The Social Media Era Is Ending: AI, Voice, and the Rise of AR Glasses

In this episode, I sit down with Sinead Bovell from the “I’ve Got Questions” Podcast to dissect the biggest shifts coming to attention, media, and commerce. I lay out my three-part thesis on why we are at the beginning of the end of the social media era, arguing that AI is set to crack the value proposition of current platforms. We discuss how studying history has always been my secret weapon for accurately forecasting tech, from my early investment in Facebook to predicting live shopping in 2008. We dive deep into the next great distribution shift—from the phone to glasses—and the rise of a voice-first Agentic Economy that will make brand more important than ever.

You’ll learn about:

• My three-part thesis on the end of the social media era

• Why I believe Augmented Reality and glasses will replace the phone

• How the Agentic Economy will change purchasing decisions for brands

• The difference between aspirational behavior and actual consumer action

• Actionable advice for creators on how to prepare for the future while thriving on TikTok