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cover of episode (Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window

(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window

2025/2/3
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
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Ben Thompson
创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
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Jake
考虑在低收入年份进行 Roth 转换以优化税务规划。
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James Allworth
Topics
Jake:我认为苹果在创新方面正在停滞不前。虽然M系列芯片很棒,但取消Apple Car项目和在AI领域落后,让我觉得苹果的创新可能会在未来10到15年内遇到瓶颈。虽然苹果的盈利创下纪录,但我还是担心他们是否会成为一个传统的科技公司,在新计算范式出现时落后。苹果取消了与Mac连接的增强现实眼镜项目,这让我更加担忧,因为他们似乎难以找到合适的技术和成本来制造出大众可以接受的产品。 Ben Thompson:我与Hugo Barra的对话证实了苹果最初的AR眼镜计划是与iPhone配对,但因为会占用过多处理能力和电池而被放弃。苹果不会为了一个小产品而牺牲iPhone这个大业务。苹果似乎坚持“要么做大,要么不做”的心态,这可能解释了Vision Pro后续进展的不足。我个人希望苹果能推出一款Mac配件,比如可以作为Mac显示器的AR眼镜。我认为苹果应该推出一款专门为Mac设计的AR眼镜,这在当前是有市场的,并且可以逐步发展。但苹果内部似乎有一个团队非常相信AR技术,但公司其他部门并不支持他们。 James Allworth:我认为Meta面临的问题是,智能眼镜是否会成为一个真正的产品类别。苹果将AR眼镜与Mac联系起来,可能是探索市场的一种中间步骤。如果苹果不采取行动,可能会错过智能眼镜市场。

Deep Dive

Chapters
This chapter discusses Apple's recent setbacks, including the cancellation of its augmented reality glasses project and its lagging position in AI. It questions whether Apple is stagnating in innovation and explores the potential consequences.
  • Apple canceled a project for advanced AR glasses that would pair with Macs.
  • This follows the cancellation of the Apple Car project and lagging AI development.
  • Concerns are raised about Apple's future innovation beyond its M-series chips.

Shownotes Transcript

Answering mailbag questions on a report that Apple has abandoned its plans for smart glasses, Google, OpenAI and advertising, why LLMs struggle with sports statistics, whether generative AI will become more acceptable in media, and a few thoughts on manufacturing, tariffs, and the de minimis exception.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Apple Scraps Work on Mac-Connected Augmented Reality Glasses — Bloomberg)

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.