The AR/Smart Glasses Delay: How AI Failures Are Blocking Apple’s Next Product

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.

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