Meta Admits Ray-Ban Meta Smart Glasses Are Used to Train AI, Meta’s Achilles' Heel, Smart Glasses Used for Doxing
Following Monday's discussion regarding Vision Pro apps, we will stay in smart glasses / headsets / spatial computing land for today's update. A news story out of Harvard involving Ray-Ban Meta smart glasses, face search engines, and large language models caught my attention over the weekend. Before we get to that, some disappointing news on the Meta smart glasses front as it pertains to data collection.
Let’s jump right in.
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Apple’s “Cozy” WWDC, Vision Pro Apps, Vision Pro and App Bridges
We will kick off a new week of updates with Apple Vision Pro and apps. The discussion looks at a small event Apple held at Apple Park last week for developers. We then look at Apple Vision Pro apps and the idea of app bridges.
Let’s jump right in.
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A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2
Hello everyone. Some follow-up to our Apple/OpenAI discussion from Monday. The Financial Times is reporting OpenAI asked companies investing in its latest capital raise to not back rival companies. If true, that could have played a role in Apple backing out of an OpenAI investment. It is not necessarily in Apple’s interest to see OpenAI exceed or excel while OpenAI competitors struggle. Apple Intelligence can benefit from integrating various third-party multimodal models.
Shifting to today’s update, there will be an Apple Vision Pro / headset theme to the discussion. We discuss why consensus is rushing to judgment by claiming that AR glasses with optically transparent projection is the way forward in spatial computing. The discussion then turns to Google going after the popular Juno app for Apple Vision Pro. We conclude with my thoughts on HoloLens 2 being discontinued.
Let’s jump in.
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Oura Talks Smart Ring Financials, Smart Ring Hesitation, The Button’s Resurgence in Tech
Welcome to October. We will kick off a new month by discussing Oura and smart rings.
We haven't talked much about smart rings in these daily updates. The most recent discussion was found in the February 27th update (Samsung's Galaxy Ring and sketchy Apple smart ring rumors).
We will conclude today's update with an interesting story on what feels like the button's resurgence in tech.
Let's jump in.
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Apple Reportedly Backs Out of OpenAI Investment, Apple Dials Back on Blockbusters, Silicon Valley vs. Hollywood Confusion
Hello everyone. Welcome to a new week. Today’s update will focus on two news items that came across my radar over the weekend. We look at my thoughts regarding the latest Apple / OpenAI investment rumors. The discussion then turn to movies and what appears to be some bad framing on the part of Bloomberg Businessweek as it pertains to Apple’s approach to movies and movie theaters.
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Meta Connect 2024, Meta’s Orion Prototype, Mark Zuckerberg Is Gaslighting Us
Hello everyone. My notes from Meta’s Connect 2024 came out to a few daily updates worth of discussion. After much editing, today’s update does a good job of capturing my views and perspective. There’s a lot to cover, so let’s jump right in.
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The Design Story Behind AirPods 4, Google Stresses Antitrust Long Game
Hello everyone. Tomorrow’s update will be dedicated to discussing Meta's Connect 2024 event. What took place at Menlo Park marked a new kind of low for the consumer tech industry. We will discuss it all tomorrow.
For today’s update, we are going to focus on AirPods. The discussion will then turn to a quick update on the Google antitrust front.
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The Sonos App Fiasco, Sonos Earnings, YouTube Premium Is Having A Moment
Hello everyone. We will begin today's update by focusing on the Sonos app fiasco. Our attention will then shift to Sonos earnings. The update concludes with an observation regarding YouTube Premium, YouTube's ad-free subscription offering.
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Unpacking and Decoding the NYT’s Jony Ive / LoveFrom Profile
Hello everyone.
This past Saturday, The New York Times published a profile on what Jony Ive has been up to since leaving Apple in 2019 and starting his LoveFrom design consultancy.
While a fair amount of the information found in the piece had been previously known, such as Airbnb and Ferrari being LoveFrom clients, there were new disclosures regarding some of Jony’s business dealings involving San Francisco real estate. The piece seemed to be timed with an upcoming fundraising effort for a new company Jony is involved in with OpenAI.
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Apple’s Philosophy on Photography, Why Memory Protection Is a Big Deal, Snap Unveils Spectacles 5.0
Hello everyone. We begin today's update with Apple drawing a line in the sand regarding photography and generative AI. It’s fascinating how much of a Big Tech outlier Apple is on this photography versus generative AI debate. We then turn to my thoughts on Snap unveiling its fifth edition of Spectacles smart glasses.
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Addressing iPhone Pessimism
In today’s update, we will take a closer look at some of the iPhone pessimism that materialized following Apple’s “It’s Glowtime” event. Let’s jump right in.
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More on Apple’s New Devices, What’s Next for iPhone?, What’s Next for Apple Watch?
Hello everyone. Yesterday, we finished our review of Apple’s event. There are a few additional topics worth visiting that aren't so much about Apple's event but rather what comes next. Where does Apple take the iPhone and Apple Watch from here? Let’s discuss.
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Deconstructing Apple’s Product Event (iPhone)
Hello everyone. We will conclude our Apple event review, focusing on the iPhone segment of the presentation.
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Deconstructing Apple’s Product Event (AirPods)
Hello everyone. We will continue our Apple event review, focusing on the AirPods segment of the presentation. Yesterday’s update was focused on Apple Watch. Monday will be focused on everything iPhone.
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Deconstructing Apple’s Product Event (Apple Watch)
Hello everyone. We will continue our Apple event review.
Yesterday’s update was focused on the big picture.
My preference is to go deep into one section (Apple Watch, AirPods, iPhone) before moving on to the next section. For today, we will focus on the Apple Watch part of the presentation. Tomorrow, we will talk about AirPods. That discussion will end up including something of a State of AirPods section that extends behind just what was announced this week. There has been a lot going on with AirPods sales. Monday will be focused on everything iPhone.
Let’s jump in.
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Apple Just Held Its Strongest September Event in Years
Hello everyone. Today’s update will go over my initial impressions from Apple’s “It’s Glowtime” event. The discussion will have more in the way of big picture takeaways. We will get to the specifics, including my thoughts on the features, on Wednesday and possibly Thursday.
Let’s jump right in.
Apple Just Held Its Strongest September Event in Years
Apple’s “It’s Glowtime” event was jam-packed with HW updates.
The Apple Watch Series 10 marked one of the more significant year-over-year improvements for a flagship Apple Watch in years. We will likely see a bump up in the non-Ultra to Ultra sales ratio.
All four iPhone flagships contained notable upgrades including A18 (for non-Pro models) / A18 Pro (for Pro models), Camera Control (touch-capacitive area with sensors and haptic motors), and improved battery life across the line.
The entire AirPods line saw updates for the first time since the line expanded to three models, with AirPods receiving a H2 chip along with fit and comfort enhancements, AirPods Pro becoming a clinical-grade Hearing Aid, and AirPods Max receiving its first change in its four-year life (USB-C and new colors).
Apple sneaked in a non-HW Apple Intelligence feature, Visual Intelligence, tied into Camera Control. Visual Intelligence provides iPhone users context for their surroundings.
After looking back at prior September events, it’s fair to say yesterday’s event was the strongest Apple September event since at least 2017 (iPhone X unveiling). That is not meant to belittle or
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Disney Earnings, Roku Earnings
Hello everyone. Given Apple’s event on Monday (1 pm ET / 10 am PT), the next update will go out on Tuesday.
As you watch the event, if you have questions or observations that you would like addressed in the daily updates, send them my way. This includes any specific questions regarding the products themselves as there will be some demo time on Monday.
Today’s update will have a video streaming theme as we circle back to cover a few remaining CY2Q24 earnings releases from last month. For both Disney and Roku, the discussion will extend a bit beyond just what was found in their respective earnings.
Let’s jump in.
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ESPN Launches “Where to Watch” Feature, A Sports App Arms Race, U.S. Judge Blocks Venu Sports Launch
Hello everyone. We begin with my thoughts on ESPN’s new “Where to Watch” app feature. The discussion then goes over how ESPN designers must have a liking to Apple’s Sports app. We conclude with a U.S. judge blocking Venu Sports, a JV involving Disney, Fox, and Warner from launching.
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Amazon Alexa to Be Powered by Claude, Charging for AI, Apple Rumored to Invest in OpenAI
Happy Tuesday. Welcome to September.
One very quick follow-up to last Thursday’s discussion involving Apple Watch. We talked about my wish for Google to be more original with smartwatches. It’s easy to be different. A much harder goal is to be better.
Today’s update will have an AI theme as we begin with Amazon, move over to AI monetization, and then conclude with Apple / OpenAI. Let’s jump in.
Amazon Alexa to Be Powered by Claude
Here’s Reuters:
“Amazon's revamped Alexa due for release in October ahead of the U.S. holiday season will be powered primarily by Anthropic's Claude artificial intelligence models, rather than its own AI, five people familiar with the matter told Reuters.
Amazon plans to charge $5 to $10 a month for its new ‘Remarkable’ version of Alexa as it will use powerful generative AI to answer complex queries, while still offering the ‘Classic’ voice assistant for free, Reuters reported in June.
But initial versions of the new Alexa using in-house software simply struggled for words, sometimes taking six or seven seconds to acknowledge a prompt and reply, one of the people said.
That's why Amazon turned to Claude, an AI chatbot developed by startup Anthropic, as it performed better than the online retail giant's own AI models, the people said.”
Last October, Amazon announced a $4B investment in Anthropic (owns Claude). The news was positioned by Amazon as a “strategic collaboration to advance generative AI.” Anthropic said it would use AWS as its primary cloud provider, which means a portion of that $4B will find its way back to Amazon, while making future foundation models accessible to AWS customers with some features coming to AWS first. It’s not clear if this rumored Alexa/Claude integration was in the works last year and was tied with Amazon’s $4B investment.
As for motives, Amazon is becoming nervous of missing the boat on whatever remaining generative AI buzz and mania is left to squeeze. A year ago, Amazon held a product event where it gave its take on generative AI. As we discussed at the time,
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My Thoughts on Google’s “Made by Google” Event, Google’s Apple Watch Copying, Project Astra and the Future
Hello everyone. We are going to change directions and talk about hardware (and AI).
Apple Event. Earlier this week, Apple sent out invites to a September 9th product event at Steve Jobs Theater (Apple Park).
The invite is giving off major Apple Intelligence vibes. New iPhones (with Apple Intelligence) and Apple Watches are expected to be the major news.
My expectation is for Apple to use the same general game plan that was used for the September 2023 event. A taped presentation would be shown at Steve Jobs Theater, followed by some time with the new products. It’s sort of like the tech version of a Hollywood movie premiere.
For today’s update, we will focus on Google’s product event that took place two weeks ago at its Mountain View campus.
For those of you who are newer Above Avalon members, my approach in reviewing these events is to look at the big picture surrounding the products and features, in addition to what the company wants the public to focus on. What is the broader narrative being pushed? How does that differ from other companies?
Let’s jump in.
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