Apple

The Meta AR glasses are cool until you find out that they are $10K and you can't buy them.

Say what you want about the Vision Pro (they 100% botched Day 1 content and getting developers to build), it's $3K and available for sale. Expect v2 and v3 to get cheaper and lighter.

You're not going to beat Apple by shipping cool concept videos with journalists.

I think they're totally different products, Meta is leaning into AI way more than Apple (so far) and I wouldn't discount the fact that Meta already has the Ray-Bans out in the wild (which are extremely underrated)

/new-york by day 🗽 /latenightcrew by night :) Fan of eating tacos and bringing people together, often at the same time 🌮 oh and /untzuntz 😈

The difference is that Apple has always played the long game, and has always won it, with very few exceptions. 

I have seen this pattern a million times:
1. Apple unveils a tech or feature that some competitor has had for years. Memes everywhere: "XY had this feature 300 years ago"
2. Apple integrates this feature a little more, it gets much better. Memes everywhere: "Welcome to 20XX Apple, you are finally caught up to speed with XY lol"
3. Apple slowly but steadily surpasses XY's functionality, without ever losing its perfect integration across all its lineup: game over.

Siri sucks :)

[we'll see how Apple Intelligence plays out]