Smartphone 2?

hot take, but I don't think anyone knows what the smartphone replacement looks like. there is so much new technology coming out that any hardware bets that aren't focused on better compute just seem like a poor market read.

is it going to be ar headsets like the vision pro? vr glasses like the meta display? or Chinese contact lenses that give you night vision. saas might be last boom's darling, but it won't be going away anytime soon as the easiest and most effective to scale. the real benefit of ai is that more people are willing to look towards computers to solve a problem, but those problems are often inefficient to use AI for.

Source: https://www.techspot.com/news/110382-openai-confirmed-first-hardware-prototype-built-jony.html