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452: Schrödinger's Killer App

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The Importance of Investing in the Future of Apple Glasses

i think this is an interesting report there is definitely a lot i heard from a couple of friends this morning who are like hmm seems like there's a lot of narrative building on here. I've started to sense a trend in pieces that are downplaying its immediate success it'll be like the apple watch follow a similar trajectory and  it will make the purchasing process really annoying. The higher ups look at this and say we need to be in this space because if anything is going to replace the iphone it's something that's going to be downwind of this by 10 or 15 years and we got the money so let's invest now, he says.

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