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Posted by swolpers 9 hours ago

The iPhone's Last Stand?(stratechery.com)
124 points | 165 commentspage 2
phuff 4 hours ago|
> [C]onsumers, on the other hand, are mostly looking to waste time, which is why attention- harvesting advertising is the only software business model that works at scale for consumer services.

I came here to talk about this, like some other commenters did, too :) I think that this _is_ a predominant view amongst most of Silicon Valley but I think it's kind of a local maxima view... Easy to agree with, easy to see that it's a functional idea, but... people... (i.e. consumers) do lots more than just waste time on their phones even though I bet that's a huge amount of what people are doing across the US right now.

I guess the thing that _is_ true about this nugget is the "at scale" part. It's hard to find things _at scale_ that people would pay for on a phone. So the phone sort of falls back into this easy to monetize thing via advertising. But I think people (qua consumers) probably can clearly be a sustainable market for way more than attention harvesting (or dopamine fracking!) but it requires a lot more effort to think of things that you can build a market out of there. So people sort of lazy-back into attention harvesting via ads.

deltarholamda 6 hours ago||
After the blowout success of the Macbook Neo, I'd think the bet would be on a cheap iPhone. Maybe not, as so many people finance their expensive phone through their carrier, but I suspect a $300 iPhone would eat the mid-range Android market.
simonh 5 hours ago||
I really doubt it, for several reasons. The Neo is cheap because it mainly leverages a compute core that already existed, consisting mainly of binned parts.

Yes the chassis had to be designed, but that can be used in common for future iterations. That's much harder for phones where the chassis is very tightly coupled to the specific circuit board design.

The 17e already is the cheap iPhone and it's $599. Putting it's internals in a different shell is one thing. Designing and building a half price internal board is quite another, especially as it would either require an entirely new SOC, or mean continuing production of a legacy SOC thus taking up valuable die production pipeline capacity.

Even if they did use an older SOC. Now they'd have to continue supporting that anaemic underpowered SOC with OS updates for years to come, and these future OS updates would have to run well on it.

I don't see it happening.

maherbeg 4 hours ago|||
iOS 27 supports devices all the way down to the iPhone 11, so I think they're doing pretty well here.
flyingshelf 3 hours ago|||
[dead]
throw310822 6 hours ago||
Not sure about this- Windows laptops have been a disaster for a decade- consumers have basically no clue of what they're buying and how it will work- will it be a piece of cheap, creaky plastic; will the basics actually work (e.g. audio in and out); will the speed be acceptable, will its fans constantly sound like a jet taking off, etc. A well made cheap laptop with guaranteed quality is a godsend.

The case of smartphones is completely different: Android is actually a good OS and there's plenty of excellent devices and high quality brands in the mid range.

thraway3837 6 hours ago||
Not sure why the article is titled the way it is. Ben’s take on Siri AI being just good enough for the vast majority of consumers makes sense. The iPhone is the most consumer facing product because it’s a consumption platform. Some folks use it to create stuff, but most people use it to consume media or interact with another human.

iPadOS also did not receive any product specific updates because I think Apple understands that device well: it’s also a consumption device with a bit more productivity capability. They know they can ship a full macOS on iPad, as witnessed by the lower performance A18 chip in the Neo running the full OS, but what’s the point? Using a desktop UI with a touch interface is terrible. So you’d need a mouse and keyboard. By the time you get that accessory, you’ve already exceeded the cost of a Neo or MacBook Air. There’s also no size, weight or space difference between a fully accessorized iPad and MacBook Neo, Air or 14” Pro.

I think Apple will be fine regardless of whether this new Siri AI stuff actually works well or not. I think deep down they don’t really care because they don’t have to. All of their devices are perfect clients that can interact perfectly fine with cloud inference. And their devices are such a joy to use. That’s what Apple is good at.

Now the confusing part is the new Microsoft hardware project. Is Solara a laptop? Tablet? 2-in-1? Phone? They already have a great hardware run with Surface, so I wonder if this new project is a more powerful local inference push?

kilroy123 8 hours ago||
I am still convinced that Apple is slowly working its way to smart glasses. And that *this* is the Next Big Thing. Frankly, the future is very good AR glasses that just work.

- iPhone Air to cram everything into a small space

- Vision pro - a new OS for looking at things and interacting

- Better Siri and AI that works with voice

- Smart local model / routing to big models in the cloud

- integration with wearables (air pods and watches)

SirMaster 2 hours ago||
I have 0 interest in wearing glasses on my head all the time though.

People spend several thousand on Lasik so they don't have to wear glasses all the time.

I don't see glasses as the ultimate form factor that everyone uses.

mschuster91 7 hours ago|||
Smart glasses aren't well-liked by the mainstream population. The term "glasshole" exists for a reason.
infecto 7 hours ago||
Never have even heard of the word before.
swiftcoder 7 hours ago|||
The term is nearly old enough to have a driving license - google glass came out 14 years ago
infecto 7 hours ago||
Ahh maybe that’s it. Old slang that’s not used often enough these days.
swiftcoder 4 hours ago||
Good luck reading an article about Meta Raybans without running into the term. That said, the whole smartglasses thing seems to be pretty dead as a concept - at least in part because public opinion is not on the side of folks wandering around with stealthy cameras on their faces
infecto 4 hours ago||
I have actually looked into meta glasses a number of times. Never saw the term. Learn something new everyday thanks for sharing this old term with the group!
sigzero 7 hours ago|||
Then you haven't been paying attention.
infecto 7 hours ago||
Maybe you are in bubble? Looks like it’s really old slang and I have not heard that word in the last decade in Silicon Valley or elsewhere.
iamnothere 7 hours ago|||
It was never common slang. A few journalists tried to force it to be “a thing” but it never caught on, because forced memes never work.

(I do hate camera glasses though.)

layer8 5 hours ago|||
It has had a revival with the Ray-Ban Meta AI glasses. I don't know about Silicon Valley, but you frequently see it in tech-oriented forums when the topic comes up.
Peanuts99 7 hours ago|||
This would not be a net benefit to society.
irieie 5 hours ago||
It’s amazing how people post with such confidence - exhibiting the behaviour that they just posted something of immense value.

lol no you did not. A whole lot of nothing.

MyelinatedT 7 hours ago||
This Microsoft notion of “devices that don’t stand alone but surround you” sounds an awful lot like Google’s “ambient computing” of yonder.
Thrymr 5 hours ago|
"The network is the computer." - Sun Microsystems, 1984
spogbiper 2 hours ago||
"Everything's computer" - Trump, 2025
thenthenthen 8 hours ago||
On step into the markets in Shenzhen and you will know it is not over. That new foldy iphone is a bit dodgy tho..
gohome190 8 hours ago||
> Apple is targeting consumers, for whom traditional chatbot functionality is probably sufficient for the vast majority of their AI needs.

I disagree strongly here. The chatbot is the furthest thing from sufficient for the average consumer. Take the newly announced feature that groups your compromised passwords together and offers to agentically change them all for you. Really cool! Could you do that via a chatbot interface? Sure. Would the average consumer? No.

move-on-by 7 hours ago|
I doubt the ‘average consumer’ is even using a password manager, let alone going to change their password because of something so common place as it being compromised.
eschatology 8 hours ago||
title is too biased and sensational

first paragraph begins the article upon 2 very big and flawed statements:

> Apple fans would, for years and years, sneer at Microsoft’s penchant for talking about products that may or may not ship, deriding them as vaporware.

maybe some would, but as a whole I would say this is not a common thing

> After Apple’s bungled 2024 launch of Apple Intelligence and new Siri, however, vaporware is fair game

no it's not

I didn't know about Project Solara so learned a new thing from the article, but I got the impression that it's not as big as the author tried to make it seem, felt very distant and forced.

drcongo 8 hours ago|
It only gets worse from there.
catlikesshrimp 4 hours ago|
I stopped reading when he mentioned "..beyond the fact that billions.." I looked it up and iphone users are much less than two billions. I can't expect much axcuracy from this opinion.
kens 2 hours ago|
I noticed the same thing. "The fact that billions of consumers already have iPhones" is a hallucination, not a fact. Billions of consumers have Android phones, but that's not the case for iPhones. (Billions of iPhones have been sold, though.)
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