As AI-powered sensors make the physical world "observable," the primary barrier to adoption is not technology, but public trust. Winning platforms must treat privacy and democratic values as core design requirements, not bolt-on features, to earn their "license to operate."

AI will operate our computers, making our primary role monitoring. This frees people from desks, accelerating the need for a mobile interface like AR glasses to observe AI and bring work into the real world, transforming productivity.

Luckey argues analysts misunderstand the Vision Pro's strategy. At $3,500, it's not a mass-market product. Its goal is to make VR highly desirable and aspirational. By solving the "want" problem first, Apple primes the market for future, lower-cost versions, avoiding the trap of making a cheap product nobody wants.

Apple's failure to provide immersive, 3D spatial video for its new F1 partnership is a major missed opportunity for the Vision Pro. Live sports are a primary driver for VR/AR adoption. Offering only a standard 2D broadcast in a virtual environment fails to create a differentiated experience that would justify the hardware's cost for hardcore fans and drive platform adoption.

To win mainstream adoption, privacy-centric AI products cannot rely on privacy alone. They must first achieve feature parity with market leaders like ChatGPT. Users are unwilling to sacrifice significant convenience and productivity for privacy, making it a required, but not differentiating, feature.

The future of AI isn't just in the cloud. Personal devices, like Apple's future Macs, will run sophisticated LLMs locally. This enables hyper-personalized, private AI that can index and interact with your local files, photos, and emails without sending sensitive data to third-party servers, fundamentally changing the user experience.

We don't perceive reality directly; our brain constructs a predictive model, filling in gaps and warping sensory input to help us act. Augmented reality isn't a tech fad but an intuitive evolution of this biological process, superimposing new data onto our brain's existing "controlled model" of the world.

While phones are single-app devices, augmented reality glasses can replicate a multi-monitor desktop experience on the go. This "infinite workstation" for multitasking is a powerful, under-discussed utility that could be a primary driver for AR adoption.

Spiegel articulates a strong philosophical stance against Virtual Reality, arguing it isolates people from the real world. Snap's strategy is to invest exclusively in Augmented Reality technologies like Spectacles that aim to enhance in-person human connection rather than replace it with a virtual one.