Apple can’t launch compelling smart glasses without compelling AI — and they don’t have it yet.
The Two Products
Vision Pro
- Price: $3,499
- Status: Launched
- Problem: Niche only
Smart Glasses (Delayed)
- Target Price: ~$500?
- Status: Delayed
- Timeline: 2027+
The AI Connection
Apple’s glasses strategy depends on Siri intelligence that doesn’t yet exist. Voice-first interaction requires strong AI, real-time visual understanding, and context-aware assistance — Siri can’t deliver any of this yet.
The Catch-22
Wait for better AI → Competitors pull ahead. Launch with weak AI → Product disappoints.
Meanwhile, Competitors…
- Meta: Ray-Ban Meta already shipping
- Google: Gemini-ready glasses in development
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.









