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More glasses from Apple, Scott. Apple is reportedly following the playbook similar to Apple Watch, focusing on
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driving mainstream adoption of both glasses and sunglasses. First generation glasses are expected to emphasize
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features like cameras, but Apple believes glasses could eventually evolved into a health device and
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incorporate augmented reality. I have a feeling Apple's going to come right up
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the back up and take it all. >> You're exactly right. The innovator doesn't win. The innovator gets mud on
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their face and arrows in their back. It's the person that learns from the innovator who wastes a lot of capital
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and energy and comes in and it's the second mouse that gets the cheese. Essentially, Meta built this market, but
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Apple's going to collect the rent. And it's not a mixed reality headset. That
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was like a prophylactic, right? That was just stupid. Meta spent tens of billions proving people wear computers
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on their face. Apple will show up late, charge 40% more, and take 80% of the profits here.
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>> Yep. Same thing with the AirPod. They weren't the first of those music
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devices. They just were the best. They'll come in with beautiful glasses. They're not going to need Ray-B band.
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They'll design something gorgeous and you'll want to wear them. >> I'll wear I'll buy it.
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>> You will totally have like 90 sets of them in your house cuz you'll lose them.