[infensus]

I wonder what's more niche, a $3500 AR headset or a giant foldable iPad

[EA-3167]

Definitely the headset, wearing a computer and screen on your face is still incredibly unusual to most people. A big folding screen would be a luxury, but not unusual or particularly niche.

[karmakaze]

I'm getting the sense that Apple can't substantially innovate in hardware anymore. The M-chips were the last great thing, and there hasn't been much of a reason to upgrade an iPhone or MacBook Pro since. The M4's are a good bump from an M1 but that's about the normal lifecycle of a laptop anyway. The biggest 'feature' on the latest iPhones for me is having a soft-button for mute.

Apple might be missing something if they don't continue into wearables/AR, similarly to how MS missed out on mobile. What else have they got? Or are they happy to follow the MS playbook growing their ecosystem then sucking money out of it, and switching over to services-based revenue.

I hope Apple has more secret stuff and isn't being outdone by Meta (Facebook of all companies) doing VR/AR. I don't see any AI innovation, likely using other parties for the heavy lifting and only using Apple devices as clients or light loads. Their biggest moat (in AI) may be access to all the 'private' iCloud data.

[karmakaze]

I would much rather have (even) a 1080p virtual screen glasses that I can plug into my USB-C phone without looking like a freak. Better yet connect it to an actual computer rather than media consumption device.