May 1, 2024
I think the asymmetric bet, here, is that we *don't* carry our phones with us everywhere. We don't even own phones. The AI platform shift unlocks a new standard form factor (or form factors) that replaces the phone. https://t.co/tNp6SCpSqG
If people carry their phones everywhere, and AI applications on phones are excellent, I don't understand why phones don't win the race for "AI device" - not that there isn't room for something like Meta glasses as a peripheral, but why would a dedicated AI device ever win?