Core Viewpoint - Ring founder Jamie Siminoff clarified that the company does not store deleted doorbell footage without an active subscription, addressing concerns regarding the recovery of video evidence in the Nancy Guthrie case [1][5][14]. Company Policies - Siminoff emphasized that if a recording is deleted or if there is no subscription, the footage is not stored by Ring [2][6]. - He noted that different companies have varying systems for data storage and retrieval, which complicates speculation about specific cases [9][10]. Investigation Context - Federal officials indicated that video was recovered from "residual data located in backend systems," with Google assisting the FBI in this process [9]. - Siminoff acknowledged the significance of the recovered video evidence for investigators, suggesting it could be crucial in solving the case [14][15]. Privacy and User Control - Siminoff defended Ring's privacy measures, particularly in relation to a new feature aimed at helping locate lost pets, stating that users maintain full control over their data and interactions [16][17]. - The company claims to successfully reunite over one dog per day with its owner while prioritizing user privacy [18].

Have you defeated porch pirates. Is it over. >> Porch pirates.Yeah, they're they're a tough one. They're like cockroaches. They don't seem to want to fully die with AI.I would not be surprised if in the next year, two, three, with what we're doing that we're able to really impact those things like porch piracy. They're really hard because you need someone to sort of watch the camera all the time. And you don't want to have to always watch your camera all the time.I do think we can take this AI to IIA, like ...

Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we'll be diving into. It was a recordbreaking day on Wall Street. The Dow holding above 50,000 as investors gear up for a busy week.We've got the takeaways of the trade today. Plus, the race to go public is heating up between s ...

I'm actually very overall like globally positive on what it's going to do. If your dog is missing, it's going to be like, "Jamie, you know, this dog that was posted that is missing looks like this dog in front of your house. Do you want to contact your neighbor?" Hell yeah, of course. And by the way, if you say no, I mean, you're just a bad person.But the cool thing is actually to be serious is like you can say no. No one knows you said no and your privacy is fine. But if you want to enter into the neighbor ...

Group 1 - The core observation is that AI advertisements dominated this year's Super Bowl, indicating a shift from a technical competition phase to a phase focused on public perception and relationship building with consumers [1][2] - The Super Bowl serves as a magnifying glass for industries that are wealthy, anxious, and eager to be understood, highlighting the importance of narrative in AI marketing [1][2] - The 2026 Super Bowl is seen as a pivotal moment for the AI industry, marking a significant transition in how AI is presented to the public [1][2] Group 2 - AI advertisements became a battleground for various companies, from startups to established tech giants, all trying to explain what AI is and why consumers should choose their products [2][4] - Anthropic's aggressive advertising strategy targeted OpenAI, using humor and satire to critique competitors' practices, which resonated widely on social media [2][4] - OpenAI's advertisement took a more restrained approach, focusing on a lifelong journey of knowledge and self-actualization, emphasizing the tool-like nature of AI [4][5] Group 3 - Google utilized emotional storytelling in its advertisement, portraying AI as a comforting tool for a single mother and her child, addressing public concerns about AI [8][10] - Amazon's Alexa+ employed dark humor to address fears surrounding AI, suggesting that while AI is intelligent, it is not a threat [10][11] - Meta showcased wearable AI technology through relatable scenarios, indicating a desire to integrate AI into everyday life [13][14] Group 4 - The role of AI in advertising is evolving, moving from a background tool to a central character, though the effectiveness of this shift varies [17][18] - Some advertisements, like Svedka's, faced backlash for creating a disconnect with audiences, highlighting the challenges of integrating AI into brand narratives [19][20] - Artlist's rapid production of a Super Bowl-level advertisement using AI tools signals a shift towards faster, lower-cost advertising methods, challenging traditional production timelines [20][21] Group 5 - The focus of advertisements is shifting from showcasing technology to building brand trust and addressing ethical concerns related to AI [23][24] - As AI becomes more integrated into daily life, brands must confront issues of privacy and trust, moving beyond mere efficiency [23][24] - The aesthetic of AI advertising has transitioned from futuristic themes to relatable, everyday scenarios, reflecting changing public sentiments towards AI [24][25] Group 6 - The emergence of B2B brands like Ramp in high-profile advertising indicates a blurring of lines between individual and corporate productivity in the AI era [25][26] - The 2026 Super Bowl marked a peak in AI exposure, but narratives emphasizing the wonder of AI have declined, suggesting a move towards a "post-mythical" era for AI [25][26] - The role of advertising is evolving from creating awe to providing clarity and reassurance about AI's impact on society [26][27] Group 7 - The advertisements from this year reflect a broader attempt to establish a social relationship with technology rather than merely showcasing its capabilities [27][28] - The 2026 Super Bowl is positioned as a potential turning point for how AI interacts with the world, with advertising serving as a translator in this adaptation process [28][29]

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, which he later sold to tech giant Amazon in 2018 for $1.15 billion. Ring has since developed a host of connected security products from floodlights to new iterations of its iconic connected doorbell. Siminof ...

Ring brings its ‘Search Party’ feature for finding lost dogs to non-Ring camera owners https://t.co/LkvyuDcaIC ...

Core Viewpoint - True Ventures co-founder Jon Callahan predicts that the way smartphones are used will change dramatically in five years, and they may be completely abandoned in ten years [1][10]. Investment Philosophy - True Ventures has a history of successful investments, managing approximately $6 billion across 12 core seed funds and 4 selective opportunity funds, focusing on close collaboration with repeat entrepreneurs rather than self-promotion [1][8]. - The firm has invested in around 300 companies over 20 years, achieving 63 profitable exits and 7 IPOs [1][8]. Future of Human-Computer Interaction - Callahan emphasizes that the current smartphone interface is inefficient and disrupts daily life, leading True Ventures to explore alternative interaction methods [2][10]. - The latest product reflecting this investment philosophy is Sandbar, a voice-controlled smart ring designed to capture and organize user thoughts, representing a new human-computer interaction model [3][11]. Investment Strategy - True Ventures focuses on betting on new behavioral models rather than just new products, maintaining a disciplined investment approach by offering seed funding of $3 million to $6 million for 15% to 20% equity [5][12]. - The firm does not intend to raise billions in capital, believing that substantial funding is unnecessary to build a successful business [5][13]. Market Trends - The smartphone market is nearing saturation with an annual growth rate of less than 2%, while wearable products like smartwatches and smart rings are experiencing double-digit growth [6][14]. - Callahan believes that the greatest value creation will occur in the application layer, driven by new interaction interfaces that will unlock significant potential [5][13].

Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in stock performance relative to the benchmark index [5][8]. Core Insights - The panoramic and action camera business is experiencing significant growth, driven by the explosion of social media content and the increasing demand for immersive experiences. The company achieved a revenue of 1.198 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 51.65% [3]. - The company is implementing a "3+N" product strategy, focusing on expanding its market share in smart automotive, smart home, and panoramic/action camera sectors, while also exploring emerging fields such as AI hardware and industrial inspection [4]. - The company has secured stable partnerships with major automotive manufacturers and high-end smart home brands, indicating a strong order backlog and market capacity to absorb new production [4]. Financial Projections - Revenue projections for 2025, 2026, and 2027 are 1.594 billion yuan, 2.177 billion yuan, and 2.800 billion yuan, respectively, with net profits expected to be 202 million yuan, 283 million yuan, and 368 million yuan [5][9]. - The company anticipates a revenue growth rate of 41.24% in 2024, 45.98% in 2025, and a gradual decline to 28.63% by 2027 [9][12]. - The projected earnings per share (EPS) for the same years are 2.27 yuan, 3.18 yuan, and 4.14 yuan, with a decreasing price-to-earnings (P/E) ratio from 46.20 in 2024 to 20.75 in 2027 [9][12].

Ring's New Feature: AI-Powered Lost Pet Search - Ring utilizes AI and its network of Ring cameras to help find lost pets [2] - The company's mission is to make neighborhoods safer, and AI unlocks new features like finding lost dogs [2] - Anyone can report a lost pet for free, regardless of Ring product ownership [4] - Ring outdoor camera owners can participate in the search by allowing AI to analyze footage [4][5] Community Engagement - Neighbors tend to unite when a pet goes missing [3] - Users will receive notifications with a picture of the missing dog and an option to share the clip and contact the neighbor [5] - Participation in the lost pet search is open to everyone, even without a Ring camera [4][6]