Everything on Technology / Product Design

The transition from VR to AR glasses is the critical failure point or success point for Apple's next major computing category, as VR has historically struggled to find a widespread use case.

Impact: A successful shift to AR glasses would create a new ubiquitous computing platform, potentially replacing the smartphone as the primary interface.

— from Apple vs. Microsoft: The Cultural Clash of Art and Technology · a16z Podcast· Apr 10, 2026