Critics argue that by developing a new AI wearable pin, Apple is conceding it cannot make Siri powerful enough on its existing, market-leading devices: the Apple Watch and AirPods. The move is seen as a step backward, chasing a failed form factor instead of leveraging its dominant ecosystem.

The ultimate winner in the AI race may not be the most advanced model, but the most seamless, low-friction user interface. Since most queries are simple, the battle is shifting to hardware that is 'closest to the person's face,' like glasses or ambient devices, where distribution is king.

Contrary to the belief that new form factors like phones replace laptops, the reality is more nuanced. New devices cause specific tasks to move to the most appropriate platform. Laptops didn't die; they became better at complex tasks, while simpler jobs moved to phones. The same will happen with wearables and AI.

Known for its focused product line, Apple is reportedly developing a diverse portfolio of AI devices including a pin, smart glasses, and robotic home products. This broader, 'throw spaghetti at the wall' approach mirrors Amazon's strategy with Alexa, suggesting uncertainty about the winning AI hardware form factor.

Despite the hype, AI's impact on daily life remains minimal because most consumer apps haven't changed. The true societal shift will occur when new, AI-native applications are built from the ground up, much like the iPhone enabled a new class of apps, rather than just bolting AI features onto old frameworks.

After the failure of ambitious devices like the Humane AI Pin, a new generation of AI wearables is finding a foothold by focusing on a single, practical use case: AI-powered audio recording and transcription. This refined focus on a proven need increases their chances of survival and adoption.

Past smart glasses failed not because of the hardware, but the lack of a compelling use case. Hassabis argues a universal, context-aware digital assistant that works seamlessly across all devices is the true 'killer app' that will finally make wearables like smart glasses indispensable.

Most current AI tools are skeuomorphic—they just perform old tasks more efficiently. The real transformation will come from "AI-native" applications that create entirely new business models, just as Uber was an "iPhone-native" concept unimaginable before its time. The biggest winners will use AI to become the industry, not just sell to it.

Current devices like phones and computers were designed before the advent of human-like AI and are not optimized for it. Figure's founder argues that this creates a massive opportunity for a new class of hardware, including language devices and humanoids, which will eventually replace today's dominant form factors.