I think there's a ton of room for innovation/paradigm shifts in handheld computing.
I think that very few of them are significant enough to flood over the moat Apple and Google have built.
Among those? Screen-less mobile computing (glasses/HUD) and true conversational AI agents.
But the rub is that (particularly within the Apple ecosystem), a competitor has to not just be better (on day 1, vs the 14+ years of iPlatform evolution), but better enough that people are willing to jettison the entire Apple platform for a competitor.
Which means Apple can release later, with less quality, and still retain most of their users. That's the evil genius of pivoting to a platform / services company.
Google to some degree, albeit to a lesser extent, since their services aren't as tightly coupled to first party hardware.
I think that very few of them are significant enough to flood over the moat Apple and Google have built.
Among those? Screen-less mobile computing (glasses/HUD) and true conversational AI agents.
But the rub is that (particularly within the Apple ecosystem), a competitor has to not just be better (on day 1, vs the 14+ years of iPlatform evolution), but better enough that people are willing to jettison the entire Apple platform for a competitor.
Which means Apple can release later, with less quality, and still retain most of their users. That's the evil genius of pivoting to a platform / services company.
Google to some degree, albeit to a lesser extent, since their services aren't as tightly coupled to first party hardware.