Apple’s strategic position is to be the main device by which apps and AI can gain access to end users. This puts them in a nice position to charge a toll on everything that passes through their device. Now if someone were to come out with a new type of device and a new paradigm that could disrupt iPhone as the main device, Apple would be in trouble.
Not long ago, Zuck seemed really confident about metaverse/AR/VR. Apple took the disruption threat seriously and countered with AVP. Now it looks like metaverse flopped. I suspect the priority of AVP has gone down inside Apple accordingly.
Apple’s strategic position is to be the main device by which apps and AI can gain access to end users. This puts them in a nice position to charge a toll on everything that passes through their device. Now if someone were to come out with a new type of device and a new paradigm that could disrupt iPhone as the main device, Apple would be in trouble.
Not long ago, Zuck seemed really confident about metaverse/AR/VR. Apple took the disruption threat seriously and countered with AVP. Now it looks like metaverse flopped. I suspect the priority of AVP has gone down inside Apple accordingly.