Vision Pro validates spatial computing; Meta leads glasses; Apple will perfect both
Vision Pro's compelling experience proves the platform; Apple will iterate on price/weight/battery while Meta and Google race in both stationary goggles and mobile glasses categories
Apple avoids AI capex by outsourcing models to Google and OpenAI
Apple leverages its consumer distribution to let model providers compete for access, avoiding hundreds of billions in training capex while delivering best-in-class AI to users