The Vergecast

Of course Meta thinks gambling is the futureMeta's business is doing just fine. But Meta as a company, and Meta as a series of products? That is, uh, messier. David and Nilay discuss the company's ongoing desire to be relevant and cool, the unceasing importance of Instagram, and why it makes perfect sense that Facebook would clone Polymarket. After that, the hosts talk about Apple's huge price increases, and the ways in which RAMageddon might change the gadget market forever. Then it's time for Brendan Carr is a dummy, the latest on the movie Artificial, and the looming fight over AI data. Further reading: ⁠The Steam Machine is the most ambitious game console I’ve ever played ⁠ ⁠Valve prices the Steam Machine at $1,049 ⁠ ⁠How much would the Steam Machine cost to build? ⁠ ⁠Valve describes just how brutal RAM negotiations are in 2026 ⁠ ⁠The Steam Machine is the start of an even more expensive future for game consoles ⁠ ⁠I drove the Slate Truck — there’s more to it than EV minimalism ⁠ ⁠The Slate Auto pickup truck starts at $24,950 ⁠ ⁠Meta pauses employee tracking tool after internal leak. ⁠ ⁠Now Meta will track what employees do on their computers to train its AI agents ⁠ ⁠Meta CTO Andrew Bosworth Admits the Company’s AI Reorg Was ‘Atrocious’ | WIRED⁠ ⁠Zuckerberg reportedly wants a Polymarket clone — but without real money⁠ ⁠Polymarket paid creators to post fake videos of themselves placing and winning bets. ⁠ ⁠Meta plans to release AI-powered prediction market app⁠ ⁠Facebook’s Creator Studio has been revived as an AI companion app⁠ ⁠Kaleidescape’s Strato E player blows streaming, and your wallet, away ⁠ ⁠Something’s off with Midjourney’s pivot to body scanners ⁠ ⁠People Inc. CEO says it’s “probably” headed for a confrontation with Google over AI crawling.⁠ ⁠ABC encourages viewers to back network amid FCC investigations⁠ ⁠Bob Iger’s Disney wanted Apple, Twitter, and 007 ⁠ ⁠The film about Sam Altman has been dropped by Amazon MGM ⁠ Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:01:00 Cannes Cold Open 00:07:00 Coach x Spotify Absurdity 00:10:00 Vox Media PMX Shakeup 00:14:00 Meta Chaos vs Money 00:26:00 Gambling as Engagement 00:33:00 Ramageddon Hits Gadgets 00:44:00 Slate Truck Price 00:45:00 Range And Truck Feel 00:48:00 Tech Bloat Backlash 00:50:00 BYD Versus Tesla 00:56:00 FCC Targets The View 01:04:00 Amazon Drops Artificial 01:08:00 Kaleidescape Versus Blu Ray 01:13:00 Bob Iger Merger Rumors 01:17:00 Blocking AI Crawlers 01:22:00 Wrap Up And Next Week Learn more about your ad choices. Visit podcastchoices.com/adchoices

1018|1T 23M

Snap's Specs look good on nobodyThe new smart glasses from Snap look like an impressive bit of technology, and some of the most advanced glasses we've seen. But Nilay and David start the show by wondering, does that matter if nobody wants to put them on? What would it take to overcome the ear-smashing? After that, they discuss the reasons for (and problems awaiting) Fox's acquisition of Roku, the latest updates from Matter, Facebook's wild AI Mode, and more. Further reading: Snap is finally about to ship AR glasses — and they cost a fortune Snap Unveils Specs Smart Glasses at AWE 2026 From CNBC: Snap CEO Evan Spiegel on new AR Specs: New opportunity to bring computing to the world around you Qualcomm’s latest chip hints that more powerful smart glasses could be on the way The Microsoft Surface Laptop 8 and Surface Pro 12 now come with Snapdragon X2 chips Commodore’s Callback 8020 is a retro flip phone with modern ideals Google’s first smart speaker in six years arrives next week Fox is buying Roku Fox wants to take over your TV — and the tech inside it Netflix was reportedly worried about antitrust scrutiny if it bought Roku instead of Fox. Fox is taking over Roku City How Stephen Colbert’s Replacement Is Helping Tank the Rest of CBS Will Matter finally be able to do what it should have always done? | The Verge Thread Direct looks to solve Matter’s biggest setup headache | The Verge Half a billion people are using Threads every month Facebook’s new AI Mode search gets its info from public posts Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:01:00 Intro 00:02:00 Snap Specs revealed 00:06:00 Snap software advantage 00:08:00 Price comfort reality check 00:10:00 True AR breakthrough 00:15:00 Demos vs daily life 00:21:00 Privacy and moderation risks 00:27:00 Fox buys Roku why 00:29:00 Distribution is power 00:33:00 Roku neutrality ends 00:37:00 Roku Lock-In Debate 00:41:00 Piracy Exit Ramp 00:42:00 Tubi Meets Roku Channel 00:46:00 Go90 Scale Rankings 00:52:00 Distribution Matters CBS 00:57:00 Hype Desk Movies 01:03:00 Knicks Laptop Festival 01:06:00 Brendan Carr Is A Dummy 01:10:00 Radio Ownership Waivers 01:12:00 Threads User Numbers 01:16:00 Meta AI Mode Risks 01:19:00 Matter Joint Fabric 01:28:00 Wrap Up and Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

1012|1T 29M

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