoe today. Most AI infrastructure is still powered by fossil fuels, but Crusoe has an innovative energy first approach. They've actually built a high performance AI cloud platform that's powered by wind, hydro, and geothermal energy. In Iceland, right now, they're using 100% geothermal and hydroelectric power to deploy the latest NVIDIA Blackwell GPUs on Crusoe Cloud. This is the future folks, and it's here today. That's how Crusoe is making energy and compute easier to access than ever before. So spend less time worrying about infrastructure and more time building. Visit Crusoe.ai slash startup to apply for $100,000 in credits for virtualized NVIDIA GB two hundred NVL seven two on Caruso Cloud pending availability. That's CRUSOE.

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  44. I was watching HBO industry, and this is a spicy show, and all of a sudden, you know, it goes, you know, from PG13 to R. And I'm like, oh my God, if people thinking I'm a creep watching the show, I didn't know there was going to be a sex scene in the middle of it. And what if there's a kid who's looking over my shoulder? I was like, I can't watch this show on the plane. I like it for that reason too. It's like your own world.

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  45. You know, have my laptop open. I'm going over some sensitive stuff. The guy next to me goes, I'm freaking out right now. I'm your biggest fan. I said, let's take the selfie and get it over with and let's be normal. And he left. I said, it's just a podcast. But sure enough, I then had to get in my head. Oh my God, what was on my screen that this person saw, you know, who was I DMing with? And I think the privacy aspect of having these is also kind of rad because you could be watching. Sometimes I'm watching a show if it's an HBO show, you know, I was watching industry. Great show. I think it's HBO.

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  46. I think I'm going to buy this. I think it's time for me to really start to embrace this and understand it. And if there was actually content, I love the NBA. So I think Doing that would be fun. And I also am a little jealous of people using it as their desktop when You know, when they're On a plane or something like that, I can imagine like sitting there in first class and a business class seat. I just went to Palm Beach to give a keynote at Morgan Stanley.

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  47. Apple has basically, if I'm interpreting it correctly, you tell me if I'm wrong, here's Zach. They've said this is a developer kit. We're going to make it. It's going to weigh a little bit more. Obviously, components come down like the iPhone Air. So for now, we want you to get as much resolution, as much of the power, as much of the experience. We're not optimizing for weight. We're not optimizing for battery life right now, correct?

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  48. Jason, you could think that it would go across your forehead. I'm thinking about the one that my daughters might wear. They have long hair to, you know, just push it. Yeah. I forgot what they call that. But then there's a strap on the top and there's a strap on the back of your head. This would

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  49. Somebody was telling me that they had on a crane their Vision Pro, they had attached something to the top of it to take the strain off of it. But this would, because there's a strap going over your head, like what are the things that people wear on the top of their heads to push their hair back? I don't know what

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source

  50. their state. I just pulled this up. Yeah. This is what people are expecting is an M5 chip instead of the M2 and a half hours.

    2025-10-29 · This Week in Startups · iPhone Air is "inspiring," and a first step toward Apple Glasses (w/ Zach Handshoe of SpatialGen) | E2200 · IDENTIFIED FROM THE TRANSCRIPT · source