Apple started the self driving car project ‘Titan’ and then wrapped it up.
Meanwhile Xiamo started with $50 cheap Android phones and are now selling actual cars with some autonomous driving, while working to pursue full automation.
I think US industrial policy is weak. Most of our large 1T companies are doing stock buy backs or paying dividends. We are scared to make big bets on 10+ year horizon.
We are doing much better than EU, but America’s large companies are stifling smaller companies. That’s not a good sign.
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.
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.
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.
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Meanwhile Xiamo started with $50 cheap Android phones and are now selling actual cars with some autonomous driving, while working to pursue full automation.
I think US industrial policy is weak. Most of our large 1T companies are doing stock buy backs or paying dividends. We are scared to make big bets on 10+ year horizon.
We are doing much better than EU, but America’s large companies are stifling smaller companies. That’s not a good sign.
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.