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Consumer Devices, Wearables & Ecosystems

Smartphones, foldables, PCs, wearables, smart glasses and VR/AR; device roadmaps, product quality and user experience, device ecosystems and lock-in, and associated privacy concerns.

Meta’s Smart Glasses: $900M Bull Case vs. Privacy Nightmare

By KAPUALabs
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Meta’s Smart Glasses: $900M Bull Case vs. Privacy Nightmare

Half Is Waste: Meta’s $250B AI Bet Still Can’t Measure Which Half

By KAPUALabs
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Half Is Waste: Meta’s $250B AI Bet Still Can’t Measure Which Half

Meta’s Spatial Crossroads: Hardware Gaps vs. Open Ecosystem

By KAPUALabs
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Meta’s Spatial Crossroads: Hardware Gaps vs. Open Ecosystem

Meta's Smart Glasses: A Bull Case on 50M Units, Bear Case on Privacy

By KAPUALabs
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Meta's Smart Glasses: A Bull Case on 50M Units, Bear Case on Privacy

Meta's Next Decade: VR Contraction, Memory, and Ad Shifts

By KAPUALabs
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Meta's Next Decade: VR Contraction, Memory, and Ad Shifts

VR in 2026: Developer Exodus, Hardware Wars, and a Market at a Crossroads

By KAPUALabs
/
VR in 2026: Developer Exodus, Hardware Wars, and a Market at a Crossroads