Apple Glasses并非要取代iPhone，而是充当AI的“第一视角感官”，通过摄像头捕捉环境信息，让Siri能“看见”你眼前的世界，实现从点餐识菜到会议记录的无缝辅助。它深度绑定iPhone作为算力中枢，主打“无屏化”交互，将导航、通话等功能完全语音化，是AirPods式的感官延伸而非独立终端。在预售价6999元的高端定位下，苹果特别强化了隐私设计，通过端侧处理、物理提示灯等机制规避Meta眼镜的偷拍争议，意在打造下一代随身计算入口。

AI MAU growth across (per SensorTower) In 3Q26, Claude’s global MAUs jumped 1260% YoY, the largest increase across the cohort, followed by Meta AI and Gemini at 675% and 166% YoY, respectively. Despite its size, ChatGPT saw 70% YoY growth in 3Q26, while Perplexity saw MAUs fall 5% YoY. ChatGPT lags Claude on YoY MAU growth, it is by far the largest app on a global basis with 1.4bn MAUs in 3Q26, comprising more than 60% of the cohort’s MAU share. With ~26% share or 591mn MAUs, Gemini is a distant second, followed by Claude with 4%. Nearly 50% of Claude US app users also used the LinkedIn app in the last six months, highlighting its strong affiliation with business professionals.

AI agents can read your content. They should be able to pay for it, too. @MichaelTremante maps out how discovery and x402 payments fit together, with site owners deciding what’s free, paid, or off-limits.