Apple Prioritizes Meta-Like AI Glasses Over Headset Revamp

Watch Apple Prioritizes Meta-Like AI Glasses Over Headset Revamp - Bloomberg on Dailymotion

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00:00They have a lot on their plate right now to shift a new generation of handset, of smartphone,

00:04but have you modeled for the idea that they enter a new category, the smart glass, away from augmented

00:10in VR? No, not yet, Daniel. We have to see what it is. We have to see what kind of potential

00:15reception it's going to be. I think Meta has a massive lead here, so you just can't sign off

00:21just because it's an Apple product that it's going to do well. I think we have to see the

00:25details and before we start to model any, you know, kind of shipments. Should they be fast tracking?

00:32I mean, it is, but at the end of the day, a lot depends on the models that go into it. So AI is a very big

00:38on-device AI is a very big part of any of these edge products, and I think, as we know, Apple has to get that

00:45thing first right before they can move on to some of those features. Anurag, I've been reading your latest

00:50research, wait times, inventory, handsets of the iPhone 17 generation. Your conclusion?

00:57Yeah, see, I think that's a good part is the base model is doing very well. The pro is doing very well,

01:02but iPhone Air is not at all doing well, and frankly, that was the one model we thought could, you know,

01:07get some traction, but it seems like the battery life is an issue there, and the second piece could be

01:12it's not available in China right now, and that could be another driving factor.

01:15Okay, let's see...

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