Maybe. But I've been buying Apple for over a decade and this is the first year I've considered migrating off the ecosystem. I think AR glasses (not goggles) are going to be the defining hardware tech of the decade and I can see them becoming ubiquitous. If they're planning on releasing the goggles at the rumoured price point ($1500 - $3000) I think people might be tempted to jump ship.
You do make some very good points. We all thought Intel were going to dominate ten years ago though and they managed to fuck it so it’s not unprecedented. Apple do seem to be a lot better managed though. I think there’ll be more clarity after the headset reveal next month.
I don’t think it was quite so clear on intel 10yrs ago, hard to believe but Apple introduced the 64 bit A7 in 2013, for me that was the point of no recovery for intel (without major changes like we are seeing since Gelsinger returned). The path to apple silicon was clear then it was just a matter of timing, intel had no cohesive strategy for mobile…
Apple has a long history with the majority of it spent as the underdog, so I think they are less likely to be usurped… in the next few decades they could get to the point where no senior management where there in the dark days and then it all goes to hell, but I think they’ve cemented themselves pretty well into position…
