Apple Earnings, Wearables and Vision Pro, AI Leverage

Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.

Sora, Groq, and Virtual Reality

OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.

Vision Pro at Work, The Sports Bundle

Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox.

The Apple Vision Pro

The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.

The Apple Vision Pro’s Missing Apps

The Apple Vision Pro is missing some important apps, and it seems likely that Apple’s App Store policies played a part. Might the company respond by doubling down with Disney?