the AI hardware companion of the future wont be a new device that sits on your face or hangs around your neck it will be a combination of existing devices evolved, primarily airpods + apple watch the beauty in this approach is the progressive increase in how "invasive" the devices are to the experience 1. normal life: airpods (with cameras) give the AI real time insights into the world around you in the least invasive way possible. transparency mode allows you to hear everything as you normally do and consumers are used to having them in their ears 2. you engage with the AI and need information best shared visually, the apple watch screen provides this in a light weight way 3. the watch screen isn't enough, so and you need more consistent engagement with a screen, your phone takes you the rest of the way The goal of AI wearables is to be as minimally invasive as possible, not to push a digital overlay on top of everything you see. Further, apple has the supply chain and existing consumer relationship to dominate.