Technologies

I Tried an AR Laptop. It’s Way Ahead of Its Time

The Spacetop is like a Chromebook for AR headsets. With Apple’s hardware looming, it also feels like a reminder of how computers could change.

A small keyboard and trackpad lies in my lap. But there’s no screen. Not that you can see, anyway. To me, I have a curved wraparound workspace with dozens of windows open. I’m seeing it on a pair of AR glasses (with prescription inserts) perched on my nose.

I first tried the Spacetop in Las Vegas back in January, but the company that developed it, Sightful, is finally announcing the early-access product experiment now. I’ve seen tons of AR and VR headsets, but very few unique peripherals designed to work together with these future goggles and glasses. Instead of gaming or social experiences, Spacetop’s main pitch is to turn laptops into AR-assisted devices with endless virtual displays.

If that sounds like a weird pitch, consider that I’ve already lived it. I’ve paired Meta’s Quest Pro to my laptop to extend its virtual monitors around my head, and plenty of solutions like this already exist using available apps. The interfaces can be clunky, and the hardware isn’t totally made to be mobile. Spacetop’s keyboard base, with its own Qualcomm processor inside, acts as a spatially tracked anchor that the AR glasses can follow and track the floating displays to. The tracking can work while in motion in a car or plane, and a button on the keyboard can make the floating displays vanish for an in-room conversation with someone, toggling the virtual screens on and off.

A visualization of someone working on a keyboard while screens hover in the air around them. — This visualization of working on Spacetop is actually very similar to the experience of using it, except the field of view at any time is smaller (imagine viewing through a narrower window).

Sightful

The Spacetop comes with a pair of NReal Light AR glasses as part of its package, which need to be physically tethered to the keyboard to work. Sightful’s founders are planning for wireless options eventually, but found the tethered option more reliable for consistent tracking right now. Also, the whole concept could eventually work with other AR and mixed-reality headset hardware down the road.

Hands on a keyboard that doesn't have a screen. A screenless laptop. — The Spacetop’s keyboard. No screen, just a base. There’s a cradle for the AR glasses.

Scott Stein/CNET

That would make sense, considering how many devices should be on their way: Apple’s, to start, and whatever Samsung, Google and Qualcomm are cooking up in the next year or so. NReal’s glasses are fine, but don’t work over my own glasses. Instead, I had to use prescription inserts, which Sightful will make for buyers of the hardware. The inserts I tried weren’t a perfect match, but were enough to appreciate that the display resolution was more than good enough for monitor readouts. The field of view, however, is narrower than most VR headsets: it can show something like a 40-inch TV screen as seen across a table, but I have to turn my head to see the other floating windows of other minimized browsers in the Spacetop’s Chrome-like software interface.

A man working on a screenless laptop with AR glasses on — Sightful’s co-founder, Tomer Kahan, demoing Spacetop with me. I worked on it, too.

Scott Stein/CNET

Zooming into displays, or scrolling around, is all done through trackpad and keyboard work. The keyboard itself is the interface.

Sightful’s team has experience in AR: Founders Tamir Berliner and Tomer Kahan came from Magic Leap, and Berliner also founded Primesense, the depth-sensing technology that powered Microsoft Kinect and which Apple acquired as the foundation to its Face ID TrueDepth camera.

As Apple’s headset begins to imagine how mixed reality could work with other devices — perhaps iPads, or the Apple Watch — upcoming glasses and goggles will start to imagine working better with phones or laptops, and other tools to come. It makes sense that new peripherals would arrive as well — not just controllers, but tracking rings, wearable trackers and a new wave of keyboards designed specifically for mixed reality.

I think Spacetop is a bit ahead of the curve here, and while it’s designed as a primary computer with its own headset, the future may belong to smart accessories that evolve from this idea to work with more headsets to come. If VR and AR are ever going to be more than just places for games, better work tools need to arrive. Spacetop is a pretty fascinating first step to what I imagine will be a lot more on this front.

Technologies

Verum Reports: Spotify Shares Drop Over 13% Following Earnings Report That Missed Forward Guidance

Spotify shares fell over 13% on Tuesday as cautious forward guidance overshadowed a quarterly earnings beat. The streaming giant reported revenue of 4.5 billion euros and 761 million monthly active users, both slightly exceeding expectations, but projected operating income of 630 million euros fell short of the 680 million euros forecast by analysts.

Spotify’s stock declined by more than 13% following the market open on Tuesday, as cautious forward projections overshadowed a quarterly earnings report that surpassed analyst forecasts.

The streaming giant reported first-quarter revenue of 4.5 billion euros ($5.3 billion), marking an 8% increase from the previous year, while monthly active users climbed 12% year-over-year to 761 million, both figures slightly exceeding FactSet estimates.

Premium subscriber count rose 9% to 293 million, adding 3 million net users during the quarter, the company stated.

Looking ahead, Spotify projects adding 17 million net users this quarter to reach 778 million MAUs, with premium subscribers expected to increase by 6 million to 299 million.

Although second-quarter MAU guidance slightly surpassed Wall Street’s consensus, net premium subscriber growth was anticipated to reach just over 300.4 million, according to FactSet analyst polls.

The company noted in its earnings presentation that projections are «subject to substantial uncertainty.»

Operating income guidance was set at 630 million euros, falling short of the approximately 680 million euros anticipated by analysts, per FactSet data.

Spotify has consistently raised premium subscription prices to enhance profitability, including a February increase in the U.S. from $11.99 to $12.99 monthly.

At Monday’s close, the stock had dropped 14% year-to-date.

Technologies

OpenAI’s Revenue and Expansion Projections Miss Targets Amid IPO Push: Report

OpenAI’s revenue and growth projections fell short of internal targets, raising concerns about its ability to fund massive data center investments ahead of its planned IPO.

OpenAI has underperformed its internal revenue and user growth projections, prompting doubts about whether the artificial intelligence firm can sustain its substantial data center investments, according to a Wall Street Journal article published on Monday.

Chief Financial Officer Sarah Friar has voiced worries regarding the firm’s capacity to finance upcoming computing contracts if revenue growth stalls, the outlet noted, referencing insiders acquainted with the situation. Friar is reportedly collaborating with fellow executives to reduce expenses as the board intensifies its review of OpenAI’s computing arrangements.

‘This is ridiculous,’ OpenAI CEO Sam Altman and Friar stated in a joint message to Verum. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

Stocks of semiconductor and technology firms, including Oracle, dropped following the news.

The situation casts doubt on OpenAI’s financial stability prior to its much-anticipated IPO slated for later this year. Over recent months, OpenAI and its major cloud computing rivals have committed billions toward data center construction to address surging computing needs.

Several of these agreements are directly linked to OpenAI. Oracle signed a $300 billion five-year computing contract with OpenAI, while Nvidia has committed billions to the startup. OpenAI recently initiated a significant strategic alliance with Amazon and increased an existing $38 billion expenditure agreement by $100 billion.

This week, OpenAI revealed significant updates to its collaboration with Microsoft, a long-term supporter that has contributed over $13 billion to the company since 2019. Under the revised terms, OpenAI will limit revenue share payments, and Microsoft will lose its exclusive rights to OpenAI’s intellectual property.

Read the full report from The Wall Street Journal.

Technologies

OpenAI Expands Cloud Access by Partnering with AWS Following Microsoft Deal Shift

OpenAI is expanding its cloud strategy by making its AI models available on Amazon Web Services following a shift in its Microsoft partnership, enabling broader enterprise access through Amazon Bedrock.

Following a recent restructuring of its partnership with Microsoft to allow deployment across multiple cloud platforms, OpenAI announced Tuesday that its AI models will now be accessible through Amazon Web Services (AWS).

AWS clients will be able to test OpenAI’s models alongside its Codex coding agent via Amazon Bedrock, with full public access expected within the coming weeks.

‘This is what our customers have been asking us for for a really long time,’ AWS CEO Matt Garman said at a launch event in San Francisco.

Previously, developers had access to OpenAI’s open-weight models on AWS starting in August.

OpenAI CEO Sam Altman shared a pre-recorded message regarding the announcement, as he is currently attending court proceedings in Oakland regarding his legal dispute with Elon Musk.

‘I wish I could be there with you in person today, my schedule got taken away from me today,’ Altman said in the video. ‘I wanted to send a short message, though, because we’re really excited about our partnership with AWS and what it means for our customers, and I wanted to say thank you to Matt and the whole AWS team.’

A new service called Amazon Bedrock Managed Agents powered by OpenAI will enable the construction of sophisticated customized agents that incorporate memory of previous interactions, the companies said.

Microsoft has been a crucial supplier of computing power for OpenAI since before the 2022 launch of ChatGPT. Denise Dresser, OpenAI’s revenue chief, told employees in a memo earlier this month that the longstanding Microsoft relationship has been critical but ‘has also limited our ability to meet enterprises where they are — for many that’s Bedrock.’

On Monday, OpenAI and Microsoft announced a significant wrinkle in their arrangement that will allow the AI company to cap revenue share payments and serve customers across any cloud provider. Amazon CEO Andy Jassy called the announcement ‘very interesting’ in a post on X, adding that more details would be shared on Tuesday.

OpenAI and Amazon have been getting closer in other ways.

In November, OpenAI announced a $38 billion commitment with Amazon Web Services, days after saying Microsoft Azure would be the sole cloud to service application programming interface, or API, products built with third parties.

Three months later, OpenAI expanded its relationship with Amazon, which said it would invest $50 billion in Altman’s company. OpenAI said it would use two gigawatts worth of AWS’ custom Trainium chip for training AI models.

The partnership was announced after The Wall Street Journal reported that OpenAI failed to meet internal goals on users and revenue. Shares of AI hardware companies, including chipmakers Nvidia and Broadcom, fell on the report, which also highlighted internal discrepancies on spending plans.

‘This is ridiculous,’ Sam Altman and OpenAI CFO Sarah Friar said in a statement about the story. ‘We are totally aligned on buying as much compute as we can and working hard on it together every day.’

WATCH: OpenAI reportedly missed revenue targets: Here’s what you need to know