The hosts debate whether Meta's new smart glasses, endorsed by Kylie Jenner, represent a watershed moment for women adopting wearables, with Brit arguing yes and Sam seeing them as a slow evolution. The conversation then shifts to Meta's prediction markets, where Sam champions them as valuable information machines, while others worry about addiction and manipulation, comparing them to sports gambling. Dave shares his experience running the open-source GLM 5.2 model on eight Nvidia B200s, noting it matches frontier models at 10x the speed, raising questions about the massive bets on proprietary AI labs. The AI talent war is discussed as a signal of investor insecurity rather than genuine innovation. The episode concludes with a review of The Information's new mobile app and a debate on the Cannes Lions festival as a corporate boondoggle.