Google I/O Reactions, Large IPOs Incoming, Figma's AI Assistant | Dylan Field, Brian Chesky, Feross Aboukhadijeh, Tae Kim, Immad Akhund, Marcus Milione

**Jordi Hays** (0:00)
You're watching TBPN.

**John Coogan** (0:02)
Little preview there for you. It's Wednesday, May 20th, 2026 We are live from the TBPN Ultram, Temple of Technology, the Fortress of Finance.

**Jordi Hays** (0:10)
The capital.

**John Coogan** (0:11)
The capital of capital.
We're both in suits today. I like it, it looks good. Some, we've been unheard.

**Jordi Hays** (0:18)
People have been saying.

**John Coogan** (0:19)
They can't tell us apart. Is that what you're saying?

**Jordi Hays** (0:22)
That.

**John Coogan** (0:22)
Okay, anyway.

**Jordi Hays** (0:23)
But people have been saying I need something like a swear jar.

**John Coogan** (0:26)
Okay.

**Jordi Hays** (0:27)
When I don't wear a suit.

**John Coogan** (0:28)
Oh, okay, I'd like that.

**Jordi Hays** (0:30)
So yeah, something to consider.

**John Coogan** (0:32)
Yeah.

**Jordi Hays** (0:33)
It should probably be a pretty big jar.

**John Coogan** (0:35)
20 bucks to the opening non-profit. That's what you gotta do. No, we were in unheard.
I mean, we can pull up the full post later in the show, but it's funny. I mean, it's a good analysis of like, what we've taken from ESPN, what works about live streaming. This is from Alice Key. My latest for unheard is on why tech shows like TBPN are re-running the sports media playbook invented by ESPN and why it's working. And they said, where is it? They're hard to tell apart in their matching suits and floppy haircuts. I don't know if that's good or bad, but we don't always have matching suits. Usually Jordi's the casual one, but yesterday we were both casual. Today we're both in suits.

**Jordi Hays** (1:17)
We do still get the brother thing a lot.

**John Coogan** (1:19)
But I think it's a term of endearment. I think it's positive. Anyway, we have to react to Google IO. Of course, there's a whole bunch of announcements, some really exciting stuff, some stuff that people are having mixed reactions to. We'll take you through it all. But first, we need to watch this video of the Humanoid Robot. Ramp? Why is it ramp?

**Jordi Hays** (1:40)
No, I'm kidding.

**John Coogan** (1:41)
No.
Songdripwoo says, I'm crying. Watch this video.

**Jordi Hays** (1:47)
Let's get some snacks.

**John Coogan** (1:48)
You gotta go to the beginning. You're spoiling it. You gotta go to the beginning.
Doing pretty well. Moving pretty quickly. Little bit of a... Oh, catches itself. Catches itself.

**Dylan Field** (1:58)
Not bad. Not bad.

**John Coogan** (1:59)
Okay. Seems like a full recovery. Seems like you're ready to go. Another one. I'm liking it. Yeah. And then...
Not good. And then I wonder what it's thinking because you would think that they would use some programming.

**Jordi Hays** (2:17)
Oh, they gotta cut the music.

**Feross Aboukhadijeh** (2:18)
They gotta cut the music.

**Jordi Hays** (2:19)
Don't let the music keep playing while your boy is down.

**John Coogan** (2:22)
It just gets carried off like this. It's so crazy to just carry it off like this. Like, this seems solvable. This seems solvable.

**Jordi Hays** (2:30)
It's kind of doing the moonwalk.

**John Coogan** (2:32)
Do teleoperation takeover in that case or even just have like a if on the ground, reset yourself by like doing a push up. Like, you could sort of hard code that, I would think. Like, that was a weird... I understand that I can't dance and walk upstairs. Like, that is tricky. I understand why it fell down. But I don't understand why I couldn't get back up after it fell down. Anyway, singularity of the light.

**Jordi Hays** (2:55)
Yeah, it's possible that the robot died from embarrassment.

**John Coogan** (3:00)
Yeah, or maybe it was damaged. It's possible that like as it hit the ground, it was just actually taken out.
But I'm fascinated by this. I wonder how many... Like, this video was taken clearly in like the third row of an auditorium. Are people going to see robot dance shows? Is this an introduction to a tech conference? Like, I need so much more context here to really understand what's going on. Aaron Chen posted the full, the first video, Aaron Chen AI. They had the chance to stop this when the robot almost fell, but then it really fell, but the show must go on. So who will dance on the floor in the round? Beware. Well, certainly solvable with enough time, but not quite there yet. If you're thinking of shelling out big dollars for a robot dance show, maybe make sure there's refund policy in case the robot absolutely collapses. That would not be good. Anyway, Google IOP.
Bunch of different announcements. Brandon Garell on our team posted on the TBPN newsletter some reactions, sort of bucketed it into four key areas. Intelligent eyewear. This is an interesting one. I want to go into this. Gemini Omni, we talked about the videos. We played a little bit of that yesterday. Upgrades to Gemini LLMs. Those have been mixed reactions from developers. We'll go through that. And then anti-gravity, which is an interesting place with an interesting history. So let's start with intelligent eyewear. If you had to pick Warby Parker, Gentle Monster. Have you heard of Gentle Monster before? I've heard of Warby Parker. I know the story.