Phone makers compete with phone makers. Nobody competes with whoever replaces the phone.
Larry Page's counterintuitive rule: the more ambitious the goal, the less crowded the field.
Meta has 3 billion WhatsApp users as the distribution layer, Ray-Ban glasses already in market, and Muse as the AI core. Apple, Samsung, Google are all optimizing for a device category that may not exist in a decade.
PREDICTION: Mark Zuckerberg just created the product that will substitute phones.
Glasses + whatsapp + Muse will make Iphone (and every other phone brand) obsolete and impossible to compete with
Glasses substitutes screen
Whatsapp connects users
Muse personal assistant that sees what you see
Game on