As director of Keyhole, Dave Lorenzini delivered the 3D Earth zooms that ran on CNN during the 2003 Iraq War — netting five million users in a month. Sergey Brin was one of them. Google bought the company and poured in billions to build, fuel, and serve maps. As Google Earth, it forever changed how we relate to space.

From there: pioneering work on Google Glass, AR platforms, and running an immersive XR lab in Europe for Draw & Code exploring the future of spaces, places, and faces. Today Dave directs Quantum Studio, building World Agent and 4D ID — the "DNS for real space," an addressing layer where every place, object, and moment gets a name AI systems can agree on. His thesis: the next decade of AI won't run on better maps. AI needs an operating system for reality. Not a map. Not a database. A living, queryable foundation where every place on Earth answers for itself.

AI XR News: The OpenAI vs. Musk trial continued with damaging testimony from Mira Murati and Greg Brockman. Anthropic struck an unholy alliance with xAI's Colossus compute. GameStop bid for eBay. Colin Angle is back with Familiar, an AI robot pet. Coinbase cut staff. Ask.com finally died. VRChat hit 100,000 concurrent daily users in Japan.

Key Moments:

[00:03:34] AWE Long Beach in 30 days: Dave on the board, Snap glasses expected, 400 speakers and 250 exhibitors
[00:20:10] 30 AI glasses coming: why the near future belongs to audio-first, AI-powered smart glasses
[00:25:34] Keyhole origin story: satellite imagery, $25K/sq mile, Sergey Brin, and a $500M/year acquisition
[00:37:30] Google Glass, Luxottica, and why Google blinked when it could have been 10 years ahead of Meta
[00:40:00] XR vs. rockets: why building for the human brain is harder than getting to Mars

Brought to you by Zappar, the company behind Mattercraft — the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io.

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