Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App
Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s killer app.
Meta’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
An Interview with Hugo Barra About Orion and Meta’s AR Strategy
An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.
More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation
Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next.
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
Snap Spectacles, iOS 18 Contacts Crack Down
It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.
Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?