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by jdmoreira 959 days ago
Apple will simply own this market as well, if it even becomes a market at all. They are by far the best positioned company and everyone already is locked in to the hardware.

As soon as Siri becomes good by leveraging llm, Apple is bound to dominate here. You don't even need another device to get half of what this does. Next gen airpods/ apple watches provide similar use cases.

3 comments

They already own this market – wearable computers – with the Apple Watch.
Seems like this Humane product has beaten Apple and Google to the punch even though they have the voice assistants for years
Because most voice assistants arent that good yet, and those companies already had products that basically maxed out the value of the voice assistants (watch/earbuds).

Humane has beaten other companies to the punch, if you count a flailing noodle arm as a "punch". This device clearly needs significantly more work on the ecosystem, accuracy of answers (it gave 2 wrong answers in the video), and actual input. The projector idea is absolutely terrible, and Im certain this will essentially end up a voice only device for the people that do buy it. The projector wont work outdoors at all, and even indoors, it looks terrible to actually use.

Apple lost a lot these days. Leadership is almost gone. Some companies are built by leaders and die with their leaders.
Tim Cook has done his supply-chain job and needs to move along. Not sure why investors aren’t pushing for this. I was listening to the recent earnings call and when he says things like “super excited” he couldn’t sound more monotonously unexcited. Jony Ive would have made a great CEO and figurehead.
Just for fun, why don't you take a look at this chart & identify the point where Tim Cook became CEO.

https://www.google.com/finance/quote/AAPL:NASDAQ?sa=X&window...

I've had a big position in Apple for ages so I've appreciated what Tim Cook has done for the share price (I could show you similar graphs from a host of other Cook-free Nasdaq companies that show a similar trajectory) it just seems that Apple have solidified the basics but there's been little wow-factor and innovation since Steve Jobs died, and of everyone, Ive would seem more like the successor to that from a cultural and aesthetic standpoint. I think Jobs left Apple with a safer pair of hands at the helm, but perhaps that has become a limiting factor now.
On the other hand, he's also strongly associated now with bad decisions like the Touch Bar and butterfly keys.
Surely as much Cook’s doing as Ive’s though. Ive also associated with the entirety of the Apple design culture, perfecting the laptop, “inventing” the iPhone and iPad and iPod, which turned the company into the giant it is today. Easy sell for a mythology around a visionary CEO. Hard to know what the politics was behind the scenes, but the main (or only) strategy for the past decade since Jobs died seems to have been “make the iPhone more profitable”.
And ruining modern interface design.