$3 Trillion War for Mobile’s Future

[Music] This was the promise. A tiny little face computer that maybe replaces our phone and keeps us connected to the internet. These came out in 2014, 11 years ago. They didn't really work out. >> Whatever happened to Google Glass. >> Sales of Glass stop at the end of this month. See 19 years ago this was mobile computer maybe this then and we are calling it iPhone. >> In the last 18 years we've seen this mature into this. I I don't have an iPhone 17. Again just bear with me. But fundamentally the experience of of using this is not radically different from the experience of using this. And there's been a couple of attempts at trying to figure out what this hardware device of the future might be. >> Uh this is potentially the future of how we're going to interact with uh with technology. >> And so the hand is I can bring up a um laser projection system. >> They went nowhere. >> The new worst product I think I've ever reviewed. There's just so many things bad about it. But now, finally, the evolution. The internet AI device of the future is starting to come into focus, and two of the biggest tech companies on the planet are taking wildly divergent paths to get us there. >> An entirely new AR platform with a revolutionary new product. >> This is Meta Rayban display. They're the first AI glasses with a highresolution display. The future of mobile. Here's what's going to happen. But well, first here's what's not going to happen. There's never going to be a moment where we just jump from our smartphones to this magical AI device of the future. It's it's going to be a progression. And to understand that progression, uh, first you have to have a a brief history of mobile. The path that took mobile phones from doing some things like a phone to doing everything like what smartphones do today was a long one. Maybe first they did email, they got good at audio, they got great at taking pictures....