The thing is, everyone has a phone that already can do augmented reality. So, Meta still has a tough time to convince people to lay down $500 bones for a headset that most people haven't even considered buying yet. Plus, every kid will want to try the new Disneyland in it.
MARKET TRENDS
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Qualcomm VP Discusses Hybrid AI Future and On-Device Capabilities
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Next up: Jilei Hou VP of Eng. & Head of AI @Qualcomm on "The Future of AI is Hybrid". Learn about the importance of on-device AI, hybrid AI, and how Qualcomm is delivering these capabilities using #datacentricAI workflow. A crucial conversation as #genAI & AI compute skyrocket
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Apple’s Vision: Lightweight AR Glasses Within Four Years
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Tim Cook doesn't disagree. Within 18 months we will see a more capable, lighter, and lower cost headset. Within 48 months we will see a lightweight pair of glasses from Apple that are affordable for masses.
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Part-time founders can build profitable businesses without venture funding
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Why not? Not all startups need to be venture funded. Plenty of part time founders who run 1M ARR businesses
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Tech leader spending billions to maintain relevance amid execution concerns
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One of his employees told me that he will continue spending billions to ensure he remains relevant. So far I'm unimpressed by his execution.
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Apple’s AI Integration Strategy with Fitness and Wearables Challenged
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Seems to be making an assumption that Apple doesn’t want to integrate action and moving around, despite them having an actual fitness product and a wearable? Looks like a low effort rebuttal and rally cry.
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Apple Hosts Enterprise Summit End of Month
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Apple is hosting an enterprise summit at the end of the month. Hint, hint, it agrees with you.
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Apple Vision Pro vs Meta Quest Pro: Reality Display Quality Comparison
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I see where Zuckerberg is coming from. The end result is I can work in the Apple device but I can't work in the Meta one. Another end result? In Apple's device reality is stunningly beautiful. In Meta's Quest Pro (its $1,500 headset) reality looks like shit. It has seams, is
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Mark Zuckerberg positioned as key figure in AI advancement
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https://
theinformation.com/articles/mark-
zuckerberg-is-the-hero-ai-needs?rc=nznijt
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Mobileye stock recommendation despite pricing challenges
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Mobileye sags on deal pricing, but Canaccord recommends jumping aboard The company’s got seventy-percent share of ADAS, ostensibly in the part called “Level 2.” https://
thetechnologyletter.com/the-posts/mobi
leye-sags-on-deal-pricing-but-canaccord-recommends-jumping-aboard
… $MBLY $INTC $NVDA $QCOM $TSLA @gianarikas #investing #stocks #mobileye #selfdriving