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	<title type="text">Janko Roettgers | The Verge</title>
	<subtitle type="text">The Verge is about technology and how it makes us feel. Founded in 2011, we offer our audience everything from breaking news to reviews to award-winning features and investigations, on our site, in video, and in podcasts.</subtitle>

	<updated>2026-04-23T13:09:02+00:00</updated>

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		<entry>
			
			<author>
				<name>Janko Roettgers</name>
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			<title type="html"><![CDATA[25 years later, is it time for a new iPod?]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/917369/sleevenote-new-ipod-streaming-bandcamp-music" />
			<id>https://www.theverge.com/?p=917369</id>
			<updated>2026-04-23T09:09:02-04:00</updated>
			<published>2026-04-23T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Entertainment" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Music" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. This year marks the 25th anniversary of the original iPod. With its monochrome display, mechanical scroll wheel, and 5 GB hard drive, Apple’s pioneering music player now looks like the relic of a bygone [&#8230;]]]></summary>
			
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<img alt="Sleevenote hardware mp3 players with headphones and some have cat ears" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/Lots-of-headphones-screen-central-fix-01.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">This year marks the 25th anniversary of the original iPod. With its monochrome display, mechanical scroll wheel, and 5 GB hard drive, Apple’s pioneering music player now looks like the relic of a bygone era.</p>

<p class="has-text-align-none">And yet, in a surprising twist, there’s growing interest in a redo.</p>

<p class="has-text-align-none">After being essentially flat for five years, Google searches for “MP3 Player” <a href="https://trends.google.com/explore?q=mp3%20player&amp;date=today%205-y&amp;geo=US">tripled</a> since last fall. A Reddit group <a href="https://www.reddit.com/r/DigitalAudioPlayer/">for fans of digital audio players</a> is now attracting 90,000 visitors per week on average. And this spring, <em>The New York Times</em> <a href="https://www.nytimes.com/2026/03/01/technology/apple-ipod-music-comeback.html">published a trend piece</a> on how iPods are suddenly in fashion with teenagers.</p>

<p class="has-text-align-none">“It’s great to see younger generations who [didn’t] experience the iPod the first time around finding out about it and being like: That sounds like a great idea,” says musician and startup founder Tom Kell.</p>

<p class="has-text-align-none">The only problem: Apple <a href="https://www.theguardian.com/technology/2022/may/10/the-spirit-lives-on-apple-to-discontinue-the-ipod-after-21-years">discontinued</a> its last iPod model in 2022. And while there has been a flood of devices from Chinese consumer electronics makers trying to fill the gap, Kell has found a lot of them lacking. “The user interfaces of all of these digital music players are shockingly bad,” he says. “Most are essentially just Android phones with the phone stuff removed.”</p>

<p class="has-text-align-none">That’s why Kell and a small group of collaborators began working on their own MP3 player close to two years ago. <a href="https://sleevenote.com/">Sleevenote</a>, as the device is called, has a very different interface than many of its predecessors: Instead of making you browse endless databases of artist names and song titles, it’s all about album art, which is being presented on a square 4-inch screen.</p>

<p class="has-text-align-none">“We’re pro whole albums,” Kell says. “We want you to focus on one album at a time.”</p>

<p class="has-text-align-none">Each album is being shown with full liner art, which you can browse just like you would have explored a CD booklet, or a record sleeve. There’s also no playlists, no algorithms, no endless shuffle. You play an album from beginning to end, then pick the next one. “It&#8217;s something in between a vinyl and an iPod,” Kell says.</p>

<p class="has-text-align-none">The Sleevenote device is compatible with music from all DRM-free download stores, including Bandcamp, Beatport, and Amazon Music. Music is being transferred to the device wirelessly, and Sleevenote is working on building out its own database of licensed album art to accompany those tracks.</p>

<p class="has-text-align-none">The Sleevenote team is still early in its journey. After launching a small preorder campaign, the startup is currently having 100 “day one” devices manufactured in China, with Kell telling me that a limited number of units will be available for sale in June. The plan is to refine hardware and software with a small group of early adopters, and then scale up from there.</p>

<p class="has-text-align-none">It’s an ambitious plan, and a lot could go wrong — especially at a time when even major consumer electronics companies struggle to get their hands on <a href="https://www.theverge.com/ai-artificial-intelligence/914672/the-ram-shortage-could-last-years">the most basic components</a>. Still, Sleevenote hopes to eventually cater to the millions of people who have been buying digital music on Bandcamp and similar platforms. Bandcamp alone now sells 15 million digital albums per year, with total payments to artists surpassing $1.7 billion to date, according to <a href="https://bandcamp.com/artists">company information</a>.&nbsp;</p>

<p class="has-text-align-none">“There is this streaming backlash bubbling up,” Kell says. The Sleevenote team did initially consider adding Spotify support to its device as well, but ultimately decided against it. “It&#8217;s not going to be a streaming device, it&#8217;s going to be for music that is owned,” he says. “What is needed is for music tech companies to have some integrity, to stand up for artists.”&nbsp;</p>

<p class="has-text-align-none">At the same time, Sleevenote wants to make buying digital music fun by making albums feel special. “It’s carrot, not stick,” Kell says.</p>

<p class="has-text-align-none">Music streaming services like Spotify don’t just face criticism over royalty rates. Some music fans also take issue with their reliance on algorithms to serve up endless streams that require little to no interaction with individual works of music, while others criticize Spotify’s increasingly aggressive marketing of podcasts. “It&#8217;s almost mad that you pay for it [given] how much you&#8217;re getting advertised, and getting pulled away into other places,” Kell says.</p>

<p class="has-text-align-none">Granted, millions of consumers do seem to be content with paying for streaming music services. Spotify alone now has nearly 300 million paying subscribers. However, there’s also a growing subscription fatigue, fueled in part by the constant price increases for audio and video streaming services. <a href="https://www.theverge.com/news/862465/spotify-premium-us-price-increase-2026">Spotify raised its prices</a> for the third time in as many years in January.</p>

<p class="has-text-align-none">“The more and more smartphones consolidated gadgets, the worse it got for consumers,” <a href="https://www.reddit.com/r/TechEDC/comments/1quwr1b/single_purpose_devices/">wrote</a> the moderator of the aforementioned digital audio player Subreddit recently. “Suddenly everything was a subscription, and nothing was owned.”</p>

<p class="has-text-align-none">There is another reason some music fans have been yearning for iPod-like devices that has nothing to do with price points and business models. With smartphones taking over so much of our lives, devices that are good at one thing but don’t distract us with endless feeds and notifications suddenly are seen as a breath of fresh air. It’s the same reason people are rediscovering digital cameras and embracing <a href="https://www.theverge.com/the-vergecast/640475/minimalist-smartphone-tesla-takedown-vergecast">minimalist phones</a> and ebook readers.</p>

<p class="has-text-align-none">The concept of such single-purpose devices is something Kell can get behind. “It&#8217;s a Kindle for music,” he says about Sleevenote. “It&#8217;s 10,000 albums, but also just one album at a time.”</p>

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			<title type="html"><![CDATA[How Netflix made us fall in love with K-dramas]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/913101/netflix-korean-movies-tv-shows" />
			<id>https://www.theverge.com/?p=913101</id>
			<updated>2026-04-16T11:46:30-04:00</updated>
			<published>2026-04-16T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Netflix" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. What do you get if you take a bunch of ripped, shirtless male K-pop idols in boxing gloves and have them spar in the ring until they’re sweating? For Netflix: another global hit. The [&#8230;]]]></summary>
			
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<img alt="A still photo from season 3 of Squid Game." data-caption="" data-portal-copyright="Image: Netflix" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/06/Squidgame_Unit_310_N002844.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">What do you get if you take a bunch of ripped, shirtless male K-pop idols in boxing gloves and have them spar in the ring until they’re sweating? For Netflix: another global hit.</p>

<p class="has-text-align-none">The streamer’s K-drama <em>Bloodhounds</em>, now in its second season, is currently tearing up its global viewing charts. Season 2 attracted 7.4 million views last week, making it the most-watched non-English TV show worldwide on the service, and the third-most-popular show overall.</p>

<p class="has-text-align-none"><em>Bloodhounds</em> is no exception for Netflix. Last week, three of the 10 most-watched non-English-language shows on the service were Korean. The week before that, it was four out of 10, and the week before that, three. And Netflix’s three most-watched TV show seasons of all time, in any language? All Korean.</p>

<p class="has-text-align-none">Those three seasons are seasons 1–3 of <em>Squid Game</em>. The life-or-death competition drama broke audience records when it first debuted in 2021, racking up <a href="https://variety.com/2021/digital/news/squid-game-all-time-most-popular-show-netflix-1235113196/">1.65 billion viewing hours</a> in its first four weeks. “It was probably the biggest show in the history of television,” as Netflix co-CEO Ted Sarandos <a href="https://s22.q4cdn.com/959853165/files/doc_financials/2022/q1/Netflix,-Inc.,-Q1-2022-Pre-Recorded-Earnings-Call,-Apr-19,-2022.pdf">claimed</a> in 2022. Since its launch, total <em>Squid Game</em> viewing has surpassed 4.5 billion hours.</p>

<p class="has-text-align-none">But here’s the thing about <em>Squid Game</em>: Despite its unrivaled success, it has only been responsible for a small percentage of the overall viewing of Korean content on Netflix, with viewers around the world wholeheartedly embracing the country’s storytelling. From 2023 to 2025, Netflix subscribers have streamed more than 51 billion hours of Korean movies and TV shows, according to Netflix data that I recently analyzed for <a href="https://www.lowpass.cc/k-flix-netflix-korea-special-report-free-download">a new special <em>Lowpass</em> report</a>.</p>

<h2 class="wp-block-heading has-text-align-none">From little pockets of interest to a global phenomenon</h2>

<p class="has-text-align-none">Netflix’s success with Korean dramas didn’t come out of thin air, as Sarandos himself acknowledged in 2021. “It&#8217;s not like we had to go in and teach anyone in South Korea how to make great content,” he <a href="https://s22.q4cdn.com/959853165/files/doc_financials/2021/q4/Netflix,-Inc.,-Q4-2021-Pre-Recorded-Earnings-Call,-Jan-20,-2022.pdf">told</a> Netflix investors that year. “It&#8217;s an incredible market for that. And there&#8217;s always been curiosity around the world. The K-drama market has always had little pockets of success all over the place.”</p>

<p class="has-text-align-none">That includes the United States, where services like DramaFever, Viki, and KDrama tried to bring Korean storytelling to Western audiences long before <em>Squid Game</em> became a breakout success for Netflix. DramaFever executives in particular quickly realized that there were untapped audiences for Korean content in the United States. “We [catered] predominantly to Midwestern middle-aged women, as well as Latin teenagers,” says DramaFever cofounder Hyun Park.</p>

<p class="has-text-align-none">DramaFever and other niche services specializing in Korean entertainment also benefited from Hollywood’s blind spots: As the major studios bet on ever-bigger franchises with massive budgets and recognizable stars, Korean shows and movies were largely ignored. That brought down licensing costs, and made it possible for these services to buy the overseas rights to Korean TV shows and movies at a bargain.</p>

<p class="has-text-align-none">However, DramaFever ultimately was too early. The service reportedly amassed just above <a href="https://digiday.com/future-of-tv/dramafever-casualty-big-money-ott-war/">400,000 paying subscribers</a> — not enough for Warner Bros., which shuttered DramaFever <a href="https://variety.com/2018/digital/news/dramafever-k-drama-shutting-down-warner-bros-1202982001/">in 2018</a>, just two years after acquiring it from Softbank.</p>

<p class="has-text-align-none">One of DramaFever’s challenges was that it tried to build an audience for unfamiliar shows from scratch. Netflix, on the other hand, has a built-in audience, a massive dubbing operation, and recommendation algorithms that help viewers worldwide discover titles they might like — whether that’s an action-packed, dystopian show like <em>Squid Game</em>, a heartwarming drama like <em>Extraordinary Attorney Woo</em>,<em> </em>or a high school zombie thriller like <em>All of Us Are Dead</em>.</p>

<p class="has-text-align-none">What unites many of these shows and films, aside from big budgets and sleek productions, are the big, emotionally charged storylines around friendship, love, and loss. At the same time, <em>Squid Game</em> takes on late-stage capitalism, a cop show like <em>Stranger</em> explores the impotence of the separation of state powers, and the thriller <em>The Glory </em>seeks accountability for bullying and emotional abuse — all things that speak to a universal desire to right wrongs.</p>

<p class="has-text-align-none">In addition to audience and algorithms, Netflix also has deep pockets, and has been willing to spend heavily on things that work, even if they go counter to traditional Hollywood ideas about the importance of Western stars and directors. Netflix committed to investing $500 million into Korean content in 2021. By 2023, Netflix pledged to spend another $2.5 billion on Korean movies and TV shows. Further investments could come as early as this year.</p>

<h2 class="wp-block-heading has-text-align-none">Will all this success ruin K-dramas?</h2>

<p class="has-text-align-none">Netflix’s Korea strategy also benefitted from a few other trends: The covid-19 pandemic not only supercharged the transition to streaming, but also led Hollywood studios to halt the productions of many popular shows — and with it, viewers eager to find something new.&nbsp;</p>

<p class="has-text-align-none">All that coincided with a growing interest in K-beauty and K-pop, which contributed to a virtuous cycle: Many Korean pop stars moonlight as actors, and their music becomes quite literally the inspiration for new movies and TV shows. Case in point: <em>KPop Demon Hunters</em>, which is now the most-streamed movie of all time on Netflix. And yes, it’s made in the US, but its story is bound to get more people interested in Korean entertainment.</p>

<p class="has-text-align-none">The K-drama streaming boom has not been without downsides. Some critics fear that the global success of Korean dramas will lead the country’s film industry to water down its products, and for instance give up on exploring issues around class disparities that many of today’s K-dramas touch on. Here’s how Georgetown University assistant professor Jinaeng Choi put it <a href="https://www.georgetown.edu/news/how-korean-culture-found-its-way-to-more-screens-and-entered-a-k-pop-golden-era/">in an interview</a> last month:</p>

<p class="has-text-align-none">“When the spotlight gets this bright, the production logic can shift: bigger budgets, tighter schedules, higher expectations, more stakeholders. And when risk starts to look expensive, projects can drift toward what’s already proven — familiar beats, familiar casting, familiar pacing. The concern you hear is whether you end up with a handful of reliable templates, while the weirder, sharper, less algorithm-friendly stories have a harder time getting made.”</p>

<p class="has-text-align-none">There are also concerns that the global K-drama boom may shift the focus of Korea’s entertainment industry toward international audiences to make up for a struggling local market. South Korean box office sales fell <a href="https://asianews.network/south-korean-cinema-confronts-its-toughest-year-in-decades/">16 percent</a> through the first 11 months of 2025. And while theaters have rebounded from the pandemic in many European markets, and reached 80 percent of their 2019 totals in the US last year, Korean ticket sales are still around half of what they were before the pandemic.</p>

<p class="has-text-align-none">Park believes that one of the issues plaguing the country’s film and TV industry is its short-term thinking that prevents them from building lasting franchises. “Korean companies have been bad at keeping IP and retaining IP,” he says. “We give our IP to whoever pays for it, do one season of our story, and move on to the next one. I think that has destroyed our market.” Instead of building long-term franchises, Korean studios have traditionally treated shows as short-term projects, and sold all rights to local broadcasters. Streamers like Netflix, which likes to acquire global rights for its projects, could make this trend even worse, he worries.</p>

<p class="has-text-align-none">But there’s a caveat. “My disclaimer is: Thanks to Netflix, Korean content is here,” Park says.</p>

<p class="has-text-align-none">This goes both ways: Thanks to the success it has seen with Korean content, Netflix also feels emboldened to invest more in other markets that haven’t traditionally been seen as promising hunting grounds for global TV hits. The company is now producing originals in 50 countries and making significant investments in markets like Japan and India.</p>

<p class="has-text-align-none">Or, as Sarandos put it, speaking about the success of <em>Squid Game </em>in 2021: “It&#8217;s proving that great storytelling from anywhere in the world can entertain the world.”</p>

<p class="has-text-align-none"><em>For more data and insights on Netflix’s success with Korean dramas, </em><a href="https://www.lowpass.cc/k-flix-netflix-korea-special-report-free-download"><em>check out my free report: The K-Flix Phenomenon.</em></a></p>

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			<title type="html"><![CDATA[YouTube&#8217;s TV takeover continues with 24/7 streaming ‘Stations’]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/905787/youtube-stations" />
			<id>https://www.theverge.com/?p=905787</id>
			<updated>2026-04-02T09:12:24-04:00</updated>
			<published>2026-04-02T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" /><category scheme="https://www.theverge.com" term="YouTube" />
							<summary type="html"><![CDATA[When Coachella returns to YouTube next week, the music festival will be offering more than just live performances. Viewers will also be able to tune into something YouTube calls Stations — 24/7 linear streams preprogrammed with videos from artists performing at the festival, perfect for playing in the background or vegging out on the couch. [&#8230;]]]></summary>
			
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<img alt="Bruno Mars promotes YouTube’s new feature ‘Stations’" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/YouTube-stations.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none">When Coachella returns to YouTube next week, the music festival will be offering more than just live performances. Viewers will also be able to tune into something YouTube calls Stations — 24/7 linear streams preprogrammed with videos from artists performing at the festival, perfect for playing in the background or vegging out on the couch.</p>

<p class="has-text-align-none">Stations are essentially YouTube’s take on <a href="https://www.theverge.com/23680217/fast-services-tubi-roku-pluto-tv">FAST channels</a>: free linear streaming TV channels that have gained popularity on services like Pluto and The Roku Channel, and are now baked into the EPGs of most smart TV operating systems.</p>

<p class="has-text-align-none">One of the reasons FAST channels have become so popular is that they bring back passive leanback viewing, doing away with the need to find something to watch when you just want to hit play. As <a href="https://www.lowpass.cc/p/the-streaming-wars-are-over-youtube-won">YouTube viewing has grown in the living room</a>, the service has seen its viewers interested in the same thing.</p>

<p class="has-text-align-none">“I want to put something on,” says YouTube’s senior product management director, Kurt Wilms. “I want it to be hands-free. I want it to stay in the same lane.”</p>

<p class="has-text-align-none">YouTube quietly started testing these stations with around 40 bands and musicians in recent weeks, and plans to make the feature available widely in the future. One of the early adopters is Bruno Mars, who is currently <a href="https://www.youtube.com/watch?v=4J41KdZ3JR8">promoting his new album with a YouTube Station</a>.&nbsp;</p>

<p class="has-text-align-none">To a viewer, such a station looks a lot like a live broadcast, complete with an audience chat. Some YouTubers have actually used YouTube’s livestreaming feature to set up similar linear feeds. However, rolling something like this on your own isn’t exactly easy, as it involves broadcasting software running on a PC 24/7 to create livestreams from prerecorded assets playing in an endless loop. If the PC ever goes down, the stream stops.&nbsp;</p>

<p class="has-text-align-none">Stations are a lot easier to set up. “A creator can come onto YouTube, go into our studio product, set up a playlist of videos,” explains Wilms. “They click ‘Start Station,’ and we&#8217;ll do all the work to start the livestream for them.”</p>

<p class="has-text-align-none">YouTube isn’t ready to share a timeline for when Stations will be made available to all creators. Wilms is already thinking about taking the feature further and opening it up to regular viewers. “We&#8217;re going to democratize it,” he says. “Anyone will be able to go in, make a playlist, and click ‘Start a Station.’ That’s what we want to get to, ultimately.”&nbsp;</p>

<p class="has-text-align-none">Stations is just one of the features YouTube is looking to roll out to make its living room experience even more sticky. Earlier this week, the service <a href="https://blog.youtube/news-and-events/youtube-conversational-ai-tool-available-smart-tvs/">launched its conversational AI tools</a>, which debuted on web and mobile last year, within its TV app. With that, viewers are now able to ask a wide range of questions about a video with their TV’s voice remote.</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/Ask-tool-on-TV.gif?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="YouTube demonstrating a new AI tool interface" title="YouTube demonstrating a new AI tool interface" data-has-syndication-rights="1" data-caption="YouTube’s Ask tool on TV. | Image: YouTube" data-portal-copyright="Image: YouTube" />
<p class="has-text-align-none">Vievers can, for example, ask for substitutions while watching a cooking video, search for the moment a goal was shot during a soccer game, or even get more information about the biographical background of a creator. Answers are being presented next to the actual video and often include deep links to specific moments in the video. At times, YouTube also surfaces links to third-party websites for further reading, which viewers can access with a QR code.</p>

<p class="has-text-align-none">“The sky is the limit on how you can use it,” Wilms says, stressing that the Gemini-powered feature doesn’t require users to rely on specific predefined queries.</p>

<p class="has-text-align-none">YouTube is bringing its conversational AI to all TV platforms, which in itself is a testament to the power the streaming service has in the living room these days. Smart TV platforms generally like to be in control of their own voice search and assistant functionality.&nbsp;</p>

<p class="has-text-align-none">However, with YouTube now responsible <a href="https://www.nielsen.com/data-center/the-gauge/">for 12.5 percent of all TV viewing</a>, the service has been able to convince these platforms to hand over control of the microphone when viewers start a voice search while in the YouTube app — a rare exception that is often unavailable to other streaming services. This now allows YouTube to roll out its new conversational AI everywhere. “We&#8217;ve worked hard over the years with [our] partners to do voice routing for search,” Wilms says.</p>

<p class="has-text-align-none">Besides Stations and conversational AI, YouTube is also working on a new second-screen feature dubbed TV Companion. With it, viewers will be able to open the YouTube app on their phone and instantly see additional information about the YouTube video playing on their TV. This will, for instance, allow viewers to easily comment on a video, look for additional clips from the same creator, or control playback.</p>

<p class="has-text-align-none">YouTube’s TV Companion works without any kind of manual pairing, and even when the phone is not on the same Wi-Fi network, as long as both apps are logged into the same account. “This is all identity-based through the cloud,” Wilms says. “You don&#8217;t need to do any kind of dance with networking.”&nbsp;</p>

<p class="has-text-align-none">YouTube will continue to support traditional casting, but banks on the TV Companion feature to increase engagement in the living room. There’s no official launch date for this feature yet, but viewers won’t have to wait too long to try it out. “It&#8217;s going to start rolling out soonish,” Wilms says.</p>
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					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Meta gets ready to launch two new Ray-Ban AI glasses]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/901314/meta-new-ray-ban-ai-glasses" />
			<id>https://www.theverge.com/?p=901314</id>
			<updated>2026-03-26T12:27:58-04:00</updated>
			<published>2026-03-26T12:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="AI" /><category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Gadgets" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Meta" /><category scheme="https://www.theverge.com" term="Tech" /><category scheme="https://www.theverge.com" term="Wearable" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Meta and its AI glasses hardware partner EssilorLuxottica are getting ready to launch the next generation of their Ray-Ban AI glasses. That’s according to a series of FCC filings for two new Meta Ray-Ban [&#8230;]]]></summary>
			
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<img alt="" data-caption="Second-generation Ray-Ban Meta glasses. | Photo by Amelia Holowaty Krales / The Verge" data-portal-copyright="Photo by Amelia Holowaty Krales / The Verge" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/09/257979_RayBan_Meta_Gen2_AKrales_0117.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Second-generation Ray-Ban Meta glasses. | Photo by Amelia Holowaty Krales / The Verge	</figcaption>
</figure>
<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Meta and its AI glasses hardware partner EssilorLuxottica are getting ready to launch the next generation of their Ray-Ban AI glasses. That’s according to a series of <a href="https://apps.fcc.gov/oetcf/eas/reports/ViewExhibitReport.cfm?mode=Exhibits&amp;RequestTimeout=500&amp;calledFromFrame=N&amp;application_id=73Kc2o4BtndCmqXn1%2FffLA%3D%3D&amp;fcc_id=2AYOA-4010">FCC filings</a> for two new Meta Ray-Ban models that were published by the agency earlier this month.</p>

<p class="has-text-align-none">The filings describe the tested devices as production units, suggesting that Meta may launch them soon. When the company unveiled its second-generation Ray-Bans in late 2023, it did so a little over a month after the devices passed through the FCC.</p>

<p class="has-text-align-none">Meta did not immediately respond to a request for comment.</p>

<p class="has-text-align-none">As is customary, the FCC filings are heavily redacted, so we don’t know yet exactly what the two models will look like, or what new features they will offer. However, the filings did reveal a few interesting details: Some of the included documents identify the marketing names for the new models as “RayBan Meta Scriber” and “RayBan Meta Blazer,” while also noting that the “Blazer” model will be available in a regular and a large size.</p>

<p class="has-text-align-none">The documents do mention a charging case as being part of the tests, suggesting that the new Ray-Bans will once again feature a case you can use to charge them on the go.</p>

<p class="has-text-align-none">The model numbers for Meta’s Blazer and Scriber glasses are RW7001 and RW7002, respectively. That in itself is noteworthy, as currently available first- and second-gen Meta Ray-Ban model numbers range from RW4002 to RW4014. The big jump in the model number could suggest a significant hardware upgrade, perhaps including a newer chipset.</p>

<p class="has-text-align-none">Another difference between current-gen Ray-Bans and the two new models revealed in these FCC filings: The new models make use of the <a href="https://dongknows.com/5-9ghz-wi-fi-6-explained-how-unii-4-can-be-exciting/">Wi-Fi 6 UNII-4 band</a>, which could add reliability to high-speed data transfers — a feature that could come in handy for both livestreaming and any AI features that require live video transmission.</p>

<p class="has-text-align-none">Ray-Ban AI glasses have proven to be a hit for Meta and EssilorLuxottica: The two companies sold <a href="https://www.cnbc.com/2026/02/11/ray-ban-maker-essilorluxottica-triples-sales-of-meta-ai-glasses.html">more than seven million pairs</a> last year, according to EssilorLuxottica’s most recent earnings report. Sales for 2023 and 2024 combined amounted to two million units. The company is looking to ramp up manufacturing capacity to 20–30 million units annually by the end of this year, <a href="https://www.bloomberg.com/news/articles/2026-01-13/meta-said-to-discuss-doubling-ray-ban-glasses-output-after-surge-in-demand%5C">Bloomberg reported</a> in January.</p>

<p class="has-text-align-none">Meta also expanded its partnership with EssilorLuxottica in 2025, launching a first pair of <a href="https://www.theverge.com/tech/779452/oakley-meta-vanguard-hands-on-smart-glasses-wearables">Oakley-branded AI glasses</a>, as well as a first pair of <a href="https://www.theverge.com/tech/779566/meta-ray-ban-display-hands-on-smart-glasses-price-battery-specs">Ray-Ban Display glasses</a> with an integrated monocular display. </p>

<p class="has-text-align-none">“Sales of our glasses more than tripled last year, and we think that they&#8217;re some of the fastest growing consumer electronics in history,” <a href="https://s21.q4cdn.com/399680738/files/doc_financials/2025/q4/META-Q4-2025-Earnings-Call-Transcript.pdf">said</a> Mark Zuckerberg during the company’s most recent earnings call, adding: “For Reality Labs, we&#8217;re directing most of our investment towards glasses and wearables going forward.”&nbsp;</p>

<p class="has-text-align-none">As part of this shift in priorities, Meta has been significantly reducing its VR investments. The company laid off 1,000 Reality Labs employees earlier this year, <a href="https://www.theverge.com/news/861420/meta-reality-labs-layoffs-vr-studios-twisted-pixel-sanzaru-armature">shuttered</a> multiple VR game studios, and followed up with <a href="https://www.businessinsider.com/meta-layoffs-job-cuts-ai-reality-labs-recruitment-2026-3">additional job cuts</a> Wednesday. As part of these cutbacks, Meta also planned to shut down its Horizon Worlds metaverse project in VR. However, the company <a href="https://www.lowpass.cc/p/meta-changes-course-on-horizon-worlds-vr-shut-down">reversed this decision last week</a> in response to pleas from VR users.</p>

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			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Paid streaming for cheapskates is having a moment]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/897098/cheap-streaming-howdy-roku" />
			<id>https://www.theverge.com/?p=897098</id>
			<updated>2026-03-18T17:35:46-04:00</updated>
			<published>2026-03-19T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. Streaming is getting expensive: This week, Amazon Prime Video became the latest streaming service to increase prices. In addition to the annual $139 fee for Prime, consumers now have to pay $4.99 for ad-free [&#8230;]]]></summary>
			
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<img alt="" data-caption="Roku’s Howdy offers ad-free streaming for $2.99 a month." data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/08/roku-howdy-promo.jpeg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Roku’s Howdy offers ad-free streaming for $2.99 a month.	</figcaption>
</figure>
<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">Streaming is getting expensive: This week, Amazon Prime Video became the latest streaming service to increase prices. In addition to the annual $139 fee for Prime, consumers now have to pay $4.99 for ad-free viewing. The increase comes after Netflix, HBO Max, Disney Plus, and Discovery Plus all raised their prices in 2025.</p>

<p class="has-text-align-none">Those price increases don’t go unnoticed. About half of US consumers think they’re <a href="https://variety.com/2025/digital/news/streaming-survey-cost-monthly-value-deloitte-1236342738/">paying too much for streaming</a>, and two out of three people who canceled a service in recent months say they did so because it was <a href="https://yougov.com/en-us/articles/53008-what-drives-americans-streaming-choices-in-2025">too expensive</a>.</p>

<p class="has-text-align-none">Roku is betting that many of those consumers turned off by high streaming prices will sign up for the company’s <a href="https://www.howdy.tv">Howdy</a> service instead. Launched in August, Howdy offers more than 10,000 hours of movies and TV shows, ad-free, for just $2.99 a month.</p>

<p class="has-text-align-none">Roku CEO Anthony Wood told the audience of an investor conference earlier this month that he has been closely involved in getting Howdy off the ground. “I personally think it’s going to be a huge business for us,” he said.</p>

<p class="has-text-align-none">With inflation picking up again, an aggressively priced streaming service for budget-conscious consumers does look like an intriguing bet. And with Roku now looking to bring Howdy to other platforms, cheap streaming may just be having a moment in 2026.</p>

<p class="has-text-align-none">First things first: Howdy is not directly competing with Netflix, HBO Max, or any of the other premium services. You won’t find any new TV shows or expensively produced original dramas on the service. Instead, its catalog is mostly made up of older titles. Think <em>Sleepless in Seattle</em>, the first <em>Paddington</em> movie, or largely forgotten series like <em>The Michael J. Fox Show</em>.</p>

<p class="has-text-align-none">“This is a lot of catalog content,” says Parks Associates entertainment research director Michael Goodman, using industry shorthand for titles making up Hollywood’s back catalogs&nbsp;</p>

<p class="has-text-align-none">While Howdy’s initial catalog didn’t exactly live up to its promise of offering “almost everything you want to watch,” Roku has been steadily expanding its library: Just this week, the company <a href="https://newsroom.roku.com/news/2026/03/roku-partners-with-texas-a-m-to-gift-incoming-freshmen/s-t5yvhn-1773745930">announced new deals</a> with Sony Pictures and Disney, as well as an extended partnership with Warner Bros., to beef up Howdy’s catalog.</p>

<p class="has-text-align-none">There’s also a fair bit of overlap between Howdy and Roku’s free streaming efforts: Many of Howdy’s titles are also available for free, with ads, on the company’s Roku Channel.</p>

<p class="has-text-align-none">The Roku Channel has been a massive success story for the company, with usage now surpassing that of Netflix among Roku households. Except not everyone wants to watch advertising. And even if you’re okay with the occasional ad break during a TV show, you might want to keep your movie nights ad-free.&nbsp;</p>

<p class="has-text-align-none">“There is not one business model that fits everybody,” says Goodman. Adding ad-free streaming to its portfolio is a smart move for Roku, he argues. “You need to have multiple platforms to reach the consumer.”</p>

<p class="has-text-align-none">Roku arguably has a long history of being able to reach budget-conscious consumers. The company never positioned its $30 streaming sticks as direct competitors to a $149 Apple TV device, and isn&#8217;t catering to people who spend thousands of dollars for the latest and greatest Samsung QLED. Instead, it became big by selling streaming dongles at cost at Best Buy and Walmart. And when it expanded into the smart TV space, it did so by teaming up with Chinese TV makers like TCL and Hisense, known for solid TVs that often retail for less than $500.</p>

<p class="has-text-align-none">With plans to be in 100 million households globally this year, Roku also has a built-in advantage when it comes to marketing Howdy. Search for a movie like <em>A Star Is Born</em> on Roku, and the platform will automatically suggest subscribing to Howdy for $3 a month. Do the same on a Google TV device, and all you get is an option to rent the same film for $3.99.</p>

<p class="has-text-align-none">Soon, you might be able to watch the Cooper-Gaga flick on platforms like Google TV with Howdy as well: Roku plans to bring the budget streaming service to third-party devices this year. “To become the scale of business I think it can be, it needs to be everywhere all major streaming services are,” Wood said about Howdy this month. “It needs to be international, [in] different countries. It needs to be off platform. It needs to be everywhere.”&nbsp;</p>

<p class="has-text-align-none">If Howdy catches on, other free streamers may follow with their own paid plans, predicts Goodman. “There is potential for this to expand to other services.”</p>

<p class="has-text-align-none">In fact, one could argue that one company has already embraced ad-free budget streaming: YouTube began offering its Premium Lite plan, which offers ad-free viewing of “most videos” for $8 a month, in the United States a year ago. (YouTube also offers a more full-fledged Premium plan that includes an ad-free music subscription, among other added benefits, for $14 a month.) Google hasn’t broken out how many subscribers Premium Lite has. Altogether, YouTube generated <a href="https://www.lowpass.cc/p/netflix-ps3-hulu-switch-apps-discontinued">about $20 billion with subscriptions last year</a>.</p>

<p class="has-text-align-none">The big question is whether Roku can grow Howdy while keeping content licensing costs low enough to actually make a profit with it. “Subscription growth at any cost — that’s not the model today,” says Goodman, alluding to the billions of dollars the industry poured into streaming a few years ago.</p>

<p class="has-text-align-none">When services like Apple TV Plus and Peacock launched in 2019 and 2020, respectively, they bet on undercutting Netflix with deeply discounted subscription plans — only to double the costs of those plans in the following years.&nbsp;</p>

<p class="has-text-align-none">Could the same eventually happen to Howdy subscribers? Goodman thinks so. “Over time, the price will rise,” he says.</p>

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					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Meta exec hopes VR teens will stick around]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/893526/meta-vr-games-teens" />
			<id>https://www.theverge.com/?p=893526</id>
			<updated>2026-03-12T07:15:10-04:00</updated>
			<published>2026-03-12T11:30:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Gaming" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Meta" /><category scheme="https://www.theverge.com" term="Tech" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. “It is a pretty rough time for the game industry.” Meta Reality Labs director of games Chris Pruett did not mince words when he returned to GDC for his annual talk on the state [&#8230;]]]></summary>
			
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<img alt="Another Axiom Inc." data-caption="Free-to-play titles like GorillaTag are popular with young teens with little disposable income. | Image: Another Axiom Inc." data-portal-copyright="Image: Another Axiom Inc." data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/03/GorillaTag.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Free-to-play titles like GorillaTag are popular with young teens with little disposable income. | Image: Another Axiom Inc.	</figcaption>
</figure>
<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">“It is a pretty rough time for the game industry.”</p>

<p class="has-text-align-none">Meta Reality Labs director of games Chris Pruett did not mince words when he returned to GDC for his annual talk on the state of VR gaming this week. “I have been in the industry for almost 30 years at this point,” he said. ”This is the roughest period I have ever seen.”</p>

<p class="has-text-align-none">“It’s rough for everybody,” Pruett said. “It’s rough for VR. We are not immune.”</p>

<p class="has-text-align-none">Pruett made these remarks two months after Meta <a href="https://www.cnbc.com/2026/01/13/meta-lays-off-vr-employees-underscoring-zuckerbergs-pivot-to-ai.html?utm_source=www.lowpass.cc&amp;utm_medium=referral&amp;utm_campaign=how-gorilla-tag-is-weathering-the-vr-winter">cut more than 1,000 VR-related jobs</a> and significantly cut back on first-party game development. “We shut down several of our studios,” Pruett acknowledged. “And make no mistake: Those were top-class studios.”&nbsp;</p>

<p class="has-text-align-none">Meta’s significant cutbacks have led to unease among VR developers, especially since many third-party studios have had layoffs of their own. Granted, revenue in the Quest store was still up slightly in 2025, according to Pruett. However, much of the medium’s growth has been driven by free-to-play titles like <em>GorillaTag</em> and <em>UG</em>, which are popular with young teens with little disposable income.</p>

<p class="has-text-align-none">Even older hardcore VR gamers “are not spending as much as they used to,” Pruett admitted. However, he did have a message of hope for desperate VR developers: Those <em>GorillaTag</em> players won’t stay 14 forever.&nbsp;</p>

<p class="has-text-align-none">“As you grow older, start to become an adult, you are looking for things that are more challenging to you,” Pruett said.</p>

<p class="has-text-align-none">At the same time, these players likely won’t give up on VR altogether. “They have been playing it since they were 12,” Pruett said. They’re used to a different kind of gameplay with a bigger emphasis on social interaction, and also a lot less prone to motion sickness than older players.&nbsp;</p>

<p class="has-text-align-none">“We’ve never had young adults that were VR native,” Pruett said. And while hard data on what these players may do in the future doesn’t yet exist, he suggested that older players may be into games that retain some of the whacky physics and social components of games like <em>GorillaTag</em> and <em>UG</em>, but with much more polish.&nbsp;</p>

<p class="has-text-align-none">“I suspect that they remain a core group of players,” Pruett said. “But the games they play are going to change, and the amount of money they’ll have to spend will change too.”</p>

<p class="has-text-align-none">In addition to these older teens, Meta is also betting on 30-something consumers to discover VR over the next few years. “They watch a lot of movies, they watch a lot of sports, they watch a lot of Netflix shows,&#8221; Pruett said. “But they don’t identify themselves as gamers.”</p>

<p class="has-text-align-none">Pruett suggested that a lot of those consumers won’t buy VR headsets for gaming, but as personal TVs, and devices to watch 3D content. Meta has worked for some time on courting this audience, and reportedly has a lightweight headset with an external compute unit in development that is expected to ship <a href="https://www.uploadvr.com/meta-delaying-ultralight-headset-starting-work-on-quest-4/">some time in 2027</a>. The company even <a href="https://www.lowpass.cc/p/james-cameron-mixed-reality-headsets-generative-ai">struck a partnership with James Cameron</a> to kick-start 3D content production for that device.</p>

<p class="has-text-align-none">Pruett suggested that these older consumers will still play a lot of games, even if they wouldn&#8217;t self-identify as gamers. Catering to them may require different types of games, including titles that can be played sitting down. “It’s a low-friction, relaxing experience for them, not a workout,” he said.</p>

<p class="has-text-align-none">And while Pruett did not directly comment on the upcoming headset, he did strongly urge developers who want to target that older audience to embrace controller-free interaction. “These guys are going to be basically hand-tracking only,” he said. “They aren’t likely going to own controllers, or use controllers.”</p>

<p class="has-text-align-none">Meta isn’t the only company looking to adults with more disposable income as a new target audience for immersive computing. Apple’s $3,500 Vision Pro is optimized for consumers who are interested in media consumption and seated experiences, and Google and Samsung appear to target a similar audience with their $1,800 Galaxy XR headset.</p>

<p class="has-text-align-none">The big caveat: So far, there’s little proof that those audiences are actually big enough to move the needle for VR. Apple has reportedly cut the production of the Vision Pro following lackluster sales, with IDC estimating that the company <a href="https://www.theguardian.com/technology/2026/jan/01/apple-reportedly-cuts-production-vision-pro-headset-poor-sales">sold only 45,000 headsets last quarter</a>.</p>

<p class="has-text-align-none">Pruett admitted himself that Meta was taking a bet on older players, calling them “a large looming audience.”&nbsp;</p>

<p class="has-text-align-none">“They don’t exist on the platform today,” he said.</p>

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			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Osmo is trying to crack AR edutainment (again)]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/889879/osmo-is-trying-to-crack-ar-edutainment-again" />
			<id>https://www.theverge.com/?p=889879</id>
			<updated>2026-03-10T07:49:35-04:00</updated>
			<published>2026-03-05T11:30:00-05:00</published>
			<category scheme="https://www.theverge.com" term="AR" /><category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Tech" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. I still remember the first time I tried the kids edutainment system Osmo back in 2014: I was sitting in front of an iPad, placed vertically on a white iPad stand, that showed me [&#8230;]]]></summary>
			
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<img alt="Osmo app" data-caption="" data-portal-copyright="Image: Osmo" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/03/img_0592.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
		</figcaption>
</figure>
<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">I still remember <a href="http://web.archive.org/web/20140525010228/https://gigaom.com/2014/05/22/the-ipads-next-killer-app-osmo-connects-ios-kids-games-with-the-real-world/">the first time</a> I tried the kids edutainment system Osmo back in 2014: I was sitting in front of an iPad, placed vertically on a white iPad stand, that showed me pieces of a tangram puzzle, its squares and triangles arranged to make a shape.</p>

<p class="has-text-align-none">In front of the iPad were matching wood puzzle pieces strewn across the table. I went to work to re-create the shape in question with those wood pieces. When I had managed to do so, the iPad played an animation and a sound, and showed me a new shape to crack.</p>

<p class="has-text-align-none">This combination of digital and physical play felt like magic, especially because the physical side of it was so dead simple: In addition to the iPad and the custom white stand, Osmo only relied on analog objects — wood tangram pieces, as well as <em>Scrabble</em>-like letter and number tiles — forits various puzzles and other tasks. And all it took for Osmo’s apps to recognize these objects was a simple clip-on mirror that redirected the field of view of the iPad’s front-facing camera onto the table surface.</p>

<p class="has-text-align-none">Osmo’s playful use of computer vision to bridge the physical and the digital world helped the company win over many millions of fans over the years, and ultimately led to a <a href="https://techcrunch.com/2019/01/16/byjus-buys-osmo-for-120m/">$120 million acquisition</a> by India’s edutech giant Byju’s in 2019. Then, Byju’s <a href="https://www.businessinsider.com/judge-rules-byjus-cfo-bankruptcy-delaware-fraudulent-transfers-india-tech-2025-3">imploded amid fraud accusations</a> — and Osmo went down with the mothership, forced to shutter operations in 2024.</p>

<p class="has-text-align-none">Now, a small group of former Omso employees is trying to bring its magic back: Together, they acquired Osmo’s IP and other assets for just $825,000 out of bankruptcy in December. Since then, they have been quietly restoring some of Osmo’s existing apps, and even started selling remaining hardware — all while brainstorming ways to take Osmo’s technology to the next level.</p>

<p class="has-text-align-none">Two key members of the new Osmo team are Felix Hu and Ariel Zekelman, who met working on Osmo’s coding app, and have since married and become parents themselves. “Having kids just made us realize how special Osmo is and how there is nothing quite like it on the market,” Hu says. “We put so much love and energy into those products. We still want to see them thrive.”</p>

<figure class="wp-block-pullquote"><blockquote><p>“You don&#8217;t want to create these problematic play patterns. You don&#8217;t want to create addictive garbage.”</p></blockquote></figure>

<p class="has-text-align-none">As parents, Zekelman and Hu also realized that the problems Osmo was trying to solve in 2014 — kids zoning out with screens and ignoring the world around them — have only gotten worse over the years. “I really want to create healthy relationships with the digital space,” Zekelman says. “I don&#8217;t want parents to feel like they can&#8217;t introduce technology to children. I think that we just need to be more responsible about it.”</p>

<p class="has-text-align-none">At the same time, Zekelman acknowledges that kids themselves have changed. They start using technology much earlier, and consume vastly different forms of media. “Ten years ago, the world was a very, very different place,” she says. “Kids were in a different mindset. We had a different relationship to technology.”</p>

<p class="has-text-align-none">Zekelman and Hu didn’t want to talk too much about upcoming products just yet. Hu said the company is initially focused on regaining trust with its existing customers, including the thousands of schools that once used Osmo.</p>

<p class="has-text-align-none">But the couple suggested AI could play a big role in Osmo’s future. In the company’s early days, its computer vision was often limited to recognizing a very small set of physical objects. Basically, whenever Osmo wanted to build a new iPad app, it also had to ship new play pieces to put in front of the iPad’s camera.&nbsp;</p>

<p class="has-text-align-none">“We were limited by the technologies that were available at the time,” Hu says. “Now that you have large language models, there&#8217;s a lot more opportunities [to] put anything in front of [the iPad] and interact with it in a meaningful way.”</p>

<p class="has-text-align-none">At the same time, AI could also be a godsend for a small, largely self-funded team. “We can dream much bigger and we can do much more exciting things to bring kids out of this digital world and into the physical world,” Zekelman says.</p>

<p class="has-text-align-none">This combination of digital and physical play has been something many companies have tried to crack over the years. <a href="https://www.theverge.com/22765217/amazon-glow-review-video-calling-projector">Amazon’s Glow</a> — a projection mapping device for children and their caregivers — was clearly inspired by Osmo, down to the physical tangram puzzle (Zekelman briefly worked on Glow after leaving Osmo in 2022). The <a href="https://www.lowpass.cc/p/nex-playground-2024-sales-game-console-competition">Nex Playground</a> is using a Kinect-like approach to tackle the same problem in the living room. One could even argue that <em>Pokémon Go</em>, and the way it uses the physical world as a playground, falls into the same category.</p>

<p class="has-text-align-none">It’s also something that’s a lot harder to pull off than building apps or games confined to phone screens. Case in point: Amazon killed its Glow product <a href="https://www.theverge.com/2022/10/4/23388233/amazon-glow-discontinued">just over a year after its launch</a>. Osmo is likely going to face challenges as well, starting with distribution. In its prior iteration, the company had a number of retail partnerships, including with Target and the Apple Store. Striking those kinds of deals requires significant capital.&nbsp;</p>

<p class="has-text-align-none">Hu didn’t want to comment on future distribution plans yet, but Zekelman suggested that the new Osmo may focus on slow, sustainable growth. “You can’t be held to VC growth standards, and you shouldn’t be,” says Zekelman about kids hardware like Osmo that isn’t optimized for constant engagement and growth. “You don&#8217;t want to create these problematic play patterns. You don&#8217;t want to create addictive garbage.”</p>

<p class="has-text-align-none">Zekelman and Hu tell me that they’re clear-eyed about the challenges ahead, which include reminding the world that Omso even exists and staying clear of the temptation to chase hyper-growth. “We have an idea of what we&#8217;re getting into,” Zekelman says. “We can&#8217;t be stupid. I think that&#8217;s it. We can&#8217;t sell out.”</p>

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									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[Your smart TV may be crawling the web for AI]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/885244/smart-tv-web-crawler-ai" />
			<id>https://www.theverge.com/?p=885244</id>
			<updated>2026-02-26T09:39:04-05:00</updated>
			<published>2026-02-26T11:30:00-05:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Gadgets" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Streaming" /><category scheme="https://www.theverge.com" term="Tech" /><category scheme="https://www.theverge.com" term="TVs" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. These days, if you sign up for a new streaming service, you generally have two options: Either pay a massive premium for an ad-free experience, or endure frequent commercial breaks and all the sneaky [&#8230;]]]></summary>
			
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<img alt="Spider in your tv" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/268376_Your_smart_TV_may_be_crawling_the_web_for_AI_CVirginia.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">These days, if you sign up for a new streaming service, you generally have two options: Either pay a massive premium for an ad-free experience, or endure frequent commercial breaks and all the sneaky tracking that comes with ad targeting.</p>

<p class="has-text-align-none">Web data aggregator <a href="https://brightdata.com/">Bright Data</a> has been pitching streaming service operators on an alternative approach for apps running on Samsung’s Tizen and LG’s webOS platform — one that comes without ads and sky-high fees. All publishers have to do to unlock a new revenue source is integrate the company’s <a href="https://bright-sdk.com/">Bright SDK</a> into their TV apps and convince viewers to opt into Bright’s monetization network.</p>

<p class="has-text-align-none">“We don’t do any kind of tracking,” explained Bright Data’s chief product officer, Ariel Shulman, <a href="https://www.youtube.com/watch?v=TzU3sZKI9Vw">during a webinar</a> for streaming industry insiders two years ago. “We work silently in the background, and completely anonymously. Users don’t actually see or don’t feel anything.”</p>

<p class="has-text-align-none">The catch? With Bright’s SDK, a viewer’s smart TV becomes part of a massive global proxy network that crawls and scrapes the web. Including apps running on desktop PCs and mobile devices, the company claims to operate 150 million such residential proxies worldwide. Together, these devices gather petabytes of public web data from a wide range of different locations and IP addresses. This approach allows the company to capture localized versions of websites, but also helps to circumvent web crawler blacklists. The gathered data is then resold to companies <a href="https://brightdata.com/ai">to train AI models</a>, among other things.</p>

<p class="has-text-align-none">Here’s how Bright’s smart TV partnerships work: When a consumer downloads and installs a participating app, they’ll see an opt-in screen asking them to confirm their willingness to participate in Bright’s proxy network. For instance, for an app called Petflix that was until recently available on the Roku app store, the note reads:</p>

<p class="has-text-align-none">“To enjoy Petflix for free with fewer ads, you are allowing Bright Data to occasionally use your device’s free resources and IP address to download public web data from the internet. Bright Data will only use your IP address for approved business-related use cases. None of your personal information is accessed or collected except your IP address. Period.”</p>

<p class="has-text-align-none">“Our network is based on consensual individual participation,” explains Bright Data spokesperson Jennifer Burns. “All users can opt-out at any time via a fast two-click process.”</p>

<p class="has-text-align-none">Once a consumer opts in to Bright Data’s network, their smart TV starts downloading publicly available webpages as well as audio and video data, which is then forwarded to Bright’s cloud servers. The company claims to only do so when it doesn’t impact the device’s bandwidth or processing capacities, with Shulman saying that individual devices download only around 50MB of data per day. In reality, there is no way for a user to know whether the SDK downloads web data at any given moment.&nbsp;</p>

<p class="has-text-align-none">In some cases, your smart TV may even crawl the web for Bright as soon as you turn it on. “On some operating systems, [&#8230;] our SDK is given permissions by the user to run in the background,” Shulman explained during his webinar. “This means that our monetization continues even if the app itself is not running.” All it takes for consumers is to run the app once and opt in to Bright’s network, and the device will keep crawling the web every day until they opt out again or uninstall the app.</p>

<p class="has-text-align-none">Bright Data is not the only company operating such residential proxy networks. Some of its competitors have come under fire for unsavory business practices. Last month, Google took action against the IPIDEA network, which Google’s Threat Intelligence Group called “the world’s largest proxy network.” IPIDEA worked with a number of SDK providers to distribute its code in third-party apps, including on smart TVs.</p>

<p class="has-text-align-none">Once devices were enrolled in its network, IPIDEA’s operators allegedly rented out those resources to hacking groups in China, North Korea, Iran, and Russia. “We [&#8230;] observe IPIDEA being leveraged by a vast array of espionage, crime, and information operations threat actors,” Google’s Threat Intelligence Group wrote in <a href="https://cloud.google.com/blog/topics/threat-intelligence/disrupting-largest-residential-proxy-network">a January blog post</a>.</p>

<p class="has-text-align-none">To be clear: Google’s security researchers did not draw any connection whatsoever between IPIDEA and Bright Data, and Bright goes to great lengths to set itself apart from bad actors. “Our SDK, along with all of our technology, is reviewed by Apesteem, Google, McAfee, and more, and audited regularly, most recently by PwC,” says Burns. “Bright SDK implements rigorous partner selection criteria and vets every application through strict compliance processes.”</p>

<p class="has-text-align-none">The company has nonetheless been impacted by a broader backlash against residential proxy activities. Google has adopted policies against proxy SDKs running in the background, and <a href="https://support.google.com/googleplay/android-developer/answer/16559646">is now telling developers</a> that they’re only allowed to use proxy services “in apps where that is the primary, user-facing core purpose of the app.” Amazon added <a href="https://developer.amazon.com/docs/policy-center/device-and-system-abuse.html">a provision to its developer policies</a> that outright bans “apps that facilitate proxy services to third parties.” Roku also bars developers from using Bright SDK and similar proxy services.&nbsp;</p>

<p class="has-text-align-none">All those changes have made it more difficult to figure out how widespread the use of the SDK on smart TVs actually is. A few dozen Fire TV apps still mention the SDK on Amazon’s app store, but don’t appear to make use of it anymore. I was able to download a few apps from Roku’s store that were still using the SDK, including the aforementioned Petflix app. However, those apps disappeared from the store after I contacted Roku for this story.</p>

<p class="has-text-align-none">New restrictions against proxy SDKs have had a direct impact on Bright’s addressable market in the smart TV space. The company used to pitch its solution to Roku, Android TV, and Fire TV app developers, but Burns tells me that it no longer supports these platforms. Bright does still list Samsung’s Tizen OS and LG’s webOS as supported smart TV platforms, and has published <a href="https://il.lgappstv.com/main/tvapp/seller?sellrUsrNo=22941915">more than 200 first-party apps</a> to LG’s app store alone. LG spokesperson Léa Lee tells me that Bright SDK is “not officially supported by LG, and their operation on the webOS platform is not guaranteed.” Samsung did not respond to multiple requests for comment.</p>

<p class="has-text-align-none">There are arguably many legitimate use cases for web crawling. “Our network serves exclusively legitimate purposes, supporting journalists, non-profits, academic researchers, cybersecurity companies, and other leading businesses worldwide,” says Burns.</p>

<p class="has-text-align-none">The problem is that consumers have no idea whether that legitimate purpose is something that aligns with their own personal values. Case in point: Bright Data does support a number of nonprofits, including some that use its proxy network to track hate speech on social media. However, the company also works with AMCHA Initiative. The group maintains an “anti-zionist faculty barometer” and includes student and faculty statements against Israel’s war in Gaza, as well as calls for schools to divest from the country, in its antisemitic incident tracker.</p>

<p class="has-text-align-none">With AI companies facing scrutiny over their environmental impact, treatment of intellectual property, and potential to replace human labor, some consumers may also feel uneasy about their TVs gathering data to train AI models.</p>

<p class="has-text-align-none">Now, some consumers may decide that such concerns are overblown, and willingly opt in to Bright’s network if it means that they get to watch fewer ads or pay less for their streaming services. I, for one, would rather watch an extra ad break or two.</p>

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									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[The next iTunes may be vibe-coded]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/881256/parachord-vibe-coded-music-streaming-app" />
			<id>https://www.theverge.com/?p=881256</id>
			<updated>2026-02-19T08:22:41-05:00</updated>
			<published>2026-02-19T11:30:00-05:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Entertainment" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Spotify" /><category scheme="https://www.theverge.com" term="Streaming" />
							<summary type="html"><![CDATA[This is Lowpass by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for The Verge subscribers once a week. Wouldn’t it be great if you could exchange music recommendations with your friends, no matter whether they use Spotify, Apple Music, or Bandcamp? What if you could follow DJs and other tastemakers online and [&#8230;]]]></summary>
			
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<img alt="Parachord early build screenshot music streaming vibe-coded app" data-caption="" data-portal-copyright="Image: Parachord" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/BG.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
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<p class="has-text-align-none"><em>This is </em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em> by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for </em>The Verge<em> subscribers once a week.</em></p>

<p class="has-text-align-none">Wouldn’t it be great if you could exchange music recommendations with your friends, no matter whether they use Spotify, Apple Music, or Bandcamp? What if you could follow DJs and other tastemakers online and automatically turn their social media feeds into playlists? Or what if you could fine-tune your music recommendations with AI to only get recommendations for songs you’ve never played before?</p>

<p class="has-text-align-none">Those are a few of the tasks the new music app <a href="https://parachord.com/">Parachord</a> is trying to take on by freeing music metadata from individual subscription service silos. In essence, Parachord wants to one day make songs universally playable and shareable, no matter what services you subscribe to. For now, Parachord is still very much in its infancy, with a series of unstable, experimental builds slowly laying the path to a beta release.</p>

<figure class="wp-block-pullquote"><blockquote><p>Parachord is still very much in its infancy, with a series of unstable, experimental builds slowly laying the path to a beta release.</p></blockquote></figure>

<p class="has-text-align-none">But the idea behind it is something Parachord mastermind J Herskowitz has been noodling over for a long time. Not only is Herskowitz a music tech veteran who’s worked at Spotify, LimeWire, and AOL Music, he also built this very app before.&nbsp;</p>

<p class="has-text-align-none">Back in 2011, Herskowitz banded together with a small group of likeminded misfits to build <a href="https://www.wired.com/2012/02/tomahawk-music-ap/">a music app called Tomahawk</a> that used a plug-in architecture to tap into the music libraries of services like Rdio, Grooveshark, and Beats Music. The app also offered access to a social layer for music fans and allowed bands to share their latest tracks with universal links.&nbsp;</p>

<p class="has-text-align-none">It was a fascinating idea, but without a clear business model, it was ultimately not sustainable. Tomahawk development effectively ended in 2015. “We all needed to get jobs,” Herskowitz remembers. “I was very sad when Tomahawk went away.”</p>

<p class="has-text-align-none">Except, it never fully went away. As an open-source project, Tomahawk’s code continues to be available <a href="https://github.com/tomahawk-player/tomahawk?tab=readme-ov-file">on GitHub</a>. Around a month ago, Herskowitz decided to take another look at it, with some help from AI. “I fired up Claude Code, pointed it at the Tomahawk repo on GitHub, and said: Look at this, understand what it does, and let&#8217;s see if we can rebuild it.”</p>

<p class="has-text-align-none">Herskowitz freely admits he&#8217;s not a developer in the traditional sense. “My whole career was in product management,” he says. “I never [wrote] real code.” But with Claude Code, he managed to rewrite Tomahawk and turn it into a working version of the new Parachord app within a couple of weeks, without hiring a developer.</p>

<p class="has-text-align-none">The music industry has changed quite a bit over the past 15 years, as has the way many people listen to music. A bunch of once-promising streaming services have since disappeared. Consumers have largely flocked to three or four major services, with Spotify leading the pack. “When it comes to subscriptions, Spotify won,” Herskowitz says, acknowledging that people who only care about listening to their Discover Weekly likely won’t get a whole lot out of his app.</p>

<p class="has-text-align-none">Parachord is built with a different audience in mind. People who buy songs on Bandcamp, track their listening history with <a href="http://last.fm">Last.fm</a>, and religiously follow bands on Bluesky. Back in his Tomahawk days, Herskowitz used to think there was a huge audience like this out there. Now, he realizes that it’s much more niche and at times even wonders if anyone other than himself really cares about the ideas behind Parachord. Not that that has stopped him. “That&#8217;s the beauty of where we are today,” he says. “Technologically speaking, I can build an app for [just] me.”</p>

<figure class="wp-block-pullquote"><blockquote><p>“I fired up Claude Code, pointed it at the Tomahawk repo on GitHub, and said: Look at this, understand what it does, and let&#8217;s see if we can rebuild it.”</p></blockquote></figure>

<p class="has-text-align-none">Vibe-coding is often being talked about in the context of productivity apps, but there are some fascinating implications for the media space as well. Fifteen to 20 years ago, a bunch of developers tried to figure out new ways to consume music and video online, often with surprising results: Songbird turned MP3 blogs into playlists. Boxee pioneered universal movie and TV show libraries across streaming services. Miro experimented with alternative, P2P-powered distribution models for video podcasts. The list goes on.</p>

<p class="has-text-align-none">In the end, many of these efforts were more passion projects than businesses. Back then, that&nbsp; was often a death sentence for niche apps. These days, vibe coding can give these niche projects a new lease on life.</p>

<p class="has-text-align-none">Of course, other things have changed, too: Most major media services are a lot more restrictive when it comes to data sharing and API access, forcing Herskowitz to rely on complicated work-arounds. Users who want Parachord to play nice with Spotify have to register it as a personal app in their Spotify developer profile, and then generate an individual API key. That personal key model also extends to the integration of AI services like Claude, Gemini, and ChatGPT.</p>

<p class="has-text-align-none">The flip side: By relying on personal keys, Parachord requires far fewer resources. “I don’t need to limit features to paid tiers to cover third-party API or hosting bills &#8211; because there aren’t any,” Herskowitz <a href="https://www.linkedin.com/pulse/parachord-open-source-rise-personal-apps-j-herskowitz-vxrme/">wrote</a> on LinkedIn last week, adding: “I’m building Parachord as a personal app because music listening is personal. Your taste, your library, your preferred sources, your friends, your desired social experiences around listening to music, your history—these aren’t things that should live inside someone else’s walled garden.”</p>

<p class="has-text-align-none">And while Herskowitz is building Parachord as a personal passion project, he also hasn’t given up on the idea that there are business models waiting to be unlocked if you can break free of the silos of the big music streaming services.</p>

<p class="has-text-align-none">“Nobody’s going to start a streaming business from the ground up to compete with Spotify,” he says. “[But there is] an opportunity for a little cottage industry to build experiences on top of the content that people are already paying for.”</p>

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									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Janko Roettgers</name>
			</author>
			
			<title type="html"><![CDATA[How Gorilla Tag is weathering the VR winter]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/column/877473/gorilla-tag-vr-winter-quest" />
			<id>https://www.theverge.com/?p=877473</id>
			<updated>2026-02-11T17:24:38-05:00</updated>
			<published>2026-02-12T11:30:00-05:00</published>
			<category scheme="https://www.theverge.com" term="Column" /><category scheme="https://www.theverge.com" term="Gaming" /><category scheme="https://www.theverge.com" term="Lowpass" /><category scheme="https://www.theverge.com" term="Tech" />
							<summary type="html"><![CDATA[This is&#160;Lowpass&#160;by Janko Roettgers, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&#160;The Verge&#160;subscribers once a week. The VR industry has been on edge since Meta’s massive job cuts earlier this year: One exec called the layoff announcements “one of VR’s darkest weeks.” There&#8217;s talk of a VR winter, and multiple [&#8230;]]]></summary>
			
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<img alt="a group of rendered video game gorillas gathered in a stony setting" data-caption="Monke gather in Gorilla Tag. | Another Axiom" data-portal-copyright="Another Axiom" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/gorillatag.avif?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Monke gather in Gorilla Tag. | Another Axiom	</figcaption>
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<p class="has-text-align-none"><em>This is&nbsp;</em><a href="https://www.lowpass.cc/" target="_blank" rel="noreferrer noopener">Lowpass<em>&nbsp;by Janko Roettgers</em></a><em>, a newsletter on the ever-evolving intersection of tech and entertainment, syndicated just for&nbsp;</em>The Verge<em>&nbsp;subscribers once a week.</em></p>

<p class="has-text-align-none">The VR industry has been on edge since Meta’s <a href="https://www.cnbc.com/2026/01/13/meta-lays-off-vr-employees-underscoring-zuckerbergs-pivot-to-ai.html">massive job cuts</a> earlier this year: One exec <a href="https://www.linkedin.com/feed/update/urn:li:activity:7419479403338063872/?originTrackingId=CeYxewxGYg9OrLSe80rfkA%3D%3D">called</a> the layoff announcements “one of VR’s darkest weeks.” There&#8217;s <a href="https://www.cnbc.com/2026/01/24/metas-reality-labs-cuts-sparked-fears-of-a-vr-winter.html">talk of a VR winter</a>, and multiple VR studios have conducted <a href="https://www.uploadvr.com/pistol-whip-developer-cloudhead-lays-off-70-percent-of-staff/">significant</a> <a href="https://www.uploadvr.com/walkabout-mini-golf-layoffs/">layoffs</a> of their own.</p>

<p class="has-text-align-none">For <em>Gorilla Tag</em> maker Another Axiom, however, it’s monkey — or monke, as they&#8217;d say — business as usual. The <a href="https://www.meta.com/experiences/section/891919991406810/">most popular</a> game on Meta’s Quest VR headset reached a new audience high this past weekend, when 119,000 players joined its five-year anniversary event in-game at the same time.</p>

<p class="has-text-align-none">“We broke the world record, as we understand it, of concurrent players in VR,” says Another Axiom chief marketing officer Jake Zim. (Social VR app VRChat boasted <a href="https://www.uploadvr.com/vrchat-nye-user-record/">150,000</a> concurrent users over New Year’s, but that number included people who accessed its 3D worlds on flat screens).</p>

<p class="has-text-align-none">It’s not just special events: <em>Gorilla Tag </em>attracts up to a million VR users<em> </em>every day. Most of them <a href="https://www.gamespot.com/articles/how-gorilla-tag-became-a-generational-obsession-and-conquered-vr/1100-6526437/">are Gen Alpha</a>, and they all battle each other in chaotic games of tag, powered by its unique style of arm-swinging locomotion. The free-to-play game frequently leads the <a href="https://www.meta.com/experiences/section/258035155854818">bestseller charts</a> of Meta’s Quest store. The game’s characters, known as monkes, have become so popular that Another Axiom regularly sells out of plush toys; total merch sales have reached close to $10 million, according to Zim.</p>

<p class="has-text-align-none">“The fandom is bigger than just VR,” Zim tells me.&nbsp;</p>

<p class="has-text-align-none"></p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/image-1-1.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="The moment Gorilla Tag achieved the in-game concurrent user record. | Another Axiom" data-portal-copyright="Another Axiom" />
<p class="has-text-align-none">That’s why Another Axiom now has plans to expand beyond headsets: The company is working on a mobile game, a live event, and even a TV show. “We believe that the lore and the world of <em>Gorilla Tag</em> can tell so many stories,” Zim says.</p>

<p class="has-text-align-none">Of course, there is a flip side to those planned expansion moves: Five years in, and with no bigger titles to catch up to, execs at Another Axiom are acutely aware that there may be a ceiling to VR, and that Meta’s cutbacks are clouding the medium’s future. “VR as an ecosystem is very challenged,” Zim admits. “With all the changes at Meta, this is a transition moment at best for VR.”</p>

<p class="has-text-align-none">A transition moment that arguably caught Meta itself by surprise. For years, the company bet on gaming, fitness, and social VR to take headsets mainstream. Some of those efforts arguably worked: Meta sold <a href="https://www.roadtovr.com/quest-sales-20-million-retention-struggles/">millions of headsets</a>. The Meta-owned VR rhythm game <em>Beat Saber</em> <a href="https://www.uploadvr.com/beat-saber-255-million-revenue/">surpassed $250 million</a> in revenue in 2022, and several other VR games, <a href="https://www.roadtovr.com/gorilla-tag-revenue-vr-success-another-axiom/">including <em>Gorilla Tag</em></a>, have since seen their revenue numbers top $100 million (“We&#8217;re significantly beyond that,” Zim tells me without providing further details).</p>

<p class="has-text-align-none">But Meta’s bet on its Horizon Worlds metaverse arguably fell flat, and many AAA VR games have seen their audiences dwindle, leading Meta to <a href="https://www.theverge.com/news/861420/meta-reality-labs-layoffs-vr-studios-twisted-pixel-sanzaru-armature">close several internal VR studios</a>. Instead, VR has seen a massive influx of younger players who prefer chaotic free-to-play titles over polished and more expensive single-player games. And while many of these younger players <a href="https://www.lowpass.cc/p/state-of-vr-2025-meta-cuts-quest-sales">have picked up Meta’s entry-level Quest 3S headset</a>, overall audience growth has happened “less quickly than we had hoped,” as Meta CTO Andrew Bosworth <a href="https://sources.news/p/why-meta-did-its-big-metaverse-layoffs">recently told Alex Heath</a>.</p>

<p class="has-text-align-none">All of this has led to significant changes even beyond last month’s layoffs. Meta is shifting some of its massive Reality Labs spending toward AR and wearables and has reportedly <a href="https://www.uploadvr.com/meta-delaying-ultralight-headset-starting-work-on-quest-4/">delayed a lightweight headset</a> optimized for video viewing. Third-party headsets from Lenovo and Asus <a href="https://www.roadtovr.com/meta-horizon-os-third-party-headset-cancelled-asus-lenovo/">have been canceled</a>, and Horizon Worlds development resources are being redirected toward mobile gaming.</p>

<p class="has-text-align-none">Zim would still like to believe that there is a silver lining to all of this. “Pulling back on [Horizon Worlds] and allowing what essentially is an indie, third-party app market to exist is a good thing,” he says. At the same time, he knows that a lack of cash infusion from Meta could lead to a talent drain. And if the company decided to not release any subsidized, affordable headsets in the future, it could further hamper the VR industry.</p>

<p class="has-text-align-none">“2026 is this bridge year,” Zim tells me. “It’s not just [about] surviving, but figuring out how to speak directly to your audience, and put your audience into places that make sense for a business.”</p>

<p class="has-text-align-none">For Another Axiom, that also means looking beyond the headset. The company hired former Scopely executive Austin Ashcraft as its GM of mobile last year, with Zim telling me that “getting onto platforms that are not VR is a massively strategic, important thing for us to do.” Those efforts may not stop at mobile. “We&#8217;ve been working on a variety of different, unique versions of the game that really hold the IP and what&#8217;s valuable about it sacred, but put it into formats and on media where it&#8217;s going to make sense,” he says.</p>

<p class="has-text-align-none">Last summer, Another Axiom also hired Michael Vogel, who previously worked on animated shows like <em>My Little Pony</em> and <em>Strawberry Shortcake</em> at Hasbro and WildBrain. “We will make a TV show,” Zim confirms. “We are working on that.” He declined to share further details, but added that the company has been producing its own in-house web shows <a href="https://www.youtube.com/@_GorillaTagVR">for YouTube</a> for some time. “We&#8217;re getting tens of millions of views on our owned-and-operated channel,” he says.</p>

<p class="has-text-align-none">Another Axiom is also experimenting with new business models, and launched a subscription for superfans this month. And finally, the company is going ahead with plans to hold its own real-world event dubbed Gorillacon — something Zim <a href="https://www.linkedin.com/posts/jakezim_what-ifand-im-just-dreaming-out-loud-activity-7425344756332847104--Wb7?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAAAcdcBuvSnY381oPoJdqGqUnAWoJeDkTo">cheekily teased as a possibility</a> on LinkedIn a few days ago.&nbsp;</p>

<p class="has-text-align-none">“We knew the fans wanted it,” he says. “It’s going to happen.”</p>

<p class="has-text-align-none">Zim again declined to share additional details — but if you’ve ever spent any time inside the chaotic world of <em>Gorilla Tag</em>, you’ll know that it’s probably going to be bananas.</p>

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