Here's the play:

Step one: launch an unachievable, ultra-premium, category-defining product.
Step two: own the leadership narrative.
Step three: ship the mass-market “Model 3.”

I think that's exactly what’s coming: Apple Glass.
Maybe Vision Pro isn’t the destination. It’s the pacesetter. A bold, expensive prototype that buys time and belief for the mass-market version.

The real play? Ubiquitous spatial computing.

Liquid Glass isn’t just a UI update. It’s training wheels. These translucent layers, lensing effects, and ambient textures are conditioning us to live with digital overlays—content that blends with reality, not replaces it.

Because in a glasses-first world, the screen enhances the world.

Apple Glasses will be lighter, cheaper, and more integrated—your new default interface for work, learning, shopping, living. A platform shift that makes phones look like stepping stones.

Over 700 million people in China wear glasses or contact lenses.
That’s more than half of the population.

Get that right and they're seeding the next trillion-dollar ecosystem—one that exists in space, not screens.

I can't make my mind up with Apple. Are they biding their time or having a Kodak-moment. Maybe I need to look at Apple through a new lens.