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The past 24 hours have really been something for Apple. I went to bed cursing Mark Gurman's name last night, and woke up eating my words; we actually did get new Macs. No event, no surprise fanfare, just a press release and a configuration page. Now we have AR shakeups to compliment the reports of a struggle to piece together a truly "Pro" desktop Mac replacement.

Sounds like their roadmap is getting shuffled around quite a bit. Not sure what all of this amounts to, but part of me feels like they're starting to get friction from TSMC. With reports that their exclusivity deal is starting to melt away[0], Apple might be seriously reconsidering what it means to have the most-dense silicon.

[0] https://www.techspot.com/news/97269-tsmc-may-cut-3nm-wafer-p...

I guess this is bad news for the AR market. Apple delaying entry means technology is not mature enough for a quality consumer product that can go into the mainstream and indicate the category will remain niche for a few more years.
I generally agree with this sentiment

I feel like the US government didn't fund enough of the fundamental research into AR and VR so there was no musk-type person there -- or jobs or gates or whoever -- to come in and privatize it and turn all the free public taxpayer money into private profit.

Or, Zuckerberg tried but got smacked down by the true capitalists in his ownership structure.

And as much as I think vr is gonna help destroy us even faster -- as if that's even possible -- I appreciated that Zuckerberg was like 'fuck it, I am brave or naive enough to believe we don't need that last few hundred billion in free taxpayer money -- we are going to do it ourselves."

And then reality asserted itself.