Neil Cybart's grand unified theory of Apple, now with glasses

From Connecting the Apple Dots, posted on Above Avalon Wednesday:

When we look back at the late 2010s for Apple, we will likely refer to this as the early stages of the Apple Watch and Apple Glasses era. Apple’s multi-decade quest to make technology more personal is based on using intuitiveness to knock down the barriers that exist between humans and technology. One way of accomplishing this is push the boundaries found with today’s most personal products. The faster Apple runs with iPhone and Apple Watch, the closer the company will get to announcing its most personal product yet: glasses.

Below: The big idea, in one chart.

cybart theory glasses

My take: No analyst I track is more certain about these glasses than Cybart. If you don't subscribe to his daily newsletter ($), this (free) Above Avalon article is a good to way to catch up. Read it here.


  1. Fred Stein said:
    Great find. Thanks. Cybart points out the importance of the A12. Many others just don’t get how important that is.

    I would tweak Cybart for skipping over the AirPod. When Siri finally works, we might find that AirPods working with the phone we carry can do a lot more.

    September 20, 2018
  2. Kathy Corby said:
    Retired now, but my previous Silicon Valley employer was rolling out specialized Google Glasses to my colleagues in the Urgent Care clinics as I left three years ago. Docs explained to patients that the encounter was being sent to transcribers, who were bound by medical confidentiality standards, and would record a patient visit record for the physician’s review later that day. (The transcribers, believe it or not, were specially trained in medical record keeping, and located in the Philippines!) Patients seemed generally delighted that their doctor would actually look at them rather than the keyboard and screen, and docs were ECSTATIC that the devices had eased the main pain point for medical care providers everywhere, the much maligned — and rightly so– electronic health record. I spent the last 15 years of my career wishing that Apple would deliver me from data entry, that second shift that every health care provider is doomed to slog through at the end of every work day. That day may be coming, although not for me– as I am happily retired on the strength of my Apple shares. 🙂

    September 20, 2018

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