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My hot take:

ALL AI wearable companies should return their money to investors, and wait for the AR glasses by Apple.

AR glasses are the ultimate form factor. And as much as I hate monopoly, Apple has the right app/dev ecosystem, and will make Siri work.

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Vision Pro isn't really supposed to be used outside.

I'm talking about AR glasses, not Vision Pro.

Do we know an ETA on those?

The fact the Vision Pro is passthrough VR instead of an AR screen on glass (as in when the battery is dead you see black, not see the room with no AR) says that it's far away.

Or while moving.

Absolutely correct.

The AR glasses race is between Apple and Meta Platforms.

This 'LLM-first phone' looks like a solution in search of a problem. But we'll see.

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