So long iPhone. Generative AI needs a new device
The EconomistListen to this story. Ben Thompson of Stratechery, a blog and podcast, puts it in epochal terms: “There is a hardware breakthrough waiting to happen just like the internet created the conditions for the smartphone breakthrough to happen.” The ability to talk and listen to chatbots makes Meta’s bet on AR glasses and VR headsets “drastically more compelling”, he writes. And yet gen AI has so dramatically accelerated the use case for smart glasses, Mr Zuckerberg told another interviewer, that there is now “no question” they will be the bigger of the two markets. Open AI charges $20 a month for access to its family of talking avatars; Meta’s AI -infused smart glasses will start at $299. New devices such as smart glasses and headsets could eventually free Facebook and others from their dependence on the iPhone, where Apple has hindered their ability to track data, hurting Meta’s ad business.