(And let's acknowledge that DeX is completely Samsung's work, and they really put a lot of work to make Android tablets usable.)
(And let's acknowledge that DeX is completely Samsung's work, and they really put a lot of work to make Android tablets usable.)
No one in their right mind should bet on building on a new tech like this from Google. What would Meta's options be if Google abandons it?
Just not worth the risk.
I’m not claiming that Meta won’t be Silo’d off by making their own. But Google is not going to be the one that should be trusted to make a platform for multiple devices.
Like it would be great if we had such a platform from a company that won’t abandon it in a few months.
But instead we are likely just going to have Silo’d systems.
The data that comes off of AR devices is just way too important and FB and Apple started investing early.
When google hedged after they failed with glass, by investing in ML and then putting half ass effort into Tango they gave the market to Apple with the Metaio etc… purchases.
I can’t stress how badly Magic Leap fucked the AR startup ecosystem up.
Meanwhile Zuck was smart enough to realize AR was early and built the VR market via Oculus knowing Oculus was just V0 for AR.
Meta and Apple won and there’s no way for a startup or even Google to compete in AR and thus the most important future data market
I think Meta is certainly ahead, but they are burning cash hard. Apple is just getting started.
The Apple brand is just too dominant that losing on AR doesn’t mean Apple sinks
Alternatively Meta doesn’t have such a position so losing on AR would be existential if they need it to beat Apple
On their watches yeah they've been pretty bad. Still not great now even with the Samsung collaboration.