Personal computers? Apple wasn’t first. Smartphones with screens? Apple wasn’t first. Tablets? Not first by a mile. True Wireless Earbuds? Nope, not at all first. Smartwatches? Hell no, not first.
And yet, Apple’s a category leader in every single one of these areas.
I don’t think it matters if Meta releases something first; Apple wins by doing it way better. Arguably, Vision Pro was way too early, even though it’s an incredible experience.
You can't just jump in, the lead up to getting this stuff going is a 5 year+ horizon, and Google, Meta, OpenAI and Anthropic are still moving exceptionally fast. Apple has shown they are nowhere near. They missed the boat on buying Anthropic, OpenAI was never going to sell with Musk behind it. There's no path forward for them, let alone catching up.
I think Apple is being smart by sitting out this "light barrels of money on fire" phase, because we have no idea where it ends or whether it'll be worth a damn. Apple has a big enough warchest that once real solutions do start to coalesce out of the fog, they can just acquire what they need to build actual products.
But the reality of it is that it's probably still to early to say if these devices will have mainstream appeal. I see a lot of people saying "well, i no longer need to take the phone out my pocket", but that has been the case for a couple of years with smartwatches, for example, and it has not meaningfully changed our dependency from the smartphone or the smartphone market dynamics that much.
Top-shelf wireless earbuds aren't from Apple. Same for smart watches.
Not for everyone obviously. But there are many, many, many, options at this level of quality.
I am not claiming these Sennheisers are the best. The parent claimed the Airpods are the best. Which is not true. That's all I'm saying.
Apple was first to the personal computer. First to the smartphone. First to the tablet. First to wireless earbuds. The vast majority of the company's revenue comes from segments where they had a multi-year head start over their competitors.
In fact products where they play catch up are more prone to failing (Vision Pro, Airpods Max, Homepod, Maps, MobileMe, Ping, Music Connect, AirPower, Airport).
Edit: even for touch LG Prada was first.
Aside from maybe the personal computer, they were not the first to any of those. BlackBerry/Palm/Windows Mobile devices all existed prior to the iPhone; the LG Prada was announced prior to the iPhone and had a similar form factor. Many tablet PCs existed before the iPad. Many Bluetooth earbuds existed prior to the AirPods.
They did a much better job of integrating each of these into a cohesive experience, but they absolutely had predecessors in each category.
