Let's talk through some of those OpenAI financials and deal terms, shall we?
Thinking through their numbers and those deal terms...
(To be clear, I think the "thin" strategy will work fine next year -- also because AI and thus upgrade needs may actually be a reality then -- but without question, the iPhone lineup feels stale at the moment. And foldables have already gotten good.)
AI (and AR) aside, it feels like Apple has mis-timed the market with regard to foldables. Certainly in China. But if they're really still at least 2-3 years away, they better hope the "thin" iPhone strategy works next year for all-important iPhone sales...
Google figured out when to fold em -- Apple is still thinking on it...
Thinking out loud about the Apple/OpenAI investment and the apparent end of it...
It was an obvious investment that was always potentially problematic; add more chaos into the mix and... poof!
Chaos isn't a pit. Chaos is a coincidence. Or a series of them...
Chaos is a series of coincidences?
I'm basically just a reviewer of keynotes now... spyglass.org/metas-frenet...
Weird pacing, awkward timing, cool products, and eternal optimism...
Assuming any October event already in the can, but bet that at least one of the Apple events next year is live again. Probably WWDC.
Following Google, Snap, and now Meta, the pressure is now fully on for Apple to go back to doing keynotes live. The vibe and energy is just so much better.
Meta's Ray-Bans showcase one thing: Snap went from being too early in camera-focused smart glasses to being too early in AR-focused smart glasses... 🕶️🥽
Forget the AR variety (for now), people just want fun glasses they can wear that work...